Overview

* XPO Q2 2025 revenue stable at $2.08 bln, beating analyst expectations

* Adjusted EPS for Q2 beats consensus, reflecting strong operational performance

* Co's North American LTL segment shows yield growth and cost reductions

Result Drivers

* YIELD GROWTH - North American LTL segment achieved a 6.1% increase in yield, excluding fuel, despite a decline in tonnage

* COST REDUCTIONS - Significant reduction in purchased transportation expenses by 53% through insourcing linehaul miles

* EUROPEAN REVENUE - European Transportation segment revenue grew by 4.1%, though adjusted EBITDA decreased by 10.2%

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $2.08 $2.05

Revenue bln bln (20

Analysts

)

Q2 Beat $1.05 $0.99

Adjusted (24

EPS Analysts

)

Q2 EPS $0.89

Q2 Net $106 mln

Income

Q2 $340 mln

Adjusted

EBITDA

Q2 $198 mln

Operatin

g income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 21 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the ground freight & logistics peer group is "buy"

* Wall Street's median 12-month price target for XPO Inc ( XPO ) is $143.50, about 7.8% above its July 30 closing price of $132.29

* The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 25 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)