The strong beat on both EPS and revenue, combined with accelerating margin expansion in the core LTL segment, signals improving operational leverage. Watch for freight demand recovery commentary on the earnings call and any formal guidance update.
Price Chart
Executive Summary
XPO reported Q1 2026 adjusted diluted EPS of $1.01, up 38.4% YoY, and revenue of $2.10B, up 7.3% YoY, driven by strong North American LTL performance with 200 bps adjusted operating ratio improvement to 83.9%. The company generated $183M in operating cash flow and repurchased $30M in stock, with no formal guidance provided.
Key Financial Metrics
Key Facts
- Adjusted diluted EPS of $1.01, up 38.4% YoY from $0.73
- Revenue of $2.10B, up 7.3% YoY from $1.95B
- North American LTL adjusted operating income up 20% to $198M
- Adjusted operating ratio improved 200 bps to 83.9%
- Adjusted EBITDA of $319M, up 14.7% YoY
- Operating cash flow of $183M; $30M in share repurchases
- No formal guidance provided in the release
Financial Impact
Adjusted diluted EPS grew 38% YoY to $1.01, revenue grew 7.3% to $2.10B, and adjusted EBITDA grew 14.7% to $319M
Risk Factors
- European Transportation segment remains a drag with an operating loss of $6M
- No formal guidance provided, creating uncertainty on sustainability of momentum
- Wage inflation and higher fuel costs partially offset productivity gains
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-052072 |
| Document: tm2612963d1_8k.htm | 0001104659-26-052072 |
| Document: 0001104659-26-052072-index-headers.html | 0001104659-26-052072 |
| Document: 0001104659-26-052072-index.html | 0001104659-26-052072 |
| Document: 0001104659-26-052072.txt | 0001104659-26-052072 |
| 8-K Data (Synthetic) | 0001104659-26-052072 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | Insider Cluster | $174.41 $179.92 | ▲ +3.16% | ▲ +0.60% | $186.09 (+6.70%) |
Sep 9, 2026 23d ago | Press Release | $182.34 $175.34 | ▼ −3.84% | ▼ −3.34% | $186.09 (+2.06%) |
Sep 3, 2026 29d ago | Press Release | $193.10 $180.49 | ▼ −6.53% | ▼ −5.32% | $186.09 (−3.63%) |
Aug 18, 2026 6w ago | Press Release | $202.72 $191.93 | ▼ −5.32% | ▼ −5.12% | $186.09 (−8.20%) |
Jul 30, 2026 9w ago | 8-K | $199.26 $196.35 | ▼ −1.46% | ▼ −5.08% | $186.09 (−6.61%) |
Jul 30, 2026 9w ago | 8-K | $199.26 $196.35 | ▼ −1.46% | ▼ −5.08% | $186.09 (−6.61%) |
Jul 30, 2026 9w ago | Press Release | $199.26 $196.35 | ▼ −1.46% | ▼ −5.08% | $186.09 (−6.61%) |
Jul 27, 2026 9w ago | 8-K | $208.20 $200.97 | ▼ −3.47% | ▼ −4.55% | $186.09 (−10.62%) |
Jun 4, 2026 17w ago | Press Release | $218.14 $227.65 | ▲ +4.36% | ▲ +6.92% | $186.09 (−14.69%) |
Jun 3, 2026 17w ago | 8-K | $218.14 $227.65 | ▲ +4.36% | ▲ +6.92% | $186.09 (−14.69%) |
US Market Status
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