XPO (NYSE:XPO) Q3 2025 Earnings Call October 30, 2025 08:30 AM ET Company ParticipantsMario Harik - CEOAli Faghri - Chief Strategy OfficerKyle Wismans - CFOJonathan Chappell - Senior Managing DirectorStephanie Moore - SVP of Equity ResearchJason Seidl - Managing DirectorKen Hoexter - Managing DirectorConference Call ParticipantsBascome Majors - Senior Equity Research Analyst of IndustrialsFadi Chamoun - Equity Research AnalystBrian Ossenbeck - Managing Director and Senior Analyst of TransportationJordan All ...

XPO (NYSE:XPO) Q3 2025 Earnings Call October 30, 2025 08:30 AM ET Speaker2Welcome to the XPO Q3 2025 earnings conference call and webcast. My name is Stacey and I will be the operator for today's call. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session. If you have a question, please dial one on your telephone keypad. Please limit yourself to one question when you come up in the queue. If you have additional questions, you're welcome to get back in ...

季度业绩表现 - 公司第三季度每股收益为1.07美元，超出市场预期的1.01美元，较去年同期的1.02美元有所增长，实现5.94%的盈利惊喜 [1] - 公司第三季度营收为21.1亿美元，超出市场预期2.12%，较去年同期的20.5亿美元增长 [2] - 在过去四个季度中，公司四次超出每股收益预期，三次超出营收预期 [2] 近期股价与市场表现 - 公司股价年初至今下跌约4.9%，而同期标普500指数上涨17.2% [3] - 股价的短期走势可持续性将主要取决于管理层在财报电话会议中的评论 [3] 盈利预期与评级 - 公司当前市场预期下一季度每股收益为0.84美元，营收为19.4亿美元；当前财年每股收益预期为3.64美元，营收预期为80.4亿美元 [7] - 在本次财报发布前，盈利预期修正趋势不利，导致公司股票获得Zacks Rank 4（卖出）评级 [6] 行业比较与前景 - 公司所属的运输-卡车行业在Zacks行业排名中处于后3%的位置 [8] - 同行业公司Forward Air预计在下一份报告中公布季度每股亏损0.08美元，较去年同期改善95.3%，但过去30天内其每股收益预期被大幅下调68.8% [9] - Forward Air预计下一季度营收为6.5605亿美元，与去年同期持平 [10]

Forward-looking statements This document includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements relating to our full year 2025 expectations of gross capex, interest expense, pension income, adjusted effective tax rate, and diluted share count, and future financial targets of North American LTL revenue CAGR, adjusted EBITDA CAGR, adjusted operating ratio improveme ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________ Form 10-Q ___________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from____________to____________ Commission File Number: 001-32172 ______ ...

XPO’s third-quarter results came in ahead of expectations on Thursday before the market opened. Efficiency initiatives and higher yields pushed operating income higher at the Greenwich, Connecticut-based company’s less-than-truckload segment. XPO (NYSE: XPO) reported adjusted earnings per share of $1.07 for the quarter, 5 cents higher than consensus and the year-ago result. The adjusted EPS number excluded transaction and restructuring costs. It also excluded a previously disclosed charge of $35 million s ...

Exhibit 99.1 XPO Reports Third Quarter 2025 Results GREENWICH, Conn. – October 30, 2025 – XPO (NYSE: XPO) today announced its financial results for the third quarter 2025. The company reported diluted earnings per share of $0.68, compared with $0.79 for the same period in 2024, and adjusted diluted earnings per share of $1.07, compared with $1.02 for the same period in 2024. Third Quarter 2025 Summary Results | | | | | | Three Months Ended September 30, | | | | | | --- | --- | --- | --- | --- | --- | --- | ...

GREENWICH, Conn., Oct. 30, 2025 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO) today announced its financial results for the third quarter 2025. The company reported diluted earnings per share of $0.68, compared with $0.79 for the same period in 2024, and adjusted diluted earnings per share of $1.07, compared with $1.02 for the same period in 2024. Third Quarter 2025 Summary Results Three Months Ended September 30, Revenue <td colspan="10" style="border-bottom: solid black 1pt ; text-align: center ; ...

文章核心观点 - 零担运输公司XPO预计其第三季度收益将因一起与并购活动相关的长期保险诉讼而产生约3500万美元的支出 [1] - 该诉讼源于公司2015年对康威的收购 但所涉责任可追溯至1981年康威出售的一家子公司 [2] - 诉讼涉及波特兰港超级基金场地的环境问题 历经州最高法院裁决后发回重审 最终判决尚未作出 当前支出为预估金额 [4] 诉讼背景与历史 - 诉讼可追溯至2012年 当时安联美国全球风险保险公司起诉了18家保险公司 康威作为利益相关方加入诉讼 [3] - 康威在被XPO收购前与Freightliner资产有基础联系 Freightliner于1981年被戴姆勒收购 [3] - 所涉责任与康威一家子公司的卡车和零部件制造工厂的环境及产品责任索赔有关 该子公司早在1981年已被康威出售给第三方 [2] 并购康威相关的其他法律问题 - XPO因收购康威而面临多起法律问题 该收购使其迅速扩张成为北美第二大零担运输公司 [5] - 2016年 XPO就另一起从收购中继承的法律问题与美国司法部达成和解 支付了1000万美元 该案涉及康威子公司Menlo Logistics被指控向政府超额收费 [5] - 该问题涉及并购交易数年前所做工作的指控 Estes Express Lines及其子公司也支付了300万美元作为和解的一部分 [6]

文章核心观点 - 在JB Hunt (JBHT) 和XPO (XPO) 两家卡车运输行业公司中，JBHT为价值投资者提供了更具吸引力的选择 [1][6] 公司投资价值比较 - JBHT的Zacks评级为2（买入），而XPO的评级为4（卖出），表明JBHT的盈利预期修正趋势更为积极 [3] - JBHT的远期市盈率为27.95，显著低于XPO的36.72 [5] - JBHT的市盈增长比率(PEG)为2.28，低于XPO的2.68 [5] - JBHT的市净率(P/B)为4.48，远低于XPO的8.85 [6] 价值评估体系 - 价值评估体系通过市盈率、市销率、收益收益率及每股现金流等一系列关键指标来判断公司的公允价值 [4] - 在该评估体系中，JBHT的价值评级为B，而XPO的价值评级为D [6]