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XPO (XPO) investor relations material
XPO Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Q2 2025 revenue was $2.08 billion, with net income of $106 million and adjusted EBITDA of $340 million, as adjusted EPS of $1.05 exceeded expectations despite a prior-year one-time European tax benefit.
North American LTL segment delivered $1.24 billion in revenue and $300 million in adjusted EBITDA, with an adjusted operating ratio of 82.9% and yield (ex-fuel) up 6.1% year-over-year.
Technology and AI investments, including network expansion and service center openings, drove operational improvements and cost efficiencies.
European Transportation segment reported $841 million in revenue, up 4.1% year-over-year, with adjusted EBITDA of $44 million.
Company is positioned for long-term value creation, with ongoing network, technology, and service quality investments.
Financial highlights
Q2 2025 revenue was flat year-over-year at $2.08 billion; net income was $106 million, down from $150 million in Q2 2024.
Adjusted EBITDA was $340 million, slightly below last year’s $343 million; adjusted net income was $125 million.
Diluted EPS was $0.89, down from $1.25; adjusted EPS was $1.05, compared to $1.12 last year.
Cash flow from operations was $247 million; net capex was $191 million; liquidity at quarter end was $824 million.
Operating income was $198 million, up 1% year-over-year; adjusted EBITDA margin was 16.3%.
Outlook and guidance
Full-year 2025 gross capex expected between $600 million and $700 million, with management citing sufficient liquidity and resources.
Q3 operating ratio expected to be flat sequentially, with continued margin and yield expansion anticipated in H2.
North American LTL targets through 2027 include revenue CAGR of 6–8% and adjusted EBITDA CAGR of 11–13%.
Explain insourcing linehaul impact on network.
How did XPO address wage inflation?
What drove the NA LTL adjusted EBITDA increase?
How does XPO plan to scale up buybacks?
Assess AI's impact on linehaul efficiency.
Explain Europe's stronger EBITDA results.
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Frequently asked questions
American Logistics Company
XPO Inc. is an American logistics company with multinational operations. The company is most known for its offers in less-than-truckload (LTL) shipping but also offers things such as freight brokerage, last-mile logistics, and supply chain management. XPO operates mainly in North America and Europe, utilizing technology to enhance its logistics operations. XPO serves a broad range of clients, from small businesses to multinational corporations, offering logistics solutions that cater to different needs and scales. The company is headquartered in Greenwich, Connecticut, and its shares are listed on the NYSE.
Explosive Growth Through Acquisitions
XPO Logistics, a global provider of transportation and logistics services, was established in 1989 as Express-1 Expedited Solutions. The company's evolution into a logistics powerhouse began in earnest in 2011 under the leadership of Bradley Jacobs. Jacobs initiated an ambitious growth strategy, primarily through a series of acquisitions.
Notable among these was the 2015 acquisition of Norbert Dentressangle, a major European logistics company, which significantly expanded XPO's global footprint. In the same year, XPO also acquired Con-way, a prominent U.S. trucking company, further solidifying its position in the North American market. XPO Logistics has since continued to grow, diversifying its services across various sectors including freight brokerage, last-mile logistics, and LTL shipping. Some of the company’s competitors in today's logistics market include C.H. Robinson, Old Dominion, and FedEx.
Less-than-truckload
The company is, as previously mentioned, primarily focused on LTL shipping. This is an incredibly useful service for businesses needing to transport smaller freight loads that do not require a full truckload. It enables customers to ship smaller, more frequent deliveries, optimizing cost-efficiency and flexibility. XPO's LTL shipping leverages an extensive network of terminals and advanced technology to ensure efficient transit and delivery. The company's expertise in this sector is backed by a robust tracking system, providing real-time visibility and control over shipments. The service includes special handling, expedited transit, and cross-border services.
Other Services
Beyond LTL shipping, XPO Logistics offers a broad range of services encompassing various aspects of supply chain management. These include truck brokerage, where XPO connects shippers with carrier networks to facilitate full truckload shipments. In warehousing and distribution, the company provides scalable solutions, including order fulfillment, inventory management, and reverse logistics. XPO's last-mile service specializes in the delivery and installation of heavy goods directly to consumers' homes. Additionally, XPO offers global forwarding services, handling international air and ocean freight transportation.
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