XPO, Inc. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
XPO reported Q3 2026 revenue of $2.373B (+12.4% YoY) and diluted EPS of $1.53 (+125% YoY); adjusted diluted EPS was $1.70 (+58.9% YoY). North American LTL segment drove growth with revenue of $1.473B (+17.4%) and adjusted operating income of $293M (+35.0%); adjusted operating ratio improved 260 basis points to 80.1%. European Transportation revenue grew 5.0% to $900M with adjusted EBITDA of $48M (+26.3%). Nine-month YTD adjusted EBITDA was $1.186B (+23.5%), and the company returned $250M to shareholders via stock repurchases.
Why this rating
Strong operational execution and margin expansion across core LTL business; double-digit revenue and adjusted EPS growth represent meaningful outperformance. Relative to $14.4B market cap, ~$260M quarterly adjusted EBITDA and 26% growth rate signal solid momentum, but single quarter—not yet transformational. Leverage reduction and shareholder returns add value.
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