XPO, Inc. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
XPO Inc. reported Q3 2026 revenue of $2.37B (up 12% YoY) with adjusted EBITDA of $433M (up 27% YoY) and adjusted diluted EPS of $1.70 (up 59% YoY). North American LTL segment showed $1.47B revenue with adjusted operating ratio of 80.1%, improving 260 basis points YoY. For full-year 2026, the company guides: gross capex $500M–$600M, interest expense $205M–$215M, diluted share count ~118M shares, and adjusted effective tax rate 23%–24%.
Why this rating
Strong operational execution with double-digit revenue and EBITDA growth, significant LTL margin improvement, and robust cash flow; however, relative to $14.4B market cap, Q3 results align with existing strategic plan targets rather than representing transformational new developments.
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