---
title: "Logistics firm XPO beats Q2 revenue estimates"
description: "Logistics firm XPO reported Q2 2025 revenue of $2.08 billion, surpassing analyst expectations of $2.05 billion. The adjusted EPS also beat consensus at $1.05 compared to $0.99. Key drivers included a "
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/250973289.md"
published_at: "2025-07-31T10:55:06.000Z"
---

# Logistics firm XPO beats Q2 revenue estimates

> Logistics firm XPO reported Q2 2025 revenue of $2.08 billion, surpassing analyst expectations of $2.05 billion. The adjusted EPS also beat consensus at $1.05 compared to $0.99. Key drivers included a 6.1% yield growth in the North American LTL segment and a 53% reduction in transportation costs. European revenue grew by 4.1%, but adjusted EBITDA fell by 10.2%. Analysts maintain a "buy" rating on XPO shares, with a median 12-month price target of $143.50, reflecting a positive outlook for the company.

Overview

-   XPO Q2 2025 revenue stable at $2.08 bln, beating analyst expectations
-   Adjusted EPS for Q2 beats consensus, reflecting strong operational performance
-   Co's North American LTL segment shows yield growth and cost reductions

Result Drivers

-   YIELD GROWTH - North American LTL segment achieved a 6.1% increase in yield, excluding fuel, despite a decline in tonnage
-   COST REDUCTIONS - Significant reduction in purchased transportation expenses by 53% through insourcing linehaul miles
-   EUROPEAN REVENUE - European Transportation segment revenue grew by 4.1%, though adjusted EBITDA decreased by 10.2%

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q2 Revenue

Beat

$2.08 bln

$2.05 bln (20 Analysts)

Q2 Adjusted EPS

Beat

$1.05

$0.99 (24 Analysts)

Q2 EPS

$0.89

Q2 Net Income

$106 mln

Q2 Adjusted EBITDA

$340 mln

Q2 Operating income

$198 mln

Analyst Coverage

-   The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 21 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"
-   The average consensus recommendation for the ground freight & logistics peer group is "buy"
-   Wall Street's median 12-month price target for XPO Inc is $143.50, about 7.8% above its July 30 closing price of $132.29
-   The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 25 three months ago

Press Release:

### Related Stocks

- [XPO.US - XPO](https://longbridge.com/en/quote/XPO.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.