---
title: "XPO Q3 revenue beats analyst expectations"
description: "XPO's Q3 2025 revenue rose 2.8% year-over-year, surpassing analyst expectations with adjusted EPS increasing to $1.07. The company faced a $35 million charge for environmental claims, affecting net in"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/263493674.md"
published_at: "2025-10-30T10:55:30.000Z"
---

# XPO Q3 revenue beats analyst expectations

> XPO's Q3 2025 revenue rose 2.8% year-over-year, surpassing analyst expectations with adjusted EPS increasing to $1.07. The company faced a $35 million charge for environmental claims, affecting net income. The North American Less-Than-Truckload segment saw a 10% growth in adjusted operating income, while the European segment struggled with decreased adjusted EBITDA. Analysts maintain a "buy" rating on XPO, with a median 12-month price target of $145, reflecting a potential 14% increase from its recent closing price of $124.75.

)

Overview

-   XPO Q3 2025 revenue grows 2.8% yr/yr, beating analyst expectations
-   Adjusted EPS for Q3 2025 rises to $1.07 from $1.02 yr/yr
-   Company incurs $35 mln charge for environmental claims, impacting net income

Outlook

-   XPO expects performance to accelerate as its strategy gains traction
-   Company anticipates continued margin expansion and service quality improvements

Result Drivers

-   LTL SEGMENT PERFORMANCE - North American Less-Than-Truckload segment achieved 10% growth in adjusted operating income due to improved yield and productivity
-   ENVIRONMENTAL CLAIMS CHARGE - $35 mln charge related to environmental claims impacted operating income and net income
-   EUROPEAN SEGMENT CHALLENGES - European Transportation segment faced a decrease in adjusted EBITDA and operating income loss

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $2.11 $2.07

Revenue bln bln (19

Analysts

)

Q3 $164 mln

Operatin

g income

Analyst Coverage

-   The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 21 “strong buy” or “buy”, 3 “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 $145.00, about 14% above its October 29 closing price of $124.75
-   The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 30 three months ago

Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

### Related Stocks

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

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| What XPO (XPO)'s CEO-Chairman Power Shift Means For Shareholders | XPO, Inc. announced a leadership change with CEO Mario Harik assuming the role of Chairman, following founder Brad Jacob | [Link](https://longbridge.com/en/news/269971588.md) |
| $1000 Invested In XPO 15 Years Ago Would Be Worth This Much Today | XPO ( NYSE:XPO ) has outperformed the market over the past 15 years by 28.31% on an annualized basis producing an averag | [Link](https://longbridge.com/en/news/259712032.md) |
| $100 Invested In XPO 10 Years Ago Would Be Worth This Much Today | XPO ( NYSE:XPO ) has outperformed the market over the past 10 years by 16.34% on an annualized basis producing an averag | [Link](https://longbridge.com/en/news/263381266.md) |
| XPO Q3 Adjusted Earnings, Revenue Rise | XPO Q3 Adjusted Earnings, Revenue Rise | [Link](https://longbridge.com/en/news/263501726.md) |
| XPO Renews Partnership with Truckers Against Trafficking for 2026 | XPO Inc. has renewed its partnership with Truckers Against Trafficking (TAT) for 2026, continuing its commitment to comb | [Link](https://longbridge.com/en/news/272277588.md) |

---

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