--- title: "XPO | 8-K: FY2025 Q4 Revenue Beats Estimate at USD 2.011 B" type: "News" locale: "en" url: "https://longbridge.com/en/news/274965472.md" datetime: "2026-02-05T11:48:46.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/274965472.md) - [en](https://longbridge.com/en/news/274965472.md) - [zh-HK](https://longbridge.com/zh-HK/news/274965472.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/274965472.md) | [繁體中文](https://longbridge.com/zh-HK/news/274965472.md) # XPO | 8-K: FY2025 Q4 Revenue Beats Estimate at USD 2.011 B Revenue: As of FY2025 Q4, the actual value is USD 2.011 B, beating the estimate of USD 1.952 B. EPS: As of FY2025 Q4, the actual value is USD 0.5, missing the estimate of USD 0.6793. EBIT: As of FY2025 Q4, the actual value is USD 196 M. ### Overall Company Performance (Fourth Quarter 2025 vs. 2024) #### Revenue - Total revenue for XPO, Inc. was $2,011 million in the fourth quarter of 2025, an increase of 4.7% from $1,921 million in the same period of 2024. #### Operational Profitability - Operating income was $143 million in the fourth quarter of 2025, a decrease of -3.4% from $148 million in the same period of 2024. - Net income was $59 million in the fourth quarter of 2025, a decrease of -22.4% from $76 million in the same period of 2024. - Adjusted net income, a non-GAAP financial measure, was $105 million in the fourth quarter of 2025, compared with $107 million in the same period of 2024. - Adjusted EBITDA, a non-GAAP financial measure, was $312 million in the fourth quarter of 2025, an increase of 3.0% from $303 million in the same period of 2024. #### Cash Flow - Cash flow from operating activities was $226 million in the fourth quarter of 2025. - XPO, Inc. ended the year with $310 million of cash and cash equivalents on hand. - Net capital expenditures totaled $84 million in the fourth quarter of 2025. ### North American Less-Than-Truckload Segment (Fourth Quarter 2025 vs. 2024) #### Segment Revenue - Revenue for the North American Less-Than-Truckload segment was $1,165 million in the fourth quarter of 2025, an increase of 0.8% from $1,156 million in the same period of 2024. #### Operational Metrics - Operating income was $184 million in the fourth quarter of 2025, an increase of 2.8% from $179 million in the same period of 2024. - Adjusted operating income was $181 million in the fourth quarter of 2025, an increase of 13.8% from $159 million in the same period of 2024. - Adjusted operating ratio improved by 180 basis points to 84.4%. - Adjusted EBITDA was $285 million in the fourth quarter of 2025, an increase of 1.8% from $280 million in the same period of 2024. - Yield, excluding fuel, increased 5.2% year-over-year. - Shipments per day decreased by -1.6%, and tonnage per day decreased by -4.5% year-over-year. - Pounds per day were 62,486 thousand in 2025, a decrease of -4.5% from 65,433 thousand in 2024. - Shipments per day were 48,348 in 2025, a decrease of -1.6% from 49,109 in 2024. - Average weight per shipment was 1,292 pounds in 2025, a decrease of -3.0% from 1,332 pounds in 2024. - Revenue per shipment (excluding fuel surcharges) was $335.28 in 2025, an increase of 3.0% from $325.62 in 2024. - Gross revenue per hundredweight (excluding fuel surcharges) was $26.12 in 2025, an increase of 5.2% from $24.84 in 2024. - Average age of the tractor fleet was 3.7 years in 2025, compared to 4.1 years in 2024. ### European Transportation Segment (Fourth Quarter 2025 vs. 2024) #### Segment Revenue - Revenue for the European Transportation segment was $846 million in the fourth quarter of 2025, an increase of 10.6% from $765 million in the same period of 2024. #### Operational Metrics - Operating income was a loss of -$13 million in the fourth quarter of 2025, compared with a loss of -$11 million in the same period of 2024. - Adjusted operating income was $2 million in the fourth quarter of 2025, compared with a loss of -$2 million in the same period of 2024. - Adjusted EBITDA was $32 million in the fourth quarter of 2025, an increase of 18.5% from $27 million in the same period of 2024. ### Corporate Segment (Fourth Quarter 2025 vs. 2024) #### Operational Metrics - The Corporate segment generated an operating loss of -$28 million in the fourth quarter of 2025, compared with a loss of -$19 million in the same period of 2024, representing a 47.4% increase in loss. - Adjusted EBITDA was a loss of -$4 million in the fourth quarter of 2025, which was unchanged from the loss of -$4 million in the same period of 2024. ### Outlook / Guidance - XPO, Inc. plans to continue executing for market-leading margin expansion and positioning for outsized share and margin gains in a recovery. - The company expects to generate significant acceleration in free cash flow in the coming years to further compound shareholder value creation. ### Related Stocks - [XPO, Inc. 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