Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus across top and bottom lines: revenue of $2.36B vs. $2.27B expected, and normalized EPS of $1.70 vs. $1.47 expected. The North American LTL segment drove outperformance with a record adjusted operating ratio of 79.9%, a 300bp improvement YoY, fueled by high-yield gains and AI-driven productivity. Net income reached $162M, exceeding the $159M consensus despite restructuring headwinds in Europe.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: XPO(XPO) the Revenue is 2.355 B (+13.22%), Beat estimate;the EBIT is 300 M (+43.54%), Beat estimate;the EPS is 1.36 (+52.81%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
2.35B13.22%
2.27B9.30%
+0.08B3.92%
EBITExceed expectations
0.30B43.54%
0.28B32.44%
+0.02B11.10%
EPSExceed expectations
1.3652.81%
1.342450.83%
+0.01761.98%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf