Business Segments · Pension (income) expense

North American LTL — Pension (income) expense

XPO North American LTL — Pension (income) expense decreased by 300.0% to -$4.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 100.0%, from -$2.00M to -$4.00M. Over 3 years (FY 2022 to FY 2025), North American LTL — Pension (income) expense shows an upward trend with a -50.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026

How to read this metric

Income (a negative expense) improves profitability, while rising expenses indicate increased pension liabilities or poor investment performance.

Detailed definition

The net impact of pension plan obligations and returns on plan assets on the segment's financial performance. This refle...

Peer comparison

Common for legacy transportation companies with unionized workforces; comparable to pension accounting in mature industrial firms.

Metric ID: xpo_segment_north_american_ltl_pension_income_expense

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value-$14.75M-$14.75M-$14.75M-$14.75M-$4.25M-$4.25M-$4.25M-$4.25M-$6.00M-$6.00M-$6.00M-$6.00M-$2.00M-$2.00M-$2.00M-$1.00M-$4.00M
QoQ Change+0.0%+0.0%+0.0%+71.2%+0.0%+0.0%+0.0%-41.2%+0.0%+0.0%+0.0%+66.7%+0.0%+0.0%+50.0%-300.0%
YoY Change+71.2%+71.2%+71.2%+71.2%-41.2%-41.2%-41.2%-41.2%+66.7%+66.7%+66.7%+83.3%-100.0%
Range-$14.75M-$1.00M
CAGR-27.8%
Avg YoY Growth+23.3%
Median YoY Growth+66.7%

Frequently Asked Questions

What is XPO's north american ltl — pension (income) expense?
XPO (XPO) reported north american ltl — pension (income) expense of -$4.00M in Q1 2026.
How has XPO's north american ltl — pension (income) expense changed year-over-year?
XPO's north american ltl — pension (income) expense decreased by 100.0% year-over-year, from -$2.00M to -$4.00M.
What is the long-term trend for XPO's north american ltl — pension (income) expense?
Over 3 years (2022 to 2025), XPO's north american ltl — pension (income) expense has grown at a -50.9% compound annual growth rate (CAGR), from -$59.00M to -$7.00M.
What does north american ltl — pension (income) expense mean?
Net financial impact of pension obligations and investment returns.