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.
Income (a negative expense) improves profitability, while rising expenses indicate increased pension liabilities or poor investment performance.
The net impact of pension plan obligations and returns on plan assets on the segment's financial performance. This refle...
Common for legacy transportation companies with unionized workforces; comparable to pension accounting in mature industrial firms.
xpo_segment_north_american_ltl_pension_income_expense| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '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% |