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XPO XPO Q4 2025 Annual earnings

Reported February 5, 2026 · Before market open

Revenue$2.0BBeat by $55.5MDiluted EPS$0.88Beat by $0.12
Revenue estimate$2.0B
EPS estimate$0.76

Next report

Jul 30, 2026 (In 2 weeks)
Revenue estimate$2.3B
EPS estimate$1.47

Financials

Q4 2025

Income statement

See full
Revenue$2.0B+4.6%
Operating income$143.0M-4.0%
Net income$59.0M-21.3%
EPS (diluted)$0.49-22.2%

Balance sheet

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Cash & equivalents$285.0M+39.0%
Total debt$4.4B0.0%
Total equity$1.9B+16.2%
Total assets$8.2B+6.3%

Cash flow

See full
Operating cash flow$226.0M+19.6%
CapEx$106.0M-36.1%
Free cash flow$120.0M+422%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$15.95B+4.5%
Enterprise value$20.1B+3.1%
P/E50.5×+11.0×
P/S2×+0.1×

Profitability

See full
Operating margin8%-0.1pp
Net margin3.9%-0.9pp
FCF margin4%—

Returns & leverage

See full
Return on equity18.3%-8.7pp
Debt / equity2.4×-0.4×
Current ratio1×0.0×

Segments

By segment

See full
North American LTL$1.2B+0.8%
European Transportation$845.0M+10.3%

Versus estimates

Revenue

Q1 2026$2.1BBeat by $57.1M
Q4 2025$2.0BBeat by $55.5M
Q3 2025$2.1BBeat by $38.6MQ2 2025$2.1BMiss by $5.4MQ1 2025$2.0BMiss by $111.5MQ4 2024$1.9BBeat by $5.5M

Diluted EPS

Q1 2026$1.01Beat by $0.12
Q4 2025$0.88Beat by $0.12
Q3 2025$1.07Beat by $0.05Q2 2025$1.05Beat by $0.06Q1 2025$0.73Beat by $0.08Q4 2024$0.89Beat by $0.21

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Questions, answered.

When did XPO report Q4 2025 earnings?
XPO (XPO) reported Q4 2025 earnings on February 5, 2026 before market open.
What were XPO's Q4 2025 revenue and EPS?
XPO reported revenue of $2.0B and diluted EPS of $0.88 for Q4 2025.
Did XPO beat estimates in Q4 2025?
Revenue beat the consensus estimate of $2.0B by $55.5M. EPS beat the consensus estimate of $0.76 by $0.12.
How did XPO's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 4.6% from $1.9B a year earlier and diluted EPS declined 1.1% from $0.89.
Where can I find XPO's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001104659-26-010608) and the 10-K periodic report (0001166003-26-000016) directly on SEC EDGAR. The filing index links above go to sec.gov.