XPO XPO Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| European Transportation | $3.41B+2.6% | $3.33B+2.4% | $3.25B+1.7% | $3.19B+1.0% | $3.16B-0.5% | |
| North American LTL | $4.89B+1.2% | $4.83B+0.2% | $4.82B+0.1% | $4.82B-0.7% | $4.85B-1.0% | |
| Total Adjusted EBITDA by Business | ||||||
| European Transportation | $147M+0.7% | $146M+3.5% | $141M-4.1% | $147M-3.3% | $152M-3.8% | |
| North American LTL | $1.18B+3.5% | $1.14B+0.5% | $1.14B+2.2% | $1.11B+0.3% | $1.11B-0.4% | |
| Charges Incurred by Business | ||||||
| European Transportation | $16M-23.8% | $21M+23.5% | $17M+13.3% | $15M-11.8% | $17M+6.3% | |
| Adjusted EBITDA by Business | ||||||
| European Transportation | $147M+0.7% | $146M+3.5% | $141M-4.1% | $147M-3.3% | $152M-3.8% | |
| North American LTL | $1.18B+3.5% | $1.14B+0.5% | $1.14B+2.2% | $1.11B+0.3% | $1.11B-0.4% | |
| Salaries, wages and employee benefits by Business | ||||||
| European Transportation | $911M+2.6% | $888M+1.8% | $872M+2.1% | $854M+1.4% | $842M-0.4% | |
| North American LTL | $2.55B+1.1% | $2.52B-0.3% | $2.53B+0.2% | $2.52B+0.2% | $2.52B+0.1% | |
| Operating taxes and licenses by Business | ||||||
| European Transportation | $19M+11.8% | $17M+21.4% | $14M0.0% | $14M0.0% | $14M0.0% | |
| North American LTL | $67M0.0% | $67M+1.5% | $66M0.0% | $66M+1.5% | $65M0.0% | |
| Gain (Loss) on Disposition of Property Plant Equipment by Business | ||||||
| European Transportation | $8M+14.3% | $7M0.0% | $7M-30.0% | $10M-16.7% | $12M-20.0% | |
| North American LTL | $8M-11.1% | $9M-70.0% | $30M+3.4% | $29M-3.3% | $30M+7.1% | |
| Payments for Restructuring by Business | ||||||
| European Transportation | $18M-5.3% | $19M+46.2% | $13M-13.3% | $15M-6.3% | $16M0.0% | |
| Restructuring Reserve by Business | ||||||
| European Transportation | $17M-10.5% | $19M+11.8% | $17M+30.8% | $13M+18.2% | $11M+10.0% | |
| North American Intermodal Operation | $7M-12.5% | $8M-20.0% | $10M+11.1% | $9M+28.6% | $7M0.0% | |
| Pension (income) expense by Business | ||||||
| European Transportation | $1M0.0% | $1M0.0% | $1M0.0% | $1M0.0% | $1M0.0% | |
| North American LTL | -$9M-28.6% | -$7M+41.7% | -$12M+25.0% | -$16M+20.0% | -$20M+16.7% | |
| Purchased transportation by Business | ||||||
| European Transportation | $1.57B+2.0% | $1.54B+2.3% | $1.51B+1.5% | $1.48B+1.8% | $1.46B+0.2% | |
| North American LTL | $116M-5.7% | $123M-14.0% | $143M-16.4% | $171M-17.4% | $207M-16.5% | |
| Fuel, operating expenses and supplies by Business | ||||||
| European Transportation | $711M+3.6% | $686M+3.5% | $663M+1.8% | $651M-0.3% | $653M-1.2% | |
| North American LTL | $889M+0.5% | $885M-1.3% | $897M-0.7% | $903M-1.5% | $917M-1.2% | |
| Depreciation and amortization expense by Business | ||||||
| European Transportation | $137M+0.7% | $136M+0.7% | $135M-0.7% | $136M-0.7% | $137M-1.4% | |
| North American LTL | $389M+1.8% | $382M+2.4% | $373M+2.5% | $364M+2.8% | $354M+2.3% | |
| Insurance and claims by Business | ||||||
| European Transportation | $60M+11.1% | $54M+1.9% | $53M+8.2% | $49M+4.3% | $47M-7.8% | |
| North American LTL | $104M-5.5% | $110M+18.3% | $93M+6.9% | $87M+6.1% | $82M+3.8% | |
| Revenue by Geography | ||||||
| Europe (excluding France and United Kingdom) | $889M+1.4% | $877M+0.9% | $869M+0.7% | $863M+0.2% | $861M-1.3% | |
| France | $1.33B+2.1% | $1.31B+2.4% | $1.27B+0.9% | $1.26B+0.4% | $1.26B-1.6% | |
| North America (excluding United States) | $106M+1.0% | $105M-0.9% | $106M0.0% | $106M-0.9% | $107M-0.9% | |
| United Kingdom | $1.19B+4.0% | $1.14B+3.6% | $1.1B+3.4% | $1.07B+2.6% | $1.04B+1.6% | |
| United States | $4.78B+1.2% | $4.73B+0.2% | $4.72B+0.1% | $4.71B-0.7% | $4.74B-1.0% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does XPO break its business down?
- XPO (XPO) reports revenue by business across 2 parts — European Transportation and North American LTL. Each is extracted from the segment footnotes and tracked over time.
- Where does XPO's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in XPO's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
