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+8.0% | $3.33B+4.8% | $3.25B+2.7% | $3.19B+2.6% | $3.16B+2.5% | |
| North American LTL | $4.89B+0.8% | $4.83B-1.4% | $4.82B-2.2% | $4.82B-1.8% | $4.85B+1.7% | |
| Total Adjusted EBITDA by Business | ||||||
| European Transportation | $147M-3.3% | $146M-7.6% | $141M-15.6% | $147M-12.0% | $152M-7.3% | |
| North American LTL | $1.18B+6.6% | $1.14B+2.5% | $1.14B+6.4% | $1.11B+8.5% | $1.11B+18.5% | |
| Charges Incurred by Business | ||||||
| European Transportation | $16M-5.9% | $21M+31.3% | $17M+13.3% | $15M+7.1% | $17M— | |
| Adjusted EBITDA by Business | ||||||
| European Transportation | $147M-3.3% | $146M-7.6% | $141M-17.9% | $147M-12.8% | $152M-5.1% | |
| North American LTL | $1.18B+6.6% | $1.14B+2.5% | $1.14B+8.1% | $1.11B+13.1% | $1.11B+22.9% | |
| Salaries, wages and employee benefits by Business | ||||||
| European Transportation | $911M+8.2% | $888M+5.1% | $872M+4.8% | $854M+3.6% | $842M+3.8% | |
| North American LTL | $2.55B+1.2% | $2.52B+0.2% | $2.53B+1.9% | $2.52B+4.0% | $2.52B+6.1% | |
| Operating taxes and licenses by Business | ||||||
| European Transportation | $19M+35.7% | $17M+21.4% | $14M0.0% | $14M+7.7% | $14M+16.7% | |
| North American LTL | $67M+3.1% | $67M+3.1% | $66M+8.2% | $66M+17.9% | $65M+25.0% | |
| Gain (Loss) on Disposition of Property Plant Equipment by Business | ||||||
| European Transportation | $8M-33.3% | $7M-53.3% | $7M-56.9% | $10M-35.5% | $12M-12.7% | |
| North American LTL | $8M-73.3% | $9M-67.9% | $30M+475% | $29M+514% | $30M+475% | |
| Payments for Restructuring by Business | ||||||
| European Transportation | $18M+12.5% | $19M+18.8% | $13M-13.3% | $15M+7.1% | $16M— | |
| Restructuring Reserve by Business | ||||||
| European Transportation | $17M+54.5% | $19M+90.0% | $17M+70.0% | $13M+30.0% | $11M0.0% | |
| North American Intermodal Operation | $7M0.0% | $8M+14.3% | $10M+66.7% | $9M+28.6% | $7M-22.2% | |
| Pension (income) expense by Business | ||||||
| European Transportation | $1M0.0% | $1M0.0% | $1M— | $1M— | $1M— | |
| North American LTL | -$9M+55.0% | -$7M+70.8% | -$12M+46.1% | -$16M+22.0% | -$20M-6.7% | |
| Purchased transportation by Business | ||||||
| European Transportation | $1.57B+7.8% | $1.54B+5.8% | $1.51B+3.9% | $1.48B+4.1% | $1.46B+3.7% | |
| North American LTL | $116M-44.0% | $123M-50.4% | $143M-51.6% | $171M-48.0% | $207M-41.3% | |
| Fuel, operating expenses and supplies by Business | ||||||
| European Transportation | $711M+8.9% | $686M+3.8% | $663M-0.8% | $651M-2.2% | $653M-1.9% | |
| North American LTL | $889M-3.1% | $885M-4.6% | $897M-5.5% | $903M-5.6% | $917M-4.5% | |
| Depreciation and amortization expense by Business | ||||||
| European Transportation | $137M0.0% | $136M-2.2% | $135M-4.3% | $136M-2.9% | $137M-0.7% | |
| North American LTL | $389M+9.9% | $382M+10.4% | $373M+11.7% | $364M+13.8% | $354M+16.1% | |
| Insurance and claims by Business | ||||||
| European Transportation | $60M+27.7% | $54M+5.9% | $53M-1.4% | $49M-13.3% | $47M-19.3% | |
| North American LTL | $104M+26.8% | $110M+39.2% | $93M+6.3% | $87M-5.4% | $82M-15.9% | |
| Revenue by Geography | ||||||
| Europe (excluding France and United Kingdom) | $889M+3.3% | $877M+0.6% | $869M-0.7% | $863M-1.0% | $861M-1.5% | |
| France | $1.33B+6.0% | $1.31B+2.1% | $1.27B-1.7% | $1.26B-1.7% | $1.26B-2.1% | |
| North America (excluding United States) | $106M-0.9% | $105M-2.8% | $106M-1.9% | $106M-0.9% | $107M+3.9% | |
| United Kingdom | $1.19B+14.3% | $1.14B+11.6% | $1.1B+11.4% | $1.07B+12.0% | $1.04B+12.4% | |
| United States | $4.78B+0.8% | $4.73B-1.4% | $4.72B-2.2% | $4.71B-1.9% | $4.74B+1.6% |
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.
