XPO North American LTL — Fuel, operating expenses and supplies increased by 14.6% to $236.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 1.7%, from $232.00M to $236.00M. Over 3 years (FY 2022 to FY 2025), North American LTL — Fuel, operating expenses and supplies shows relatively stable performance with a -3.4% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Rising costs often reflect higher fuel prices or aging fleet maintenance requirements, while declining costs suggest better fuel efficiency or lower energy prices.
Direct costs associated with fuel consumption, vehicle maintenance, and general supplies necessary for operating the LTL...
Standard operating expense for all trucking companies; highly comparable across the industry.
xpo_segment_north_american_ltl_fuel_operating_expenses_and_supplies| 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 | $245.75M | $245.75M | $245.75M | $245.75M | $239.00M | $239.00M | $239.00M | $239.00M | $243.00M | $236.00M | $231.00M | $218.00M | $232.00M | $222.00M | $225.00M | $206.00M | $236.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -2.7% | +0.0% | +0.0% | +0.0% | +1.7% | -2.9% | -2.1% | -5.6% | +6.4% | -4.3% | +1.4% | -8.4% | +14.6% |
| YoY Change | — | — | — | — | -2.7% | -2.7% | -2.7% | -2.7% | +1.7% | -1.3% | -3.3% | -8.8% | -4.5% | -5.9% | -2.6% | -5.5% | +1.7% |