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XPO XPO North American LTL — Fuel, operating expenses and supplies

Other segment segments

European Transportation
$187M+15.4%

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Other financials

Income statement

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Revenue$2.1B+7.3%
Gross profit$998.0M+3.5%
Operating income$174.0M+15.2%
Net income$101.0M+46.4%
EPS (diluted)$0.85+46.6%

Balance sheet

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Cash & equivalents$179.0M+4.1%
Total debt$4.1B-2.1%
Total equity$1.9B+12.9%
Total assets$8.2B+3.9%

Cash flow

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Operating cash flow$183.0M+28.9%
CapEx$111.0M-44.2%
Free cash flow$72.0M+226%

Valuation

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Market cap$24.1B+65.6%
Enterprise value$28.05B+50.6%
P/E69.3×+27.1×
P/S2.9×+1.1×

Profitability

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Gross margin29.6%+22.4pp
Operating margin8.2%-0.2pp
Net margin4.2%-0.7pp
FCF margin5.5%

Returns & leverage

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Return on equity19.9%-6.2pp
Debt / equity2.2×-0.3×
Current ratio0.0×

Where this comes from

Reported directly by XPO in its filing.

Tagged under the XBRL concept us-gaap:OperatingCostsAndExpenses.

The official record: XPO’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is XPO's north american LTL — fuel, operating expenses and supplies?
XPO (XPO) reported north american LTL — fuel, operating expenses and supplies of $236M in Q1 2026.
How has XPO's north american LTL — fuel, operating expenses and supplies changed year-over-year?
XPO's north american LTL — fuel, operating expenses and supplies increased by 1.7% year-over-year, from $232M to $236M.
What is the long-term trend for XPO's north american LTL — fuel, operating expenses and supplies?
Over 3 years (2022 to 2025), XPO's north american LTL — fuel, operating expenses and supplies has grown at a -3.4% compound annual growth rate (CAGR), from $983M to $885M.
What does north american LTL — fuel, operating expenses and supplies mean?
Direct costs associated with fuel consumption, vehicle maintenance, and general supplies necessary for operating the LTL fleet. This metric is highly sensitive to energy market fluctuations and fleet maintenance cycles.