XPO North American LTL — Purchased transportation increased by 25.0% to $30.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 18.9%, from $37.00M to $30.00M. Over 3 years (FY 2022 to FY 2025), North American LTL — Purchased transportation shows a downward trend with a -37.3% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
A decrease suggests the company is successfully shifting to a more profitable, asset-heavy model by utilizing its own fleet instead of third-party providers.
Costs incurred by the company for utilizing third-party carriers or independent contractors to move freight when interna...
Standard metric for LTL carriers; lower reliance on purchased transportation is generally viewed as a sign of operational maturity.
xpo_segment_north_american_ltl_purchased_transportation| 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 | $124.75M | $124.75M | $124.75M | $124.75M | $91.50M | $91.50M | $91.50M | $91.50M | $78.00M | $68.00M | $58.00M | $44.00M | $37.00M | $32.00M | $30.00M | $24.00M | $30.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -26.7% | +0.0% | +0.0% | +0.0% | -14.8% | -12.8% | -14.7% | -24.1% | -15.9% | -13.5% | -6.3% | -20.0% | +25.0% |
| YoY Change | — | — | — | — | -26.7% | -26.7% | -26.7% | -26.7% | -14.8% | -25.7% | -36.6% | -51.9% | -52.6% | -52.9% | -48.3% | -45.5% | -18.9% |