What is XPO's north american LTL — restructuring reserve?

XPO (XPO) reported north american LTL — restructuring reserve of $1M in Q4 2025.

What does north american LTL — restructuring reserve mean?

This represents the liability balance set aside to cover future costs associated with organizational restructuring, such as severance, facility closures, or contract terminations within the LTL segment. It serves as a buffer for planned operational changes.

XPO XPO North American LTL — Restructuring Reserve

Other segment segments

European Transportation

$4M-33.3%

North American Intermodal Operation

$0-100%

Similar metrics at other companies

TNLRestructuring Reserve

$18M+5.9%

AIOTRestructuring Reserve

$1.41M—

ARVNRestructuring Reserve

$1.6M—

HYRestructuring Reserve

$10M-9.1%

MATWRestructuring Reserve

$42M—

RYANRestructuring Reserve

$160M—

Other financials

Income statement

See full

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

See full

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

See full

Operating cash flow$183.0M+28.9%

CapEx$111.0M-44.2%

Free cash flow$72.0M+226%

Valuation

See full

Market cap$24.1B+65.6%

Enterprise value$28.05B+50.6%

P/E69.3×+27.1×

P/S2.9×+1.1×

Profitability

See full

Gross margin29.6%+22.4pp

Operating margin8.2%-0.2pp

Net margin4.2%-0.7pp

FCF margin5.5%—

Returns & leverage

See full

Return on equity19.9%-6.2pp

Debt / equity2.2×-0.3×

Current ratio1×0.0×

Where this comes from

Reported directly by XPO in its filing.

Tagged under the XBRL concept us-gaap:RestructuringReserve.

The official record: XPO’s 10-K, filed February 5, 2026, on SEC EDGAR. View the filing →

Ask your AI about XPO's north american ltl — restructuring reserve.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI

Claude

Questions, answered.

What is XPO's north american LTL — restructuring reserve?: XPO (XPO) reported north american LTL — restructuring reserve of $1M in Q4 2025.
What does north american LTL — restructuring reserve mean?: This represents the liability balance set aside to cover future costs associated with organizational restructuring, such as severance, facility closures, or contract terminations within the LTL segment. It serves as a buffer for planned operational changes.