For the quarter ended December 2025, XPO (XPO) reported revenue of $2.01 billion, up 4.7% over the same period last year. EPS came in at $0.88, compared to $0.89 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.94 billion, representing a surprise of +3.47%. The company delivered an EPS surprise of +16.25%, with the consensus EPS estimate being $0.76.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how XPO performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Adjusted operating ratio: 84.4% compared to the 84.3% average estimate based on four analysts.
- Number of working days: 61 compared to the 61 average estimate based on three analysts.
- Shipments per day: 48,348 compared to the 48,023 average estimate based on three analysts.
- Gross revenue per hundredweight (excluding fuel surcharges): $26.12 versus the three-analyst average estimate of $26.21.
- Gross revenue per hundredweight (including fuel surcharges): $30.72 versus $30.54 estimated by three analysts on average.
- Average weight per shipment: 1,292.00 lbs versus the three-analyst average estimate of 1,294.26 lbs.
- Net revenue per shipment: $394.78 versus the two-analyst average estimate of $397.50.
- Pounds per day: 62.49 Mlbs compared to the 62.17 Mlbs average estimate based on two analysts.
- Revenue- European Transportation Segment: $846 million compared to the $798.55 million average estimate based on four analysts. The reported number represents a change of +10.6% year over year.
- Revenue- North American Less-Than-Truckload Segment: $1.17 billion compared to the $1.15 billion average estimate based on four analysts. The reported number represents a change of +0.8% year over year.
- Adjusted EBITDA- Corporate: $-4 million versus $-4 million estimated by five analysts on average.
- Adjusted EBITDA- European Transportation Segment: $32 million versus the five-analyst average estimate of $30.83 million.
View all Key Company Metrics for XPO here>>>
Shares of XPO have returned +24.8% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.
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XPO, Inc. (XPO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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