XPO Q1 Earnings Call Highlights

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Sat, May 2, 2026 astatine 2:07 PM CDT 8 min read

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Key Points

Record Q1 results: XPO reported adjusted EBITDA of $319 million and adjusted diluted EPS of $1.01; LTL adjusted EBITDA roseate to $290 cardinal with a 23.6% borderline and an improved adjusted operating ratio (OR) of 83.9%.
Management attributed borderline enlargement to LTL pricing momentum, productivity gains from proprietary exertion and AI (including tools that chopped harm claims to beneath 0.2%), and capacity/fleet investments specified arsenic >30% excess doorway capableness and a 3.9-year mean tractor age.
Outlook and superior priorities: XPO expects stronger Q2 OR betterment and a way toward a sub-80 OR driven by pricing and premium services; it generated $183 cardinal of operating currency flow, ended the 4th with nett leverage of 2.3x aft $30 cardinal of buybacks, plans to accelerate stock repurchases arsenic FCF steps up, and says the merchantability of its European concern is simply a substance of "when, not if."
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XPO (NYSE:XPO) reported what absorption called “record archetypal 4th earnings,” driven by borderline enlargement successful its North American less-than-truckload (LTL) business, pricing momentum, and continued productivity initiatives supported by proprietary exertion and AI tools.

First-quarter results amusement borderline enlargement and higher net

Chairman and CEO Mario Harik said the institution delivered adjusted EBITDA of $319 million, up 13% year-over-year, and adjusted diluted EPS of $1.01, up 38%.

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Chief Financial Officer Kyle Wismans said full institution gross was $2.1 billion, up 7% year-over-year. LTL conception gross accrued 5% to $1.2 billion, which Wismans attributed chiefly to “higher output and substance surcharge revenue.” Company-wide adjusted EBITDA accrued 15% to $319 million, and the adjusted EBITDA borderline improved 100 ground points to 15.2%.

In LTL specifically, Wismans said adjusted operating income roseate 20% to $198 cardinal and adjusted EBITDA accrued 16% to $290 million, with adjusted EBITDA borderline improving 230 ground points to 23.6%. Harik said LTL produced an adjusted operating ratio (OR) of 83.9%, an betterment of 200 ground points year-over-year that helium described arsenic “well up of mean seasonality.”

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Operating income for the 4th was $174 million, up 15% year-over-year, portion nett income roseate 46% to $101 million, oregon $0.85 per diluted share. On an adjusted basis, diluted EPS was $1.01.

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