XPO is a major North American less-than-truckload (LTL) freight carrier moving partial truckloads for business shippers. After spinning off logistics and brokerage units, it concentrates on asset-based LTL service with a dense terminal network. The model depends on freight density, service reliability and pricing discipline across regional and national lanes. Customers are typically manufacturers, retailers and other industrial shippers needing frequent mid-size freight moves.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q2 2025 | 2,080 | — | 106 | — |
| Q3 2025 | 2,111 | — | 82 | — |
| Q4 2025 | 2,011 | — | 59 | — |
| Q1 2026 | 2,096 | — | 101 | — |
| Q2 2026 | 2,355 | 13.2% | 162 | 52.8% |
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