XPO 第三季度的收入超出了分析師的預期
XPO's Q3 2025 revenue rose 2.8% year-over-year, surpassing analyst expectations with adjusted EPS increasing to $1.07. The company faced a $35 million charge for environmental claims, affecting net income. The North American Less-Than-Truckload segment saw a 10% growth in adjusted operating income, while the European segment struggled with decreased adjusted EBITDA. Analysts maintain a "buy" rating on XPO, with a median 12-month price target of $145, reflecting a potential 14% increase from its recent closing price of $124.75.
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Overview
- XPO Q3 2025 revenue grows 2.8% yr/yr, beating analyst expectations
- Adjusted EPS for Q3 2025 rises to $1.07 from $1.02 yr/yr
- Company incurs $35 mln charge for environmental claims, impacting net income
Outlook
- XPO expects performance to accelerate as its strategy gains traction
- Company anticipates continued margin expansion and service quality improvements
Result Drivers
- LTL SEGMENT PERFORMANCE - North American Less-Than-Truckload segment achieved 10% growth in adjusted operating income due to improved yield and productivity
- ENVIRONMENTAL CLAIMS CHARGE - $35 mln charge related to environmental claims impacted operating income and net income
- EUROPEAN SEGMENT CHALLENGES - European Transportation segment faced a decrease in adjusted EBITDA and operating income loss
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q3 Beat $2.11 $2.07
Revenue bln bln (19
Analysts
)
Q3 $164 mln
Operatin
g income
Analyst Coverage
- The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 21 “strong buy” or “buy”, 3 “hold” and 1 “sell” or “strong sell”
- The average consensus recommendation for the ground freight & logistics peer group is “buy”
- Wall Street’s median 12-month price target for XPO Inc is $145.00, about 14% above its October 29 closing price of $124.75
- The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 30 three months ago
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
