XPO · XPO, Inc.
$196.35
-3.83 (-1.91%)
At close · Aug 6
Market Cap
$23.44B
Shares
117.09M
XPO, Inc. Earnings Call Transcripts
Every quarterly earnings call for XPO, Inc. (XPO) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼40.5%
$1.95B
$131.00M
'22 Q3
22-10-31
▲3.3%
$1.83B
−$94.00M
'22 Q4
23-02-08
▲0.7%
$1.91B
$14.00M
'23 Q1
23-05-04
▼6.4%
$1.92B
$33.00M
'23 Q2
23-08-04
▲1.7%
$1.98B
$84.00M
'23 Q3
23-10-30
▲6%
$1.94B
$58.00M
'23 Q4
24-02-07
▲5.8%
$2.02B
$67.00M
'24 Q1
24-05-03
▲8.5%
$2.08B
$150.00M
'24 Q2
24-08-01
▲3.7%
$2.05B
$95.00M
'24 Q3
24-10-30
▼0.9%
$1.92B
$75.00M
'24 Q4
25-02-06
▼3.2%
$1.95B
$69.00M
'25 Q1
25-04-30
▲0%
$2.08B
$106.00M
'25 Q2
25-07-31
▲2.8%
$2.11B
$82.00M
'25 Q3
25-10-30
▲4.7%
$2.01B
$59.00M
'25 Q4
26-02-05
▲7.3%
$2.10B
$101.00M
'26 Q1
26-04-30
LATEST
▲13.2%
$2.35B
$162.00M
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
Q2 2026 XPO Earnings Conference Call
Confident tone
North American LTL operating leverage and margin
Service quality and market share gains
Record quarterly results and earnings growth
Revenue
$2.35B
▲ 13.2% YoY Diluted EPS
$1.36
▲ 52.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
XPO, Inc. Q1 FY2026 Earnings Call
Confident tone
Pricing momentum and yield improvement
Record Q1 financial results and margin expansion
Productivity and cost efficiency via technology
Revenue
$2.10B
▲ 7.3% YoY Diluted EPS
$0.85
▲ 46.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-05
XPO, Inc. Q4 FY2025 Earnings Call
Confident tone
Freight market cycle uncertainty
AI and technology-driven productivity
Pricing and yield growth
Revenue
$2.01B*
▲ 4.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
XPO, Inc. Q3 FY2025 Earnings Call
Confident tone
Macro/cycle outlook and future incremental margin leverage
Purchase transportation insourcing
North American LTL margin expansion and OR improvement
Revenue
$2.11B
▲ 2.8% YoY Diluted EPS
$0.68
▼ 13.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
XPO, Inc. Q2 FY2025 Earnings Call
Confident tone
Pricing and yield growth
Cost efficiency and linehaul in-sourcing
Capital allocation and balance sheet
Revenue
$2.08B
▲ 0% YoY Diluted EPS
$0.89
▼ 28.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
XPO, Inc. Q1 FY2025 Earnings Call
Confident tone
Yield growth and pricing
Network expansion and capacity
Cost efficiency and insourcing linehaul
Revenue
$1.95B
▼ 3.2% YoY Diluted EPS
$0.58
▲ 3.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-06
XPO, Inc. Q4 FY2024 Earnings Call
Confident tone
Yield and pricing growth
LTL margin and operating ratio improvement
Linehaul in-sourcing and cost efficiency
Revenue
$1.92B*
▼ 0.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
XPO, Inc. Q3 FY2024 Earnings Call
Confident tone
European Transportation Segment
Local Customer and Premium Services Growth
Margin Expansion and OR Improvement
Revenue
$2.05B
▲ 3.7% YoY Diluted EPS
$0.79
▲ 11.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
XPO, Inc. Q2 FY2024 Earnings Call
Confident tone
Yield growth and pricing
Network expansion (service centers, fleet, trailers)
Purchased transportation in-sourcing
Revenue
$2.08B
▲ 8.5% YoY Diluted EPS
$1.25
▲ 346.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-03
XPO, Inc. Q1 FY2024 Earnings Call
Confident tone
LTL 2.0 strategic plan
Network investment and capacity
Pricing and yield growth
Revenue
$2.02B
▲ 5.8% YoY Diluted EPS
$0.56
▲ 330.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-07
XPO, Inc. Q4 FY2023 Earnings Call
Confident tone
Yield growth and pricing
Fleet investment and capex
LTL 2.0 plan execution and service quality
Revenue
$1.94B
▲ 6% YoY Diluted EPS
$0.49
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-30
XPO, Inc. Q3 FY2023 Earnings Call
Revenue
$1.98B
▲ 1.7% YoY Diluted EPS
$0.71
▼ 37.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-04
XPO, Inc. Q2 FY2023 Earnings Call
Revenue
$1.92B
▼ 6.4% YoY Diluted EPS
$0.28
▼ 77% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
XPO, Inc. Q1 FY2023 Earnings Call
Revenue
$1.91B
▲ 0.7% YoY Diluted EPS
$0.13
▼ 96.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-08
XPO, Inc. Q4 FY2022 Earnings Call
Revenue
$1.83B
▲ 3.3% YoY Diluted EPS
$-0.81
▼ 177.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-31
XPO, Inc. Q3 FY2022 Earnings Call
Revenue
$1.95B
▼ 40.5% YoY Diluted EPS
$1.13
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
XPO, Inc. Q2 FY2022 Earnings Call
Revenue
$2.05B
▼ 35.8% YoY Diluted EPS
$1.22
▼ 11.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-09
XPO, Inc. Q1 FY2022 Earnings Call
Revenue
$1.89B
▼ 36.6% YoY Diluted EPS
$4.22
▲ 313.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-08
XPO, Inc. Q4 FY2021 Earnings Call
Revenue
$1.77B
▼ 39.7% YoY Diluted EPS
$1.05
▲ 94.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-02
XPO, Inc. Q3 FY2021 Earnings Call
Revenue
$3.27B
▲ 22.2% YoY Diluted EPS
$-0.50
▼ 201.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
XPO, Inc. Q2 FY2021 Earnings Call
Revenue
$3.19B
▼ 9% YoY Diluted EPS
$1.38
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-03
XPO, Inc. Q1 FY2021 Earnings Call
Revenue
$2.99B
▼ 22.6% YoY Diluted EPS
$1.02
▲ 646.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-10
XPO, Inc. Q4 FY2020 Earnings Call
Revenue
$2.94B
Diluted EPS
$0.54
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
XPO, Inc. Q3 FY2020 Earnings Call
Revenue
$2.67B
▼ 35.6% YoY Diluted EPS
$0.49
▲ 25.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-30
XPO, Inc. Q2 FY2020 Earnings Call
Revenue
$3.50B
▼ 17.4% YoY Diluted EPS
$-0.86
▼ 309.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-23
XPO, Inc. Q1 FY2020 Earnings Call
Revenue
$3.86B
▼ 6.2% YoY Diluted EPS
$0.14
▲ 6.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-10
XPO, Inc. Q4 FY2019 Earnings Call
Revenue
$*
▼ 141.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1166003
CUSIP
983793100
13F (30d)
315 filings
288 filers
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