XPO — Third Quarter 2026 Earnings Summary

XPO reported third-quarter 2026 revenue of $2.37 billion, representing a 12.4% increase from the same period in 2025, while diluted earnings per share rose to $1.53 from $0.68. The company achieved an operating income of $288 million and net income of $181 million, driven by strong performance in its North American Less-Than-Truckload segment which saw revenue grow to $1.47 billion. Adjusted diluted earnings per share reached $1.70, up 58.9% year-over-year, and adjusted EBITDA increased to $433 million, reflecting a 26.6% growth. Additionally, the company generated $415 million in cash flow from operating activities and completed $150 million in common stock repurchases during the quarter.