AI Earnings Predictions for XPO Inc. (XPO)

EX-99.1

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EXHIBIT 99.1

Exhibit 99.1

XPO Reports Third Quarter 2026 Results

GREENWICH, Conn. – October 29, 2026 – XPO (NYSE: XPO) today announced its financial results for the third quarter 2026. The company reported diluted earnings per share of $1.53, compared with $0.68 for the same period in 2025, and adjusted diluted earnings per share of $1.70, compared with $1.07 for the same period in 2025.

Third Quarter 2026 Summary Results

Three Months Ended September 30,

Revenue Operating Income (Loss) (1)

(in millions) 2026 2025 Change % 2026 2025 Change %

North American Less-Than-Truckload Segment

$1,473 $1,255 17.4% $284 $208 36.5%

European Transportation Segment 900 857 5.0% 12 (2) NM

Corporate - - 0.0% (8) (42) -81.0%

Total $2,373 $2,111 12.4% $288 $164 75.6%

Adjusted Operating Income (2) Adjusted EBITDA (2)

(in millions) 2026 2025 Change % 2026 2025 Change %

North American Less-Than-Truckload Segment

$293 $217 35.0% $389 $308 26.3%

European Transportation Segment 22 9 144.4% 48 38 26.3%

Corporate NA

NA

NA (4) (4) 0.0%

Total

$ NA

$ NA

NA $433 $342 26.6%

Net Income (1) Diluted EPS (1)

(in millions, except for per-share data) 2026 2025 Change % 2026 2025 Change %

Total $181 $82 120.7% $1.53 $0.68 125.0%

Diluted Weighted-Average

Common Shares Outstanding Adjusted Diluted EPS (2)

(in millions, except for per-share data) 2026 2025 2026 2025 Change %

Total 118 120 $1.70 $1.07 58.9%

Amounts may not add due to rounding.

NM - Not meaningful

NA - Not applicable

(1) Third quarter 2025 includes a $35 million charge ($27 million after-tax or -$0.23 per share) related to environmental and product liability claims involving a former subsidiary of Con-way, which was sold prior to XPO's acquisition of Con-way in 2015.

(2) See the “Non-GAAP Financial Measures” section of the press release.

Mario Harik, chairman and chief executive officer of XPO, said, “We delivered another quarter of outstanding performance, accelerating growth in adjusted EBITDA to 27% and adjusted diluted EPS to 59% year-over-year. Our results show how effectively we’re converting more business into higher earnings through a combination of revenue growth and margin expansion.

“In North American LTL, we grew adjusted operating income by 35% year-over-year and improved our adjusted operating ratio by 260 basis points, significantly outperforming seasonality. This reflects sequential improvements in both yield and revenue per shipment, excluding fuel, alongside stronger volume growth from profitable share gains. Increasingly, we’re improving revenue quality with higher-margin freight as customers value our world-class service, including a damage claims ratio below 0.2%. And on the cost side, we’re operating more efficiently by expanding the use of AI across our network.”

1

Harik continued, “Our strong performance across North America and Europe underscores the substantial opportunities we have to continue compounding our earnings growth, with further upside as freight demand recovers. Additionally, we’re accelerating our free cash flow and capital return to shareholders, enhancing long-term value.”

Third Quarter Highlights

For the third quarter 2026, the company generated revenue of $2.37 billion, compared with $2.11 billion for the same period in 2025.

Operating income was $288 million for the third quarter, compared with $164 million for the same period in 2025. Net income was $181 million for the third quarter, compared with $82 million for the same period in 2025. Diluted earnings per share was $1.53 for the third quarter, compared with $0.68 for the same period in 2025.

Adjusted net income, a non-GAAP financial measure, was $200 million for the third quarter, compared with $128 million for the same period in 2025. Adjusted diluted EPS, a non-GAAP financial measure, was $1.70 for the third quarter, compared with $1.07 for the same period in 2025.

Adjusted earnings before interest, taxes, depreciation and amortization (“adjusted EBITDA”), a non-GAAP financial measure, was $433 million for the third quarter, compared with $342 million for the same period in 2025.

The company generated $415 million of cash flow from operating activities in the third quarter and ended the quarter with $260 million of cash and cash equivalents on hand, after completing $123 million of net capital expenditures, $150 million of common stock repurchases and $100 million of term loan repayments.

Results by Business Segment

·North American Less-Than-Truckload (LTL): The segment grew revenue to $1.47 billion for the third quarter 2026, compared with $1.26 billion for the same period in 2025. On a year-over-year basis, yield, excluding fuel, increased 3.6%, shipments per day increased 5.8%, and tonnage per day increased 5.0%.

Operating income increased to $284 million for the third quarter, compared with $208 million for the same period in 2025. Adjusted operating income, a non-GAAP financial measure, increased to $293

EX-99.1

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EXHIBIT 99.1

Exhibit 99.1

XPO Reports Second Quarter 2026 Results

GREENWICH, Conn. – July 30, 2026 – XPO (NYSE: XPO) today announced its financial results for the second quarter 2026. The company reported diluted earnings per share of $1.36, compared with $0.89 for the same period in 2025, and adjusted diluted earnings per share of $1.70, compared with $1.05 for the same period in 2025.

Second Quarter 2026 Summary Results

Three Months Ended June 30,

Revenue Operating Income (Loss) (1)

(in millions) 2026 2025 Change % 2026 2025 Change %

North American Less-Than-Truckload Segment

$1,428 $1,240 15.2% $285 $199 43.2%

European Transportation Segment 927 841 10.2% (6) 11 NM

Corporate - - 0.0% (9) (11) -18.2%

Total $2,355 $2,080 13.2% $271 $198 36.9%

Adjusted Operating Income (2) Adjusted EBITDA (1)(2)

(in millions) 2026 2025 Change % 2026 2025 Change %

North American Less-Than-Truckload Segment

$287 $211 36.0% $390 $300 30.0%

European Transportation Segment 21 15 40.0% 48 44 9.1%

Corporate NA NA NA (4) (4) 0.0%

Total

$ NA

$ NA

NA $434 $340 27.6%

Net Income (1) Diluted EPS (1)

(in millions, except for per-share data) 2026 2025 Change % 2026 2025 Change %

Total $162 $106 52.8% $1.36 $0.89 52.8%

Diluted Weighted-Average

Common Shares Outstanding Adjusted Diluted EPS (1)(2)

(in millions, except for per-share data) 2026 2025 2026 2025 Change %

Total 118 119 $1.70 $1.05 61.9%

Amounts may not add due to rounding.

NM - Not meaningful

NA - Not applicable

(1) Includes gains from sales of real estate of $7 million ($9 million pre-tax) or $0.06 per diluted share in the second quarter of 2026. There were no gains from sales of real estate in the second quarter of 2025.

(2) See the “Non-GAAP Financial Measures” section of the press release.

Mario Harik, chairman and chief executive officer of XPO, said, “We accelerated our performance significantly in the second quarter, delivering 56% year-over-year growth in adjusted diluted EPS and 25% growth in adjusted EBITDA, excluding real estate gains.

“In North American LTL, we increased adjusted operating income by 36% year-over-year and expanded our adjusted operating ratio by 300 basis points to a record 79.9%, strongly outperforming seasonality. Both yield and revenue per shipment, excluding fuel, improved sequentially and year-over-year, while our profitable market share gains ramped volume growth through the quarter. Underpinning these achievements is our service quality for customers, as we delivered a company-best damage claims ratio below 0.2%. On the cost side, we continued to improve labor productivity above target by implementing new AI capabilities across the network, enhancing efficiency.”

1

Harik continued, “A consistently superior customer experience remains our foundation for value creation as we continue to grow the business and expand our margins. Our world-class service, combined with the investments we’ve made in our network, fleet and people are driving outperformance and accelerating free cash flow generation as freight demand strengthens.”

Second Quarter Highlights

For the second quarter 2026, the company generated revenue of $2.36 billion, compared with $2.08 billion for the same period in 2025.

Operating income was $271 million for the second quarter, compared with $198 million for the same period in 2025. Net income was $162 million for the second quarter, compared with $106 million for the same period in 2025. Diluted earnings per share was $1.36 for the second quarter, compared with $0.89 for the same period in 2025.

Adjusted net income, a non-GAAP financial measure, was $201 million for the second quarter, compared with $125 million for the same period in 2025. Adjusted diluted EPS, a non-GAAP financial measure, was $1.70 for the second quarter, compared with $1.05 for the same period in 2025.

Adjusted earnings before interest, taxes, depreciation and amortization (“adjusted EBITDA”), a non-GAAP financial measure, was $434 million for the second quarter, compared with $340 million for the same period in 2025.

The company generated $308 million of cash flow from operating activities in the second quarter and ended the quarter with $298 million of cash and cash equivalents on hand, after completing $101 million of net capital expenditures, $70 million of common stock repurchases and $70 million of term loan repayments.

Results by Business Segment

·North American Less-Than-Truckload (LTL): The segment grew revenue to $1.43 billion for the second quarter 2026, compared with $1.24 billion for the same period in 2025. On a year-over-year basis, yield, excluding fuel, increased 4.4%, shipments per day increased 2.8%, and tonnage per day increased 1.0%.

Operating income increased to $285 million for the second quarter, compared with $199 million for the same period in 2025. Adjusted operating income, a non-GAAP financial measure, increased to $287 million for the second quarter, compared wi

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