XPO posts Q3 2026 adjusted EPS of $1.70 on $2.37 B revenue, beats earnings estimates
XPO reported third‑quarter 2026 adjusted earnings of $1.70 per share, topping consensus forecasts, while revenue came in at $2.37 billion, slightly below expectations. The company highlighted a 80.1% operating‑ratio improvement, $291 million of free cash flow and a $150 million share‑repurchase program. Management also noted strong LTL volume growth and ongoing AI‑driven efficiency gains.
Why it matters
Jefferies reiterated a Buy rating with a $275 price target, citing the volume and margin gains. Raymond James raised its target to $210, pointing to LTL pricing momentum. The earnings beat and cash‑flow generation may support further upside in the stock.
Key facts
- 1Revenue was $2.37 billion for Q3 2026. tradingview.com
- 2Adjusted EPS was $1.70 per share. tradingview.com
- 3The operating ratio improved to 80.1% year‑over‑year. finance.yahoo.com
- 4Free cash flow generated in the quarter was $291 million. finance.yahoo.com
- 5The company repurchased $150 million of common stock. finance.yahoo.com
- 6Net leverage improved to 1.9 times trailing‑12‑month adjusted EBITDA. finance.yahoo.com
Summary written by AlphAI AI Desk from 15 of 15 sources. Not investment advice. Figures are as stated by the linked sources.