XPO

Freight delivery company XPO (NYSE:XPO) met Wall Street’s revenue expectations in Q3 2026, with sales up 12.4% year on year to $2.37 billion. Its non-GAAP profit of $1.70 per share was 8% above analysts’ consensus estimates.

XPO (NYSE:XPO) reported third-quarter 2026 revenue growth of 12% year over year to $2.4 billion, while adjusted EBITDA increased 27% to $433 million and adjusted diluted earnings per share rose 59% to $1.70.

For XPO shareholders, the return over the past year was 34.6%, including dividends.

XPO has been a strong performer in recent years, and that kind of track record naturally raises a question for anyone looking at the stock today.

Moby summary of XPO Logistics, Inc.'s Q3 2026 earnings call

XPO continues to fire on all cylinders.

LTL yield surged 3.6% as volume gains and pricing strength drove record operating income.

Chairman and CEO Mario Harik said the LTL carrier has been seeking to grow its premium services and is testing new verticals, like healthcare and grocery consolidation.

The headline numbers for XPO (XPO) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Driven by higher volumes and stronger pricing, XPO once again exceeded expectations as these factors continue to amplify the impact of its operational efficiency initiatives.

XPO (XPO) delivered earnings and revenue surprises of +8.97% and -0.39%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Freight delivery company XPO (NYSE:XPO) met Wall Street’s revenue expectations in Q3 2026, with revenue rising 12.4% year on year to $2.37 billion. Its non-GAAP profit of $1.70 per share was 8% above analysts’ consensus estimates.