XPO Logistics' stock price surged 5.22% during pre-market trading on Thursday, following the release of the company's fourth-quarter 2025 financial results.
The freight transportation firm reported quarterly revenue of $2.011 billion, beating analyst consensus estimates of $1.956 billion. Adjusted earnings per share came in at $0.88, significantly higher than the $0.77 estimate. The company's adjusted EBITDA of $312 million also exceeded expectations.
XPO's North American Less-Than-Truckload segment showed particular strength, with adjusted operating income increasing 13.8% year-over-year. Management attributed the strong performance to yield growth, productivity improvements, and AI developments that enhanced network efficiency and labor productivity.
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