XPO reported second-quarter results that exceeded Wall Street expectations, with revenue rising 13.2% year on year to $2.36 billion and adjusted earnings per share of $1.70, a 15.5% beat. Adjusted EBITDA came in at $434 million, above the $406 million consensus, while operating margin expanded to 11.5% from 9.5% a year earlier. CEO Mario Harik highlighted a 36% increase in adjusted operating income on a 15% revenue gain, driven by strong North American less-than-truckload operations, AI-powered productivity tools, and market share gains. Looking ahead, the company expects to more than double free cash flow for the full year compared with 2025, supported by continued volume momentum, pricing discipline, and technology-driven efficiency improvements.
XPO Logistics IncXPO beats Q2 estimates with revenue up 13.2% and EPS beat, driving positive earnings news.