NYSE$XPO

XPO Logistics Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

XPO Logistics reported strong year-over-year earnings growth due to improvements in a soft freight environment.

XPO Logistics reported Q3 2024 earnings with revenue of $2.05 billion, up from $1.98 billion in the same period last year. The company's diluted earnings per share increased to $0.79 from $0.72, and adjusted diluted EPS rose to $1.02 from $0.88. Adjusted EBITDA increased by 20% to $333 million.

  • Increased adjusted EBITDA by 20% company-wide.
  • Increased adjusted diluted EPS by 16%.
  • North American LTL adjusted operating income grew by 17%.
  • Achieved an adjusted operating ratio of 84.2% in North American LTL, a 200 basis points improvement year-over-year.

Headline financials

Total Revenue

$2.05B

Previous: $1.98B+3.7%
EPS (adj)

$1.02

Previous: $0.88+15.9%
Capital Expenditures

-$623M

Previous: -$494M-26.1%
Free Cash Flow

-$528M

Previous: -$410M-28.8%
Net Income

$95M

Previous: $84M+13.1%
Operating Income

$176M

Previous: $154M+14.3%
Gross Profit

$1.65B

Previous: $1.57B+5.1%
Cash & Equivalents

$378M

Previous: $355M+6.5%
Total Assets

$7.92B

Previous: $6.43B+23.3%
Stock-Based Comp

$22M

Previous: $17M+29.4%

Revenue & EPS history

XPO Logistics · Revenue · Quarterly

$2.05B

Q3 2024+3.7%vs Q3 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

XPO Logistics · $1.78B total across 2 segments · Q3 2023

  • North American LTL Segment
    $1.14B+5.9%
  • European Transportation Segment
    $633M

Forward guidance

XPO is delivering strong results for 2024 and positioning the business to accelerate earnings growth when the freight market recovers.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.9%

Avg return

Earnings day

+4.0%

Avg return

5 days after

+5.8%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+20.4%

Q4 2023

Best reaction

-35.9%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.5%-4.2%-1.3%
Q4 2025+3.4%+11.5%+5.1%
Q3 2025+9.2%+12.8%+13.9%
Q1 2025+8.9%+12.2%+16.8%
Q4 2024+7.8%+8.6%-20.5%
Q3 2024+8.5%+11.0%+26.7%
Q2 2024-3.4%-3.3%-0.2%
Q1 2024+1.7%+2.8%-1.8%
Q4 2023+20.4%+20.0%+24.9%
Q3 2023+12.6%+18.1%+27.7%
Q2 2023+5.6%+7.7%+11.2%
Q1 2023+7.9%+6.5%+11.6%
Q4 2022-14.2%-17.4%-21.5%
Q3 2022-35.9%+11.7%+28.3%
Q2 2022-1.1%-9.0%-13.3%
Q1 2022-1.3%-1.5%-0.6%
Q4 2021+9.6%+4.9%+13.9%
Q3 2021-7.8%-9.6%-14.3%
Q2 2021+1.6%+3.9%+9.4%
Q1 2021+1.7%+5.7%+5.3%
Q4 2020-3.3%-0.3%+2.7%
Q3 2020+1.9%+7.7%+26.8%
Q2 2020-10.8%-7.6%+7.4%
Q1 2020+7.1%+6.3%+26.2%
Q4 2019-1.0%+2.1%-35.8%
Q3 2019+2.1%-0.4%+5.7%
Q2 2019+6.7%+1.0%+5.0%
Q1 2019-5.8%-3.8%-23.5%
Q4 2018-12.9%-8.4%-16.8%
Q3 2018+0.1%-2.9%-12.7%
Q2 2018+0.7%+4.1%+6.8%
Q1 2018+4.6%+9.2%+11.7%
Q4 2017-5.7%+0.1%+15.7%
Q3 2017+3.2%+6.5%+12.5%
Q2 2017-1.3%-1.4%+5.2%
Q1 2017+4.9%+7.7%+8.5%
Q4 2016-0.4%+2.4%-5.0%
Q3 2016+7.8%+13.7%+39.8%
Q2 2016+15.0%+29.0%+24.7%
Q1 2016-10.6%
Q4 2015-3.7%
Q3 2015+10.2%
Q2 2015-3.1%
Q1 2015-0.5%
Q4 2014-1.4%
Q3 2014-1.6%
Q2 2014+15.6%
Q1 2014-2.5%
Q4 2013+10.7%
Q3 2013+4.0%
Q2 2013-0.9%
Q1 2013-3.0%
Q4 2012-0.6%
Q3 2012+0.4%
Q2 2012+1.3%
Q1 2011+2.7%
Q1 2012+1.7%
Q4 2011+9.4%
Q3 2011-0.7%
Q3 2010-0.7%
Q2 2011-4.6%
Q2 2010-4.6%
Q4 2010-4.6%
Q4 2009-4.6%
Q1 2010+2.6%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro