XPO (XPO) earnings for the quarter ended September 2026: EPS beats estimates
XPO reported results for the quarter ended September 2026 on October 29, 2026. Adjusted earnings per share came in at $1.70 against the analysts’ average forecast of $1.57, a beat of 8.0%.
Revenue for the quarter was $2.37 billion, up 12.4% from $2.11 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 0.7% on the first trading day after the report.
The last four quarters
XPO has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $1.70 | $1.57 | +8.0% | +12% | +0.7% |
| Jun 2026 | $1.70 | $1.47 | +15.5% | +13% | +0.8% |
| Mar 2026 | $1.01 | $0.88 | +14.4% | +7% | −0.7% |
| Dec 2025 | $0.88 | $0.76 | +15.3% | +5% | +13.4% |
What comes next
Analysts expect EPS of $1.41 for the next quarter on average and $5.80 for the fiscal year ending December 31, 2026.
The average analyst price target is $224.39, 16% above the current price of $192.81.
Valuation and score
XPO scores 1.2 out of 5 overall on Stock Analiz (weak), trades at a trailing P/E of about 45.6, and its intrinsic value under moderate assumptions is about 76% below the current market value. Full XPO analysis with 10 years of financials
Frequently asked questions
What was XPO’s EPS for the quarter ended September 2026?
$1.70 adjusted per share, against an analyst consensus of $1.57.
How much revenue did XPO report?
$2.37 billion, up 12.4% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.