XPO (XPO) Surpasses Q4 EPS Estimate, Revenue Up 5%

XPO (NYSE: XPO) topped in pre-market trading on February 05, 2026, with fourth-quarter adjusted EPS of 88 cents, 12 cents above the revised 73-cent estimate and 1 cent below the year-ago 89 cents. The adjusted EPS excluded gains on real estate sales and transaction/restructuring costs. Consolidated revenue reached $2.01 billion, 5% higher year over year and beating the $1.95B consensus. The LTL unit posted an 84.4% adjusted operating ratio, 180 bps better than the prior year, near its 84% guidance, despite a 170 bps sequential deterioration. European transportation revenue rose 10.6% y/y to $846 million, with adjusted EBITDA up 18.5% to $32 million. Shares were down 1.4% in pre-market trading as the company holds a 8:30 a.m. EST earnings call on the same day.