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XPO posts transcript of Q2 2026 earnings call

PUBT·08/03/2026 14:33:48
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XPO posts transcript of Q2 2026 earnings call
  • XPO’s Q2 2026 earnings call drew CEO Mario Harik, CFO Kyle Wismans, CSO Ali Faghri, and analysts including BofA, Wolfe, Evercore, Deutsche Bank, and Goldman Sachs.
  • Management flagged record quarter results, excluding real estate gains: adjusted EBITDA USD 425 million, up 25%; adjusted diluted EPS USD 1.64, up 56%.
  • North American LTL adjusted operating ratio hit a record 79.9%; management projected Q3 OR below 81% versus typical seasonality above 82%.
  • Full-year OR improvement outlook lifted to at least 200 basis points from 100-150; July tonnage and shipments each estimated up over 6%.
  • Free cash flow was USD 207 million; management expected 2026 free cash flow to at least double versus 2025, enabling faster buybacks and debt paydown.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. XPO Inc. published the original content used to generate this news brief on July 31, 2026, and is solely responsible for the information contained therein.