The logistics industry sees a mixed market conditions. Truckloads or TL continue to thrive with a solid demand that highlights capacity constraints. Meanwhile, less-than-truckloads or LTL still face challenges as domestic consumption remains soft. Despite all this, some sprinkles ofI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco ...

Group 1 - The article highlights a 'buy' recommendation for XPO, Inc, emphasizing its market-leading position in LTL transportation and suggesting that the pressures from Yellow Corp's bankruptcy are temporary [1] - The investment philosophy discussed focuses on acquiring high-quality stocks and businesses that are managed by disciplined capital allocators, generate exceptional returns on capital, and can compound invested capital over long periods [1] Group 2 - No relevant content available for this section [2][3]

At a time when investor attention is squarely focused on the "Magnificent Seven" and AI stocks, it's worth remembering that you can find winners in almost any sector of the stock market. Take XPO (XPO 0.85%) for example. The nation's No. 3 less-than-truckload (LTL) transportation provider is a staple of the S&P MidCap 400, and it's long been an outperformer on the stock market.In 2021, it successfully spun off GXO Logistics, now the largest pure-play contract logistics company in the world, and followed tha ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________ Form 10-K _______________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-32172 ______________ ...

Financial Data and Key Metrics Changes - The company reported a total revenue of $1.9 billion for Q4 2024, which is a 1% decrease year-over-year. However, for the full year, revenue grew by 4% to a record $8.1 billion [6][27] - Adjusted EBITDA for the quarter was $303 million, a 15% increase from the previous year, with an adjusted EBITDA margin of 15.8%, reflecting a year-over-year improvement of 220 basis points [31] - Net income from continuing operations increased by 31% to $76 million, representing diluted EPS from continuing operations of $0.63, while adjusted diluted EPS increased by 16% year-over-year to $0.89 [33] Business Line Data and Key Metrics Changes - In the LTL segment, revenue decreased by 3% year-over-year, primarily due to a 23% decline in fuel surcharge revenue. Excluding fuel, segment revenue increased by 2% [27] - The adjusted EBITDA for the LTL segment grew by 20% to $280 million, driven by yield growth and cost efficiencies [31][32] - The adjusted operating ratio for the LTL segment improved by 30 basis points year-over-year to 86.2%, marking a total improvement of 410 basis points over the past two years [42] Market Data and Key Metrics Changes - In Europe, full-year segment revenue increased by 3%, outperforming the industry despite a soft macro environment. The UK showed particularly strong performance with double-digit organic revenue growth [23][45] - The company reported a 10-point increase in the percentage of customers expecting an acceleration in demand for 2025 compared to previous surveys, indicating growing optimism in the market [105] Company Strategy and Development Direction - The company aims to continue improving service quality and operational efficiency, with a focus on yield growth and cost management through proprietary technology [18][20] - Strategic investments in network capacity and local customer acquisition are expected to drive future growth, with a target to increase local customer revenue from 20% to over 30% [124] - The company plans to maintain a strong position in the market by leveraging its excess capacity and reducing reliance on third-party transportation [16][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving significant margin expansion and earnings growth in 2025, despite a soft macro environment [24][74] - There is an expectation for yield growth to accelerate in the first quarter of 2025, driven by improved service and premium offerings [64] - The company anticipates a baseline expectation of flattish tonnage in 2025, with potential upside if demand improves [108] Other Important Information - The company ended Q4 2024 with $246 million in cash and a total liquidity of $757 million, with a net debt leverage ratio of 2.5 times trailing 12 months adjusted EBITDA [34] - The company has integrated 25 new service centers into its network, enhancing customer service capacity and operational efficiency [9][13] Q&A Session Summary Question: Can you talk about the opportunities to improve the cost base? - Management highlighted ongoing yield improvements and the potential for further margin gains through enhanced service and premium offerings [51][54] Question: Do you expect yield to accelerate in the current quarter? - Management confirmed expectations for yield growth to exceed 6.3% in Q1 2025, driven by improved service and premium offerings [64] Question: What are the expectations for margin improvement in Q1 year-over-year? - Management indicated a path for year-over-year margin improvement, with a baseline expectation of 150 basis points improvement for the full year [73] Question: How is the competitive dynamic in the local market? - Management noted that while competition remains, the company is well-positioned to leverage its investments in local sales and service improvements [90][92] Question: What is the outlook for incremental margins in 2025? - Management expects incremental margins to remain comfortably above 40%, driven by yield strength and operational efficiencies [97]

Investor Overview Q4 2024 February 2025 Forward-looking statements This document includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements relating to our full year 2025 expectations of gross capex, interest expense, pension income, adjusted effective tax rate, and diluted share count, and future financial targets of North American LTL revenue CAGR, adjusted EBITDA ...

XPO (XPO) reported $1.92 billion in revenue for the quarter ended December 2024, representing a year-over-year decline of 1%. EPS of $0.89 for the same period compares to $0.77 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.91 billion, representing a surprise of +0.76%. The company delivered an EPS surprise of +43.55%, with the consensus EPS estimate being $0.62.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they co ...

XPO (XPO) came out with quarterly earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.77 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 43.55%. A quarter ago, it was expected that this freight management company would post earnings of $0.89 per share when it actually produced earnings of $1.02, delivering a surprise of 14.61%.Over the last four quarters, the co ...

Exhibit 99.1 XPO Reports Fourth Quarter and Full Year 2024 Results GREENWICH, Conn. – February 6, 2025 – XPO (NYSE: XPO) today announced its financial results for the fourth quarter 2024. The company reported diluted earnings from continuing operations per share of $0.63, compared with $0.49 for the same period in 2023, and adjusted diluted earnings from continuing operations per share of $0.89, compared with $0.77 for the same period in 2023. For the full year 2024, the company reported diluted earnings fr ...

GREENWICH, Conn., Feb. 06, 2025 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO) today announced its financial results for the fourth quarter 2024. The company reported diluted earnings from continuing operations per share of $0.63, compared with $0.49 for the same period in 2023, and adjusted diluted earnings from continuing operations per share of $0.89, compared with $0.77 for the same period in 2023. For the full year 2024, the company reported diluted earnings from continuing operations per share of $3.23, compared ...