XPO(US:XPO) ZACKSยท2025-04-30 14:36Core Viewpoint - XPO reported a revenue of $1.95 billion for Q1 2025, reflecting a 3.2% year-over-year decline, with an EPS of $0.73 compared to $0.81 a year ago, indicating mixed performance against analyst expectations [1] Financial Performance - Revenue of $1.95 billion was below the Zacks Consensus Estimate of $1.97 billion, resulting in a surprise of -0.76% [1] - The company achieved an EPS surprise of +12.31%, with the consensus EPS estimate being $0.65 [1] Key Metrics - Adjusted operating ratio stood at 85.9%, matching the average estimate from four analysts [4] - Average weight per shipment was 1,352 lbs, slightly below the three-analyst average estimate of 1,353.53 lbs [4] - Shipments per day totaled 48,400, compared to the average estimate of 48,464 [4] - Gross revenue per hundredweight (excluding fuel surcharges) was $24.73, close to the estimated $24.74 [4] - Gross revenue per hundredweight (including fuel surcharges) was $29.06, slightly below the average estimate of $29.18 [4] - Revenue from the European Transportation Segment was $782 million, below the $793.21 million estimate, representing a -1.9% year-over-year change [4] - Revenue from the North American Less-Than-Truckload Segment was $1.17 billion, compared to the estimated $1.18 billion, reflecting a -4% change year-over-year [4] - Adjusted EBITDA for the North American Less-Than-Truckload Segment was $250 million, slightly above the average estimate of $249.73 million [4] - Adjusted EBITDA for the Corporate segment was -$4 million, better than the average estimate of -$4.33 million [4] - Adjusted EBITDA for the European Transportation Segment was $32 million, exceeding the average estimate of $27.11 million [4] Stock Performance - XPO shares have returned -10.8% over the past month, contrasting with the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]