Earnings Preview: XPO (XPO) Q4 Earnings Expected to Decline

Company Overview - XPO is expected to report a year-over-year decline in earnings of 14.6%, with an estimated earnings per share (EPS) of $0.76 for the quarter ended December 2025 [3] - Revenue is projected to be $1.94 billion, reflecting a slight increase of 1.2% compared to the same quarter last year [3] Earnings Estimates and Revisions - The consensus EPS estimate has been revised down by 8.5% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4] - The Most Accurate Estimate for XPO is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.13% [12] Earnings Surprise Potential - XPO has a Zacks Rank of 5 (Strong Sell), which complicates the prediction of an earnings beat [12] - Historically, XPO has beaten consensus EPS estimates in the last four quarters, with a notable surprise of +5.94% in the most recent quarter [13][14] Industry Context - In the Zacks Transportation - Truck industry, Old Dominion Freight Line is also expected to report a decline in earnings, with an EPS estimate of $1.06, down 13.8% year-over-year [18] - Old Dominion's revenue is anticipated to decrease by 6.5% to $1.3 billion, and it has an Earnings ESP of +0.59% despite a Zacks Rank of 4 (Sell) [19][20]