Countdown to XPO (XPO) Q4 Earnings: Wall Street Forecasts for Key Metrics

Core Viewpoint - Analysts expect XPO to report quarterly earnings of $0.76 per share, reflecting a year-over-year decline of 14.6%, with revenues projected at $1.94 billion, an increase of 1.2% from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 8.5% in the past 30 days, indicating a reassessment by analysts [1][2]. Revenue Projections - Revenue for the European Transportation Segment is forecasted to reach $798.55 million, a 4.4% increase from the prior year [4]. - Revenue for the North American Less-Than-Truckload Segment is expected to be $1.15 billion, showing a slight decline of 0.5% from the previous year [4]. Key Metrics - The Adjusted Operating Ratio is projected to be 84.3%, down from 86.2% in the same quarter last year [4]. - The Number of Working Days is estimated at 61, compared to 62 in the same quarter of the previous year [5]. - Shipments per day are expected to average 48,023, down from 49,109 year-over-year [5]. - Gross Revenue per Hundredweight (excluding fuel surcharges) is projected at $26.21, up from $24.84 a year ago [5]. - Gross Revenue per Hundredweight (including fuel surcharges) is estimated at $30.54, compared to $29.09 in the same quarter last year [6]. - Average Weight per Shipment is expected to be 1,294.3 pounds, down from 1,332.0 pounds year-over-year [6]. - Net Revenue per Shipment is projected at $397.50, compared to $382.32 in the same quarter last year [7]. - Pounds per Day is expected to reach 62 million, down from 65 million year-over-year [7]. EBITDA Estimates - Adjusted EBITDA for the European Transportation Segment is expected to be $30.83 million, up from $27.00 million in the same quarter last year [8]. - Adjusted EBITDA for the North American Less-Than-Truckload Segment is projected at $268.36 million, down from $280.00 million in the same quarter last year [8]. Stock Performance - Over the past month, XPO shares have returned +12.7%, outperforming the Zacks S&P 500 composite's +0.9% change [9].