Core Insights - XPO reported first quarter 2025 financial results with diluted earnings per share of $0.58, up from $0.56 in Q1 2024, while adjusted diluted earnings per share decreased to $0.73 from $0.81 year-over-year [1][7][8] - Total revenue for Q1 2025 was $1.95 billion, a decline of 3.2% compared to $2.02 billion in Q1 2024, primarily due to lower fuel surcharge revenue in the North American LTL segment [6][10] - The company achieved adjusted EBITDA of $278 million, down from $288 million in the same quarter last year, reflecting a 3.5% decrease [8][49] Financial Performance - North American Less-Than-Truckload (LTL) segment revenue was $1.17 billion, a 4.0% decrease from $1.22 billion in Q1 2024, with operating income of $158 million, down from $165 million [10][11] - European Transportation segment revenue decreased by 1.9% to $782 million, with operating income improving to $1 million from a loss of $4 million [11][42] - Corporate segment reported an operating loss of $9 million, significantly improved from a loss of $23 million in the previous year [11][46] Operational Efficiency - The adjusted operating ratio for North American LTL improved to 85.9%, reflecting a cumulative improvement of 370 basis points over two years [5][10] - The company reported a year-over-year reduction in purchased transportation expenses by 53%, contributing to enhanced cost efficiency [5][10] - XPO's first quarter yield growth, excluding fuel, accelerated to 6.9%, with revenue per shipment improving for the ninth consecutive quarter [5][10] Cash Flow and Capital Expenditures - XPO generated $142 million in cash flow from operating activities in Q1 2025, ending the quarter with $212 million in cash and cash equivalents after $191 million in net capital expenditures [9][28]

ArcBest (ARCB) Q1 2025 Earnings Call April 29, 2025 02:39 PM ET Speaker0 Good morning, and thank you for standing by. Welcome to the ArcBest First Quarter twenty twenty five Earnings Conference Call. During the presentation, all participants will be in a listen only mode. Afterwards, we will conduct a question and answer session. As a reminder, this call is being recorded. I will now turn it over to Ms. Amy Mendenhall, Vice President, Treasury and Investor Relations. Please go ahead. Speaker1 Good morning, ...