XPO(US:XPO)2025-10-30 12:30Q3 2025 Financial Highlights - XPO's adjusted EBITDA reached $342 million, a 6% increase year-over-year[8] - Adjusted diluted EPS was $1.07, up 11% year-over-year[8] - North American LTL adjusted operating income increased to $217 million, a 10% increase year-over-year[8] - North American LTL adjusted EBITDA was $308 million, up 9% year-over-year[8] North American LTL Performance & Strategy - North American LTL revenue totaled $1.26 billion[10] - North American LTL adjusted operating ratio improved to 82.7%, a 150 bps improvement year-over-year[8, 10] - The company aims for a revenue CAGR of 6% to 8% and an adjusted EBITDA CAGR of 11% to 13% for LTL from 2021-2027[13] - The company expects at least 600 bps improvement in adjusted operating ratio for LTL from 2021-2027[13] - Linehaul miles outsourced to third-party carriers decreased by 770 bps year-over-year[8, 46] - LTL yield, excluding fuel, increased by 5.9% year-over-year[8, 42] 2025 Outlook - The company anticipates total gross capex between $600 million and $700 million for the full year 2025[53]