XPO (NYSE: XPO) reported third-quarter 2026 revenue of $2.37 billion, up 12.4% from $2.11 billion a year earlier. Net income rose to $181 million from $82 million, while diluted earnings per share increased to $1.53 from $0.68.
Operating income was $288 million, compared with $164 million in the prior-year quarter. The company reported $415 million of operating cash flow and ended the quarter with $260 million in cash and cash equivalents.
- North American LTL revenue increased 17.4% to $1.47 billion.
- European Transportation revenue increased 5.0% to $900 million.
- North American LTL operating income was $284 million, up from $208 million.
- European Transportation operating income was $12 million, compared with a $2 million loss a year earlier.
- XPO repurchased $150 million of common stock and repaid $100 million of term loans during the quarter.
$XPO Insider Trading Activity
$XPO insiders have traded $XPO stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $XPO stock by insiders over the last 6 months:
- CHRISTOPHER MICHAEL BROWN (Chief Accounting Officer) has made 0 purchases and 3 sales selling 5,000 shares for an estimated $1,009,025.
- DAVID J. BATES (Chief Operating Officer) has made 0 purchases and 8 sales selling 5,230 shares for an estimated $934,442.
- ALLISON LANDRY sold 2,400 shares for an estimated $517,471
- KYLE WISMANS (Chief Financial Officer) has made 0 purchases and 2 sales selling 1,500 shares for an estimated $265,492.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$XPO Hedge Fund Activity
We have seen 396 institutional investors add shares of $XPO stock to their portfolio, and 302 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 2,374,505 shares (+19.5%) to their portfolio in Q2 2026, for an estimated $487,462,131
- INVESCO LTD. removed 1,795,684 shares (-37.2%) from their portfolio in Q2 2026, for an estimated $368,635,968
- MFN PARTNERS MANAGEMENT, LP removed 1,555,678 shares (-13.6%) from their portfolio in Q2 2026, for an estimated $319,365,136
- CAPITAL RESEARCH GLOBAL INVESTORS removed 1,316,367 shares (-13.7%) from their portfolio in Q2 2026, for an estimated $270,236,981
- D1 CAPITAL PARTNERS L.P. removed 1,287,630 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $264,337,562
- GOLDMAN SACHS GROUP INC added 1,017,035 shares (+85.7%) to their portfolio in Q2 2026, for an estimated $208,787,115
- CAPITAL INTERNATIONAL INVESTORS removed 924,506 shares (-99.9%) from their portfolio in Q2 2026, for an estimated $189,791,836
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
