XPO, Inc.
XPO
Jodie read · what matters now
Revenue increased 7.3% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to XPO, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-30 against the comparable filing from 2025-04-30.
What improved
- Revenue increased 7.3% versus the comparable filing period.
- Operating margin improved 0.6 percentage points.
- Net income increased 46.4% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Depreciation and amortization expense increased to $97 million in the first quarter of 2026 compared with $90 million for the same quarter in 2025, primarily due to the impact of capital investments in property, tractors and trailers.”
“The increase in fuel surcharge revenue was primarily driven by higher diesel prices.”
“The year-over-year decrease is primarily due to a lower average debt balance as well as lower interest rates on our variable rate debt.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind XPO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 5 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
XPO is currently a Follower in the organic co-movement group Trucking and Logistics. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.