XPO第三季度营收23.7亿美元同比增12.4%，净利润1.81亿美元，调整后每股收益1.70美元增58.9%
物流公司 XPO 10月29日在 Greenwich, Connecticut 公布2026年第三季度业绩：季度营收23.73亿美元，同比增长12.4%；净利润1.81亿美元，同比增120.7%；摊薄每股收益1.53美元，同比增125%。
非 GAAP 口径下，公司第三季度调整后净利润为2.00亿美元，调整后摊薄每股收益1.70美元，同比增58.9%；调整后 EBITDA 为4.33亿美元，同比增26.6%。营业利润2.88亿美元，同比增75.6%。公司当季经营活动现金流4.15亿美元，完成净资本开支1.23亿美元、回购普通股1.5亿美元并偿还定期贷款1亿美元后，季末现金及等价物为2.60亿美元。
分部看，北美零担（LTL）分部营收14.73亿美元，同比增17.4%，营业利润2.84亿美元；不含燃油的收益率同比增3.6%，日均货运量增5.8%，日均吨位增5.0%，调整后营业利润率同比改善260个基点至80.1%（按调整后运营比率计）。欧洲运输分部营收9.00亿美元，同比增5.0%，营业利润转正为1,200万美元。
董事长兼首席执行官 Mario Harik 表示，公司又交出一个表现突出的季度，调整后 EBITDA 与调整后每股收益同比分别加速增长27%与59%；北美零担业务以更高利润率的货源改善收入质量，货损索赔比率低于0.2%，并在全网络扩大技术应用以提升运营效率；公司正加快自由现金流生成与股东资本回报。
XPO Q3 Revenue Rises 12.4% to $2.37 Billion as Net Income Reaches $181 Million and Adjusted EPS Jumps 58.9%
XPO announced third-quarter 2026 results on October 29 in Greenwich, Connecticut. Revenue was $2.373 billion, up 12.4% year over year. Net income rose 120.7% to $181 million, and diluted earnings per share rose 125% to $1.53.
On a non-GAAP basis, adjusted net income was $200 million and adjusted diluted EPS was $1.70, up 58.9%. Adjusted EBITDA rose 26.6% to $433 million, and operating income rose 75.6% to $288 million. XPO generated $415 million in operating cash flow in the quarter and ended it with $260 million in cash, after $123 million of net capital expenditures, $150 million of share repurchases and $100 million of term loan repayments.
By segment, North American less-than-truckload revenue grew 17.4% to $1.473 billion, with operating income of $284 million; yield excluding fuel rose 3.6%, shipments per day rose 5.8% and tonnage per day rose 5.0%, while the adjusted operating ratio improved 260 basis points year over year. European Transportation revenue rose 5.0% to $900 million and swung to operating income of $12 million.
Chairman and CEO Mario Harik said the company delivered another quarter of outstanding performance, accelerating adjusted EBITDA growth to 27% and adjusted diluted EPS growth to 59% year over year, improving revenue quality with higher-margin freight, keeping its damage claims ratio below 0.2%, and expanding technology use across its network. He said XPO is accelerating free cash flow and capital returns to shareholders.
来源：GSM·美国（原文链接）
图片来源：图：一辆 XPO 零担货运牵引挂车，XPO 是北美主要零担运输公司。照片：Fkbowen 摄，CC BY-SA 4.0，经 Wikimedia Commons。 / An XPO tractor-trailer; XPO is a leading North American less-than-truckload carrier. Photo: Fkbowen, CC BY-SA 4.0, via Wikimedia Commons.
