For the quarter ended June 2026, XPO (XPO Quick QuoteXPO - Free Report) reported revenue of $2.36 billion, up 13.2% over the same period last year. EPS came in at $1.70, compared to $1.05 in the year-ago quarter.

The reported revenue represents a surprise of +3.23% over the Zacks Consensus Estimate of $2.28 billion. With the consensus EPS estimate being $1.49, the EPS surprise was +14.09%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how XPO performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Adjusted operating ratio: 79.9% versus 80.2% estimated by three analysts on average.
• Number of working days: 64 versus 64 estimated by three analysts on average.
• Shipments per day: 52,229 compared to the 51,843 average estimate based on three analysts.
• Gross revenue per hundredweight (excluding fuel surcharges): $26.09 versus the three-analyst average estimate of $26.08.
• Gross revenue per hundredweight (including fuel surcharges): $33.32 compared to the $32.43 average estimate based on three analysts.
• Average weight per shipment: 1,311.00 lbs compared to the 1,311.42 lbs average estimate based on three analysts.
• Net revenue per shipment: $429.98 versus $424.75 estimated by two analysts on average.
• Pounds per day: 68.46 Mlbs versus 67.96 Mlbs estimated by two analysts on average.
• Revenue- European Transportation Segment: $927 million versus $881.05 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.2% change.
• Revenue- North American Less-Than-Truckload Segment: $1.43 billion versus the four-analyst average estimate of $1.39 billion. The reported number represents a year-over-year change of +15.2%.
• Adjusted EBITDA- Corporate: $-4 million versus the five-analyst average estimate of $-3.8 million.
• Adjusted EBITDA- European Transportation Segment: $48 million compared to the $42.26 million average estimate based on five analysts.

View all Key Company Metrics for XPO here>>>

Shares of XPO have returned -3.7% over the past month versus the Zacks S&P 500 composite's -1.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.