-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下： XPO公布的第一季度每股收益为1.01美元，高于去年同期的0.73美元，超出市场预期0.13美元；营收为21亿美元，增长7%，超出预期6000万美元。调整后EBITDA飙升15%至3.19亿美元，表明公司业务增长势头强劲。我们认为，利润率提升、销量增长以及强劲的现金流将支撑XPO加速自由现金流增长的势头。北美零担货运业务表现稳健，调整后营业比率下降200个基点至83.9%，调整后营业收入增长20%。关键在于，日吞吐量由2025年第四季度的-4.5%降幅转为正增长0.1%，这标志着一个转折点，并预示着需求已出现早期企稳迹象。剔除燃油成本后，收益率增长依然强劲，达到4.0%，这得益于服务改进和人工智能驱动的网络优化；同时，运营现金流增长29%至1.83亿美元。我们认为，XPO的内部化战略和运营杠杆作用使公司在持续扩大利润率和实现现金流增长方面占据有利地位。
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