XPO, Inc. SEC Filings

Capital World Investors, a division of Capital Research and Management Company and its investment management affiliates, reports beneficial ownership of XPO, Inc. common stock. The group is deemed to beneficially own 5,903,854 shares, representing 5.0% of XPO’s 117,409,981 shares believed to be outstanding.

Capital World Investors reports sole voting power over 5,885,211 shares and sole dispositive power over 5,903,854 shares, with no shared voting or dispositive power. This filing reflects a passive ownership position under the rules applicable to large institutional investors.

Capital Research Global Investors filed Amendment No. 5 to report its beneficial ownership of XPO, Inc. common stock. The firm is deemed to be the beneficial owner of 8,271,824 shares, representing 7.0% of the 117,409,981 XPO shares believed to be outstanding as of June 30, 2026.

Capital Research Global Investors reports sole voting power over 8,253,221 shares and sole dispositive power over 8,271,824 shares, with no shared voting or dispositive power.

XPO, Inc. reported that Chief Accounting Officer Christopher Michael Brown sold a total of 5,000 shares of common stock in open-market or private transactions. The sales occurred on August 10–11, 2026 at per-share prices between $199.81 and $203.00. The trades were reported as direct ownership, and the Rule 10b5-1 trading-plan checkbox was left unchecked.

MFN Partners and affiliates filed Amendment No. 3 to a Schedule 13G reporting their passive ownership in XPO, Inc. common stock. The reporting group, including MFN Partners, LP and related entities plus individuals Michael F. DeMichele and Farhad Nanji, reports beneficial ownership of 9,869,691 shares of XPO common stock, all with shared voting and dispositive power and no sole power. This stake represents 8.4% of the outstanding common stock, based on 117,409,981 shares outstanding as of April 24, 2026. The shares are directly held by MFN Partners, LP, and each reporting person disclaims beneficial ownership beyond their pecuniary interest.

Christopher Brown filed to sell 2,500 shares of Common stock of XPO through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value of $507,500.00, listed on the NYSE. In the past three months, Brown sold 1,250 shares for $251,762.63.

XPO disclosed a planned sale of 1,250 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services on the NYSE, with an aggregate market value of $251,762.63. The shares to be sold are restricted stock previously acquired on 03/15/2024 and 11/14/2024, in amounts of 663 and 587 shares respectively.

XPO, Inc. reported that Chief Executive Officer Mario A. Harik had 345,742 performance-based RSUs granted on August 5, 2022 fully vest after the board committee certified required criteria on August 7, 2026, effective August 5, 2026. Those RSUs were converted into 345,742 common shares, and 167,167 shares were delivered or withheld at $202.58 per share to pay the exercise price or tax liability.

XPO, Inc. reported higher results for the quarter and six months ended June 30, 2026. Revenue for the quarter rose to $2,355 million from $2,080 million, a 13.2% increase, and first-half revenue grew 10.3% to $4,451 million. Quarterly net income increased to $162 million from $106 million, with diluted EPS of $1.36 versus $0.89; first-half net income was $263 million with diluted EPS of $2.22, up from $175 million and $1.47. Operating income margin improved to 11.5% from 9.5%.

North American LTL revenue grew to $1,428 million in the quarter, with adjusted EBITDA rising to $390 million from $300 million, supported by 4.4% yield growth and modest tonnage gains. European Transportation revenue increased to $927 million, and adjusted EBITDA improved to $48 million from $44 million, driven by pricing, foreign currency and higher fuel revenue.

Cash and cash equivalents were $298 million, and total liquidity, including the undrawn revolving credit facility, was approximately $898 million. Net cash from operating activities for the first half increased to $491 million, while capital expenditures were $238 million. Total debt principal was $3,292 million after refinancing into a new $500 million Term Loan A and $385 million Term Loan B facility. XPO repurchased $100 million of stock year to date, leaving $525 million under its authorization.

XPO, Inc. reports strong Q2 2026 results, with consolidated revenue of $2.36 billion, net income of $162 million and diluted EPS of $1.36. Adjusted metrics were higher, including adjusted net income of $201 million, adjusted diluted EPS of $1.70 and adjusted EBITDA of $434 million. Revenue grew 13% year over year, adjusted EBITDA increased 25%, and adjusted EPS rose 56%.

North American less-than-truckload remained the core earnings driver, generating $1.43 billion of revenue and $390 million of adjusted EBITDA. The segment achieved a record 79.9% adjusted operating ratio, a 300 basis point improvement year over year, supported by higher yield, 1% tonnage growth per day and a damage claims ratio below 0.2%.

Management also highlights a long-term LTL plan targeting 2021–2027 revenue CAGR of 6%–8% and adjusted EBITDA CAGR of 11%–13%, with at least 600 basis points of adjusted operating ratio improvement. For full-year 2026, expectations include $500–$600 million of gross capex, $205–$215 million of interest expense, approximately $14 million of pension income, an adjusted effective tax rate of 23%–24% and an approximately 118 million diluted share count.