STOCK TITAN

XPO July LTL tonnage up 5.8%, August +3.7%

XPO reports year-over-year LTL tonnage growth in July and preliminary growth in August 2026, driven by higher shipment counts.

(Moderate)
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

XPO, Inc. (XPO) reported updated operating metrics for its North American Less-Than-Truckload (LTL) segment. For July 2026, tonnage per day increased 5.8% versus July 2025, driven by a 5.9% rise in shipments per day and a 0.2% decrease in weight per shipment. XPO also released preliminary LTL metrics for August 2026, with tonnage per day up 3.7% year over year, reflecting a 5.7% increase in shipments per day and a 1.8% decrease in weight per shipment. The company notes that August 2026 figures are preliminary and may change.

Positive

  • LTL tonnage growth in July 2026 was 5.8% year over year, supported by a 5.9% increase in shipments per day, indicating higher volume in XPO’s core North American LTL segment.
  • Preliminary August 2026 LTL tonnage per day rose 3.7% year over year, with shipments per day up 5.7%, suggesting continued volume momentum into the following month.

Negative

  • None.
Item 7.01 Regulation FD Disclosure Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
July 2026 LTL tonnage per day change 5.8% increase Change versus July 2025 for North American LTL segment
July 2026 LTL shipments per day change 5.9% increase Year-over-year change versus July 2025
July 2026 LTL weight per shipment change 0.2% decrease Year-over-year change versus July 2025
Preliminary August 2026 LTL tonnage per day change 3.7% increase Preliminary year-over-year change versus August 2025
Preliminary August 2026 LTL shipments per day change 5.7% increase Preliminary year-over-year change versus August 2025
Preliminary August 2026 LTL weight per shipment change 1.8% decrease Preliminary year-over-year change versus August 2025
Annual freight moved 16 billion pounds Freight moved per year across XPO’s network
Network scale 55,000 customers; 586 locations; 38,000 employees XPO’s customer base, locations and workforce in North America and Europe
Less-Than-Truckload financial
"preliminary operating metrics for its North American Less-Than-Truckload segment"
Less-than-truckload (LTL) is a freight shipping method where multiple customers share space on the same truck because each shipment is too small to fill a full truck. Like taking a shared taxi instead of hiring a car for just yourself, LTL can lower shipping costs and improve flexibility but adds handling steps and transit stops, so it matters to investors because it affects companies’ delivery speed, logistics costs, inventory timing and overall profit margins.
tonnage per day financial
"In the month of July 2026 tonnage per day increased 5.8%"
shipments per day financial
"year-over-year increase of 5.9% in shipments per day"
weight per shipment financial
"a decrease of 0.2% in weight per shipment"
forward-looking statements regulatory
"This release includes forward-looking statements within the meaning of Section 27A"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

FAQ

What did XPO (XPO) announce in this 8-K filing?

XPO reported final July 2026 and preliminary August 2026 operating metrics for its North American Less-Than-Truckload segment, highlighting year-over-year increases in tonnage per day and shipments per day, with modest declines in average weight per shipment.

How did XPO’s LTL tonnage perform in July 2026 versus July 2025?

In July 2026, XPO’s North American LTL tonnage per day increased 5.8% compared with July 2025, driven by a 5.9% increase in shipments per day and a 0.2% decrease in weight per shipment.

What are XPO’s preliminary August 2026 LTL metrics?

For August 2026, preliminary data show LTL tonnage per day up 3.7% year over year, with shipments per day up 5.7% and weight per shipment down 1.8% compared with August 2025. XPO states that actual August results may differ from these preliminary figures.

Which business segment of XPO (XPO) do these metrics cover?

The disclosed metrics relate specifically to XPO’s North American Less-Than-Truckload (LTL) segment, which is the company’s asset-based freight transportation business in that region.

Are XPO’s August 2026 LTL results final?

No. XPO describes the August 2026 LTL figures as preliminary and notes that actual results for August 2026 may vary from the preliminary metrics reported.

How large is XPO’s freight network according to this disclosure?

XPO reports that it moves 16 billion pounds of freight per year, serves 55,000 customers with 586 locations and 38,000 employees across North America and Europe.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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false 0001166003 0001166003 2026-09-03 2026-09-03 iso4217:USD xbrli:shares iso4217:USD xbrli:shares

 

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported): September 3, 2026

 

XPO, INC.

(Exact name of registrant as specified in its charter) 

 

Delaware    001-32172    03-0450326
(State or other jurisdiction of
incorporation)
 
  (Commission File Number)    (I.R.S. Employer
Identification No.)

 

Five American Lane, Greenwich, Connecticut 06831
(Address of principal executive offices)

 

(855) 976-6951

(Registrant’s telephone number, including area code)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class   Trading 
symbol(s)
  Name of each exchange on which registered
Common stock, par value $0.001 per share   XPO   New York Stock Exchange

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

 
Emerging growth company ¨
 
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

 

 

 

 

 

 

Item 7.01. Regulation FD Disclosure

 

On September 3, 2026, XPO, Inc. (the “Company”) issued a press release providing preliminary operating metrics for its North American Less-Than-Truckload segment for August 2026. A copy of the press release is attached as Exhibit 99.1.

 

The Company is providing final operating metrics for its North American Less-Than-Truckload segment for the month of July 2026. In the month of July 2026 tonnage per day increased 5.8%, as compared with July 2025, attributable to a year-over-year increase of 5.9% in shipments per day and a decrease of 0.2% in weight per shipment.

 

The information furnished in this Item 7.01, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, and shall not be deemed to be incorporated by reference into any filing of the Company under the Exchange Act or the Securities Act of 1933, as amended, except to the extent that the registrant specifically incorporates any such information by reference.

 

Item 9.01. Financial Statements and Exhibits.

 

(d) Exhibits

 

Exhibit No.   Description
99.1   Press Release, dated September 3, 2026, issued by XPO, Inc.
104   Cover Page Interactive Data File (embedded within the Inline XBRL document)

 

 

 

 

SIGNATURE

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

Date: September 3, 2026 XPO, INC.
     
  By: /s/ Kyle Wismans
    Kyle Wismans
    Chief Financial Officer

 

 

 

Exhibit 99.1 

 

 

 

XPO Provides North American LTL Operating Data for August 2026

 

 

GREENWICH, Conn. – September 3, 2026 – XPO (NYSE: XPO), a leading provider of freight transportation in North America, today reported certain preliminary LTL segment operating metrics for August 2026. LTL tonnage per day increased 3.7%, as compared with August 2025, attributable to a year-over-year increase of 5.7% in shipments per day and a decrease of 1.8% in weight per shipment. Actual results for August 2026 may vary from the preliminary results reported above.

 

About XPO

 

XPO, Inc. (NYSE: XPO) is a leader in asset-based less-than-truckload (LTL) freight transportation in North America. The company’s customer-focused organization efficiently moves 16 billion pounds of freight per year, enabled by its proprietary technology. XPO serves 55,000 customers with 586 locations and 38,000 employees in North America and Europe, and is headquartered in Greenwich, Conn., USA. Visit xpo.com for more information, and connect with XPO on LinkedIn, Facebook, X, Instagram and YouTube.

 

Forward-looking Statements

 

This release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements. In some cases, forward-looking statements can be identified by the use of forward-looking terms such as “anticipate,” “estimate,” “believe,” “continue,” “could,” “intend,” “may,” “plan,” “potential,” “predict,” “should,” “will,” “expect,” “objective,” “projection,” “forecast,” “goal,” “guidance,” “outlook,” “effort,” “target,” “trajectory” or the negative of these terms or other comparable terms. These forward-looking statements are based on certain assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as well as other factors we believe are appropriate in the circumstances.

 

These forward-looking statements are subject to known and unknown risks, uncertainties and assumptions that may cause actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by such forward-looking statements. Factors that might cause or contribute to a material difference include the risks discussed in our filings with the SEC, and the following: the effects of business, economic, political, legal, and regulatory impacts or conflicts upon our operations; supply chain disruptions and shortages, strains on production or extraction of raw materials, cost inflation and labor and equipment shortages; our ability to align our investments in capital assets, including equipment, service centers, and warehouses to our customers’ demands; our ability to implement our cost and revenue initiatives and realize growth and expansion as a result of those initiatives; our ability to improve pricing growth; the effectiveness of our action plan, and other management actions, to improve our North American LTL business; our ability to continue insourcing linehaul in ways that enhance our network efficiency and productivity; the anticipated impact of a freight market recovery on our business; our ability to capture profitable share gains, facilitate yield growth, and improve margins during an upcycle; our ability to benefit from a sale, spin-off or other divestiture of one or more business units or to successfully integrate and realize anticipated synergies, cost savings and profit opportunities from acquired companies; goodwill impairment; issues related to compliance with data protection laws, competition laws, and intellectual property laws; fluctuations in currency exchange rates, fuel prices and fuel surcharges; our ability to develop and implement proprietary technology and suitable information technology systems that contribute to cost and productivity improvements; the impact of potential cyber-attacks and information technology or data security breaches or failures; our ability to repurchase shares on favorable terms; our indebtedness; our ability to raise debt and equity capital; fluctuations in interest rates; seasonal fluctuations; our ability to maintain positive relationships with our network of third-party transportation providers; our ability to attract and retain management talent and key employees including qualified drivers; labor matters; litigation; and competition. We caution that our operating results for August 2026 are not necessarily indicative of the results that may be expected for future periods.

 

 

 

 

All forward-looking statements set forth in this release are qualified by these cautionary statements and there can be no assurance that the actual results or developments anticipated by us will be realized or, even if substantially realized, that they will have the expected consequences to or effects on us or our business or operations. Forward-looking statements set forth in this release speak only as of the date hereof, and we do not undertake any obligation to update forward-looking statements except to the extent required by law.

 

Investor Contact

Brian Scasserra

+1-617-607-6429

brian.scasserra@xpo.com

 

Media Contact

Cole Horton

+1-203-609-6004

cole.horton@xpo.com

 

 

 

 

Filing Exhibits & Attachments

4 documents