XPO (NYSE: XPO) reports October 2025 LTL metrics with 3.8% volume decline

Rhea-AI Filing Summary

XPO, Inc. reported monthly operating metrics for its North American less-than-truckload business. For October 2025, weight per day in this segment decreased 3.8% compared with October 2024. This reflected a 1.4% year-over-year decline in shipments per day and a 2.4% decrease in weight per shipment, indicating slightly lower volume and lighter average loads.

The company also issued a press release with preliminary operating metrics for November 2025, which is provided as an exhibit to this report.

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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): December 1, 2025

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 December 1, 2025, XPO, Inc. (the “Company”) issued a press release providing preliminary operating metrics for its North American Less-Than-Truckload segment for November 2025. 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 October 2025. In the month of October 2025 weight per day decreased 3.8%, as compared with October 2024, attributable to a year-over-year decrease of 1.4% in shipments per day and a decrease of 2.4% 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 December 1, 2025, 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: December 1, 2025	XPO, INC.
	By:	/s/ Kyle Wismans
		Kyle Wismans
		Chief Financial Officer

FAQ

What did XPO (XPO) disclose in its latest 8-K filing?

XPO provided operating metrics for its North American less-than-truckload segment, including a 3.8% year-over-year decline in weight per day for October 2025 and attached a press release with preliminary November 2025 metrics.

How did XPO's North American LTL weight per day change in October 2025?

For October 2025, XPO reported that weight per day in its North American LTL segment decreased 3.8% compared with October 2024.

What drove XPO's 3.8% decline in LTL weight per day in October 2025?

The 3.8% decline in weight per day was driven by a 1.4% decrease in shipments per day and a 2.4% decrease in weight per shipment versus October 2024.

Did XPO provide preliminary metrics for November 2025?

Yes. XPO issued a press release with preliminary operating metrics for November 2025 for its North American LTL segment, which is included as Exhibit 99.1.

Are the XPO operating metrics in this 8-K considered filed financial statements?

No. XPO states that the information in this report, including Exhibit 99.1, is furnished and not deemed filed for purposes of Section 18 of the Exchange Act.

Which XPO business segment is covered by the disclosed metrics?

The metrics relate to XPO's North American Less-Than-Truckload segment, covering weight per day, shipments per day, and weight per shipment for October 2025.