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XPO (XPO) shows flat January and modest February 2026 LTL volumes

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

XPO, Inc. furnished an update on operating trends in its North American less-than-truckload business. For January 2026, LTL tonnage per day was unchanged versus January 2025, as 1.2% growth in shipments per day was offset by a 1.2% decline in weight per shipment.

The company also reported preliminary February 2026 LTL data, with tonnage per day up 0.2% year over year. This reflected a 3.0% increase in shipments per day and a 2.8% decrease in weight per shipment. The February figures are preliminary and may differ from final results.

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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): March 2, 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 March 2, 2026, XPO, Inc. (the “Company”) issued a press release providing preliminary operating metrics for its North American Less-Than-Truckload segment for February 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 January 2026. There was no change in tonnage per day in the month of January 2026 as compared with January 2025, attributable to a year-over-year increase of 1.2% in shipments per day and a decrease of 1.2% 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 March 2, 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: March 2, 2026 XPO, INC.
     
  By: /s/ Kyle Wismans
    Kyle Wismans
    Chief Financial Officer

 

 

Exhibit 99.1

 

 

XPO Provides North American LTL Operating Data for February 2026

 

GREENWICH, Conn. – March 2, 2026XPO (NYSE: XPO), a leading provider of freight transportation in North America, today reported certain preliminary LTL segment operating metrics for February 2026. LTL tonnage per day increased 0.2%, as compared with February 2025, attributable to a year-over-year increase of 3.0% in shipments per day and a decrease of 2.8% in weight per shipment. Actual results for February 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 592 locations and 37,000 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; 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 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; the expected benefits of the spin-offs of GXO Logistics, Inc. and RXO, Inc.; our ability to develop and implement proprietary technology and suitable information technology systems; 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; competition; and our ability to deliver pricing growth driven by service quality. We caution that our operating results for February 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

 

 

 

 

FAQ

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

XPO reported January 2026 final and February 2026 preliminary operating metrics for its North American less-than-truckload segment. The update focused on year-over-year changes in tonnage per day, shipments per day, and weight per shipment versus 2025 levels.

How did XPO’s North American LTL tonnage trend in January 2026?

January 2026 LTL tonnage per day at XPO was unchanged versus January 2025. This flat tonnage reflected a 1.2% increase in shipments per day, fully offset by a 1.2% decrease in average weight per shipment over the same period.

What were XPO’s preliminary LTL results for February 2026?

For February 2026, XPO’s preliminary LTL tonnage per day increased 0.2% compared with February 2025. This came from a 3.0% rise in shipments per day, partly offset by a 2.8% decline in weight per shipment. Management noted that final results may differ.

Which segment of XPO’s business do these metrics cover?

The disclosed metrics cover XPO’s North American less-than-truckload freight segment. This business moves partial truckloads of freight, tracking performance through tonnage per day, the number of daily shipments, and average shipment weight across its LTL network.

Are XPO’s February 2026 LTL figures final or preliminary?

The February 2026 LTL figures are preliminary. XPO stated that actual results for February 2026 may vary from the preliminary metrics reported, meaning investors should treat them as early indications rather than finalized data for the month.

Does the XPO 8-K incorporate the operating data into other filings?

The 8-K states the furnished operating data, including the press release, is not deemed filed for liability purposes and is not automatically incorporated into other Securities Act or Exchange Act filings, unless XPO later specifically incorporates it by reference.

Filing Exhibits & Attachments

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Xpo Inc

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24.66B
113.66M
Trucking
Transportation Services
Link
United States
GREENWICH