XPO reports July 2025 LTL volume declines

Q: What drove the decline in XPO's July 2025 LTL weight per day?

The 8.7% decrease in weight per day was driven by a 5.6% decline in shipments per day and a 3.3% decline in weight per shipment, indicating both fewer shipments and lighter average loads.

XPO, Inc. filed a current report describing new operating data for its North American less-than-truckload business.

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)How Sentiment works

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Form Type

8-K

Rhea-AI Filing Summary

XPO, Inc. filed a current report describing new operating data for its North American less-than-truckload business. The company furnished a press release with preliminary metrics for August 2025 and provided final metrics for July 2025.

In July 2025, weight per day in the North American LTL segment decreased 8.7% compared with July 2024. This reflected a 5.6% year-over-year decline in shipments per day and a 3.3% decrease in weight per shipment, indicating both fewer shipments and lighter average loads. The information, including the press release attached as Exhibit 99.1, is furnished under Regulation FD and is not deemed filed under the securities laws.

8-K Event Classification

2 items: 7.01, 9.01

2 items

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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

XPO, Inc. furnished an update on operating metrics for its North American Less-Than-Truckload segment. It attached a press release with preliminary metrics for August 2025 and provided final operating metrics for July 2025.

How did XPO's North American LTL metrics for July 2025 compare to July 2024?

For July 2025, XPO reported that weight per day in its North American LTL segment decreased 8.7% versus July 2024, reflecting weaker volume compared with the prior-year period.

What drove the decline in XPO's July 2025 LTL weight per day?

The 8.7% decrease in weight per day was driven by a 5.6% decline in shipments per day and a 3.3% decline in weight per shipment, indicating both fewer shipments and lighter average loads.

Which segment of XPO's business do these operating metrics cover?

The operating metrics disclosed relate specifically to XPO's North American Less-Than-Truckload segment.

Is the information in this XPO 8-K considered filed or furnished?

The information in Item 7.01, including Exhibit 99.1, is being furnished, not filed, and is not subject to the liabilities of Section 18 of the Exchange Act or automatically incorporated into other filings.

Where can investors find more detail on XPO's August 2025 LTL metrics?

More detail on the preliminary August 2025 North American LTL operating metrics is contained in the press release attached as Exhibit 99.1 to the 8-K.

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

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Accepted by SEC EDGAR 09/03/2025 - 04:05 PM

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, 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 September 3, 2025, XPO, Inc. (the “Company”) issued a press release providing preliminary operating metrics for its North American Less-Than-Truckload segment for August 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 July 2025. In the month of July 2025 weight per day decreased 8.7%, as compared with July 2024, attributable to a year-over-year decrease of 5.6% in shipments per day and a decrease of 3.3% 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, 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: September 3, 2025	XPO, INC.

	By:	/s/ Kyle Wismans
		Kyle Wismans
		Chief Financial Officer

Source: View Original Filing on SEC EDGAR