Every 8-K that XPO, Inc. (XPO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow XPO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full XPO filings page.
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.
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.
XPO, Inc. reported higher second quarter 2026 results, with revenue of $2.36 billion versus $2.08 billion a year earlier and operating income of $271 million. Net income was $162 million, or diluted EPS of $1.36, compared with $0.89. Adjusted diluted EPS was $1.70 and adjusted EBITDA reached $434 million.
North American less-than-truckload was the largest contributor, generating $1.43 billion of revenue and $390 million of adjusted EBITDA, with a record 79.9% adjusted operating ratio and a damage claims ratio below 0.2%. The European Transportation segment delivered $927 million of revenue and $48 million of adjusted EBITDA.
The company produced $308 million of operating cash flow in the quarter and ended June 30, 2026 with $298 million of cash and cash equivalents, after $101 million of net capital expenditures, $70 million of common stock repurchases and $70 million of term loan repayments. Management highlighted non-GAAP metrics such as adjusted EBITDA and adjusted EPS, with reconciliations provided.
XPO, Inc. appointed Michael Kneeland to its board of directors, effective July 27, 2026. Under the bylaws, he will serve until the 2027 annual meeting of stockholders or until a successor is elected or he departs earlier. The appointment expands the board to eight members, seven of whom are independent.
Kneeland is non-executive chairman of United Rentals and also chairs Gildan Activewear and serves on the board of GXO Logistics. As a non-employee director, he is eligible for an annual cash retainer of $80,000 and an annual RSU grant valued at $190,000. On July 27, 2026, he received a prorated grant of 388 RSUs, vesting January 4, 2027, subject to continued service. The company states there are no related party transactions or arrangements connected to his selection.
XPO, Inc. furnished an update on operating trends in its North American less-than-truckload segment. For May 2026, preliminary LTL tonnage per day rose 0.5% versus May 2025, driven by a 3.3% increase in shipments per day and a 2.7% decline in weight per shipment.
The company also provided final metrics for April 2026: tonnage per day decreased 1.5% year over year, reflecting a 0.2% increase in shipments per day and a 1.7% decrease in weight per shipment compared with April 2025. XPO noted that May results are preliminary and may differ from final figures.
XPO, Inc. entered into an eleventh amendment to its existing Term Loan B credit agreement and a new senior secured Term Loan A facility to refinance outstanding term debt. The company added a new $385 million Term Loan B-4 tranche maturing on February 1, 2031 and a $500 million Term Loan A facility maturing on May 29, 2029, with both secured on a pari passu basis alongside its revolving credit facility.
The new loans are guaranteed by wholly owned domestic restricted subsidiaries, include quarterly principal amortization, and bear interest at ABR or Term SOFR plus stated margins that can step down by 0.125% if leverage ratio targets are met after late 2026. The Term Loan A facility adds financial maintenance covenants, including leverage and interest coverage tests, and certain covenants and guarantees may fall away if XPO achieves investment grade ratings from at least two rating agencies.
XPO, Inc. reported that chief legal officer and corporate secretary Wendy Cassity has informed the company she intends to resign. The notice was given on May 20, 2026, with her departure expected to be effective on or about June 18, 2026.
The company states that her resignation is for personal reasons. The filing does not describe any related dispute or disagreement, so this appears as a leadership transition in the legal and corporate governance functions rather than an operational or financial event.
XPO, Inc. reported the results of its 2026 annual meeting of stockholders held on May 19, 2026. Stockholders elected all seven director nominees, including Mario Harik, who received 105,394,515 votes for and 1,268,198 votes against, with 41,475 abstentions and 4,266,348 broker non-votes.
Stockholders also ratified the appointment of KPMG LLP as independent registered public accounting firm for fiscal year 2026, with 110,661,351 votes for, 252,095 votes against, and 57,090 abstentions. In addition, they approved the advisory vote on executive compensation, which received 105,514,627 votes for, 1,094,492 votes against, 95,069 abstentions, and 4,266,348 broker non-votes.
XPO, Inc. furnished an updated investor slide presentation in a current report. The presentation, dated April 30, 2026, is attached as Exhibit 99.1 and is expected to be used in future investor meetings. It is provided under a disclosure item that treats the materials as “furnished,” not “filed,” which means they are not subject to certain Exchange Act liabilities or automatically incorporated into other SEC filings unless specifically referenced.
XPO, Inc. reported strong first quarter 2026 results, with revenue of $2.10 billion versus $1.95 billion a year earlier and operating income of $174 million versus $151 million. Net income rose to $101 million, lifting diluted EPS to $0.85 from $0.58.
Adjusted net income was $121 million, with adjusted diluted EPS of $1.01 versus $0.73, and adjusted EBITDA of $319 million versus $278 million. The North American LTL segment generated revenue of $1.23 billion and improved its adjusted operating ratio to 83.9%, while the company produced $183 million of operating cash flow, funding $104 million of net capex, $30 million of share repurchases and $30 million of term loan repayments.
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.
XPO, Inc. furnished an investor presentation that it expects to use in future meetings with investors and analysts. The slide deck, dated February 5, 2026, is provided as an exhibit to give additional insight into the company’s business and strategy.
The company states that this investor presentation is being provided for informational purposes and is not treated as formally filed under securities laws, unless specifically incorporated by reference in other reports.
XPO, Inc. furnished a current report to make public that it has issued a press release announcing its results of operations for the fiscal quarter and year ended December 31, 2025. The press release, dated February 5, 2026, is included as Exhibit 99.1 to this Form 8-K.
The company clarifies that the information provided under Item 2.02 of this report, including Exhibit 99.1, is being furnished rather than filed, which limits its exposure to certain Exchange Act liabilities unless specifically incorporated by reference in future securities filings.
XPO, Inc. announced a leadership transition in its boardroom. Bradley S. Jacobs will step down from the Board of Directors on December 31, 2025, and at that time will move from his role as Executive Chairman to serve as Special Advisor until June 30, 2026. During this advisory period, he will continue to receive the same salary and bonus compensation.
The Board has appointed director Mario Harik as Chairman of the Board, effective January 1, 2026. Harik already serves as the company’s Chief Executive Officer, so he will hold both the CEO and Chairman roles going forward, consolidating executive and board leadership.
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.
XPO, Inc. furnished an investor slide presentation as part of a Form 8-K dated October 30, 2025. The presentation, expected to be used in future investor meetings, is attached as Exhibit 99.1.
The material was provided under Item 7.01 (Regulation FD Disclosure), is not deemed “filed” for purposes of Section 18 of the Exchange Act, and is not incorporated by reference unless specifically stated. XPO notes the presentation should be read together with its Form 10‑Q for the quarter ended September 30, 2025.
XPO, Inc. furnished an update on its business by issuing a press release with financial results for the fiscal quarter ended September 30, 2025. The company reported these quarterly operating results in a press release dated October 30, 2025, which is attached as an exhibit to this Form 8-K. The disclosure is provided as supplemental information and is treated as "furnished" rather than "filed" under securities laws, which limits how it is incorporated into other regulatory documents.
XPO, Inc. reported it expects to recognize an approximately $35 million charge in the third quarter of 2025 related to an ongoing insurance allocation dispute tied to legacy Con-way businesses. The trial to determine allocation of defense and indemnity costs among insurers concluded in early October 2025, and while no final judgment has been entered, XPO plans to revise its estimated share of liability.
The matter involves environmental and product liability claims arising from truck and parts manufacturing operations sold by a Con-way subsidiary in 1981, years before XPO acquired Con-way in 2015. XPO notes the issue is solely related to legacy Con-way manufacturing and is unrelated to its current Less-than-Truckload operations. The expected charge includes costs already incurred by Allianz and an estimate of future allocated defense and indemnity costs, which may differ from current estimates.
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.
On 31 July 2025, XPO, Inc. filed a Form 8-K under Item 7.01 (Regulation FD). The company disclosed that it has released an investor slide presentation, dated the same day, which will be used in forthcoming investor meetings and is furnished as Exhibit 99.1.
The filing contains no new financial results, guidance or transaction details. Management directs readers to review the deck alongside the company’s Form 10-Q for the quarter ended 30 June 2025. Because the material is “furnished” rather than “filed,” it is not subject to Section 18 liability and will only be incorporated into other SEC documents if explicitly referenced.