Welcome to our dedicated page for XPO SEC filings (Ticker: XPO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
XPO, Inc. filings document an NYSE-listed freight transportation company whose common stock trades under the symbol XPO. Its Form 8-K disclosures furnish quarterly and annual results, investor presentation materials, Regulation FD updates and preliminary operating metrics for the North American Less-Than-Truckload segment, including shipment, tonnage and weight-per-shipment measures.
The company’s proxy materials cover board elections, auditor ratification, executive compensation votes and governance matters. Other filings record board leadership changes, registered common stock information, financial statement exhibits and the formal disclosure framework around XPO’s LTL operations, corporate costs, risk factors and capital structure.
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.
KNEELAND MICHAEL reported acquisition or exercise transactions in this Form 4 filing.
Director Michael Kneeland of XPO, Inc. reported the grant of 388 Restricted Stock Units on July 27, 2026. Each RSU represents a right to one share of common stock or an equivalent cash amount and vests in full on January 4, 2027, contingent on his continued board service.
XPO, Inc. submitted an initial insider report for Michael Kneeland, who joined the company as a director. At the time he became a director, he did not beneficially own, directly or indirectly, any securities of XPO, Inc., and no insider transactions or holdings are reported.
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.
BlackRock, Inc. filed Amendment No. 2 to a Schedule 13G/A reporting beneficial ownership of 12,249,467 shares of XPO, Inc. The filing states this represents 10.4% of XPO common stock and records 11,624,840 shares as sole voting power.
The filing is signed by Spencer Fleming as Managing Director on 06/04/2026 and notes that multiple BlackRock business units are aggregated for this report. A related exhibit identifies the subsidiary details under Item 7.
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. director Allison Landry reported an open-market sale of 2,400 shares of Common Stock. The sale occurred on May 28, 2026 at a weighted average price of $215.6133 per share.
After this transaction, Landry directly holds 4,849 shares of XPO common stock. The shares were sold in multiple trades at prices ranging from $215.4600 to $215.6600, with the reported price reflecting the weighted average sale price.
XPO submitted a Form 144 notice reporting proposed sales of Common Stock. The filing lists two blocks of Restricted Stock dated 01/02/2026 and 01/02/2024 with quantities 1,374 and 1,026 respectively. The filing identifies Morgan Stanley Smith Barney LLC as the broker and includes a numeric line item 117,409,981.
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.