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. 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. Chief Financial Officer Kyle Wismans reported equity award activity involving Restricted Stock Units and common shares. On February 15, 2026, 3,972 Restricted Stock Units were converted into 3,972 shares of XPO common stock at an exercise price of $0 per share, reflecting the settlement of previously granted RSUs.
On the same date, 2,056 common shares were disposed of under transaction code "F" at $195.33 per share, indicating shares were withheld to cover tax obligations related to the equity award. After these transactions, Wismans directly owned 37,454 shares of XPO common stock.
Capital Research Global Investors reports beneficial ownership of 11,157,329 shares of XPO, Inc. common stock, representing 9.5% of the 117,384,263 shares believed outstanding as of 12/31/2025. It holds sole voting power over 11,134,473 shares and sole dispositive power over 11,157,329 shares.
The position is held through Capital Research and Management Company and related investment management entities under the Capital Research Global Investors division. The filing notes that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of XPO. AMCAP Fund is identified as having rights to receive dividends or sale proceeds related to more than 5% of the class.
XPO, Inc. files its annual report outlining a global freight transportation business focused on North American less-than-truckload (LTL) and European transportation. The company serves about 55,000 customers through roughly 37,000 employees at 592 locations in 17 countries, emphasizing proprietary AI-driven technology to optimize pricing, routing and labor.
XPO details an LTL growth plan built on service quality, network expansion, yield growth and cost efficiencies, including insourcing linehaul and modernizing its fleet. The filing also describes environmental and human-capital initiatives, and extensive risk factors ranging from economic cycles and fuel costs to cybersecurity, regulation, labor, liquidity and a potential divestiture of the European business.
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. reported equity activity by one of its directors. On 01/02/2026, the director converted 1,374 restricted stock units (RSUs) into the same number of XPO common shares at a reported price of $138.79 per share, bringing the director’s directly owned common stock to 13,974 shares.
On the same date, the director received a new grant of 1,357 RSUs, which represents the right to receive either one share of common stock or a cash payment equal to the share’s fair market value upon settlement. These 1,357 RSUs are scheduled to vest in full on January 4, 2027, subject to the director’s continued service on XPO’s board.
XPO, Inc. director reports equity grant and RSU vesting
A director of XPO, Inc. (XPO) reported equity-related transactions dated January 2, 2026. The director acquired 1,374 shares of common stock through the vesting and settlement of previously granted restricted stock units at a reference price of $138.79 per share, bringing direct ownership to 9,916 common shares.
On the same date, the director’s previously outstanding restricted stock units were reduced by 1,374 units as they converted into common stock. The director also received a new grant of 1,357 restricted stock units, which will vest in full on January 4, 2027, subject to continued service as a director. Following these transactions, the director holds 1,357 restricted stock units in addition to the directly owned common shares.
XPO, Inc. director reports routine equity compensation activity. On 01/02/2026, the reporting person acquired 1,374 shares of XPO common stock at $138.79 per share through the settlement of previously granted restricted stock units (RSUs). After this transaction, the director beneficially owned 7,249 shares of XPO common stock held directly.
The same day, the director received a new grant of 1,357 RSUs. These RSUs give the right to receive either one share of XPO common stock or a cash amount equal to its fair market value upon settlement. The new RSUs are scheduled to vest in full on January 4, 2027, subject to the director’s continued service on XPO’s board.
XPO, Inc. director Michael G. Jesselson reported equity transactions and updated holdings. On January 2, 2026, he exercised 1,374 restricted stock units (RSUs), receiving the same number of XPO common shares at a reported price of $138.79 per share. Following this, he directly owned 62,873 common shares, with additional indirect holdings through various family trusts, an individual retirement account, and his spouse.
On the same date, Jesselson was also awarded a new grant of 1,357 RSUs at no exercise price. The vested RSUs converted into common stock in full on January 2, 2026, while the new RSUs are scheduled to vest in full on January 4, 2027, subject to his continued service as a director. The filing details how multiple trusts and family accounts beneficially own XPO shares for which he serves as trustee or beneficiary.