01—Abstract
Summary
Summary of the 8-K filed September 3, 2025. Cited figures are marked; the original filing is the authoritative source.
XPO, Inc. furnished a Form 8-K on September 3, 2025 under Item 7.01 (Regulation FD Disclosure) reporting operating metrics for its North American Less-Than-Truckload (LTL) segment.
The filing states that final July 2025 metrics showed weight per day decreased 8.7%a year over year versus July 2024, driven by a 5.6% decrease in shipments per day and a 3.3% decrease in weight per shipment. In the attached press release (Exhibit 99.1), XPO reported preliminary August 2025 LTL metrics: tonnage per day decreased 4.7% versus August 2024, attributable to a 3.4% decrease in shipments per day and a 1.3% decrease in weight per shipment. The company cautions that actual August 2025 results may vary from the preliminary figures and that August results are not necessarily indicative of future periods.
The information is furnished rather than filed, so it is not subject to Section 18 liabilities. The release also includes standard forward-looking statement cautions, citing factors such as freight market recovery, cost and revenue initiatives, and the action plan to improve the North American LTL business.
02—Key points
Key Highlights
- July 2025 final LTL weight per day decreased 8.7% year over year versus July 2024.
- July decline reflected a 5.6% year-over-year decrease in shipments per day and a 3.3% decrease in weight per shipment.
- Preliminary August 2025 LTL tonnage per day decreased 4.7% year over year versus August 2024.
- August decline reflected a 3.4% decrease in shipments per day and a 1.3% decrease in weight per shipment.
- August figures are preliminary and may vary from final results.
- Information is furnished under Regulation FD and not deemed filed under Section 18 of the Exchange Act.
- XPO describes itself as a leader in asset-based LTL freight in North America, moving 17 billion pounds of freight per year across 608 locations.
03—Questions
Frequently Asked Questions
What did XPO report for North American LTL volumes in July 2025?
XPO stated that weight per day decreased 8.7% compared with July 2024. The decline was attributed to a 5.6% year-over-year decrease in shipments per day and a 3.3% decrease in weight per shipment.
What preliminary metrics did XPO report for August 2025?
In a press release attached as Exhibit 99.1, XPO reported preliminary LTL tonnage per day down 4.7% versus August 2024, reflecting a 3.4% decrease in shipments per day and a 1.3% decrease in weight per shipment.
Are the August 2025 figures final?
No. XPO states that the August 2025 results are preliminary and that actual results may vary from the figures reported. The company also cautions that August results are not necessarily indicative of future periods.
Is this disclosure considered filed for liability purposes?
No. The filing states that the Item 7.01 information, including Exhibit 99.1, is furnished and not deemed filed under Section 18 of the Exchange Act, and is not incorporated by reference into other filings except where specifically stated.
04—Continue