01—Abstract
Summary
Summary of the 8-K filed December 1, 2025. Cited figures are marked; the original filing is the authoritative source.
XPO, Inc. furnished an 8-K on December 1, 2025 under Item 7.01 (Regulation FD Disclosure) reporting operating metrics for its North American Less-Than-Truckload (LTL) segment.
The company issued a press release (Exhibit 99.1) providing preliminary LTL operating metrics for November 2025, which showed LTL tonnage per day decreased 5.4%a year over year, attributable to a 2.2% decrease in shipments per day and a 3.2% decrease in weight per shipment. The release cautions that actual November 2025 results may vary from the preliminary figures. In the same filing, XPO provided final operating metrics for October 2025.
Weight per day decreased 3.8%b compared with October 2024, reflecting a 1.4% year-over-year decrease in shipments per day and a 2.4% decrease in weight per shipment. Together, the two months show year-over-year declines in both shipment volume and shipment weight in the North American LTL business. The information is furnished rather than filed, so it is not subject to the liabilities of Section 18 of the Exchange Act.
The filing is a monthly operating data update and contains no financial statements, guidance changes, or other earnings results. It was signed by CFO Kyle Wismans.
02—Key points
Key Highlights
- Preliminary November 2025 North American LTL tonnage per day decreased 5.4% year over year.
- November shipments per day decreased 2.2% and weight per shipment decreased 3.2% year over year.
- Final October 2025 North American LTL weight per day decreased 3.8% versus October 2024.
- October decline was driven by a 1.4% decrease in shipments per day and a 2.4% decrease in weight per shipment.
- November figures are preliminary and the company states actual results may vary.
- The disclosure was furnished under Item 7.01 (Regulation FD) and is not deemed filed under Section 18 of the Exchange Act.
- The filing contains only operating metrics; no financial statements or guidance were included.
03—Questions
Frequently Asked Questions
What did XPO report for November 2025 LTL volumes?
XPO reported preliminary North American LTL tonnage per day that decreased 5.4% compared with November 2024. The decline was attributed to a 2.2% year-over-year decrease in shipments per day and a 3.2% decrease in weight per shipment.
How did October 2025 LTL volumes compare with a year earlier?
Final October 2025 weight per day decreased 3.8% compared with October 2024. This reflected a 1.4% decrease in shipments per day and a 2.4% decrease in weight per shipment.
Are the November 2025 figures final?
No. The November figures are preliminary, and XPO states that actual November 2025 results may vary from the preliminary results reported.
Does this filing include earnings or guidance?
No. The filing provides only monthly North American LTL operating metrics for October and November 2025. It does not include financial statements, earnings results, or guidance.
Is the information in this filing considered filed with the SEC?
The information in Item 7.01, including Exhibit 99.1, is furnished and not deemed filed for purposes of Section 18 of the Exchange Act. It is not incorporated by reference into other filings unless specifically stated.
04—Continue