01—Abstract
Summary
Summary of the 8-K filed March 2, 2026. Cited figures are marked; the original filing is the authoritative source.
XPO, Inc. filed a Form 8-K on March 2, 2026 under Item 7.01 (Regulation FD Disclosure) to furnish operating metrics for its North American Less-Than-Truckload (LTL) segment.
The filing states that, for January 2026, there was no change in tonnage per day compared with January 2025, reflecting a year-over-year increase of 1.2%a in shipments per day offset by a decrease of 1.2% in weight per shipment. These are described as final operating metrics for January. Through Exhibit 99.1, a press release dated March 2, 2026, the company also reported preliminary LTL segment operating metrics for February 2026.
Tonnage per day increased 0.2%b compared with February 2025, driven by a year-over-year increase of 3.0% in shipments per day and a decrease of 2.8% in weight per shipment. The company cautions that actual February results may vary from these preliminary figures and that February results are not necessarily indicative of future periods. The information is furnished rather than filed, so it is not subject to Section 18 liabilities of the Exchange Act.
The report is signed by CFO Kyle Wismans. Because the filing contains only monthly operating data, it offers a snapshot of LTL volume trends rather than full-period financial results.
02—Key points
Key Highlights
- January 2026 North American LTL tonnage per day was flat year over year, with shipments per day up 1.2% and weight per shipment down 1.2%.
- Preliminary February 2026 North American LTL tonnage per day rose 0.2% year over year.
- February shipments per day increased 3.0% year over year, while weight per shipment decreased 2.8%.
- The February figures are preliminary, and the company notes actual results may vary.
- Operating metrics are furnished under Regulation FD (Item 7.01), not filed under the Exchange Act.
- Exhibit 99.1 is a press release dated March 2, 2026, which also describes XPO as serving 55,000 customers with 592 locations and 37,000 employees in North America and Europe.
- The filing is signed by Kyle Wismans, Chief Financial Officer.
03—Questions
Frequently Asked Questions
What were XPO's North American LTL tonnage trends in January 2026?
Per the filing, tonnage per day was unchanged compared with January 2025. Shipments per day rose 1.2% year over year, and weight per shipment fell 1.2%.
How did North American LTL tonnage perform in February 2026?
Preliminary results in Exhibit 99.1 show tonnage per day increased 0.2% year over year. This was driven by a 3.0% rise in shipments per day, partly offset by a 2.8% decline in weight per shipment.
Are the February 2026 figures final?
No. The company describes them as preliminary and states that actual February 2026 results may vary from the figures reported.
Are these operating metrics considered filed with the SEC?
The company states that the information in Item 7.01, 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.
Should investors read these monthly metrics as indicative of future results?
The company cautions that February 2026 operating results are not necessarily indicative of results expected for future periods, and that forward-looking statements are subject to risks described in its SEC filings.
04—Continue