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XPO 8-K Report, Regulation FD Disclosure (Apr 30, 2026)

Reports
Regulation FD·Exhibits & Filings
Filing Date
Filed April 30, 2026
Period End
April 30, 2026
Security
XPO
In the record · 2016–202610-K1110-Q338-K243

XPO filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 243 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Jun ’19Jun ’19
  2. Deal closed8-K · Aug ’21Aug ’21
  3. Leadership change8-K · Mar ’23Mar ’23
  4. Material agreement8-K · Feb ’25Feb ’25

01—Abstract

Summary

Summary of the 8-K filed April 30, 2026. Cited figures are marked; the original filing is the authoritative source.

XPO, Inc. furnished an investor presentation dated April 30, 2026 as Exhibit 99.1 to a Current Report on Form 8-K under Regulation FD.

The presentation is intended for use in future investor meetings and is to be read together with the company's filings with the SEC, including its Form 10-Q for the quarter ended March 31, 2026. The information is furnished rather than filed, so it is not subject to Section 18 liabilities. The presentation reports first-quarter 2026 results: revenue of $2.10 billiona, operating income of $174 million, net income of $101 million, diluted EPS of $0.85, adjusted net income of $121 million, adjusted diluted EPS of $1.01, and adjusted EBITDA of $319 million.

North American LTL revenue was $1.23 billionb with adjusted EBITDA of $290 million and an adjusted operating ratio of 83.9%. European Transportation revenue was $868 million with adjusted EBITDA of $33 million. The company states that LTL adjusted operating ratio improved by 200 basis points year over year and by 570 basis points over three years.

The presentation also restates long-term targets for North American LTL covering 2021 through 2027: revenue CAGR of 6% to 8%, adjusted EBITDA CAGR of 11% to 13%, and an adjusted operating ratio improvement of at least 600 basis points. Full-year 2026 expectations include gross capex of $500 million to $600 millionc, interest expense of $205 million to $215 million, pension income of about $14 million, an adjusted effective tax rate of 23% to 24%, and a diluted share count of about 118 million.

02—Key points

Key Highlights

  1. Q1 2026 revenue of $2.10 billion, with operating income of $174 million and net income of $101 million (diluted EPS of $0.85).
  2. Adjusted diluted EPS of $1.01 and adjusted EBITDA of $319 million for the quarter, versus adjusted EPS of $0.73 in Q1 2025 as shown in the reconciliation.
  3. North American LTL adjusted operating ratio of 83.9%, improved 200 basis points year over year; adjusted operating income rose 20% year over year.
  4. LTL damage claims ratio fell below 0.2%, with damages at a record low, and LTL maintenance cost per mile declined 11% year over year.
  5. Long-term LTL targets for 2021 to 2027: revenue CAGR of 6% to 8%, adjusted EBITDA CAGR of 11% to 13%, and adjusted operating ratio improvement of at least 600 basis points.
  6. 2026 outlook calls for gross capex of $500 million to $600 million, interest expense of $205 million to $215 million, and a diluted share count of about 118 million.
  7. The presentation is furnished under Regulation FD for use in future investor presentations and should be read with the Q1 2026 Form 10-Q.

03—Questions

Frequently Asked Questions

  1. What did XPO report for first-quarter 2026 results?

    XPO reported revenue of $2.10 billion, operating income of $174 million, net income of $101 million, and diluted EPS of $0.85. Adjusted net income was $121 million, adjusted diluted EPS was $1.01, and adjusted EBITDA was $319 million.

  2. How did North American LTL perform in the quarter?

    North American LTL revenue was $1.23 billion and adjusted EBITDA was $290 million. The adjusted operating ratio was 83.9%, improved by 200 basis points year over year, and adjusted operating income increased 20% year over year.

  3. What are XPO's long-term LTL targets?

    For 2021 through 2027, the company targets North American LTL revenue CAGR of 6% to 8%, adjusted EBITDA CAGR of 11% to 13%, and an adjusted operating ratio improvement of at least 600 basis points.

  4. What does XPO expect for full-year 2026?

    The company expects total gross capex of $500 million to $600 million, interest expense of $205 million to $215 million, pension income of approximately $14 million, an adjusted effective tax rate of 23% to 24%, and a diluted share count of approximately 118 million.

  5. Is the presentation considered filed with the SEC?

    No. The filing states that 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, and is not incorporated by reference into other filings unless specifically stated.

04—Continue

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