01—Abstract
Summary
Summary of the 8-K filed June 3, 2026. Cited figures are marked; the original filing is the authoritative source.
XPO, Inc. furnished a Form 8-K under Item 7.01 (Regulation FD Disclosure) on June 3, 2026, providing operating metrics for its North American Less-Than-Truckload (LTL) segment.
The filing states that LTL tonnage per day decreased 1.5%a in April 2026 compared with April 2025, reflecting a 0.2% year-over-year increase in shipments per day offset by a 1.7% decrease in weight per shipment. These are described as final figures for April 2026. The same day, the company issued a press release (Exhibit 99.1) reporting preliminary LTL operating metrics for May 2026.
Per that release, LTL tonnage per day increased 0.5%b versus May 2025, driven by a 3.3% year-over-year increase in shipments per day and a 2.7% decrease in weight per shipment. The release cautions that actual May 2026 results may vary from the preliminary figures. The filing is primarily an operating data update rather than a financial results report; it contains no earnings, revenue, or guidance figures.
The company furnishes the information under Regulation FD, so it is not deemed filed under Section 18 of the Exchange Act. The filing describes XPO as serving 55,000 customers with 594 locations and 37,000 employees in North America and Europe.
02—Key points
Key Highlights
- April 2026 LTL tonnage per day decreased 1.5% year over year, compared with April 2025 (final figures).
- April 2026 shipments per day increased 0.2% year over year, offset by a 1.7% decrease in weight per shipment.
- Preliminary May 2026 LTL tonnage per day increased 0.5% year over year.
- May 2026 shipments per day rose 3.3% year over year, while weight per shipment fell 2.7%.
- The company cautions that preliminary May 2026 results may change and that monthly operating results are not necessarily indicative of future periods.
- The information is furnished under Item 7.01 (Regulation FD) and is not deemed filed under Section 18 of the Exchange Act.
03—Questions
Frequently Asked Questions
What did XPO report for North American LTL tonnage in April 2026?
The filing states that LTL tonnage per day decreased 1.5% compared with April 2025. This reflected a 0.2% year-over-year increase in shipments per day, offset by a 1.7% decrease in weight per shipment.
How did XPO's LTL tonnage trend in May 2026?
According to preliminary figures in Exhibit 99.1, LTL tonnage per day increased 0.5% compared with May 2025. Shipments per day rose 3.3%, while weight per shipment decreased 2.7%.
Are the May 2026 figures final?
No. The press release describes them as preliminary and states that actual May 2026 results may vary from the preliminary results reported.
Does this filing include earnings or guidance?
No. The filing contains only monthly LTL operating metrics for April and preliminary May 2026. It does not include financial results, revenue, earnings, or guidance.
What are the legal implications of this disclosure?
The information is furnished under Regulation FD and is not deemed filed for purposes of Section 18 of the Exchange Act, nor incorporated by reference into other filings unless specifically stated.
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