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

Reports
Regulation FD·Exhibits & Filings
Filing Date
Filed July 30, 2026
Period End
July 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 July 30, 2026. Cited figures are marked; the original filing is the authoritative source.

XPO, Inc. furnished an investor presentation dated July 30, 2026 under Item 7.01 (Regulation FD) as Exhibit 99.1.

The presentation is to be read together with the Company's SEC filings, including its Form 10-Q for the quarter ended June 30, 2026. The information is furnished, not filed, for purposes of Section 18 of the Exchange Act. The presentation reports second-quarter 2026 revenue of $2.36 billiona, operating income of $271 million, net income of $162 million, and diluted EPS of $1.36.

Adjusted EBITDA was $434 millionb and adjusted diluted EPS was $1.70. Revenue rose 13% year over year, adjusted EBITDA rose 25% and adjusted diluted EPS rose 56%, with the adjusted figures excluding real estate gains. North American LTL posted a record adjusted operating ratio of 79.9%, improved 300 basis points year over year, on revenue of $1.43 billion.

European Transportation generated $927 millionc of revenue and $48 million of adjusted EBITDA. The presentation restates the Company's 2021–2027 North American LTL targets: 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. It also sets full-year 2026 expectations for 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.

02—Key points

Key Highlights

  1. Q2 2026 revenue of $2.36 billion was up 13% year over year; operating income was $271 million and net income was $162 million.
  2. Adjusted EBITDA was $434 million (up 25% year over year, excluding real estate gains) and adjusted diluted EPS was $1.70 (up 56% year over year, excluding real estate gains).
  3. North American LTL adjusted operating ratio of 79.9% is a company record and improved 300 basis points year over year; LTL adjusted EBITDA rose 27%.
  4. LTL tonnage per day rose 1% year over year and accelerated each month in the quarter; revenue per shipment excluding fuel accelerated year over year and rose sequentially.
  5. Yield excluding fuel improved 4.4% year over year in Q2 2026; damage claims ratio was below 0.2%, a company record.
  6. Linehaul outsourced to third-party carriers fell to 5.6% of total linehaul miles in Q2 2026, versus 25.2% in 2020, supporting incremental margins.
  7. Full-year 2026 guidance: gross capex of $500 million to $600 million, interest expense of $205 million to $215 million, and diluted share count of about 118 million.

03—Questions

Frequently Asked Questions

  1. How did XPO perform in the second quarter of 2026?

    Revenue was $2.36 billion, up 13% year over year, with operating income of $271 million, net income of $162 million and diluted EPS of $1.36. Adjusted EBITDA was $434 million and adjusted diluted EPS was $1.70, both excluding real estate gains as the presentation describes.

  2. What progress did the North American LTL segment make?

    The segment reported a record adjusted operating ratio of 79.9%, improved 300 basis points year over year, on revenue of $1.43 billion and adjusted EBITDA of $390 million. Tonnage per day rose 1% year over year, and yield excluding fuel improved 4.4%.

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

    For 2021 through 2027, the Company targets a North American LTL revenue CAGR of 6% to 8%, an adjusted EBITDA CAGR of 11% to 13%, and an adjusted operating ratio improvement of at least 600 basis points. It also targets capex of 8% to 12% of revenue on average through 2027.

  4. What full-year 2026 expectations did XPO provide?

    XPO expects total company 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 this presentation considered filed with the SEC?

    No. The Item 7.01 disclosure states that the 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 unless specifically stated.

04—Continue

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