01—Abstract
Summary
Summary of the 8-K filed September 3, 2026. Cited figures are marked; the original filing is the authoritative source.
XPO, Inc. furnished an 8-K on September 3, 2026 under Item 7.01 (Regulation FD Disclosure) to provide operating metrics for its North American Less-Than-Truckload (LTL) segment.
The filing reports final July 2026 metrics: LTL tonnage per day increased 5.8%a year over year, driven by a 5.9% increase in shipments per day offset by a 0.2% decrease in weight per shipment. The information is furnished, not filed, and is not subject to Section 18 liabilities. Attached as Exhibit 99.1 is a press release issued the same day providing preliminary LTL operating metrics for August 2026.
Preliminary August tonnage per day increased 3.7%b year over year, reflecting a 5.7% increase in shipments per day and a 1.8% decrease in weight per shipment. The company cautions that actual August results may vary from the preliminary figures and that monthly operating results are not necessarily indicative of future periods. For investors, the filing is primarily a monthly operating update rather than a financial results release.
Shipment volume growth outpaced tonnage growth in both months, indicating that smaller average shipment weights are a continuing feature of the volume trend. The filing contains no earnings, guidance, or financial statement data.
02—Key points
Key Highlights
- July 2026 North American LTL tonnage per day rose 5.8% year over year (final metrics).
- July 2026 shipments per day increased 5.9% year over year, while weight per shipment decreased 0.2%.
- Preliminary August 2026 LTL tonnage per day rose 3.7% year over year, per Exhibit 99.1.
- Preliminary August 2026 shipments per day increased 5.7%, while weight per shipment decreased 1.8%.
- The company notes August results may vary from the preliminary figures reported.
- The information is furnished under Item 7.01 (Regulation FD) and is not deemed filed under the Exchange Act.
- Exhibit 99.1 also describes XPO as serving 55,000 customers with 586 locations and 38,000 employees in North America and Europe.
03—Questions
Frequently Asked Questions
What did XPO report for North American LTL volume in July 2026?
The filing states final July 2026 LTL tonnage per day increased 5.8% compared with July 2025. This reflected a 5.9% year-over-year increase in shipments per day and a 0.2% decrease in weight per shipment.
How does the preliminary August 2026 data compare with July?
Preliminary August 2026 LTL tonnage per day increased 3.7% year over year, compared with the 5.8% increase reported for July. Shipments per day rose 5.7% in August, versus 5.9% in July, and weight per shipment fell 1.8%, versus a 0.2% decline in July.
Are the August figures final?
No. The press release describes the August 2026 metrics as preliminary and states that actual results may vary from the preliminary results reported.
Does this filing include earnings or financial guidance?
No. The filing covers only monthly LTL segment operating metrics. It contains no financial statements, earnings results, or guidance.
Is the information in this filing subject to Section 18 liability?
The company states the information furnished under Item 7.01, including Exhibit 99.1, shall not be deemed filed for purposes of Section 18 of the Exchange Act and is not incorporated by reference into other filings except where specifically stated.
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