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XPO 8-K Report, Regulation FD Disclosure (Oct 29, 2026)

Reports
Regulation FD·Exhibits & Filings
Filing Date
Filed October 29, 2026
Period End
October 29, 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. Material agreement8-K · Mar ’17Mar ’17
  2. Material agreement8-K · May ’19May ’19
  3. Leadership change8-K · Mar ’22Mar ’22
  4. Leadership change8-K · Dec ’25Dec ’25

01—Abstract

Summary

Summary of the 8-K filed October 29, 2026. Cited figures are marked; the original filing is the authoritative source.

On October 29, 2026, XPO, Inc. furnished an investor presentation under Item 7.01 of Form 8-K (Exhibit 99.1).

The presentation is furnished rather than filed for Section 18 purposes, and it should be read together with the company's filings with the SEC, including the Form 10-Q for the quarter ended September 30, 2026. It reports third-quarter 2026 revenue of $2.37 billiona, operating income of $288 million, net income of $181 million, diluted EPS of $1.53, adjusted net income of $200 million, adjusted diluted EPS of $1.70, and adjusted EBITDA of $433 million. Operating cash flow was $415 million.

The company cites revenue up 12% year over year, adjusted EBITDA up 27%, and adjusted diluted EPS up 59%. The North American LTL segment is the core of the story. It generated third-quarter revenue of $1.47 billionb, adjusted EBITDA of $389 million, and an adjusted operating ratio of 80.1%, which the filing states improved 260 basis points year over year.

Tonnage per day rose 5%, and yield excluding fuel improved 3.6% year over year. The company describes a multi-year LTL plan targeting 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. European Transportation reported third-quarter revenue of $900 millionc and adjusted EBITDA of $48 million.

For full-year 2026, the company expects total gross capex of $500 million to $600 milliond, interest expense of $205 million to $215 million, pension income of approximately $14 million, an adjusted effective tax rate of 23% to 24%, and approximately 118 million diluted shares. It also targets capex of 8% to 12% of revenue on average through 2027.

02—Key points

Key Highlights

  1. Third-quarter 2026 revenue of $2.37 billion, operating income of $288 million, and net income of $181 million (diluted EPS of $1.53).
  2. Adjusted diluted EPS of $1.70 and adjusted EBITDA of $433 million, with adjusted EBITDA up 27% year over year and adjusted diluted EPS up 59%.
  3. North American LTL adjusted operating ratio of 80.1%, improved 260 basis points year over year; LTL adjusted operating income up 35%.
  4. LTL tonnage per day up 5% year over year; yield and revenue per shipment excluding fuel improved sequentially; yield excluding fuel improved 3.6% year over year in Q3 2026.
  5. Damage claims ratio below 0.2% in the quarter, with the filing citing nearly 90% improvement in damages since Q4 2021.
  6. Long-term LTL targets for 2021 through 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.
  7. 2026 full-year outlook: gross capex of $500 million to $600 million, interest expense of $205 million to $215 million, adjusted effective tax rate of 23% to 24%, and approximately 118 million diluted shares.

03—Questions

Frequently Asked Questions

  1. Is this presentation considered filed under the Exchange Act?

    No. The filing states that the information in 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 unless specifically stated.

  2. How did the North American LTL segment perform in the third quarter of 2026?

    The segment reported revenue of $1.47 billion, operating income of $284 million, adjusted operating income of $293 million (up 35.0% year over year), adjusted EBITDA of $389 million, and an adjusted operating ratio of 80.1%, compared with 82.7% in the prior-year quarter.

  3. What are the company's 2026 full-year planning assumptions?

    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 approximately 118 million diluted shares.

  4. What long-term targets does management set for North American LTL?

    For 2021 through 2027, management targets a 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.

  5. How did European Transportation perform in the quarter?

    The segment reported third-quarter 2026 revenue of $900 million and adjusted EBITDA of $48 million. The presentation also notes that European Transportation adjusted EBITDA rose 26% year over year.

04—Continue

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