XPO, Inc. 8-K

What Happened XPO, Inc. filed a Form 8-K on March 2, 2026, providing operating metrics for its North American Less-Than-Truckload (LTL) segment. The company furnished final January 2026 metrics showing no change in tonnage per day versus January 2025. XPO also issued a press release with preliminary operating metrics for February 2026 (attached as Exhibit 99.1).

Key Details

• January 2026 tonnage per day: no change versus January 2025.
• January 2026 shipments per day: up 1.2% year-over-year.
• January 2026 weight per shipment: down 1.2% year-over-year.
• Press release with preliminary February 2026 LTL metrics filed March 2, 2026 (Exhibit 99.1).

Why It Matters Tonnage per day is a core volume measure for XPO’s LTL business and can affect revenue and profitability trends. A flat year-over-year tonnage suggests overall freight volume was steady in January, while more shipments at slightly lower weight per shipment could impact yield per shipment. Investors should view this filing as operational data (not an earnings release) useful for monitoring near-term volume trends ahead of formal financial results.