XPO, Inc. Discloses July 2026 LTL Operating Metrics (Tonnage +5.8%)

What Happened

• XPO, Inc. filed an 8‑K on September 3, 2026 (Item 7.01, Regulation FD Disclosure) and attached a press release (Exhibit 99.1) that included preliminary August 2026 metrics and final operating metrics for July 2026 for its North American Less‑Than‑Truckload (LTL) segment.
• For July 2026, XPO reported tonnage per day increased 5.8% versus July 2025. This gain was driven by shipments per day rising 5.9% year‑over‑year while weight per shipment fell 0.2%.

Key Details

• Filing date: September 3, 2026 (8‑K, Item 7.01; press release attached as Exhibit 99.1).
• July 2026 tonnage per day: +5.8% vs. July 2025.
• July 2026 shipments per day: +5.9% vs. July 2025.
• July 2026 weight per shipment: −0.2% vs. July 2025.
• The press release also provided preliminary operating metrics for August 2026 (details in Exhibit 99.1).

Why It Matters

• These operating metrics give a near‑term view of volume trends in XPO’s North American LTL business—useful for investors tracking demand, pricing leverage, and potential revenue drivers.
• An increase in shipments and tonnage per day suggests stronger shipment volumes year‑over‑year; the small decline in weight per shipment indicates shipments were slightly lighter on average.
• The filing does not include revenue, earnings, or margin figures—these metrics are operational indicators rather than a replacement for quarterly financial results.