{"filings":[{"id":833917,"accession_number":"0001104659-26-070109","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2026-06-03T20:12:56+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO reports May LTL tonnage per day +0.5% YoY; April final -1.5% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["May 2026 preliminary: shipments per day +3.3% YoY; weight per shipment -2.7% YoY.","April 2026 final: shipments per day +0.2% YoY; weight per shipment -1.7% YoY.","Tonnage per day for April decreased 1.5% YoY, attributed to lower weight per shipment.","Preliminary May data subject to revision; company reports monthly LTL operating metrics."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":759116,"accession_number":"0001104659-26-068522","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2026-06-01T10:48:55+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"XPO Inc. enters $385M Term Loan B and $500M Term Loan A to refinance existing debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $385M 2026 Term Loan B Facility due 2031 at SOFR+1.50% (step-down to 1.375% at leverage ≤1.21x).","Entered $500M Term Loan A Facility due 2029 at SOFR+1.25% (step-down to 1.125% at leverage ≤2.00x).","Proceeds refinance all outstanding Term B-2 and Term B-3 loans and pay transaction costs.","Term Loan A has maintenance covenants: max secured net leverage 3.00x (2.00x total after investment grade) and min interest coverage 2.00x.","Both facilities are secured by substantially all assets, pari passu with existing revolver and each other."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":667562,"accession_number":"0001104659-26-066258","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2026-05-26T20:05:54+00:00","items":["5.02"],"status":"ready","headline":"XPO Chief Legal Officer Wendy Cassity to resign effective June 18, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Wendy Cassity notified XPO of her resignation as CLO and corporate secretary on May 20, 2026.","Resignation effective on or about June 18, 2026, for personal reasons.","No successor or interim plan has been announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":527716,"accession_number":"0001104659-26-063864","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2026-05-19T20:31:35+00:00","items":["5.07"],"status":"ready","headline":"XPO shareholders elect all seven director nominees at 2026 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All seven director nominees elected; Mario Harik received 105.4M for and 1.27M against.","Ratification of KPMG as independent auditor for FY2026 approved: 110.7M for, 252K against.","Advisory vote on executive compensation passed: 105.5M for, 1.09M against.","Broker non-votes were 4.27M on director election and say-on-pay; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91630,"accession_number":"0001104659-26-052080","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO releases Q1 2026 investor presentation; no specific financial details disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Slide presentation dated April 30, 2026, for use in future investor meetings.","No financial figures or operational metrics were included in the 8-K filing.","Presentation to be read in conjunction with XPO's Q1 2026 10-Q (not yet filed)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91629,"accession_number":"0001104659-26-052072","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPO Q1 2026 EPS $0.85 (adj $1.01) vs $0.58; revenue up 7.3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.85 vs $0.58 YoY; adjusted diluted EPS $1.01 vs $0.73.","Revenue $2.096B, +7.3% YoY; North American LTL +4.9%, European Transportation +11.0%.","North American LTL segment operating income $189M (+19.6%); adjusted EBITDA $290M (+16.0%).","European Transportation operating loss $6M vs +$1M; adjusted EBITDA +3.1% to $33M.","Net income $101M (+46.4%); diluted shares 119M vs 120M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":2096000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101841,"accession_number":"0001104659-26-022244","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO reports Feb 2026 LTL tonnage per day up 0.2% YoY; Jan final data unchanged YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Feb 2026 preliminary LTL tonnage per day +0.2% YoY, driven by shipments per day +3.0%.","Feb 2026 weight per shipment decreased 2.8% YoY. Final results may vary.","Jan 2026 final LTL tonnage per day flat YoY; shipments per day +1.2%, weight per shipment -1.2%.","Metrics reflect North American LTL segment only; no financial guidance provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101840,"accession_number":"0001104659-26-010610","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO releases Q4 2025 investor deck; includes FY2026 outlook items","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["FY2026 guidance discussed: gross capex, interest expense, pension income, adjusted effective tax rate, diluted share count.","Long-term targets for North American LTL: revenue CAGR, adjusted EBITDA CAGR, adjusted operating ratio improvement, capex as % of revenue.","Presentation is Q4 2025 investor overview dated February 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101839,"accession_number":"0001104659-26-010608","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPO Q4 2025 diluted EPS $0.50 vs $0.63 prior year; revenue $2.01B up 4.7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.50 (down 20.6% YoY); adjusted diluted EPS $0.88 (vs $0.89).","Revenue $2,011M, up 4.7% from $1,921M in Q4 2024.","North American LTL segment revenue $1,165M, operating income $184M (+2.8%).","European Transportation segment revenue $846M (+10.6%), operating loss $13M.","Net income $59M, down 22.4%; includes $10M real estate gains ($0.08 per share)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":8157000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118168,"accession_number":"0001104659-25-120856","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Bradley Jacobs steps down as XPO Executive Chairman; CEO Mario Harik becomes Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bradley S. Jacobs will step down from XPO's Board and as Executive Chairman effective Dec 31, 2025.","Jacobs will serve as Special Advisor through June 30, 2026, retaining same salary and bonus.","Director and CEO Mario Harik appointed Chairman of the Board, effective Jan 1, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118167,"accession_number":"0001104659-25-117313","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO Nov LTL tonnage -5.4% YoY; Oct final -3.8% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary November LTL tonnage per day down 5.4% YoY; shipments per day -2.2%, weight per shipment -3.2%.","Final October LTL weight per day down 3.8% YoY; shipments per day -1.4%, weight per shipment -2.4%.","Both months show year-over-year declines across shipments, weight, and tonnage metrics.","Actual results for November may differ from these preliminary estimates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118166,"accession_number":"0001104659-25-103983","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO issues investor presentation referencing forward-looking targets but no concrete figures provided in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["XPO released an investor presentation on October 30, 2025, for use at future investor meetings.","The presentation discusses full-year 2025 guidance items and long-term targets for North American LTL.","The attached exhibit excerpt does not contain specific financial data; only cautionary statements are visible.","Presentation should be read in conjunction with the company's Q3 2025 Form 10-Q."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118165,"accession_number":"0001104659-25-103981","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPO Q3 2025: GAAP EPS $0.68 (-14% YoY), adj EPS $1.07 (+5%), revenue $2.11B (+3%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted GAAP EPS $0.68 vs $0.79 YoY; adjusted diluted EPS $1.07 vs $1.02, up 4.9%.","Revenue $2.11B, +2.8% YoY; North American LTL operating income $208M, +10.6%.","European Transportation segment revenue up 6.7% but posted an operating loss of $2M.","Net income $82M (-13.7% YoY); adjusted EBITDA $342M (+2.7% YoY).","Q3 includes $35M charge ($0.23/share) for legacy Con-way environmental/product liability claims."],"consensus_eps_estimate":null,"consensus_eps_actual":2.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":6146000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118164,"accession_number":"0001104659-25-101833","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"XPO expects $35M Q3 charge from legacy Con-way litigation","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Charge of ~$35M in Q3 2025 for allocated defense and indemnity costs from Allianz litigation.","Litigation stems from legacy truck manufacturing business sold by Con-way in 1981, pre-XPO acquisition.","Trial to allocate insurance costs occurred early October 2025; final judgment not yet entered.","Charge includes costs already incurred by Allianz and estimated future costs.","XPO assumed responsibility for this matter through its 2015 Con-way acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134617,"accession_number":"0001104659-25-087009","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-09-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO reports July/August LTL declines: weight per day down 8.7%/4.7% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["July 2025 final: weight per day -8.7% YoY, shipments per day -5.6%, weight per shipment -3.3%.","August 2025 preliminary: LTL tonnage per day -4.7% YoY, shipments per day -3.4%, weight per shipment -1.3%.","Company attributes July weight decline to lower shipment count and lighter loads year-over-year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134616,"accession_number":"0001104659-25-072438","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO files investor presentation with forward-looking LTL targets; no specific numbers in available text","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation titled 'Investor Overview Q2 2025' includes forward-looking full-year 2025 expectations for capex, interest, pension income, tax rate, share count.","Multi-year targets outlined for North American LTL revenue CAGR, adjusted EBITDA CAGR, adjusted operating ratio improvement, and capex as % of revenue.","Provided exhibit excerpt does not contain actual numerical guidance; only generic forward-looking statement language."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134615,"accession_number":"0001104659-25-072436","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPO Q2 2025 EPS falls 29% to $0.89; revenue flat at $2.08B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.89 vs $1.25 in Q2 2024, down 28.8%; adjusted diluted EPS $1.05 vs $1.12, down 6.3%.","Revenue $2,080M essentially flat YoY; net income $106M down 29.3% from $150M.","North American LTL revenue -2.5% to $1,240M; adjusted EBITDA +1.0% to $300M.","European Transportation revenue +4.1% to $841M, but adjusted EBITDA -10.2% to $44M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":4034000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151493,"accession_number":"0001104659-25-056385","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-06-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO May LTL tonnage per day down 5.7% YoY; shipments per day down 5.0%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["May 2025 preliminary LTL tonnage per day decreased 5.7% vs May 2024.","May shipments per day fell 5.0% YoY; weight per shipment declined 0.7%.","April 2025 final metrics: weight per day down 5.5%, shipments per day down 4.1% vs April 2024.","Weight per shipment in April decreased 1.4% year-over-year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151492,"accession_number":"0001104659-25-050046","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"XPO shareholders elect all 8 director nominees, ratify KPMG, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 8 director nominees elected with between 97.3M and 106.4M votes for.","KPMG ratified as independent auditor for FY2025 with 111.4M votes for.","Advisory vote on executive compensation approved with 105.3M votes for.","Broker non-votes ranged from 5.5M on director elections and say-on-pay.","Meeting held May 15, 2025; all proposals carried as recommended."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151491,"accession_number":"0001104659-25-041750","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO releases investor presentation for Q1 2025; no specific financial data in filing excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company filed slide presentation dated April 30, 2025 for future investor use.","Presentation references full year 2025 expectations for capex, interest expense, tax rate, and share count.","No updated earnings, revenue, or EPS figures are disclosed in the provided exhibit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151490,"accession_number":"0001104659-25-041747","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPO Q1 2025 adjusted EPS $0.73 vs $0.81 YoY; revenue down 3.2% to $1.95B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.58 vs $0.56 YoY; adjusted diluted EPS $0.73 vs $0.81, down 9.9%.","Revenue $1,954M, down 3.2% YoY; North American LTL segment revenue $1,172M (-4.0%).","North American LTL operating income $158M (-4.2%); adjusted EBITDA $250M (-2.0%).","European Transportation segment revenue $782M (-1.9%), adjusted EBITDA $32M (-15.8%).","Total adjusted EBITDA $278M, down 3.5% YoY; corporate costs improved to $9M loss."],"consensus_eps_estimate":null,"consensus_eps_actual":0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":1954000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170370,"accession_number":"0001104659-25-028447","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-03-27T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"XPO board authorizes $750M share repurchase plan, replacing prior $503M plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New $750M repurchase plan replaces Feb 2019 plan which had $503M remaining as of March 26, 2025.","Plan effective immediately; shares may be repurchased via open market, 10b5-1 plans, or private transactions.","Repurchases are opportunistic and discretionary; no obligation to buy any specific number of shares.","Authorization signals management's confidence in capital return; plan can be suspended or discontinued at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170369,"accession_number":"0001104659-25-020293","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-03-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO reports February LTL tonnage per day down 8.1% YoY; shipments per day down 6.2%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["LTL tonnage per day fell 8.1% year-over-year; shipments per day down 6.2%, weight per shipment down 2.0%.","CEO Mario Harik said February volume outperformed seasonal trends relative to January and aligned with QTD expectations.","Company sees favorable pricing environment and expects sequential pricing growth through 2025 to support margin outlook.","Preliminary results subject to revision; actual results may vary from reported metrics."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170368,"accession_number":"0001104659-25-017441","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"XPO enters into $1.1B term loan refinancing and new $600M revolver","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["XPO (XPO) entered a Refinancing Amendment (No.10) on Feb 26, 2025 for up to $700M Term Loan B-2 (matures May 2028) and $400M Term Loan B-3 (matures Feb 2031).","The company also entered a new $600M Revolving Credit Facility maturing April 2030 with Wells Fargo as agent, replacing the prior ABL credit facility.","Proceeds from the term loan facilities will refinance all existing term loan indebtedness under the prior credit agreement.","The refinancing includes release of liens on fee-owned real property, rolling stock, and other titled assets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170367,"accession_number":"0001104659-25-009874","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO releases Q4 2024 investor presentation with forward-looking guidance targets","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation includes full year 2025 expectations for gross capex, interest expense, pension income, adjusted effective tax rate, and diluted share count.","Also outlines future targets for North American LTL revenue CAGR, adjusted EBITDA CAGR, adjusted operating ratio improvement, and capex as a percentage of revenue.","Slide deck intended for investor presentations; specific numerical values not available in the provided exhibit excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170366,"accession_number":"0001104659-25-009873","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPO reports Q4 2024 adj. EPS $0.89 YoY; FY adj. EBITDA up 27%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 diluted EPS $0.63 vs $0.49 YoY; adjusted diluted EPS $0.89 vs $0.77.","Q4 total revenue $1,921M (-1% YoY); North American LTL revenue $1,156M.","Full year 2024 adjusted EBITDA $1,266M (+27.1%); operating income $660M (+50.7%).","European Transportation Q4 operating loss $11M, worsened from $2M loss a year ago.","Q4 includes $26M gain from real estate sales, adding $0.21 to diluted EPS."],"consensus_eps_estimate":null,"consensus_eps_actual":3.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":8072000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187361,"accession_number":"0001104659-24-125071","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-12-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO reports Nov LTL tonnage down 4% YoY; Oct down 8%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["November 2024 preliminary LTL tonnage per day fell 4.0% YoY, with shipments per day -4.2% and weight per shipment +0.2%.","October 2024 final LTL weight per day decreased 8.0% YoY, as shipments per day dropped 6.5% and weight per shipment fell 1.6%.","Preliminary November data may change; final metrics reported for October indicate continued year-over-year volume declines."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187360,"accession_number":"0001104659-24-112401","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO releases Q3 2024 investor presentation; no new financial disclosures apparent","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation dated October 30, 2024, for future investor meetings.","No specific financial results or guidance changes in the excerpt.","Filing provides routine update with no material new information."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187359,"accession_number":"0001104659-24-112400","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPO Q3 2024 revenue up 3.7% YoY; adjusted EPS $1.02 vs $0.88","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS from continuing ops $0.79 vs $0.72 YoY; adjusted EPS $1.02 vs $0.88.","Total revenue $2.053B, up 3.7% YoY; North American LTL revenue $1.251B (+1.9%).","North American LTL operating income $188M (+16.8%); adjusted EBITDA $284M (+17.8%).","European Transportation revenue $803M (+6.8%) but operating income $6M (-25%).","Consolidated adjusted EBITDA $333M, up 19.8% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":2.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":6150000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203860,"accession_number":"0001104659-24-096871","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-09-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO reports LTL tonnage per day down 0.8% in July and down 4.6% in August 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["August 2024 preliminary LTL tonnage per day decreased 4.6% YoY; shipments per day down 4.5%.","July 2024 final LTL metrics: weight per day down 0.8% YoY; shipments per day up 0.1%.","CEO cites effective variable cost management and constructive pricing; expects margin expansion.","Preliminary August results may vary; company plans to report final metrics later."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203859,"accession_number":"0001104659-24-084607","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO releases investor slide presentation with forward-looking targets; specific financial details not provided","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Investor overview presentation for Q2 2024, dated August 1, 2024, furnished under Regulation FD.","Presentation includes forward-looking statements on FY2024 capex, interest expense, tax rate, and share count.","Also references future financial targets for North American LTL revenue CAGR, adjusted EBITDA CAGR, and adjusted OR improvement.","Full slide content not available in the excerpt; no specific new numbers or guidance changes revealed.","Presentation is supplemental to the Q2 2024 10-Q and not considered filed for SEC purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203858,"accession_number":"0001104659-24-084603","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPO Q2 2024 EPS $1.25 vs $0.27 YoY; adjusted EPS $1.12 vs $0.71","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $2.08B, up 8.5% YoY; North American LTL segment revenue $1.27B (+12%).","North American LTL operating income $203M (+57.4%), adjusted operating income $214M (+50.7%).","European Transportation revenue $808M (+3.5%), operating income $10M (-16.7%).","Net income from continuing ops $150M vs $31M; diluted shares 120M vs 118M.","Adjusted EBITDA $343M, up 40.6% from $244M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":4097000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220483,"accession_number":"0001104659-24-069234","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"XPO director Jason Aiken resigns from board effective June 6, 2024; board size reduced to eight","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Director Jason Aiken resigned from XPO board effective June 6, 2024.","Board size reduced from nine to eight directors effective immediately.","No reason for resignation disclosed and no replacement named."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220482,"accession_number":"0001104659-24-069071","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO reports May 2024 LTL tonnage per day up 2.4% YoY; shipments per day up 3.8%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["LTL tonnage per day increased 2.4% YoY; shipments per day up 3.8%, weight per shipment down 1.4%.","CEO cites 14th consecutive month of positive YoY shipment growth, driven by service quality improvements.","Preliminary Q2 yield ex-fuel tracking to sequential improvement from Q1, per management.","No change in final April 2024 operating metrics versus preliminary metrics reported in Q1 10-Q."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220481,"accession_number":"0001104659-24-063021","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-05-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"XPO shareholders elect all director nominees, ratify KPMG, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 9 director nominees elected; votes for ranged from 100.4M to 103.0M; broker non-votes 6.3M.","Ratification of KPMG as FY2024 auditor passed with 109.0M for, 0.4M against, 87K abstentions.","Advisory vote to approve executive compensation passed with 100.3M for, 2.8M against, 0.1M abstentions.","Shareholders selected 1-year frequency for say-on-pay (101.3M votes); board will hold annual advisory votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220480,"accession_number":"0001104659-24-056659","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-05-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO files investor presentation with forward-looking targets; no new material data disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation dated May 3, 2024, for use in upcoming investor meetings.","References FY2024 expectations for gross capex, interest expense, pension income, and adjusted tax rate.","Includes North American LTL targets for revenue CAGR, adjusted EBITDA CAGR, and operating ratio improvement.","No changes to previously issued guidance or material events disclosed in filing.","Slide content not fully included; filing directs to Q1 2024 Form 10-Q for context."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220479,"accession_number":"0001104659-24-056657","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPO Q1 2024: EPS $0.56 ($0.81 adj), revenue $2.02B, North American LTL operating income up 60%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS from continuing ops $0.56 vs $0.15 YoY; adjusted diluted EPS $0.81 vs $0.56.","Total revenue $2,018M, up 5.8% YoY; North American LTL segment revenue $1,221M (+9.0%).","North American LTL operating income $165M (+60.2%); adjusted EBITDA $255M (+40.1%).","European Transportation revenue $797M (+1.3%); operating loss narrowed to $4M from $3M.","Net income $67M vs $17M YoY; diluted shares 120M vs 116M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":2018000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240123,"accession_number":"0001104659-24-031015","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-03-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO reports February LTL tonnage per day up 3.5% YoY; shipments per day +5.8%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["LTL tonnage per day increased 3.5% year-over-year in February 2024.","Shipments per day rose 5.8% YoY; weight per shipment decreased 2.2% YoY.","Preliminary operating metrics for February 2024 announced; actual results may vary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240122,"accession_number":"0001104659-24-011360","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO releases Q4 2023 investor presentation with forward-looking guidance","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Presentation released on February 7, 2024, for future investor meetings.","Includes full-year 2024 expectations for gross capex, interest expense, pension income, adjusted effective tax rate, and diluted share count.","Outlines long-term targets for North American LTL revenue CAGR, adjusted EBITDA CAGR, and adjusted operating ratio improvement.","Attached as Exhibit 99.1 to Form 8-K filed with SEC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240121,"accession_number":"0001104659-24-011358","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPO Q4 2023: Revenue up 6% YoY to $1.94B; adjusted EPS $0.77 beats expectations","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.94B (+6% YoY); diluted EPS $0.49 vs ($0.31) loss; adjusted EPS $0.77 vs $0.98.","NA LTL adj. operating ratio improved 380 bps to 86.5%; yield ex-fuel up 10.3%; shipments per day +5.7%.","Adj. EBITDA $264M flat YoY; prior period included $55M real estate gains; ex-gains adj. EBITDA +32%.","European Transportation operating loss narrowed to $2M from $60M loss; revenue up 2%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":7744000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257641,"accession_number":"0001104659-23-127938","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2023-12-21T23:59:59+00:00","items":["1.02","2.01","9.01"],"status":"ready","headline":"XPO completes $870M acquisition of Yellow service centers and redeems $112M notes","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired 28 service centers from Yellow Corp for $870M in cash; closed on Dec 20, 2023.","Transaction completed under Section 363 of the Bankruptcy Code; approved by Bankruptcy Court order dated Dec 12, 2023.","Acquired Assets include three lease assumptions and right to designate additional related contracts within 45 days post-closing.","Redeemed all $112M in outstanding 6.250% Senior Notes due 2025 at 101.563% plus accrued interest."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257640,"accession_number":"0001104659-23-125719","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2023-12-13T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"XPO closes $985M debt issuance for Yellow asset purchase and debt refinancing","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $585M of 7.125% senior notes due 2032 at par; interest payable semiannually starting Aug 1, 2024.","Obtained $400M incremental term loans (due 2031) at SOFR+2.00% or base+1.00%; issued at par.","Proceeds to fund $870M acquisition of 28 Yellow Corp service centers and redeem $112M of existing 6.250% notes due 2025.","Called all $112M existing notes for redemption on Dec 20, 2023 at 101.563% plus accrued interest.","Terminated previously announced bridge loan commitments concurrently with closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257639,"accession_number":"0001104659-23-123456","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"XPO wins $870M auction for 28 Yellow service centers; plans $585M notes, $400M term loan","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired 28 service centers from Yellow for $870M; expected accretive to adj. EBITDA in 2024, dilutive to adj. EPS then accretive from 2025.","Entered $870M bridge credit agreement to finance acquisition; unfunded, matures 364 days after draw.","Plans $585M senior unsecured notes due 2032 and $400M incremental term loans due 2031 to fund acquisition and repay existing 6.25% notes due 2025.","Acquisition subject to Bankruptcy Court approval under Section 363; closing conditions include entry of sale order."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257638,"accession_number":"0001104659-23-123451","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO reports November LTL shipments up 3.8% YoY; tonnage down 0.4%; October final data shows 2.5% weight per day gain","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary November: LTL tonnage per day -0.4% YoY; shipments per day +3.8%; weight per shipment -4.1%.","Final October: weight per day +2.5% YoY (shipments +6.2%, weight per shipment -3.5%).","CEO notes eighth consecutive month of YoY shipment growth; yield ex-fuel tracking ahead of Q4 expectations.","Damage frequency improved to new company record in first two months of Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257637,"accession_number":"0001104659-23-112312","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2023-10-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO publishes Q3 2023 investor presentation with FY2023 guidance and LTL targets","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation covers FY2023 expectations for gross capex, interest expense, pension income, effective tax rate, and diluted share count.","Sets long-term targets for North American LTL: revenue CAGR, adjusted EBITDA CAGR, and adjusted operating ratio improvement.","No specific financial results disclosed; presentation is an overview for investor meetings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257636,"accession_number":"0001104659-23-112308","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2023-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPO Q3 adj EPS $0.88 (vs $0.95 YoY); revenue $1.98B +2%; NA LTL OR improves 140 bps seq","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.98B (+2% YoY); adjusted EBITDA $278M (+6% YoY); adj diluted EPS $0.88 vs $0.95 YoY.","NA LTL yield ex-fuel growth 6.4%; damage claims ratio improved to 0.4% (company-best).","Operating income $154M vs $139M YoY; net income $86M vs $92M; adj net income $105M vs $110M.","Cash from ops $236M; quarter-end cash $355M after $133M capex.","CEO says Q3 results exceeded expectations; confident in forward momentum."],"consensus_eps_estimate":null,"consensus_eps_actual":1.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":5804000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274984,"accession_number":"0001104659-23-098261","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2023-09-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO reports August LTL tonnage/day +3.1% YoY; shipments/day +8.1%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["North American LTL tonnage per day increased 3.1% vs August 2022.","Shipments per day up 8.1% YoY; weight per shipment down 4.6%.","Preliminary damage claims ratio improved from Q2 2023 through August.","Data is preliminary and may vary from final results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274983,"accession_number":"0001104659-23-087491","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2023-08-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XPO issues investor presentation with NA LTL growth targets and 2023 outlook","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation includes long-term targets for North American LTL revenue CAGR, adjusted EBITDA CAGR, adjusted OR improvement, and ROIC.","Full-year 2023 expectations for gross capex, interest expense, pension income, effective tax rate, and diluted share count are stated.","Presentation dated August 4, 2023; no specific financial results (EPS, revenue) are released in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274982,"accession_number":"0001104659-23-087488","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2023-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPO reports Q2 2023 revenue $1.92B, adjusted EPS $0.71; July tonnage up 4% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $1.92B vs $2.05B a year ago; GAAP diluted EPS from cont ops $0.27 (down from $0.83).","Adjusted diluted EPS of $0.71 (down from $1.14); adjusted EBITDA $244M (down from $289M).","Free cash flow $5M after $126M capex; operating cash flow $131M.","North American LTL shipments per day increased YoY; July tonnage rose 4% and shipments per day rose 9%.","Company noted adjusted EBITDA beat expectations; continues LTL 2.0 investments."],"consensus_eps_estimate":null,"consensus_eps_actual":0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":3824000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274981,"accession_number":"0001104659-23-082348","cik":1166003,"company_name":"XPO, Inc.","ticker":"XPO","form_type":"8-K","filed_at":"2023-07-19T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"XPO appoints Kyle Wismans as CFO effective Aug 11; Carl Anderson steps down","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kyle Wismans, 39, promoted from SVP revenue management and finance to CFO, effective August 11, 2023.","Wismans receives $550K base salary, target bonus of 100% of base, and $1.3M annual LTI target.","Promotion equity awards: $250K time-based RSU and $250K target performance-based PSU (max 200%) with 4-year vesting.","Carl Anderson notified departure on July 13, 2023, stepping down to rejoin former colleague in prior industry.","Severance for Wismans includes 12 months' base/target bonus without cause; 24 months post-change of control."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":23752040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-07-19T23:59:59+00:00|274981"}