Highest-materiality recent filing
XPO reports May LTL tonnage per day +0.5% YoY; April final -1.5% YoY
May 2026 preliminary: shipments per day +3.3% YoY; weight per shipment -2.7% YoY.
XPO Inc. enters $385M Term Loan B and $500M Term Loan A to refinance existing debt
Issued $385M 2026 Term Loan B Facility due 2031 at SOFR+1.50% (step-down to 1.375% at leverage ≤1.21x).
XPO Chief Legal Officer Wendy Cassity to resign effective June 18, 2026
Wendy Cassity notified XPO of her resignation as CLO and corporate secretary on May 20, 2026.
XPO shareholders elect all seven director nominees at 2026 annual meeting
All seven director nominees elected; Mario Harik received 105.4M for and 1.27M against.
XPO Q1 2026 EPS $0.85 (adj $1.01) vs $0.58; revenue up 7.3%
Diluted EPS $0.85 vs $0.58 YoY; adjusted diluted EPS $1.01 vs $0.73.
XPO releases Q1 2026 investor presentation; no specific financial details disclosed
Slide presentation dated April 30, 2026, for use in future investor meetings.
XPO reports Feb 2026 LTL tonnage per day up 0.2% YoY; Jan final data unchanged YoY
Feb 2026 preliminary LTL tonnage per day +0.2% YoY, driven by shipments per day +3.0%.
XPO Q4 2025 diluted EPS $0.50 vs $0.63 prior year; revenue $2.01B up 4.7%
Diluted EPS $0.50 (down 20.6% YoY); adjusted diluted EPS $0.88 (vs $0.89).
XPO releases Q4 2025 investor deck; includes FY2026 outlook items
FY2026 guidance discussed: gross capex, interest expense, pension income, adjusted effective tax rate, diluted share count.
Bradley Jacobs steps down as XPO Executive Chairman; CEO Mario Harik becomes Chairman
Bradley S. Jacobs will step down from XPO's Board and as Executive Chairman effective Dec 31, 2025.
XPO Nov LTL tonnage -5.4% YoY; Oct final -3.8% YoY
Preliminary November LTL tonnage per day down 5.4% YoY; shipments per day -2.2%, weight per shipment -3.2%.
XPO Q3 2025: GAAP EPS $0.68 (-14% YoY), adj EPS $1.07 (+5%), revenue $2.11B (+3%)
Diluted GAAP EPS $0.68 vs $0.79 YoY; adjusted diluted EPS $1.07 vs $1.02, up 4.9%.
XPO released an investor presentation on October 30, 2025, for use at future investor meetings.
XPO expects $35M Q3 charge from legacy Con-way litigation
Charge of ~$35M in Q3 2025 for allocated defense and indemnity costs from Allianz litigation.
XPO reports July/August LTL declines: weight per day down 8.7%/4.7% YoY
July 2025 final: weight per day -8.7% YoY, shipments per day -5.6%, weight per shipment -3.3%.
XPO Q2 2025 EPS falls 29% to $0.89; revenue flat at $2.08B
Diluted EPS $0.89 vs $1.25 in Q2 2024, down 28.8%; adjusted diluted EPS $1.05 vs $1.12, down 6.3%.
Presentation titled 'Investor Overview Q2 2025' includes forward-looking full-year 2025 expectations for capex, interest, pension income, tax rate, share count.
XPO May LTL tonnage per day down 5.7% YoY; shipments per day down 5.0%
May 2025 preliminary LTL tonnage per day decreased 5.7% vs May 2024.
XPO shareholders elect all 8 director nominees, ratify KPMG, approve say-on-pay
All 8 director nominees elected with between 97.3M and 106.4M votes for.
XPO Q1 2025 adjusted EPS $0.73 vs $0.81 YoY; revenue down 3.2% to $1.95B
Diluted EPS $0.58 vs $0.56 YoY; adjusted diluted EPS $0.73 vs $0.81, down 9.9%.
XPO releases investor presentation for Q1 2025; no specific financial data in filing excerpt
Company filed slide presentation dated April 30, 2025 for future investor use.
XPO board authorizes $750M share repurchase plan, replacing prior $503M plan
New $750M repurchase plan replaces Feb 2019 plan which had $503M remaining as of March 26, 2025.
XPO reports February LTL tonnage per day down 8.1% YoY; shipments per day down 6.2%
LTL tonnage per day fell 8.1% year-over-year; shipments per day down 6.2%, weight per shipment down 2.0%.
XPO enters into $1.1B term loan refinancing and new $600M revolver
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).
XPO reports Q4 2024 adj. EPS $0.89 YoY; FY adj. EBITDA up 27%
Q4 diluted EPS $0.63 vs $0.49 YoY; adjusted diluted EPS $0.89 vs $0.77.
XPO releases Q4 2024 investor presentation with forward-looking guidance targets
Presentation includes full year 2025 expectations for gross capex, interest expense, pension income, adjusted effective tax rate, and diluted share count.
XPO reports Nov LTL tonnage down 4% YoY; Oct down 8%
November 2024 preliminary LTL tonnage per day fell 4.0% YoY, with shipments per day -4.2% and weight per shipment +0.2%.
XPO Q3 2024 revenue up 3.7% YoY; adjusted EPS $1.02 vs $0.88
Diluted EPS from continuing ops $0.79 vs $0.72 YoY; adjusted EPS $1.02 vs $0.88.
XPO releases Q3 2024 investor presentation; no new financial disclosures apparent
Presentation dated October 30, 2024, for future investor meetings.
XPO reports LTL tonnage per day down 0.8% in July and down 4.6% in August 2024
August 2024 preliminary LTL tonnage per day decreased 4.6% YoY; shipments per day down 4.5%.
XPO Q2 2024 EPS $1.25 vs $0.27 YoY; adjusted EPS $1.12 vs $0.71
Revenue $2.08B, up 8.5% YoY; North American LTL segment revenue $1.27B (+12%).
Investor overview presentation for Q2 2024, dated August 1, 2024, furnished under Regulation FD.
XPO director Jason Aiken resigns from board effective June 6, 2024; board size reduced to eight
Director Jason Aiken resigned from XPO board effective June 6, 2024.
XPO reports May 2024 LTL tonnage per day up 2.4% YoY; shipments per day up 3.8%
LTL tonnage per day increased 2.4% YoY; shipments per day up 3.8%, weight per shipment down 1.4%.
XPO shareholders elect all director nominees, ratify KPMG, approve say-on-pay
All 9 director nominees elected; votes for ranged from 100.4M to 103.0M; broker non-votes 6.3M.
XPO Q1 2024: EPS $0.56 ($0.81 adj), revenue $2.02B, North American LTL operating income up 60%
Diluted EPS from continuing ops $0.56 vs $0.15 YoY; adjusted diluted EPS $0.81 vs $0.56.
XPO files investor presentation with forward-looking targets; no new material data disclosed
Presentation dated May 3, 2024, for use in upcoming investor meetings.
XPO reports February LTL tonnage per day up 3.5% YoY; shipments per day +5.8%
LTL tonnage per day increased 3.5% year-over-year in February 2024.
XPO Q4 2023: Revenue up 6% YoY to $1.94B; adjusted EPS $0.77 beats expectations
Revenue $1.94B (+6% YoY); diluted EPS $0.49 vs ($0.31) loss; adjusted EPS $0.77 vs $0.98.
XPO releases Q4 2023 investor presentation with forward-looking guidance
Presentation released on February 7, 2024, for future investor meetings.
XPO completes $870M acquisition of Yellow service centers and redeems $112M notes
Acquired 28 service centers from Yellow Corp for $870M in cash; closed on Dec 20, 2023.
XPO closes $985M debt issuance for Yellow asset purchase and debt refinancing
Issued $585M of 7.125% senior notes due 2032 at par; interest payable semiannually starting Aug 1, 2024.
Preliminary November: LTL tonnage per day -0.4% YoY; shipments per day +3.8%; weight per shipment -4.1%.
XPO wins $870M auction for 28 Yellow service centers; plans $585M notes, $400M term loan
Acquired 28 service centers from Yellow for $870M; expected accretive to adj. EBITDA in 2024, dilutive to adj. EPS then accretive from 2025.
XPO Q3 adj EPS $0.88 (vs $0.95 YoY); revenue $1.98B +2%; NA LTL OR improves 140 bps seq
Revenue $1.98B (+2% YoY); adjusted EBITDA $278M (+6% YoY); adj diluted EPS $0.88 vs $0.95 YoY.
XPO publishes Q3 2023 investor presentation with FY2023 guidance and LTL targets
Presentation covers FY2023 expectations for gross capex, interest expense, pension income, effective tax rate, and diluted share count.
XPO reports August LTL tonnage/day +3.1% YoY; shipments/day +8.1%
North American LTL tonnage per day increased 3.1% vs August 2022.
XPO reports Q2 2023 revenue $1.92B, adjusted EPS $0.71; July tonnage up 4% YoY
Revenue of $1.92B vs $2.05B a year ago; GAAP diluted EPS from cont ops $0.27 (down from $0.83).
XPO issues investor presentation with NA LTL growth targets and 2023 outlook
Presentation includes long-term targets for North American LTL revenue CAGR, adjusted EBITDA CAGR, adjusted OR improvement, and ROIC.
XPO appoints Kyle Wismans as CFO effective Aug 11; Carl Anderson steps down
Kyle Wismans, 39, promoted from SVP revenue management and finance to CFO, effective August 11, 2023.
On May 20, 2026, Wendy Cassity notified XPO, Inc. (the “Company”) of her intention to resign as chief legal officer and corporate secretary of the Company effective on or about June 18, 2026.
Jason Aiken notified XPO, Inc. (the “Company”) of his resignation from the Board of Directors (the “Board”) of the Company effective as of June 6, 2024.
Kyle Wismans will assume the role of chief financial officer of XPO, Inc. (the “Company”) on August 11, 2023.
On April 19, 2023, David J. Bates was appointed chief operating officer of XPO, Inc. (the “Company”), effective April 21, 2023.
On March 8, 2023, the Board of Directors (the “Board”) of XPO, Inc. (the “Company”) expanded the size of the Board from eight to nine members with the appointment of John Wesley Frye as a member of the Board, effective immediately.
On January 23, 2023, XPO, Inc. (the “Company”) and Ravi Tulsyan, the Company’s Senior Advisor – Finance and former Chief Financial Officer, entered into a Separation Agreement and General Release (the “Separation Agreement”), setting forth the terms of Mr. Tulsyan’s separation from employment with the Company, effective as of January 6, 2023 (the “Separation Date”).
AnnaMaria DeSalva, Adrian Kingshott and Mary Kissel resigned from the company’s board of directors
Brad Jacobs was appointed executive chairman of the company’s board of directors
Mario Harik was appointed chief executive officer of the company
AnnaMaria DeSalva, Adrian Kingshott and Mary Kissel resigned from the company’s board of directors
Bella Allaire, Mario Harik and Irene Moshouris were each appointed as a director of the company
Bella Allaire, Mario Harik and Irene Moshouris were each appointed as a director of the company
Max materiality 0.85 · Median 0.55 · Most common event other_material