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Form 8-K

sec.gov

8-K — XPO, Inc.

Accession: 0001104659-26-105055

Filed: 2026-09-03

Period: 2026-09-03

CIK: 0001166003

SIC: 4700 (TRANSPORTATION SERVICES)

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — tm2624375d1_8k.htm (Primary)

EX-99.1 — EXHIBIT 99.1 (tm2624375d1_ex99-1.htm)

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UNITED STATES

SECURITIES AND EXCHANGE

COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13

or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date

of earliest event reported): September 3, 2026

XPO,

INC.

(Exact name of registrant

as specified in its charter)

Delaware

001-32172

03-0450326

(State

or other jurisdiction of

incorporation)

(Commission

File Number)

(I.R.S.

Employer

Identification No.)

Five

American Lane, Greenwich,

Connecticut 06831

(Address of principal executive offices)

(855)

976-6951

(Registrant’s telephone number, including

area code)

Check the appropriate box below if the Form

8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨

Written

communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨

Soliciting

material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨

Pre-commencement

communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨

Pre-commencement

communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered

pursuant to Section 12(b) of the Act:

Title

of each class

Trading

symbol(s)

Name

of each exchange on which registered

Common

stock, par value $0.001 per share

XPO

New

York Stock Exchange

Indicate

by check mark whether the registrant is an emerging growth company as defined in Rule 405

of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities

Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging

growth company ¨

If

an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying

with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 7.01. Regulation FD Disclosure

On September 3, 2026, XPO, Inc. (the “Company”) issued

a press release providing preliminary operating metrics for its North American Less-Than-Truckload segment for August 2026. A copy of

the press release is attached as Exhibit 99.1.

The Company is providing final operating metrics for its North American

Less-Than-Truckload segment for the month of July 2026. In the month of July 2026 tonnage per day increased 5.8%, as compared with July

2025, attributable to a year-over-year increase of 5.9% in shipments per day and a decrease of 0.2% in weight per shipment.

The information furnished in this Item 7.01, including Exhibit 99.1,

shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange

Act”), or otherwise subject to the liabilities of that Section, and shall not be deemed to be incorporated by reference into any

filing of the Company under the Exchange Act or the Securities Act of 1933, as amended, except to the extent that the registrant specifically

incorporates any such information by reference.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.

Description

99.1

Press

Release, dated September 3, 2026, issued by XPO, Inc.

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities

Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:

September 3, 2026

XPO,

INC.

By:

/s/

Kyle Wismans

Kyle

Wismans

Chief

Financial Officer

EX-99.1 — EXHIBIT 99.1

EX-99.1

Filename: tm2624375d1_ex99-1.htm · Sequence: 2

Exhibit 99.1

XPO Provides North American LTL Operating Data

for August 2026

GREENWICH, Conn. – September 3, 2026 – XPO (NYSE:

XPO), a leading provider of freight transportation in North America, today reported certain

preliminary LTL segment operating metrics for August 2026. LTL tonnage per day increased 3.7%, as compared with August 2025, attributable

to a year-over-year increase of 5.7% in shipments per day and a decrease of 1.8% in weight per shipment. Actual results for August

2026 may vary from the preliminary results reported above.

About XPO

XPO, Inc. (NYSE: XPO) is a leader in asset-based less-than-truckload

(LTL) freight transportation in North America. The company’s customer-focused organization efficiently moves 16 billion pounds

of freight per year, enabled by its proprietary technology. XPO serves 55,000 customers with 586 locations and 38,000 employees

in North America and Europe, and is headquartered in Greenwich, Conn., USA. Visit xpo.com

for more information, and connect with XPO on LinkedIn, Facebook,

X, Instagram and YouTube.

Forward-looking Statements

This release includes forward-looking statements within the meaning

of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements

other than statements of historical fact are, or may be deemed to be, forward-looking statements. In some cases, forward-looking statements

can be identified by the use of forward-looking terms such as “anticipate,” “estimate,” “believe,”

“continue,” “could,” “intend,” “may,” “plan,” “potential,” “predict,”

“should,” “will,” “expect,” “objective,” “projection,” “forecast,”

“goal,” “guidance,” “outlook,” “effort,” “target,” “trajectory”

or the negative of these terms or other comparable terms. These forward-looking statements are based on certain assumptions and analyses

made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as

well as other factors we believe are appropriate in the circumstances.

These forward-looking statements are subject to known and unknown

risks, uncertainties and assumptions that may cause actual results, levels of activity, performance or achievements to be materially different

from any future results, levels of activity, performance or achievements expressed or implied by such forward-looking statements. Factors

that might cause or contribute to a material difference include the risks discussed in our filings with the SEC, and the following: the

effects of business, economic, political, legal, and regulatory impacts or conflicts upon our operations; supply chain disruptions and

shortages, strains on production or extraction of raw materials, cost inflation and labor and equipment shortages; our ability to align

our investments in capital assets, including equipment, service centers, and warehouses to our customers’ demands; our ability to

implement our cost and revenue initiatives and realize growth and expansion as a result of those initiatives; our ability to improve pricing

growth; the effectiveness of our action plan, and other management actions, to improve our North American LTL business; our ability to

continue insourcing linehaul in ways that enhance our network efficiency and productivity; the anticipated impact of a freight market

recovery on our business; our ability to capture profitable share gains, facilitate yield growth, and improve margins during an upcycle;

our ability to benefit from a sale, spin-off or other divestiture of one or more business units or to successfully integrate and realize

anticipated synergies, cost savings and profit opportunities from acquired companies; goodwill impairment; issues related to compliance

with data protection laws, competition laws, and intellectual property laws; fluctuations in currency exchange rates, fuel prices and

fuel surcharges; our ability to develop and implement proprietary technology and suitable information technology systems that contribute

to cost and productivity improvements; the impact of potential cyber-attacks and information technology or data security breaches or failures;

our ability to repurchase shares on favorable terms; our indebtedness; our ability to raise debt and equity capital; fluctuations in interest

rates; seasonal fluctuations; our ability to maintain positive relationships with our network of third-party transportation providers;

our ability to attract and retain management talent and key employees including qualified drivers; labor matters; litigation; and competition.

We caution that our operating results for August 2026 are not necessarily indicative of the results that may be expected for future periods.

All forward-looking statements set forth in this release are qualified

by these cautionary statements and there can be no assurance that the actual results or developments anticipated by us will be realized

or, even if substantially realized, that they will have the expected consequences to or effects on us or our business or operations. Forward-looking

statements set forth in this release speak only as of the date hereof, and we do not undertake any obligation to update forward-looking

statements except to the extent required by law.

Investor Contact

Brian Scasserra

+1-617-607-6429

brian.scasserra@xpo.com

Media Contact

Cole Horton

+1-203-609-6004

cole.horton@xpo.com

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