For the fiscal year ended December 31, 2022 or UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________ Form 10-K _______________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 XPO, Inc. (Exact name of registrant as specified in its charter) _______________________________________________________ Delaware 03-0450326 (State or other jurisdiction of ...

Investor Presentation February 2023 Non-GAAP financial measures As required by the rules of the Securities and Exchange Commission ("SEC"), we provide reconciliations of the non-GAAP financial measures contained in this document to the most directly comparable measure under GAAP, which are set forth in the financial tables attached to this document. This document contains the following non-GAAP financial measures: adjusted earnings before interest, taxes, depreciation and amortization ("adjusted EBITDA") on ...

XPO Logistics, Inc. (NYSE:XPO) Q4 2022 Earnings Conference Call February 9, 2023 8:30 AM ET Company Participants Carl Anderson - CFO Mario Harik - CEO & Director Conference Call Participants Stephanie Moore - Jefferies Scott Schneeberger - Oppenheimer Chris Wetherbee - Citigroup Jordan Alliger - Goldman Sachs Brandon Oglenski - Barclays Scott Group - Wolfe Research Allison Poliniak - Wells Fargo Tom Wadewitz - UBS Ken Hoexter - Bank of America Jeff Kauffman - Vertical Research Partners Brian Ossenbeck - JPM ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Washington, D.C. 20549 ___________________________________________ For the quarterly period ended September 30, 2022 For the transition period from____________to____________ Form 10-Q ___________________________________________ Commission File Number: 001-32172 _______________________________________________________ or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) ...

XPO Logistics, Inc. (NYSE:XPO) Q3 2022 Earnings Conference Call October 31, 2022 8:30 AM ET Company Participants Brad Jacobs - Chairman and Chief Executive Officer Ravi Tulsyan - Senior Vice President and Chief Financial Officer Mario Harik - President, LTL Matt Fassler - Chief Strategy Officer Drew Wilkerson - President, Transportation, North America Conference Call Participants Ravi Shanker - Morgan Stanley Scott Group - Wolfe Research Chris Wetherbee - Citigroup Allison Poliniak - Wells Fargo Tom Wadewit ...

Form 10-Q ___________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from____________to____________ Commission File Number: 001-32172 _______________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ...

Financial Data and Key Metrics Changes - The company reported record second quarter revenue of $3.2 billion, with an 11% year-over-year increase when adjusted for the sale of the intermodal business [21][22] - Adjusted EBITDA grew by 23% year-over-year to $405 million, reflecting strong earnings growth across all businesses [22] - Adjusted diluted EPS increased by 48% to $1.81, driven by higher adjusted EBITDA and lower interest expense [25] - The adjusted EBITDA margin reached a record 12.5%, improving by 210 basis points year-over-year [23] Business Line Data and Key Metrics Changes - North American LTL revenue grew 15% year-over-year to $1.2 billion, with adjusted EBITDA increasing by 14% [36] - In North American truck brokerage, gross profit margin was a record 20.8%, up 610 basis points year-over-year, with a 16% increase in volume [15][66] - The brokerage segment's adjusted EBITDA increased by 17% to $152 million, with a margin expansion of 140 basis points [41] Market Data and Key Metrics Changes - Organic revenue growth in Europe was 7% year-over-year, an improvement from 5% in the first quarter [16][44] - The company maintained its highest level of LTL network fluidity since 2020, contributing to increased customer satisfaction [14][50] Company Strategy and Development Direction - The company is focused on creating two pure-play transportation powerhouses through the planned spin-off of RXO [19][75] - Investments in technology and capacity are prioritized, with a goal of adding 900 net new doors by the end of next year [52][62] - The company aims to achieve at least $1 billion of LTL adjusted EBITDA and improve the adjusted operating ratio by over 100 basis points year-over-year [62][102] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong pricing environment and expected continued yield improvements [90] - The company anticipates a moderation in purchased transportation costs and improved network fluidity, which will positively impact margins [82][92] - There is optimism regarding new business wins and customer onboarding, which are expected to drive volume growth in the second half of the year [118] Other Important Information - The company achieved a trailing 12-month ROIC of 38%, significantly higher in North American LTL and truck brokerage [18] - The net leverage ratio decreased from 2.7x to 1.8x, indicating strong financial health [19][28] Q&A Session Summary Question: Update on the process with Europe and LTL margin expectations - Management indicated that the sales process in Europe is active, with a potential deal signing in the fourth quarter [79] - For LTL, a sequential margin improvement of at least 150 basis points is expected in the third quarter [80] Question: Insights on LTL seasonality and insourcing - Management noted that purchased transportation costs are expected to moderate, with a focus on long-term insourcing strategies [82] Question: Clarification on third-quarter operating ratio and cost dynamics - Management expects a typical seasonal transition of 200 to 250 basis points in operating ratio from Q2 to Q3 [94] Question: Discussion on new top 10 customers and guidance outlook - Management highlighted the use of proprietary costing technology to manage new customer onboarding effectively [99] - The guidance for the second half reflects strong visibility in both LTL and brokerage services [100] Question: Competitive advantage through proprietary technology - Management emphasized the importance of technology in pricing and operational efficiency, which is expected to enhance customer service [110] Question: Volume decline in LTL and cultural focus on service - Management acknowledged a 5.5% decline in tonnage but expressed optimism about sales momentum and customer satisfaction improvements [116][120]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________ Form 10-Q ___________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from____________to____________ Commission File Number: 001-32172 __________ ...

XPO Logistics, Inc. (NYSE:XPO) Q1 2022 Earnings Conference Call May 10, 2022 8:30 AM ET Company Participants Brad Jacobs - Chairman & CEO Ravi Tulsyan - Senior VP & CFO Matthew Jeremy Fassler - Chief Strategy Officer Mario Harik - CIO & Acting President of Less-Than-Truckload Drew Wilkerson - President of Transportation, North America Conference Call Participants Kenneth Scott Hoexter - BofA Securities, Research Division Scott Group - Wolfe Research, LLC Christian Wetherbee - Citigroup Inc. Brandon Robe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________ Form 10-K _______________________________________________________ ark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-32172 ________________ ...