{
  "url": "https://struct.news/briefs/xos-has-named-key-suppliers-and-a-crowded-customer-map",
  "title": "Xos has named key suppliers and a crowded customer map",
  "summary": "The electric-commercial-vehicle maker discloses Dana upstream, UPS in distribution, and a roster of parcel, school-bus, utility, and chassis names downstream.",
  "published_at": "2026-08-25T23:48:27.875207+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Xos, Inc.",
    "ticker": "XOS",
    "cik": null,
    "sector": "Industrials",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "Xos's disclosed relationship map",
      "label": "Customer",
      "value": 4,
      "display": "4",
      "unit": "number",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "Xos's disclosed relationship map",
      "label": "Partner",
      "value": 3,
      "display": "3",
      "unit": "number",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "Xos's disclosed relationship map",
      "label": "Supplier",
      "value": 1,
      "display": "1",
      "unit": "number",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "The companies Xos names around its business",
      "label": "DAN",
      "value": "DAN",
      "display": "DAN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "The companies Xos names around its business",
      "label": "FDX",
      "value": "FDX",
      "display": "FDX",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "The companies Xos names around its business",
      "label": "BLBD",
      "value": "BLBD",
      "display": "BLBD",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "The companies Xos names around its business",
      "label": "UPS",
      "value": "UPS",
      "display": "UPS",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "The companies Xos names around its business",
      "label": "FDX",
      "value": "FDX",
      "display": "FDX",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "The companies Xos names around its business",
      "label": "AMZN",
      "value": "AMZN",
      "display": "AMZN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "The companies Xos names around its business",
      "label": "RIVN",
      "value": "RIVN",
      "display": "RIVN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "The companies Xos names around its business",
      "label": "WKHS",
      "value": "WKHS",
      "display": "WKHS",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    }
  ],
  "watch_next": [
    {
      "type": "demand",
      "statement": "Commercial Vehicle sales excluding currency effects rose 2%, with stronger Asia Pacific demand and backlog conversion partly offset by a weakening North America market.",
      "importance": "medium",
      "evidence": "Commercial Vehicle sales in the second quarter of 2026, exclusive of currency effects, were 2% higher than 2025 reflecting a stronger Asia Pacific market, the conversion of sales backlog and net customer pricing and cost and tariff recovery actions, partially offset by a weakening North America market.",
      "source_date": "2026-08-06"
    },
    {
      "type": "demand",
      "statement": "UPS reported a planned reduction in air volume from its largest customer, with average daily air volume down 2.3% during the three months.",
      "importance": "medium",
      "evidence": "Within our air products, average daily volume decreased 2.3% for the quarter (down 5.7% year to date), driven by the continued execution of planned volume declines from our largest customer, partially offset by growth from SMB and healthcare customers.",
      "source_date": "2026-08-05"
    },
    {
      "type": "capital_investment",
      "statement": "Capital spending rose 28.2% year over year while free-cash-flow margin fell 15.3 percentage points to negative 24.2%.",
      "importance": "medium",
      "evidence": "Investment load increased: Capital spending consumed more revenue while free-cash-flow margin declined. capex yoy pct: +28.2%; capex to revenue pct: +50.2%; free cash flow margin pct: -24.2%; free cash flow margin change pp: -15.3%",
      "source_date": "2026-08-04"
    },
    {
      "type": "pricing",
      "statement": "Dollar impact of higher average truck sales prices reported in the quarter.",
      "importance": "medium",
      "evidence": "Average truck sales prices increased sales by $191.7 million, primarily due to higher price realization in the U.S. and Canada.",
      "source_date": "2026-07-29"
    }
  ],
  "related_tickers": [
    "AMZN",
    "BLBD",
    "DAN",
    "DUK",
    "FDX",
    "GM",
    "PCAR",
    "RIVN",
    "UPS",
    "WGO",
    "WKHS",
    "XOS"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}