RXO INC RXO

19.79 (0.14) (0.70%) as of 25 Sep
Market cap
$3.3B
P/E
0.0×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 6.98
Total sells 0.39
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 4 — — 1 — — — — — — —
Sell — 1 — — — — — — — — — —
Insider Ownership 3.55%

Capital & Financial Ratios

Market Cap 3,290.00
Revenue 6,089.00
Net Income (105.00)
Free Cash Flow (75.00)
Net Debt 480.00
Current Ratio 1.27
Debt/Equity 0.33
P/E ratio 0.00
P/S ratio 0.55
P/B ratio 2.23
Past 5Y EPS Growth (49.92%)
This Y EPS Growth 416.61%
Next Y EPS Growth 389.78%
Next 5Y EPS Growth 55.58%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 5 35 17 15
Receivables 743 1,227 1,226 1,444
Inventory — — — —
Other 48 77 74 97
796 1,339 1,317 1,556
2023 2024 2025 Q'26
Payables 414 568 539 713
ST’ Debt 3 17 17 36
Other 13 26 10 8
682 1,065 1,038 1,227
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — 11.33% 6.18%
Cash Flow — 15.33% (45.21%)
Earnings — 0.00% 0.00%
Book Value — 0.00% 37.95%

Revenue

Mar Jun Sep Dec Year
’26 1,425 1,774 — — —
’25 1,433 1,419 1,421 1,469 5,742
’24 913 930 1,040 1,667 4,550
’23 1,010 963 976 978 3,927
’22 1,312 1,226 1,138 1,120 4,796
’21 — — 1,198 — 4,689
’20 — — — — 3,357
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (7) (40) — — —
’25 (2) 23 23 7 51
’24 7 (5) (7) (7) (12)
’23 42 24 4 19 89
’22 103 74 57 76 310
’21 — — 119 36 155
’20 — — — 25 25
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (24) (52) — — —
’25 (17) 10 9 (8) (6)
’24 (4) (16) (18) (19) (57)
’23 30 8 (14) 1 25
’22 91 62 43 58 254
’21 — — 90 27 117
’20 — — — (14) (14)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.21) (0.05) — — —
’25 (0.18) (0.05) (0.08) (0.27) (0.59)
’24 (0.13) (0.06) (1.81) (0.17) (2.14)
’23 0.00 0.03 (0.01) 0.02 0.03
’22 0.34 0.38 0.11 (0.03) 0.79
’21 — — 0.29 — 1.30
’20 — — — — 0.37
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.6
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — 14.75 16.35 18.75 10.43

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — 25.50 24.33 32.82 26.92
High Price
— — — — — — 8,590 8,432 7,540 9,218
Employees
— — — 0 0 0 1 0 1 1
Revenue/Emp
— — — 3,141 3,357 4,689 4,796 3,927 4,550 5,742
Revenue
— — — 20.79% 18.32% 17.40% 19.72% 18.46% 17.21% 16.39%
Gross Margin
— — — 84 57 191 119 4 (304) (115)
EBT
— — — 2.67% 1.70% 4.07% 2.48% 0.10% (6.68%) (2.00%)
EBT Margin
— — — 62 43 150 92 4 (290) (100)
Net Income
— — — 74 76 81 86 67 87 116
Depreciation
— — — 27.08 29.15 40.72 41.58 33.60 34.10 34.08
Revenue/Sh
— — — 0.53 0.37 1.30 0.80 0.03 (2.14) (0.59)
Earnings/Sh
— — — 1.06 0.22 1.35 2.69 0.76 (0.09) 0.30
Cash Flow/Sh
— — — 0.00 (0.34) (0.33) (0.49) (0.55) (0.34) (0.34)
Capex/Sh
— — — 1.06 (0.12) 1.02 2.20 0.21 (0.43) (0.04)
Free CF/Sh
— — — 0.00 0.00 9.29 5.09 5.08 12.08 9.15
Book Value/Sh
— — — 116 115 115 115 117 133 168
Shares
— — — 18.79 18.79 18.79 21.48 576.25 0.00 0.00
PE Ratio
— — — 0.50 0.50 0.50 0.41 0.69 0.70 0.37
PS Ratio
— — — 2.11 2.11 2.11 3.38 4.54 1.97 1.38
PB Ratio
— — — 0.46 0.46 0.46 0.49 0.78 0.77 0.44
EV/Sales
— — — 10.06 10.06 10.06 9.22 121.92 (61.64) (419.39)
EV/FCF
— — — 123 25 155 310 89 (12) 51
Op' Cash Flow
— — — (56) (39) (38) (56) (64) (45) (57)
Capex
— — — 123 (14) 117 254 25 (57) (6)
FCF
— — — — 233 267 206 114 274 279
Working Cap'
— — — — 116 135 455 359 368 404
Total Debt
— — — — 46 106 357 354 333 387
Net Debt
— — — — 0 1,070 587 594 1,612 1,541
Sh' Equity
— — — 0.00% 0.00% 14.51% 4.49% 0.21% (11.07%) (2.99%)
ROA
— — — — 81.52% 10.20% 8.14% 2.57% (1.80%) (2.56%)
ROIC
— — — 0.00% 0.00% 14.03% 11.10% 0.68% (26.29%) (6.34%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

RXO INC (RXO) key facts

  • RXO INC (RXO) is a Trucking company in the Industrials sector, listed on the New York Stock Exchange.
  • RXO INC’s revenue for fiscal 2025 (year ended December 2025) was $5.7 billion, up 26.2% from fiscal 2024.
  • As of September 25, 2026, RXO traded at $19.79, a market capitalization of $3.3 billion.
  • Return on equity was −6.34% and debt-to-equity 0.33.

Source: company filings (standardised) and stockrow calculations.

RXO INC (RXO) Latest News

News by impact score

Fine-tune

16 Sep

4

RXO INC stock plunges after CFO warns of headwinds pressuring future results and margins. CFO warning triggers immediate sharp stock decline pointing to material risks for RXO trajectory.

9 Sep

3

RXO INC announces positive brokerage update highlighting strong truckload gross profit per load. Strong truckload gross profit per load signals improved profitability in core brokerage operations.

3 Sep

3

RXO INC launches strategic partnership with Enterprise Purchasing Group. New partnership may moderately expand RXO operational reach and market positioning.

25 Aug

3

RXO sees TL spot rate surge extend into Q3, supporting higher revenues in its truckload brokerage operations. Continued spot rate gains improve RXO brokerage revenues and margins without altering long-term strategy.

3

RXO's Curve Freight Market Forecast reveals the largest sequential increase in truckload spot rates since 2021. Positive rate trend forecast may lift RXO visibility and short-term sentiment without altering core operations.

12 Aug

3

RXO posts revenue growth yet sustains ongoing losses, prompting questions on whether this shifts the stock's investment appeal. Revenue growth amid persistent losses points to moderate effects on RXO financial trajectory without major strategic shifts.

9 Aug

3

RXO INC held Q2 earnings call and released performance highlights. Q2 earnings call highlights typically cover financial results and guidance that can move stock sentiment.

6 Aug

4 transcript

RXO Inc achieved profitable market share gains and record spot volumes during its Q2 2026 earnings call. Profitable market share gains combined with record spot results signal major positive shifts in RXO performance and outlook.

4

RXO INC reported strong Q2 CY2026 results, prompting a sharp rise in its stock price. Strong quarterly results often drive notable stock gains and shift investor outlook for the company.

4

RXO INC posted strong second-quarter results fueled by market share gains and improved profitability. Market share gains and profitability gains in quarterly results signal significant effects on RXO trajectory and investor sentiment.

3

RXO INC reported Q2 earnings with details on key performance metrics. Q2 earnings and metrics update provide standard financial insights that may moderately influence RXO stock and outlook.

3

RXO INC surpassed Q2 earnings and revenue estimates. Q2 earnings beat supports moderate positive effect on RXO INC near-term performance and sentiment.

30 Jul

3

RXO INC is expected to beat earnings estimates, prompting consideration of buying the stock. Anticipated earnings outperformance could influence RXO stock valuation and short-term investor sentiment.

22 Jul

4

RXO stock has risen 70% over the past year and positions the company to lead in last-mile delivery. 70% stock gain plus last-mile leadership potential signals major shifts in market position and trajectory.

14 Jul

3

RXO INC partners with Highway to enhance freight security and streamline carrier onboarding. Partnership targets operational improvements in security and onboarding for RXO freight services.

9 Jun

3

RXO INC advances Agentic AI and digital bidding tools to potentially transform brokerage operations and competitive positioning. RXO's Agentic AI and digital bidding initiatives may moderately improve brokerage efficiency and market positioning without guaranteed fundamental shifts.

3

RXO INC stock benefits from AI boom with analysis of paths ahead this year. AI boom benefit indicates moderately noticeable influence on RXO future performance and market trajectory.

7 Jun

4

RXO beat Q1 expectations and secured new freight contracts, triggering a valuation reassessment of the company. Q1 earnings beat and new freight contract wins signal stronger revenue trajectory and competitive gains for RXO.

4 Jun

3

RXO INC reported Q1 earnings results with performance metrics compared against other ground transportation stocks. Q1 earnings and peer comparisons provide financial data that can shift near-term investor views on RXO operations.

25 May

4

RXO Inc. prospects appear rosy resulting in 30.4% share price surge. Rosy prospects trigger substantial 30.4% RXO stock rise altering investor sentiment.

3

RXO shares surged 27.6% after a momentum surge triggered freight-tech valuation repricing. Valuation repricing drives notable short-term stock gains and sentiment shift for RXO but lacks evidence of lasting operational or competitive change.

20 May

3

RXO INC reports further surge in TL spot market volumes during Q2. Continued TL spot market surge lifts RXO volumes and near-term revenue potential.

3

RXO INC's Curve Report shows first-quarter truckload spot rates rising 16.5% year-over-year. Spot rate surge signals improved pricing environment that can lift RXO revenues and sentiment.

19 May

3

RXO INC updates on brokerage operations with improved outlook for truckload gross profit per load. Improved truckload gross profit per load outlook points to stronger future brokerage margins.

17 May

3

Stifel upgraded RXO citing a brighter second quarter outlook and issued a revised valuation assessment for the company. Stifel upgrade and brighter Q2 outlook may lift near-term investor sentiment and share price.

14 May

4

Montgomery's aftermath likely boosts larger 3PLs like RXO amid industry consolidation and competitive shifts. Post-Montgomery market dynamics provide significant growth advantages to bigger 3PLs like RXO.

12 May

4

RXO's Q1 results highlight spot market gains and AI-powered execution fueling optimistic future outlook. Spot market gains and AI-driven execution represent major strategic advancements boosting RXO's trajectory and investor sentiment.

11 May

4

RXO's AI-driven efficiency initiatives are quietly reshaping its core profitability narrative amid logistics sector challenges. AI efficiency push represents major strategic move targeting profitability and competitive positioning in logistics.

3

Proficient’s 1Q earnings disappointed with a tough quarter, though 2Q outlook improves; stock price dived sharply. Tough Q1 earnings triggered stock decline despite better Q2 expectations, moderately affecting financial performance and sentiment.

7 May

4

RXO, Inc. Q1 2026 earnings call summary details quarterly financial results, operational updates, and forward guidance. Quarterly earnings summaries reveal financial performance and guidance that significantly shape investor sentiment and stock trajectory.

stockrow.com/RXO · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com