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RXO, Inc. logo

RXO, Inc.

RXO

NYSEIndustrialsTrucking

Open in GoAI

Previous close

$22.54

+$0.87 · +4.01%

Aug 21, 4:00 PM ET

Pre-market

$22.54

$0.00 · 0.00%

Aug 24, 8:38 AM ET

RXO company overview

Historical prices · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

49

Fair Value

Momentum

58

Neutral

Sentiment

47

Mixed

Risk resilience

53

Elevated Risk

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Thesis, catalysts, evidence, and risk analysis.

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AI-generated, informational only, and not investment advice.

Company profile

Company website

RXO, Inc., headquartered in Charlotte, North Carolina, functions as a freight broker specializing in full truckload transportation services across the United States. The company utilizes its unique digital marketplace to link clients with available truckload space. Beyond this core offering, RXO also provides a suite of related brokered services, including comprehensive managed logistics, local last-mile delivery, and international freight forwarding.

Industry
Trucking
Sector
Industrials
Headquarters
US
CEO
Drew Wilkerson
Listed since
Oct 27, 2022
Employees
6,906

Market position

Day range

Current $22.54

52-week range

Current $22.54

Open
$21.815
Previous close
$21.67
Volume
1.23M
0.55× average
Average volume
2.22M
Average daily volume
Market cap
3.72B USD
Beta
1.99
Market reference 1
50-day average
$25.1198
-10.27% below average
200-day average
$18.5103
+21.77% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
2.78B USD
P/E (TTM)
-36.77×
P/B (TTM)
2.54×
P/S (TTM)
0.61×
EV / EBITDA
77.29×
Earnings yield
-4.70%
Free cash flow yield
-0.38%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
41.57%
Operating margin
-0.57%
Net margin
-1.72%
Return on equity
-6.49%
Return on assets
-3.05%
Return on invested capital
-0.26%

Financial health

Debt / equity
0.48×
Current ratio
1.27×
Altman Z-score
2.72
Piotroski F-score
4 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends21%11%1%-9%Gross margin, FY2021: 15.67%Gross margin, FY2022: 17.93%Gross margin, FY2023: 18.46%Gross margin, FY2024: 17.21%Gross margin, FY2025: 17.68%Operating margin, FY2021: 4.09%Operating margin, FY2022: 2.56%Operating margin, FY2023: 0.99%Operating margin, FY2024: -1.23%Operating margin, FY2025: -0.12%Net margin, FY2021: 3.20%Net margin, FY2022: 1.92%Net margin, FY2023: 0.10%Net margin, FY2024: -6.37%Net margin, FY2025: -1.74%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 15.67%. Gross margin FY2022 17.93%. Gross margin FY2023 18.46%. Gross margin FY2024 17.21%. Gross margin FY2025 17.68%. Operating margin FY2021 4.09%. Operating margin FY2022 2.56%. Operating margin FY2023 0.99%. Operating margin FY2024 -1.23%. Operating margin FY2025 -0.12%. Net margin FY2021 3.20%. Net margin FY2022 1.92%. Net margin FY2023 0.10%. Net margin FY2024 -6.37%. Net margin FY2025 -1.74%.

Income trends

Revenue

5.74B USD+26.20%

Operating income

−7M USD+87.50%

Net income

−100M USD+65.52%
Income trends across reported periods6.35B USD3.93B USD1.52B USD−893.2M USDRevenue, FY2021: 4.69B USDRevenue, FY2022: 4.8B USDRevenue, FY2023: 3.93B USDRevenue, FY2024: 4.55B USDRevenue, FY2025: 5.74B USDOperating income, FY2021: 192M USDOperating income, FY2022: 123M USDOperating income, FY2023: 39M USDOperating income, FY2024: −56M USDOperating income, FY2025: −7M USDNet income, FY2021: 150M USDNet income, FY2022: 92M USDNet income, FY2023: 4M USDNet income, FY2024: −290M USDNet income, FY2025: −100M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 4.69B USD. Revenue FY2022 4.8B USD. Revenue FY2023 3.93B USD. Revenue FY2024 4.55B USD. Revenue FY2025 5.74B USD. Operating income FY2021 192M USD. Operating income FY2022 123M USD. Operating income FY2023 39M USD. Operating income FY2024 −56M USD. Operating income FY2025 −7M USD. Net income FY2021 150M USD. Net income FY2022 92M USD. Net income FY2023 4M USD. Net income FY2024 −290M USD. Net income FY2025 −100M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue5.74B USD4.55B USD3.93B USD4.8B USD4.69B USD
Cost of goods sold4.73B USD3.77B USD3.2B USD3.94B USD3.95B USD
Gross profit1.02B USD783M USD725M USD860M USD735M USD
Selling, general, and administrative832K USD——640M USD539M USD
Operating expenses1.02B USD839M USD686M USD737M USD543M USD
Interest expense35M USD30M USD32M USD4M USD—
Depreciation and amortization116M USD87M USD67M USD86M USD81M USD
Operating income−7M USD−56M USD39M USD123M USD192M USD
Net income−100M USD−290M USD4M USD92M USD150M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
45%
5 beats, 4 misses, 2 met estimates
Average EPS surprise
+4.32%
11 comparable reports
Latest EPS result
0.06
Estimate 0.04 · Beat by 67.22%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.110.03-0.05-0.13Q1 '25MetQ2 '25MissQ3 '25BeatQ4 '25MissQ1 '26MissQ2 '26MetQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 5, 2025: actual 0.06, estimate 0.06, surprise 0.00%, Met estimate. Q2 2025, reported May 7, 2025: actual -0.03, estimate -0.02, surprise -50.00%, Miss. Q3 2025, reported Aug 7, 2025: actual 0.04, estimate 0.02, surprise +100.00%, Beat. Q4 2025, reported Nov 6, 2025: actual 0.01, estimate 0.03, surprise -66.67%, Miss. Q1 2026, reported Feb 6, 2026: actual -0.07, estimate -0.04, surprise -75.00%, Miss. Q2 2026, reported May 7, 2026: actual -0.09, estimate -0.09, surprise 0.00%, Met estimate. Q3 2026, reported Aug 6, 2026: actual 0.06, estimate 0.036, surprise +67.22%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 0.07, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates1.86B1.66B1.47B1.27BQ1 '25BeatQ2 '25MissQ3 '25MissQ4 '25MissQ1 '26MissQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 5, 2025: actual 1.67B USD, estimate 1.52B USD, surprise +9.53%, Beat. Q2 2025, reported May 7, 2025: actual 1.43B USD, estimate 1.55B USD, surprise -7.32%, Miss. Q3 2025, reported Aug 7, 2025: actual 1.42B USD, estimate 1.45B USD, surprise -1.96%, Miss. Q4 2025, reported Nov 6, 2025: actual 1.42B USD, estimate 1.52B USD, surprise -6.21%, Miss. Q1 2026, reported Feb 6, 2026: actual 1.47B USD, estimate 1.49B USD, surprise -1.42%, Miss. Q2 2026, reported May 7, 2026: actual 1.43B USD, estimate 1.34B USD, surprise +6.18%, Beat. Q3 2026, reported Aug 6, 2026: actual 1.77B USD, estimate 1.63B USD, surprise +8.74%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 1.79B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$25.91

14.95% upside
Past 12 months12-month forecastHigh $35.00Average $25.91Low $18.00

Rating distribution

21 ratings
Strong buy00%
Buy524%
Hold1362%
Sell314%
Strong sell00%

Recent analyst actions

12 institutions
CitizensupgradeMarket PerformMarket Outperform

RXO news

seekingalpha.com

RXO, Inc. (RXO) Presents at Deutsche Bank's Chicago Industrials Summit Transcript

RXO, Inc. (RXO) Presents at Deutsche Bank's Chicago Industrials Summit Transcript

Read source
zacks.com

5 Broker-Loved Stocks to Watch as September Rate Hike Seems Unlikely

Weak July jobs data dims September rate-hike odds, putting broker-favored stocks like Avnet, RXO, Forward Air, Air Canada and AMN Healthcare in focus.

Read source
marketbeat.com

RXO Q2 Earnings Call Highlights

RXO NYSE: RXO reported second-quarter results that exceeded its prior outlook, as brokerage volume growth, a larger mix of spot freight and stronger-than-expected last-mile stops supported profitability. The company said…

Read source
seekingalpha.com

RXO: Expectations Seem Imaginary As Core Metrics Worsen In Q2

RXO Inc. delivered strong 25% YoY revenue growth to $1.77B but failed to achieve earnings growth, with margins continuing to compress. Despite bullish market forecasts and a non-GAAP FWD EPS of $0.12, RXO's valuation…

Read source
seekingalpha.com

RXO Still Unable To Capture Upcycle Economics, And Now At 20x Cycle-Average Earnings

RXO, Inc. delivered strong Q2 '26 revenue growth, but profits and margins failed to improve, with gross profit declining and adjusted EBITDA flat. Most revenue gains stemmed from higher freight rates and fuel prices, not…

Read source
seekingalpha.com

RXO, Inc. (RXO) Q2 2026 Earnings Call Transcript

RXO, Inc. (RXO) Q2 2026 Earnings Call Transcript

Read source

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ETFs holding RXO

Funds reporting this stock among their holdings, ordered by reported position size.

iShares Core S&P Small-Cap ETF logoiShares Core S&P Small-Cap ETFIJR
Market value
235.36M
Weight
0.21%
AUM
111.19B USD
Expense ratio
0.06%
Price / 1D
$147.31+0.64%
Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
106.36M
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
92.58M
Weight
0.11%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$299.96+0.77%
Vanguard Morningstar Small-Cap ETF logoVanguard Morningstar Small-Cap ETFVB
Market value
76.79M
Weight
0.04%
AUM
183.4B USD
Expense ratio
0.03%
Price / 1D
$304.76+0.64%
Vanguard Morningstar Small-Cap Growth ETF logoVanguard Morningstar Small-Cap Growth ETFVBK
Market value
44.49M
Weight
0.10%
AUM
43.8B USD
Expense ratio
0.05%
Price / 1D
$358.65+0.70%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
38.46M
Weight
0.04%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
iShares S&P Small-Cap 600 Value ETF logoiShares S&P Small-Cap 600 Value ETFIJS
Market value
34.45M
Weight
0.41%
AUM
8.33B USD
Expense ratio
0.18%
Price / 1D
$138.43+0.67%
State Street SPDR Portfolio S&P 600 Small Cap ETF logoState Street SPDR Portfolio S&P 600 Small Cap ETFSPSM
Market value
33.55M
Weight
0.20%
AUM
17.03B USD
Expense ratio
0.03%
Price / 1D
$57.28+0.61%

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