Price
$21.70-19.18%Social Signal Score
Analyst Ratings
21 analystsRevenue
$1.77B+66.57%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Drew Wilkerson
- Sector
- Industrials
- Industry
- Trucking
- Employees
- 6,906
- Beta
- 1.99
- Country
- US
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- 2.66
Financials
Revenue
$1.77B+66.6%Net Income
$-9.00M-122.5%EBITDA
$80.00M+9.6%Free Cash Flow
$5.94M+98.1%EPS (diluted)
$-0.05-114.7%Shares Outstanding (diluted)
169.65M+45.7%Operating Expenses
$0.00Cash & Debt
$15.00MReturn of Capital
$0.00Revenue by Segment (annual)
$5.42BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $5.74B | $-100.00M | $-0.59 |
| 2024 | $4.55B | $-290.00M | $-2.17 |
| 2023 | $3.93B | $4.00M | $0.03 |
| 2022 | $4.80B | $92.00M | $0.79 |
| 2021 | $4.69B | $150.00M | $1.30 |
| 2020 | $3.36B | $43.00M | $0.37 |
| 2019 | $3.14B | $62.00M | $0.53 |
Valuation
RXOhas no positive reported earnings per share, so an earnings-multiple projection can't be built for it. Companies are valued on other measures at this stage — revenue growth, cash burn, or book value — none of which this calculator models.
Signal Score (90d)
156+160.06%Social Signal Score
Mentions (17)
- News (RSS)fool·13h ago·Neutral
Why C.H Robinson Stock Was Tumbling Today Investors balked at its acquisition of RXO.
View source ↗ - Newsbusinesswire.com·18h ago·Negative
RXO Stock Alert: Halper Sadeh LLC is Investigating Whether RXO Inc. is Obtaining a Fair Price for its Shareholders NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the sale of RXO Inc. (NYSE: RXO) to C.H. Robinson Worldwide, Inc. for $17.25 per share in cash and 0.0856 shares of C.H. Robinson common stock for each RXO share. Upon closing of the Proposed Transaction, RXO shareholders are expected to own 11% of the combined company. Halper Sadeh encourages…
View source ↗ - Newszacks.com·19h ago·Positive
RXO (RXO) Upgraded to Buy: What Does It Mean for the Stock? RXO (RXO) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
View source ↗ - News (RSS)zerohedge·19h ago·Neutral
…ing capacity for Simlandi, the biotech’s biosimilar to Humira. CH Robinson Worldwide shares fall 7.8% after the freight broker announced an agreement to acquire peer RXO (RXO +20%) for stock and cash for an implied value of $30.25 per share. Cboe Global Markets Inc. (CBOE) rises 1.8% as it is being upgraded to buy from hold at TD Cowen, which sees an improving outlook for the exchange operator, especially in the wake of it signing an extension of its licensing agreement with S&P Dow Jones Indice…
View source ↗ - Newsmarketbeat.com·20h ago·Negative
C.H. Robinson to Acquire RXO in $5.8B Deal, Targets $300M in Synergies C.H. Robinson Worldwide NASDAQ: CHRW said it has entered into a definitive agreement to acquire RXO in a cash-and-stock transaction valued at an enterprise value of approximately $5.8 billion, a deal the company said would expand its logistics offerings, add network density and create an estimated $300 million in annual run-rate cost synergies.
View source ↗ - Newsfool.com·20h ago·Neutral
Why RXO Stock Soared Today C.H. Robinson will buy RXO in a deal valued at $30.25 a share. The combination could face regulatory pushback.
View source ↗ - Newsproactiveinvestors.com·21h ago·Positive
CH Robinson to buy RXO for $5.8 billion in trucking brokerage expansion C.H. Robinson Worldwide (CH Robinson Worldwide Inc (NASDAQ:CHRW)), the US freight forwarding company, agreed Monday to buy RXO (NYSE:RXO) in a stock-and-cash deal valued at $5.8 billion, strengthening its position in North American truck brokerage.
View source ↗ - Newsinvezz.com·21h ago·Positive
RXO stock soars as CH Robinson acquires truck broker for $5.8B CH Robinson Worldwide has agreed to acquire truck broker RXO for about $5.8 billion in cash and stock, creating a logistics company with an enterprise value of more than $25 billion as the third-party logistics industry undergoes a wave of consolidation. The deal sent RXO shares about 24% higher at market open on Monday, while CH Robinson shares fell roughly 9% as investors weighed the strategic benefits against dilution and addition…
View source ↗ - Newsbarrons.com·1d ago·Positive
RXO Stock Soars. C.H. Robinson Is Buying It for Implied Value of $5.8 Billion. C.H. Robinson will acquire RXO in a deal with an implied value of $5.8 billion.
View source ↗ - Newsbusinesswire.com·11d ago·Neutral
RXO Executive Named a Finalist in 2026 Stevie® Awards for Women in Business CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO), a leading provider of asset-light transportation solutions, announced today that Chief Technology Officer Alyssa Myers was named a finalist by the Stevie® Awards for Women in Business for 2026 in the Achievement in Digital Transformation (Woman-Led Initiative) category. The Stevie Awards for Women in Business honor the achievements of women executives, ent…
View source ↗ - Newsseekingalpha.com·19d ago·Positive
RXO, Inc. (RXO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript RXO, Inc. (RXO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
View source ↗ - Newsbusinesswire.com·27d ago·Positive
RXO Provides Positive Brokerage Update, Highlighting Strong Truckload Gross Profit Per Load CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO), a leading provider of asset-light transportation solutions, announced today that it has achieved stronger than anticipated quarter-to-date truckload gross profit per load. The company continues to capture spot opportunities, and spot represented approximately 50% of RXO's full-truckload volume through the first two months of the quarter. In…
View source ↗ - Newsbusinesswire.com·39d ago·Negative
RXO Announces Participation at Upcoming Investor Conferences CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) today announced that company leaders will present at the following investor conferences: Event: 2026 Jefferies Global Industrials Conference Presenters: Chairman and Chief Executive Officer Drew Wilkerson and Chief Strategy Officer Jared Weisfeld Details: Wed., Sept. 9, 2026, at 10:50 a.m. EDT in New York City Event: Morgan Stanley 14th Annual Laguna Conference Presenters…
View source ↗ - Newsseekingalpha.com·55d ago·Positive
RXO, Inc. (RXO) Presents at Deutsche Bank's Chicago Industrials Summit Transcript RXO, Inc. (RXO) Presents at Deutsche Bank's Chicago Industrials Summit Transcript
View source ↗ - Newsmarketbeat.com·58d ago·Neutral
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 it expects brokerage momentum to continue into the third quarter, though it also anticipates weaker conditions in its last-mile business.
View source ↗ - Newsseekingalpha.com·59d ago·Positive
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 appears unsustainably rich at 33x EV/EBITDA and 164x FWD P/E. Gross margin declined to 17% in Q2 from 21.2% last year, with negative operating cash flow and rising long-term debt signaling deteriorating fundamentals.
View source ↗ - Newsseekingalpha.com·59d ago·Positive
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 underlying business economics, while working capital needs and leverage increased. Management targets mid-single-digit EBITDA margins through the cycle, but current valuation implies ~20x normal
View source ↗
Earnings
Thu, Nov 5(in 4 weeks)
Consensus estimate $0.07 per share
Typical surprise +0.0% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$0.06 vs $0.04beat
- Thu, May 7$-0.09 vs $-0.09beat
- Fri, Feb 6$-0.07 vs $-0.04miss
- Thu, Nov 6$0.01 vs $0.03miss
- Thu, Aug 7$0.04 vs $0.02beat
- Wed, May 7$-0.03 vs $-0.02miss
Estimates and results for RXO via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by RXO officers and directors.
- Bought
- $7.2m
- Sold
- $386k
8 trades
1 trade
- Mfn Partners, Lpbought
- Cooper Troy A.bought
- Kingshott Adrianbought
- Kerr Jason S.sold
- Wilkerson Andrew M.bought
- Wilkerson Andrew M.bought
- Szlosek Thomas Abought
- Szlosek Thomas Abought
91 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in RXO.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
