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RXORXO, Inc.
$26.87$4.4B
Overview & Verdict
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RXO logoRXO, Inc.(RXO)Earnings, Financials & Key Ratios

RXO•NYSE
$26.87
Price updated Jul 7, 2026
SectorIndustrialsIndustryTruckingSub-IndustryFreight Brokerage and 3PL Logistics
AboutRXO provides truckload freight transportation brokerage in the United States. The company, through a proprietary digital freight marketplace, offers access to truckload capacity and complementary brokered services of managed transportation, last mile, and freight forwarding. The company is based in Charlotte, North Carolina.Show more
  • Revenue$5.74B+26.2%
  • EBITDA$109M+251.6%
  • Net Income-$100M+65.5%
  • EPS (Diluted)-0.59+72.8%
  • Gross Margin17.68%+2.7%
  • EBITDA Margin1.9%+178.6%
  • Operating Margin-0.12%+90.1%
  • Net Margin-1.74%+72.7%
  • ROE-6.34%+75.9%

RXO Price & Volume

RXO, Inc. (RXO) stock price & volume — 10-year historical chart

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Persistent Operating Deficits Challenge RXO Growth Strategy

Investment Thesis • Updated 2026Q1

VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Liquidity and integration risk

Key Thesis Takeaways

  • RXO faces significant headwinds as it struggles to convert its $1.4 billion quarterly revenue scale into sustainable profitability, evidenced by consistent net losses and negative operating margins.
  • While the company pursues inorganic expansion, the reliance on debt to fund operations and the accumulation of $1.1 billion in goodwill suggest elevated integration and liquidity risks.
  • Investors should remain cautious until the firm demonstrates a clear path to positive free cash flow and operational leverage, as current performance metrics indicate a business model highly sensitive to freight cycle volatility.

Verdict Logic

the company's inability to achieve consistent profitability, highlighted by a -2.5% net margin in 2026Q1 and a history of negative free cash flow, suggests significant execution risk for long-term investors.

RXO Growth Metrics

RXO, Inc. (RXO) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years11.33%
3 Years6.18%
TTM13.1%

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM65.69%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM71.98%

Return on Capital

10 Years5.01%
5 Years5.04%
3 Years-0.06%
Last Year-0.31%

RXO Recent Earnings

RXO, Inc. (RXO) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
May 7, 2026
Metric
Actual
Est
EPS
$0.09+0.0%
$0.09
Rev
$1.4B+6.2%
$1.3B
Q1 2026
Feb 6, 2026
Metric
Actual
Est
EPS
$0.07-75.0%
$0.04
Rev
$1.5B-1.4%
$1.5B
Q4 2025
Nov 6, 2025
Metric
Actual
Est
EPS
$0.01-66.7%
$0.03
Rev
$1.4B-6.2%
$1.5B
Q3 2025
Aug 7, 2025
Metric
Actual
Est
EPS
$0.04+100.0%
$0.02
Rev
$1.4B-2.0%
$1.4B
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 7, 2026
$0.09vs $0.09+0.0%
$1.4Bvs $1.3B+6.2%
Q1 2026Feb 6, 2026
$0.07vs $0.04-75.0%
$1.5Bvs $1.5B-1.4%
Q4 2025Nov 6, 2025
$0.01vs $0.03-66.7%
$1.4Bvs $1.5B-6.2%
Q3 2025Aug 7, 2025
$0.04vs $0.02+100.0%
$1.4Bvs $1.4B-2.0%
Based on last 12 quarters of dataView full earnings history →

Latest RXO News

Recent stock market news and headlines for RXO, Inc. (RXO)

Business Wire·5 days ago
RXO Chairman and CEO Drew Wilkerson Named a Rainmaker by Leading Logistics Publication

CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO), a leading provider of asset-light transportation solutions, today announced that Chairman and CEO Drew Wilkerson has been named a 2026 Rainmaker by DC Velocity, one of the logistics and supply chain industry's leading publications. The honor recognizes influential leaders who demonstrate innovation, leadership, and measurable impact on the industry through their work. “This recognition reflects the strength of the RXO team and the momentum we'r.

Business Wire·Jun 29, 2026
RXO Wins Prestigious “Best in Cargo Security” Award from CargoNet

CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO), a leading provider of asset-light transportation solutions, has been awarded Verisk CargoNet's "Best in Cargo Security" Award. This honor recognizes RXO's industry-leading commitment to cargo theft prevention, fraud detection, and the sharing of critical crime intelligence to strengthen the national supply chain. CargoNet, a Verisk business, serves as a national information-sharing system that connects transportation companies, shippers, and la.

Peers Comparison

Key metrics vs top competitors for RXO, Inc. (RXO)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
RXO logoRXORXO, Inc.Current
$26.87$4.43B-45.5426.2%-1.74%-6.34%—
CHRW logoCHRWC.H. Robinson Worldwide, Inc.
$190.95$22.65B39.53-8.42%3.7%33.32%—
FWRD logoFWRDForward Air Corporation
$13.10$414.29M-3.760.84%-3.71%-52.57%—
HUBG logoHUBGHub Group, Inc.
$46.08$2.79B27.11-6.1%2.82%6.11%—
XPO logoXPOXPO Logistics, Inc.
$202.79$23.81B76.811.05%4.19%19.04%—
EXPD logoEXPDExpeditors International of Washington, Inc.
$165.74$22.04B27.864.42%7.48%36.68%—

Compare RXO vs Peers

RXO, Inc. (RXO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs CHRW

Most directly comparable listed peer for RXO.

Scale Benchmark

vs UBER

Larger-name benchmark to compare RXO against a more recognizable public peer.

Peer Set

Compare Top 5

vs CHRW, FWRD, HUBG, XPO

RXO SEC Filings & Documents

RXO, Inc. (RXO) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 13, 2026·SEC

Material company update

May 7, 2026·SEC

Material company update

Feb 20, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 9, 2026·SEC

FY 2025

Feb 27, 2025·SEC

FY 2024

Feb 13, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 7, 2026·SEC

FY 2025

Nov 6, 2025·SEC

FY 2025

Aug 7, 2025·SEC

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RXO Frequently Asked Questions

RXO, Inc. (RXO) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is RXO, Inc.'s revenue?

RXO, Inc. (RXO) reported $5.73B in revenue for fiscal year 2025. This represents a 71% increase from $3.36B in 2020.

How fast is RXO, Inc. growing?

RXO, Inc. (RXO) grew revenue by 26.2% over the past year. This is strong growth.

Is RXO profitable?

RXO, Inc. (RXO) reported a net loss of $105.0M for fiscal year 2025.

Dividend & Returns
What is RXO's return on equity?

RXO, Inc. (RXO) has a return on equity (ROE) of -6.3%. Negative ROE indicates the company is unprofitable.

What is RXO, Inc.'s free cash flow?

RXO, Inc. (RXO) had negative free cash flow of $15.0M in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in RXO back in 2020?

Total return calculator · dividends reinvested · 6+ years of data

See returns →