RXO, Inc.
RXO
NYSE·Industrials·Trucking·Mkt cap $3.4B
$20.66
▲ +3.30%
P/E
-33.52
Mkt Cap
$3.4B
52-Wk Range
$10.43–$29.90
52-Week Range
$10.43 - $29.90
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 25.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Proprietary digital freight marketplace with advanced matching algorithms
- Capital-light brokerage model with high-margin recurring revenue
- Integrated multi-service platform reducing customer switching costs
- Data-driven insights and real-time logistics visibility
- Established carrier and shipper network providing network effects
Bear Case
2 risks
- Above-average volatility (beta 2.0).
- Extreme premium - high expectations embedded
Growth
Turning profitable
E-commerce expansion driving increased freight demand
Value
Extreme premium - high expectations embedded
Momentum
Falling
-23.1% over 3m
Quality
Strong
Mixed fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying RXO right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of $0.06 vs $0.04 consensus (+67.2% surprise). Revenue of $1.8B vs $1.6B expected (+8.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+67.2%
Revenue trend · last 8Q
—
—
+70%
+57%
+53%
+37%
-12%
-1%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$930.0M
$1.0B
$1.7B
$1.4B
$1.4B
$1.4B
$1.5B
$1.4B
Margins · last 8Q
Gross
—
Operating
—
Profit
-2.5%
Wall Street consensus
11 analysts · 36% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
36%
Hold
45%
Sell
18%
Median Price Target
—
Latest: Citi · Aug 7, 2026
vs Industry
How RXO stacks vs Trucking
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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