LIVE

RXO

RXO, Inc.

RXO

NYSE·Industrials·Trucking·Mkt cap $4.6B

$26.61

-4.07%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$10.43 - $29.86

P/E

-43.17

Fwd P/E

512.89

Beta

1.97

Div Yield

0.00%

Avg Vol

2.4M

Shares Out

164.7M

Mkt Cap

$4.6B

Price action

Price chart

Up 64.7% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Hot

+85.7% over 3m

Quality

Thin

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 30, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of -$0.09 vs -$0.09 consensus (0.0% surprise). Revenue of $1.4B vs $1.3B expected (+6.2%). Beat on both top and bottom lines.

EPS beat 0.0%
Rev beat +6.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

0.0%

Next: Apr 30, 2026

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

10 analysts · 30% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

30%

Hold

6

60%

Sell

1

10%

Median Price Target

$22.00

-17.3% vs $26.61

Low $18.00
Median $22.00
High $26.00

Latest: UBS · Jun 30, 2026

7 analysts covering

vs Industry

How RXO stacks vs Trucking

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.