RXO Reports Q1 2026 Earnings with Flat Revenue and Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 54 minutes ago
0mins
Should l Buy RXO?
Source: seekingalpha
- Earnings Overview: RXO's Q1 2026 Non-GAAP EPS stands at -$0.09, aligning with expectations, while revenue reaches $1.4 billion, flat year-over-year, exceeding market forecasts by $60 million, indicating the company's ability to maintain stable income.
- Second Quarter Outlook: The company anticipates adjusted EBITDA for Q2 2026 to range between $27 million and $37 million, suggesting that despite market challenges, RXO expects to sustain profitability.
- Brokerage Performance: In its brokerage segment, RXO expects overall volume growth to remain flat year-over-year, indicating that the company is optimizing operations to maintain market share amid uncertain market conditions.
- Financing Activity: RXO announces a $400 million offering of senior notes at a 6.375% interest rate due in 2031, aimed at enhancing liquidity and supporting future business development.
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Analyst Views on RXO
Wall Street analysts forecast RXO stock price to fall
16 Analyst Rating
3 Buy
11 Hold
2 Sell
Hold
Current: 19.620
Low
11.00
Averages
15.42
High
20.00
Current: 19.620
Low
11.00
Averages
15.42
High
20.00
About RXO
RXO, Inc. is a provider of asset-light transportation solutions. The Company offers tech-enabled truck brokerage services together with complementary solutions, including managed transportation and last-mile delivery. It combines massive capacity and cutting-edge technology to move freight through supply chains across North America. Its self-learning RXO Connect digital brokerage platform encompasses Freight Optimizer, as well as its mobile app, application programming interface (API) integrations, self-service dashboards and real-time functionality for transacting and tracking freight shipments. Its managed transportation service provides asset-light solutions for shippers who outsource their freight transportation. Its control tower solution leverages the expertise of a dedicated team focused on continuous improvement, and digital, door-to-door visibility into order status and freight in transit. Its last mile offering is an asset-light service that facilitates consumer deliveries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
RXO Reports Q1 2026 Earnings with Flat Revenue and Outlook
- Earnings Overview: RXO's Q1 2026 Non-GAAP EPS stands at -$0.09, aligning with expectations, while revenue reaches $1.4 billion, flat year-over-year, exceeding market forecasts by $60 million, indicating the company's ability to maintain stable income.
- Second Quarter Outlook: The company anticipates adjusted EBITDA for Q2 2026 to range between $27 million and $37 million, suggesting that despite market challenges, RXO expects to sustain profitability.
- Brokerage Performance: In its brokerage segment, RXO expects overall volume growth to remain flat year-over-year, indicating that the company is optimizing operations to maintain market share amid uncertain market conditions.
- Financing Activity: RXO announces a $400 million offering of senior notes at a 6.375% interest rate due in 2031, aimed at enhancing liquidity and supporting future business development.
See More
RXO to Release Q1 Financial Results on May 7, 2026
- Earnings Release Schedule: RXO will issue its Q1 financial results before the NYSE opens on May 7, 2026, with results available on www.rxo.com, reflecting the company's commitment to transparency.
- Conference Call Details: The company will hold a conference call at 8 a.m. EDT, accessible via live webcast or by calling +1 800-715-9871 toll-free from the U.S./Canada, ensuring broad investor participation.
- International Dial-in Information: International investors can join the call by dialing +1 646-307-1963, demonstrating the company's efforts to engage a global investor base and enhance its international market presence.
- Replay Availability: A replay of the call will be accessible through +1 800-770-2030 toll-free in the U.S./Canada and +1 609-800-9909 for international callers, available until May 14, 2026, ensuring that investors who missed the live event can still access the information.
See More
RXO Expands Marketplace to Offer Premium Freight Brokerage Experience
- Marketplace Expansion: RXO has announced the expansion of its RXO Extra™ marketplace, providing an exclusive freight brokerage experience for participating carriers, aimed at enhancing profitability and cash flow management.
- Revenue Enhancement: With the introduction of white-glove onboarding and increased visibility to digital loads, carriers can now generate additional revenue and access deeper discounts, maximizing their earning potential.
- Carrier Rewards Program: Core offerings of RXO Extra include a leading fuel card program and financial services, allowing carriers to enjoy discounts at over 3,900 locations, further improving operational efficiency.
- Commitment and Support: RXO demonstrates its commitment to professional drivers by enhancing marketplace features and rewards programs, aiming to help them save costs, operate more efficiently, and increase freight volume.
See More
RXO VP Katie White Named to 2026 Women in Trucking Top Women to Watch List
- Industry Recognition: RXO's VP Katie White has been named to the 2026 Women in Trucking Association's 'Top Women to Watch,' highlighting her significant contributions and leadership in the transportation sector.
- Legal and Compliance Integration: With 25 years of experience, Katie has successfully integrated complex legal and compliance policies to support RXO's acquisition of Coyote Logistics, enhancing operational standards across the organization.
- Employee Relations Advocacy: In 2025, she led a seven-week on-site initiative to engage directly with employees, strengthening front-line partnerships and promoting operational excellence, demonstrating her deep commitment to employee welfare.
- Support for Women in Leadership: Katie actively encourages women in the trucking industry to be bold and take on new responsibilities, sharing her knowledge to help RXO's female employees build confidence in their leadership roles.
See More
RXO Leaders Recognized as 2026 Pros to Know in Supply Chain
- Leaders Awarded: RXO's Sandeep Pisipati, Matt Carlson, and Alyssa Slaughter have been named 2026 Pros to Know in the supply chain industry, marking the fourth consecutive year the company has received this honor since its inception in 2022, highlighting its leadership and influence in the sector.
- Innovation Driven: Pisipati, as president of last mile operations, oversees over 11 million last mile deliveries annually, optimizing RXO's hub network in North America, which enhances the company's performance in customer service and operational efficiency.
- Technology Integration: Matt Carlson, vice president of product, is responsible for the technology roadmap of flagship systems like RXO Connect®, RXO Drive®, and Freight Optimizer, successfully integrating RXO's legacy platforms with Coyote Logistics, thereby boosting the company's technological competitiveness.
- Business Growth: Alyssa Slaughter, senior director of operations, manages strategic growth for three brokerage branches in Charlotte, N.C., recently achieving nearly a 10% increase in volume and implementing a
See More
Bank Stocks Decline While Fertilizer Stocks Rally Amid Supply Concerns
- Bank Stocks Decline: All 101 stocks in the State Street SPDR S&P Bank ETF (KBE) fell on Friday as the spread between the 2- and 10-year Treasury yields widened, with Western Alliance Bancorp down nearly 12%, indicating rising future inflation expectations that could compress banks' net interest margins and increase credit risk.
- Fertilizer Stocks Rally: Fertilizer stocks surged again due to tight supplies from the Iran conflict, with CF Industries climbing 5% to a new 52-week high and a week-to-date gain of about 17%, reflecting strong market expectations for fertilizer demand amid geopolitical tensions.
- Airline Stocks Under Pressure: United Airlines shares tumbled nearly 4% after CEO Scott Kirby warned that rising fuel prices would have a
See More
RXO Reports Q1 2026 Earnings with Flat Revenue and Outlook
- Earnings Overview: RXO's Q1 2026 Non-GAAP EPS stands at -$0.09, aligning with expectations, while revenue reaches $1.4 billion, flat year-over-year, exceeding market forecasts by $60 million, indicating the company's ability to maintain stable income.
- Second Quarter Outlook: The company anticipates adjusted EBITDA for Q2 2026 to range between $27 million and $37 million, suggesting that despite market challenges, RXO expects to sustain profitability.
- Brokerage Performance: In its brokerage segment, RXO expects overall volume growth to remain flat year-over-year, indicating that the company is optimizing operations to maintain market share amid uncertain market conditions.
- Financing Activity: RXO announces a $400 million offering of senior notes at a 6.375% interest rate due in 2031, aimed at enhancing liquidity and supporting future business development.
See More
RXO to Release Q1 Financial Results on May 7, 2026
- Earnings Release Schedule: RXO will issue its Q1 financial results before the NYSE opens on May 7, 2026, with results available on www.rxo.com, reflecting the company's commitment to transparency.
- Conference Call Details: The company will hold a conference call at 8 a.m. EDT, accessible via live webcast or by calling +1 800-715-9871 toll-free from the U.S./Canada, ensuring broad investor participation.
- International Dial-in Information: International investors can join the call by dialing +1 646-307-1963, demonstrating the company's efforts to engage a global investor base and enhance its international market presence.
- Replay Availability: A replay of the call will be accessible through +1 800-770-2030 toll-free in the U.S./Canada and +1 609-800-9909 for international callers, available until May 14, 2026, ensuring that investors who missed the live event can still access the information.
See More
RXO Expands Marketplace to Offer Premium Freight Brokerage Experience
- Marketplace Expansion: RXO has announced the expansion of its RXO Extra™ marketplace, providing an exclusive freight brokerage experience for participating carriers, aimed at enhancing profitability and cash flow management.
- Revenue Enhancement: With the introduction of white-glove onboarding and increased visibility to digital loads, carriers can now generate additional revenue and access deeper discounts, maximizing their earning potential.
- Carrier Rewards Program: Core offerings of RXO Extra include a leading fuel card program and financial services, allowing carriers to enjoy discounts at over 3,900 locations, further improving operational efficiency.
- Commitment and Support: RXO demonstrates its commitment to professional drivers by enhancing marketplace features and rewards programs, aiming to help them save costs, operate more efficiently, and increase freight volume.
See More
RXO VP Katie White Named to 2026 Women in Trucking Top Women to Watch List
- Industry Recognition: RXO's VP Katie White has been named to the 2026 Women in Trucking Association's 'Top Women to Watch,' highlighting her significant contributions and leadership in the transportation sector.
- Legal and Compliance Integration: With 25 years of experience, Katie has successfully integrated complex legal and compliance policies to support RXO's acquisition of Coyote Logistics, enhancing operational standards across the organization.
- Employee Relations Advocacy: In 2025, she led a seven-week on-site initiative to engage directly with employees, strengthening front-line partnerships and promoting operational excellence, demonstrating her deep commitment to employee welfare.
- Support for Women in Leadership: Katie actively encourages women in the trucking industry to be bold and take on new responsibilities, sharing her knowledge to help RXO's female employees build confidence in their leadership roles.
See More
RXO Leaders Recognized as 2026 Pros to Know in Supply Chain
- Leaders Awarded: RXO's Sandeep Pisipati, Matt Carlson, and Alyssa Slaughter have been named 2026 Pros to Know in the supply chain industry, marking the fourth consecutive year the company has received this honor since its inception in 2022, highlighting its leadership and influence in the sector.
- Innovation Driven: Pisipati, as president of last mile operations, oversees over 11 million last mile deliveries annually, optimizing RXO's hub network in North America, which enhances the company's performance in customer service and operational efficiency.
- Technology Integration: Matt Carlson, vice president of product, is responsible for the technology roadmap of flagship systems like RXO Connect®, RXO Drive®, and Freight Optimizer, successfully integrating RXO's legacy platforms with Coyote Logistics, thereby boosting the company's technological competitiveness.
- Business Growth: Alyssa Slaughter, senior director of operations, manages strategic growth for three brokerage branches in Charlotte, N.C., recently achieving nearly a 10% increase in volume and implementing a
See More
Bank Stocks Decline While Fertilizer Stocks Rally Amid Supply Concerns
- Bank Stocks Decline: All 101 stocks in the State Street SPDR S&P Bank ETF (KBE) fell on Friday as the spread between the 2- and 10-year Treasury yields widened, with Western Alliance Bancorp down nearly 12%, indicating rising future inflation expectations that could compress banks' net interest margins and increase credit risk.
- Fertilizer Stocks Rally: Fertilizer stocks surged again due to tight supplies from the Iran conflict, with CF Industries climbing 5% to a new 52-week high and a week-to-date gain of about 17%, reflecting strong market expectations for fertilizer demand amid geopolitical tensions.
- Airline Stocks Under Pressure: United Airlines shares tumbled nearly 4% after CEO Scott Kirby warned that rising fuel prices would have a
See More
