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RXO Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
27.410
Open
27.400
VWAP
26.83
Vol
39.10K
Mkt Cap
4.49B
Low
26.540
Amount
1.05M
EV/EBITDA(TTM)
53.15
Total Shares
164.92M
EV
5.00B
EV/OCF(TTM)
108.61
P/S(TTM)
0.82
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.
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Events Timeline

(ET)
2026-05-20
08:40:00
RXO Releases Truckload Market Forecast, Spot Rates Up 16.5% YoY
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2026-05-19 (ET)
2026-05-19
08:40:00
RXO Expects May Truckload Gross Profit to Outperform Seasonal Trends
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2026-05-15 (ET)
2026-05-15
16:20:00
Major Averages Close Broadly Lower as Oil Prices Jump Again
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2026-05-15
12:00:00
Major Averages Broadly Lower as Tech Stocks Lag
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2026-05-15
10:10:00
RXO Inc. Stock Rises 8.5% to $19.00
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2026-05-14 (ET)
2026-05-14
11:30:00
U.S. Supreme Court Ruling Impacts Freight Brokers' Shares
select
link

News

NASDAQ.COM
6.5
05-30NASDAQ.COM
Finepoint Capital Increases RXO Holdings
  • Share Acquisition: Finepoint Capital disclosed a purchase of 684,829 RXO shares in Q1 2026, valued at approximately $10.05 million, indicating strong conviction in RXO's future performance amid improving industry conditions.
  • Position Value Increase: By quarter-end, Finepoint held a total of 10,073,618 RXO shares, with a position value of $147.28 million, reflecting a $28.60 million increase from the previous quarter, showcasing positive market sentiment towards RXO.
  • Market Recovery: RXO's stock price surged roughly 75% since the end of March, suggesting that the market is beginning to embrace the recovery narrative, despite flat first-quarter revenue and a drop in adjusted EBITDA from $22 million to $6 million.
  • Future Outlook: Finepoint's increased stake signals confidence in the industry's recovery, particularly with expectations of improving freight demand and pricing; RXO's managed transportation segment secured over $100 million in freight management contracts this quarter, highlighting significant market potential.
Fool
6.5
05-30Fool
Finepoint Capital Increases Stake in RXO Shares
  • Share Acquisition: Finepoint Capital LP disclosed a purchase of 684,829 RXO shares in Q1 2026, valued at approximately $10.05 million, indicating strong confidence in the company's future prospects.
  • Holding Position: By quarter-end, Finepoint held a total of 10,073,618 RXO shares, valued at about $147.28 million, reflecting a significant investment in the company.
  • Market Performance: RXO shares are priced at $25.58, up 62% over the past year, significantly outperforming the S&P 500's 28% increase, suggesting market recognition of its recovery potential.
  • Industry Outlook: Despite flat revenue in Q1, RXO's managed transportation segment secured over $100 million in freight management contracts during the quarter, indicating potential demand recovery, and Finepoint's increased stake suggests optimism for future growth.
Fool
5.0
05-25Fool
MFN Partners Acquires 532,276 Shares of RXO for $7.81 Million
  • Share Acquisition Details: According to an SEC filing on May 14, 2026, MFN Partners Management, LP acquired an additional 532,276 shares of RXO, with an estimated transaction value of $7.81 million, indicating increased confidence in RXO's potential.
  • Increased Position Value: Following this purchase, MFN Partners' position in RXO rose by $62.39 million, reflecting the positive impact of both new acquisitions and share price fluctuations on their investment portfolio.
  • Market Performance Analysis: As of May 13, 2026, RXO shares were priced at $19.81, marking a 19.19% increase over the past year, although it underperformed the S&P 500 by 7.27 percentage points, highlighting its competitive positioning in the market.
  • Industry Outlook: Despite RXO's trailing twelve-month revenue of $5.73 billion and ongoing losses, the surge in truckload spot rates has driven RXO's stock price significantly higher, prompting investors to monitor whether these market dynamics will translate into sustained profitability.
NASDAQ.COM
6.5
05-25NASDAQ.COM
MFN Partners Increases RXO Stake by 532,276 Shares
  • Stake Increase Details: MFN Partners Management, LP increased its RXO stake by 532,276 shares in Q1 2026, with an estimated transaction value of $7.81 million, reflecting the fund's confidence in RXO's growth potential.
  • Position Value Growth: Following this purchase, RXO's quarter-end position value rose to $410.97 million, an increase of $62.39 million from the previous quarter, indicating a positive market response to the stock.
  • Market Performance Analysis: RXO's stock price has increased by 19.19% over the past year, although it underperformed the S&P 500 by 7.27 percentage points, suggesting strengthening competitiveness and market demand in the transportation sector.
  • Financial Overview: Despite RXO's annual revenue reaching $5.73 billion, the company still faces a net loss of $105 million, indicating that its profitability has yet to fully align with market dynamics, prompting investors to monitor its future earnings potential.
Newsfilter
7.5
05-20Newsfilter
RXO's Truckload Spot Rate Index Hits Four-Year High
  • Index Reaches New High: RXO's Curve truckload spot rate index has hit its highest level in over four years during the second quarter, indicating a robust recovery in the transportation market driven by sustained demand and tightening carrier capacity.
  • Significant Year-over-Year Growth: In the first quarter, the Curve index saw a 16.5% year-over-year increase in spot rates, marking the highest level since Q3 2021, which suggests a notable price surge that has continued into the second quarter.
  • Increasing Supply-Demand Imbalance: The ongoing attrition of carrier capacity due to federal regulation enforcement has exacerbated the supply-demand imbalance, leading to rising truckload rates, particularly during the CVSA Roadcheck, where rates exceeded seasonal expectations and reached levels not seen since 2022.
  • Cost Pressures and Rate Increases: Despite muted shipper demand, carriers are under significant cost pressures from rising labor, capital, insurance, and diesel prices; the recent surge in rates has allowed them to partially offset these inflationary pressures, and any uptick in shipping volumes could accelerate rate increases further.
seekingalpha
9.5
05-19seekingalpha
RXO Shares Surge Over 7% on Positive Truckload Profit Outlook
  • Positive Profit Outlook: RXO now expects May truckload gross profit per load to remain unchanged, contrary to initial expectations of a decline, indicating strong performance amidst seasonal fluctuations and potentially boosting investor confidence.
  • Strong Operating Metrics: In April, RXO's full truckload volume outperformed the industry, showing a significant improvement despite a ~2% year-over-year decline, highlighting the company's competitive strength in the market.
  • Tightening Market Conditions: The recent CVSA International Roadcheck has tightened market conditions further, and RXO's close engagement with customers allowed it to secure significant spot opportunities, effectively offsetting pressure on its contractual business.
  • Comparative Industry Advantage: RXO's performance exceeded the Cass Freight Index by over 200 basis points, indicating a relative advantage in the industry that may attract more investor interest in its future growth potential.
Wall Street analysts forecast RXO stock price to rise
16 Analyst Rating
Wall Street analysts forecast RXO stock price to rise
3 Buy
11 Hold
2 Sell
Hold
Current: 0.000
sliders
Low
11.00
Averages
15.42
High
20.00
Current: 0.000
sliders
Low
11.00
Averages
15.42
High
20.00
BofA
Neutral
maintain
$25 -> $29
AI Analysis
2026-06-11
Reason
BofA
Price Target
$25 -> $29
AI Analysis
2026-06-11
maintain
Neutral
Reason
BofA raised the firm's price target on RXO Inc. to $29 from $25 and keeps a Neutral rating on the shares ahead of attending investor meetings with RXO Chief Strategy Officer Jared Weisfeld in London next week. The firm estimates Q2 adjusted EBITDA of $35M, near the high end of RXO's $27M-$37M forecast range, led by volume and gross margin upside, the analyst tells investors.
Stifel
Hold
to
Buy
upgrade
$22
2026-05-14
Reason
Stifel
Price Target
$22
2026-05-14
upgrade
Hold
to
Buy
Reason
Stifel upgraded RXO Inc. to Buy from Hold with a $22 price target. The firm sees a more favorable setup emerging into the balance of 2026, with the company positioned at the intersection of improving brokerage fundamentals and healthy idiosyncratic levers, the analyst tells investors in a research note. Stifel adds that while RXO's Q1 results were soft, the firm believes the underlying building blocks of recovery are increasingly in place, with stronger pricing discipline and incremental margin expansion looming later this year,
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for RXO
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Valuation Metrics

The current forward P/E ratio for RXO Inc (RXO.N) is 2500.00, compared to its 5-year average forward P/E of 164.80. For a more detailed relative valuation and DCF analysis to assess RXO Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
164.80
Current PE
2500.00
Overvalued PE
543.43
Undervalued PE
-213.83

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
39.13
Current EV/EBITDA
249.81
Overvalued EV/EBITDA
93.81
Undervalued EV/EBITDA
-15.56

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.55
Current PS
0.68
Overvalued PS
0.66
Undervalued PS
0.44

Financials

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Annual
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Whales Holding RXO

M
MFN Partners Management, LP
Holding
RXO
+13.91%
3M Return
O
Orbis Investment Management Limited
Holding
RXO
+12.20%
3M Return
S
Southeastern Asset Management, Inc.
Holding
RXO
+4.27%
3M Return

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Frequently Asked Questions

What is RXO Inc (RXO) stock price today?

The current price of RXO is 26.54 USD — it has decreased -2.46

What is RXO Inc (RXO)'s business?

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.

What is the price predicton of RXO Stock?

Wall Street analysts forecast RXO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RXO is15.42 USD with a low forecast of 11.00 USD and a high forecast of 20.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is RXO Inc (RXO)'s revenue for the last quarter?

RXO Inc revenue for the last quarter amounts to 1.43B USD, decreased -0.56

What is RXO Inc (RXO)'s earnings per share (EPS) for the last quarter?

RXO Inc. EPS for the last quarter amounts to -0.21 USD, increased 16.67

How many employees does RXO Inc (RXO). have?

RXO Inc (RXO) has 6906 emplpoyees as of June 17 2026.

What is RXO Inc (RXO) market cap?

Today RXO has the market capitalization of 4.49B USD.