RXO

RXO Inc

Add to Watchlist

Advanced Chart

12.490

-1.06(-7.823%)1D

Line

Candle

YTD

High

13.240

Open

13.160

VWAP

12.50

Vol

3.25M

Mkt Cap

2.05B

Low

12.165

Amount

40.62M

EV/EBITDA(TTM)

19.55

Total Shares

117.55M

2.60B

EV/OCF(TTM)

70.27

P/S(TTM)

0.38

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q2

FY2026Q1

FY2025Q4

1.51B

+6.58%

0.098

+145.25%

1.48B

+3.59%

0.015

-150.73%

1.55B

-6.78%

0.072

+20.03%

Estimates Revision

The market is revising No Change the revenue expectations for RXO, Inc. (RXO) for FY2025, with the revenue forecasts being adjusted by 0% over the past three months. During the same period, the stock price has changed by -14.28%.

Revenue Estimates for FY2025

No Change

0.00%

In Past 3 Month

EPS Estimates for FY2025

No Change

0.00%

In Past 3 Month

Stock Price

Go Down

-14.28%

In Past 3 Month

15 Analyst Rating

29.94% Upside

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 is 16.23 USD with a low forecast of 10.00 USD and a high forecast of 22.00 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.

2 Buy

10 Hold

3 Sell

Hold

29.94% Upside

Current: 12.490

Low

10.00

Averages

16.23

High

22.00

29.94% Upside

Current: 12.490

Low

10.00

Averages

16.23

High

22.00

Barclays

Brandon Oglenski

Overweight

downgrade

$17 -> $15

2025-11-07

New

Reason

Barclays

Brandon Oglenski

Price Target

$17 -> $15

2025-11-07

New

downgrade

Overweight

Reason

Barclays analyst Brandon Oglenski lowered the firm's price target on RXO Inc. to $15 from $17 and keeps an Overweight rating on the shares post the Q3 report. The company's Q4 outlook is materially below expectations and sets up for a fourth year in 2026 of trough level earnings forecasts, the analyst tells investors in a research note.

BofA

Neutral

downgrade

$18 -> $16

2025-11-06

New

Reason

BofA

Price Target

$18 -> $16

2025-11-06

New

downgrade

Neutral

Reason

BofA lowered the firm's price target on RXO Inc. to $16 from $18 and keeps a Neutral rating on the shares after the company reported Q3 results and issued a Q4 EBITDA target significantly below BofA and the Street's forecast. Following the report and guidance, the firm lowered its FY26 and FY27 EPS estimates by 61% and 39%, respectively.

Truist

Buy

upgrade

$20 -> $22

2025-10-14

Reason

Truist

Price Target

$20 -> $22

2025-10-14

upgrade

Buy

Reason

Truist raised the firm's price target on RXO Inc. to $22 from $20 and keeps a Buy rating on the shares as part of a broader research note previewing Q3 results among Freight & Logistics companies. The quarter will broadly reflect a freight market that is stabilizing but not yet expanding, and while carrier exits, regulatory tightening, and balanced pricing are gradually setting the stage for normalization, a sustained rebound will depend on a more meaningful recovery in demand, the analyst tells investors in a research note. Truist adds that it expects the management tone during earnings season to remain cautious but constructive, emphasizing cost discipline, network efficiency, and the potential for macro catalysts.

Barclays

Brandon Oglenski

Overweight

downgrade

$18 -> $17

2025-08-12

Reason

Barclays

Brandon Oglenski

Price Target

$18 -> $17

2025-08-12

downgrade

Overweight

Reason

UBS

Neutral

maintain

$14 -> $15

2025-08-08

Reason

UBS

Price Target

$14 -> $15

2025-08-08

maintain

Neutral

Reason

UBS raised the firm's price target on RXO Inc. to $15 from $14 and keeps a Neutral rating on the shares.

TD Cowen

Hold

maintain

$15 -> $16

2025-08-08

Reason

TD Cowen

Price Target

$15 -> $16

2025-08-08

maintain

Hold

Reason

TD Cowen raised the firm's price target on RXO Inc. to $16 from $15 and keeps a Hold rating on the shares. The firm said results came in above expectations in Q2 as LTL strength and Last Mile drove the beat, TL volumes trended lower. Q3 guidance at the midpoint calls for a similar quarter sequentially and does not assume volume improvement off of July as peak remains uncertain.

See All Ratings

Valuation Metrics

The current forward P/E ratio for RXO Inc (RXO.N) is 60.82, compared to its 5-year average forward P/E of 61.73. For a more detailed relative valuation and DCF analysis to assess RXO Inc 's fair value, click here.

Forward PE
Forward EV/EBITDA
Forward PS

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.

Fair

5Y Average PE

61.73

Current PE

60.82

Overvalued PE

80.26

Undervalued PE

43.19

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.

Fair

5Y Average EV/EBITDA

20.09

Current EV/EBITDA

18.07

Overvalued EV/EBITDA

24.21

Undervalued EV/EBITDA

15.96

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.

N/A

5Y Average PS

0.73

Current PS

13.55

Overvalued PS

2.33

Undervalued PS

-0.87