RXO, Inc.

RXO, Inc.

RXOยทNYSE

$26.83

+0.34%
IndustrialsTrucking

RXO provides truckload freight transportation brokerage in the United States. The company, through a proprietary digital freight marketplace, offers access to truckload capacity and complementary brokered services of managed transportation, last mile, and freight forwarding. The company is based in Charlotte, North Carolina.

At a Glance

Live Snapshot
Market Cap$4.42B
EPS-0.5900
P/E Ratio-45.47
Earnings Date08/06/2026
rxo

RXO, Inc. Street Expectations Map

RXO ยท NYSE

Wall Street analysts project that RXO stock may decline over the coming 12 months. The consensus 1-year price target stands at 20.38, with estimates ranging from a low of 15.00 to a high of 26.00.

Lowest Target
15.00
-44.09%
Consensus Target
20.38
-24.04%
Highest Target
26.00
-3.09%

The consensus 1-year price target stands at 20.38, with estimates ranging from a low of 15.00 to a high of 26.00.

Analyst Consensus Analysis

Upside Potential

-24.0%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

54.0% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

0.07x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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RXO, Inc. Forward Estimates of Revenue

RXO ยท NYSE
Latest Revenue
5.74B
FY 2025
Avg Estimate
5.98B
FY 2026
Estimate Range
5.72B - 6.41B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.1%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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RXO, Inc. Forward Estimates of Net Income

RXO ยท NYSE
Latest Net Income
-100.00M
FY 2025
Avg Estimate
30.76M
FY 2026
Estimate Range
10.25M - 51.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+130.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread133%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

rxo

RXO, Inc. Forward Estimates of EPS

RXO ยท NYSE
Latest EPS
-0.59
FY 2025
Avg Estimate
$0.18
FY 2026
Estimate Range
$0.08 - $0.38
Analyst Spread

Forward Growth Analysis

Projected Growth+131.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread167%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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RXO, Inc. Forward Estimates of EBIT

RXO ยท NYSE
Latest EBIT
-7.00M
FY 2025
Avg Estimate
127.90M
FY 2026
Estimate Range
122.34M - 137.29M
Analyst Spread

Forward Growth Analysis

Projected Growth+1927.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

rxo

RXO, Inc. Forward Estimates of EBITDA

RXO ยท NYSE
Latest EBITDA
109.00M
FY 2025
Avg Estimate
240.27M
FY 2026
Estimate Range
229.84M - 257.92M
Analyst Spread

Forward Growth Analysis

Projected Growth+120.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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RXO, Inc. Forward Estimates of SG&A Expense

RXO ยท NYSE
Latest SG&A Expense
832.00K
FY 2025
Avg Estimate
458.85M
FY 2026
Estimate Range
438.93M - 492.55M
Analyst Spread

Forward Growth Analysis

Projected Growth+55050.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

rxo

RXO, Inc. Insider Positioning

RXO ยท NYSE

During the last 12 months, insiders have purchased $6.93M and sold $386K worth of RXO shares, resulting in $6.54M of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

532.3K

6.39M

Sold

0

0.00

Net Activity

+6.4M

+$6.39M

6-9 Months

Bought

45.8K

540.11K

Sold

33.3K

385.78K

Net Activity

+154K

+$154K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
MPL

Mfn Partners, Lp

10 Percent Owner

532.3K sharesโ€ข1 transactions

$6.39M

2
STA

Szlosek Thomas A

Director

20.3K sharesโ€ข1 transactions

$251K

3
KA

Kingshott Adrian

Director

9.3K sharesโ€ข1 transactions

$101K

4
WAM

Wilkerson Andrew M.

Director, Officer: Chief Executive Officer

7.8K sharesโ€ข1 transactions

$100K

5
CTA

Cooper Troy A.

Director

8.3K sharesโ€ข1 transactions

$88K

Top Sellers

1
KJS

Kerr Jason S.

Officer: Chief Accounting Officer

33.3K sharesโ€ข1 transactions

$386K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $6.54M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

17.96:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Insider Participation

High Buying

5 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.