RXO - NYSE

RXO, Inc.

RXO·NYSE

$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.

Statements Value Model

At a Glance

Live Snapshot

Market Cap$4.42B

EPS-0.5900

P/E Ratio-45.47

Earnings Date08/06/2026

-0.26%

Return on Invested Capital

-88%

3Y-103.0%

5Y-107.0%

10Y-

-6.49%

Return on Equity

-64%

3Y-141.0%

5Y-261.0%

10Y-

-3.05%

Return on Assets

-64%

3Y-167.0%

5Y-233.0%

10Y-

RXO, Inc. Management Team

RXO · NYSE

Mr. Jason S. Kerr

Chief Accounting Officer

Born 1977(Age 49)

male

Ms. Nina Reinhardt

Chief Communications Officer

female

Mr. Drew M. Wilkerson

Chief Executive Officer & Director

Compensation

$1,180,136

Born 1984(Age 42)

male

Mr. James E. Harris

Chief Financial Officer

Compensation

$933,887

Born 1962(Age 64)

male

Mr. Yoav Amiel

Chief Information Officer

male

Mr. Jeff Firestone

Chief Legal Officer

Compensation

$1,265,573

Born 1971(Age 55)

male

Mr. Jared Ian Weisfeld

Chief Strategy Officer

male

Mr. Demetri Venetis

President of Freight Forwarding

male

Mr. Louis J. Amo

President of Truck Brokerage

male

Mr. Lyndon Cron

Senior Vice President of Sales

male

INSIDER TRANSACTIONS

RXO, Inc. Insider Positioning

RXO · 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

0.00

Sold

0.00

Net Activity

+$0

3-6 Months

Bought

532.3K

6.39M

Sold

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

0.00

Sold

0.00

Net Activity

+$0

Top Buyers

MPL

Mfn Partners, Lp

10 Percent Owner

532.3K shares•1 transactions

$6.39M

STA

Szlosek Thomas A

Director

20.3K shares•1 transactions

$251K

Kingshott Adrian

Director

9.3K shares•1 transactions

$101K

WAM

Wilkerson Andrew M.

Director, Officer: Chief Executive Officer

7.8K shares•1 transactions

$100K

CTA

Cooper Troy A.

Director

8.3K shares•1 transactions

$88K

Top Sellers

KJS

Kerr Jason S.

Officer: Chief Accounting Officer

33.3K shares•1 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 selling—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.

SEC PROXY FILINGS

SEC Filings

RXO - Filing history and reports

Filing Type	Filing Date	Period Ending	Fiscal Year	Actions
DEF 14A DEF 14A 2026 N/A	March 30, 2026	May 12, 2026	2026	View Filing
DEF 14A DEF 14A 2025 N/A	April 02, 2025	May 21, 2025	2025	View Filing
DEF 14A DEF 14A 2024 N/A	October 28, 2024	December 05, 2024	2024	View Filing
DEF 14A DEF 14A 2024 N/A	April 09, 2024	May 20, 2024	2024	View Filing
DEF 14A DEF 14A N/A	April 06, 2023	April 06, 2023		View Filing

Showing 1 to 5 of 5 filings

Research Paths

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Snapshot

Start with context, operating signals, and key market metrics.

Value Model

Stress test fair value across bear, base, and bull assumptions.

Statements

Validate revenue quality, margins, and balance sheet durability.

Earnings Call

Read management commentary and compare it with reported outcomes.

Dividends

Check payout sustainability and long-term distribution behavior.

Analyst Expectations

Review consensus spread and where estimate risk is concentrated.