RXO, Inc.

RXO, Inc.

Industrials

NYSE:RXO · New York Stock Exchange

Market Cap $4.68B Beta 1.97 P/E (TTM) -45.7
$28.35 -0.53%

-$0.15 today

52W Low $10.43High $29.86

Vol 1.25M · Avg 2.29M

EPS (TTM)-$0.62
Trucking

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

-6.5%

avg 1.4%

ROIC

-0.3%

avg 3.4%

ROA

-3.1%

avg 0.4%

Analysis

ROIC is currently the strongest return metric at -0.3% versus its period average of 3.4%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Drew Wilkerson

Chairman & Chief Executive Officer$1.25M42$430,475.000.26%

James E. Harris

Chief Financial Officer$935,503.0064$239,655.000.15%

Jeff Firestone

Chief Legal Officer$820,750.0055$134,894.000.08%

Daniel Morris

Chief Accounting Officer$9,715.00<0.01%

Demetri Venetis

President of Freight Forwarding

Jason S. Kerr

Executive Officer49$9,715.00<0.01%

Louis J. Amo

President of Truck Brokerage$0.00<0.01%

Lyndon Cron

Senior Vice President of Sales

Alyssa Myers

Chief Technology Officer

Nina Reinhardt

Chief Communications Officer

Jared Ian Weisfeld

Chief Strategy Officer

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

6

$6.98M

Sells

1

$385,778.51

Net Sentiment

+$6.59M

Net buying

Most Active

Wilkerson Andrew M.

2 transactions

DateInsiderTypeSharesPriceValue
Feb 12, 2026

MFN Partners, LP

Direct

Buy532.3K$12.00$6,387,312.00
Nov 20, 2025

Cooper Troy A.

Direct

Buy8.3K$10.61$88,243.37
Nov 17, 2025

Kingshott Adrian

Direct

Buy9.3K$10.75$100,512.50
Nov 10, 2025

Wilkerson Andrew M.

Indirect

Buy7.8K$12.88$100,142.00
Nov 10, 2025

Kerr Jason S.

Direct

Sell33.3K$11.57$385,778.51
Nov 10, 2025

Wilkerson Andrew M.

Direct

Buy3.9K$12.80$49,280.00
Nov 7, 2025

Szlosek Thomas A

Indirect

Buy20.3K$12.37$251,209.96

Analysis

Insiders reported 6 buys worth $6.98M and 1 sells worth $385,778.51 over the last 12 months. That adds up to net buying of $6.59M. Wilkerson Andrew M. was the most active insider with 2 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/A-55.1%
+78.0% (5yr)2 analysts
RevenueN/AN/A+5.4%
+12.7% (5yr)5 analysts
Net IncomeN/AN/A-54.7%
+81.5% (5yr)5 analysts
EBITN/AN/A-13.4%
+26.6% (5yr)5 analysts

Analysis

Recent growth has been strongest in Revenue at +5.4% over three years. Forward estimates point to Net Income at +81.5% (5yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages RXO?

RXO, Inc. (RXO) lists 11 active executives. The top listed executive is Daniel Morris, Chief Accounting Officer.

Are RXO insiders buying or selling?

Recent insider activity shows net buying of $228.01M.

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