RXO

RXO Inc

May 15 • 04:00PM ET

18.69

+1.18 6.74 %

Industrials • Trucking • USA • Mid • NYSE

May 15, 10:00 AMStifel upgrades RXO to Buy from Hold, raises price target to $22 on improving brokerage fundamentals

Peers: XPO WERN ARCB HTLD TFII

| Held by: IJR VTI IWM VB VBK VXF IJS SPSM IWN SLYV

Scroll to Statements

Index	RUT	P/E	-	EPS (ttm)	-0.62	Insider Own	0.77%	Shs Outstand	164.87M	Perf Week	-14.07%
Market Cap	3.08B	Forward P/E	38.36	EPS next Y	0.49	Insider Trans	76.39%	Shs Float	163.65M	Perf Month	3.95%
Enterprise Value	3.76B	PEG	-	EPS next Q	0.02	Inst Own	111.45%	Short Float	8.45%	Perf Quarter	38.34%
Income	-105.00M	P/S	0.54	EPS this Y	206.25%	Inst Trans	-1.25%	Short Ratio	6.52	Perf Half Y	51.21%
Sales	5.73B	P/B	2.04	EPS next Y	1046.34%	ROA	-3.20%	Short Interest	13.83M	Perf YTD	47.86%
Book/sh	9.15	P/C	140.11	EPS next 5Y	-	ROE	-6.78%	52W High	23.37 -20.03%	Perf Year	9.49%
Cash/sh	0.13	P/FCF	-	EPS past 3/5Y	- -	ROIC	-4.95%	52W Low	10.43 79.28%	Perf 3Y	-2.66%
Dividend Est.	-	EV/EBITDA	39.99	Sales past 3/5Y	6.18% 11.33%	Gross Margin	17.35%	Volatility	9.24% 6.37%	Perf 5Y	-
Dividend TTM	-	EV/Sales	0.66	EPS Y/Y TTM	71.44%	Oper. Margin	-0.28%	ATR (14)	1.43	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.27	Sales Y/Y TTM	13.10%	Profit Margin	-1.83%	RSI (14)	50.10	Recom	2.74
Dividend Gr. 3/5Y	- -	Current Ratio	1.27	EPS Q/Q	-15.39%	SMA20	-4.56%	Beta	1.78	Target Price	21.27
Payout	-	Debt/Eq	0.46	Sales Q/Q	-0.56%	SMA50	12.94%	Rel Volume	2.00	Prev Close	17.51
Employees	9218	LT Debt/Eq	0.41	Earnings	May 07 BMO	SMA200	20.33%	Avg Volume	2.12M	Price	18.69
IPO	Oct 27, 2022	Option/Short	Yes / Yes	EPS/Sales Surpr.	7.31% 6.18%	Trades		Volume	4,236,342	Change	6.74%

Date	Action	Analyst	Rating Change	Price Target Change
May-15-26	Upgrade	Stifel	Hold → Buy	$22
May-08-26	Reiterated	TD Cowen	Hold	$14 → $21
May-08-26	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$22
Nov-14-25	Upgrade	Wolfe Research	Underperform → Peer Perform
Nov-11-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight
Apr-04-25	Downgrade	Oppenheimer	Outperform → Perform
Mar-13-25	Initiated	Truist	Buy	$24
Mar-07-25	Initiated	Deutsche Bank	Hold	$19
Nov-18-24	Resumed	Goldman	Neutral	$29
Nov-12-24	Downgrade	Citigroup	Buy → Neutral	$33
Nov-11-24	Resumed	Wells Fargo	Equal Weight	$31
Oct-09-24	Initiated	Citigroup	Buy	$33
May-15-24	Resumed	Raymond James	Mkt Perform
May-03-24	Reiterated	TD Cowen	Hold	$19 → $20
Feb-09-24	Reiterated	TD Cowen	Market Perform	$16.50 → $19.50
Feb-08-24	Downgrade	BofA Securities	Buy → Neutral
Jan-10-24	Downgrade	Vertical Research	Buy → Hold
Oct-11-23	Downgrade	JP Morgan	Neutral → Underweight	$17 → $16
Aug-31-23	Downgrade	Susquehanna	Neutral → Negative	$19 → $14
Jul-12-23	Downgrade	Wolfe Research	Peer Perform → Underperform	$18

Show Previous Ratings

May-15-26 09:45AM	Cisco upgraded, Doximity downgraded: Wall Street's top analyst calls (The Fly) +6.74%
May-14-26 03:12PM	Whats next after Montgomery? Likely a boost to the bigger 3PLs (FreightWaves) -11.61%
May-11-26 11:49AM	Proficients 1Q earnings: tough quarter, better 2Q ahead, stock takes a dive (FreightWaves)
May-07-26 08:55PM	RXO, Inc. Q1 2026 Earnings Call Summary (Moby) +17.79% -5.88%
02:30PM	RXOs tech turnaround: why investors are watching (FreightWaves)
07:40AM	Loading…
07:40AM	RXO Stock Rises as the Shipping Company's Earnings Allay Amazon Fears (Barrons.com)
06:45AM	First look: RXO optimistic about 2Q after a tough first quarter (FreightWaves)
06:39AM	RXO: Q1 Earnings Snapshot (Associated Press)
06:30AM	RXO Announces First-Quarter Results and Second-Quarter Outlook (Business Wire)
May-06-26 07:42AM	This billionaire's blueprint for a 200-bagger: Why you're thinking too small in a world of 'infinite capital' (MarketWatch) +7.86%
May-05-26 06:31AM	Amazon Expands Logistics Offering to External Shippers; Transport Stocks Slide (InvestorsHub)
Apr-02-26 08:30AM	RXO Schedules First-Quarter 2026 Earnings and Investor Conference Call for May 7, 2026 (Business Wire)
Mar-26-26 08:30AM	RXO Announces Expansion of RXO Extra Carrier Rewards Program, Providing Truckers With More Benefits (Business Wire)
Mar-24-26 08:30AM	Women in Trucking Association Names RXO Leader a 2026 Top Woman to Watch in Transportation (Business Wire)
Mar-17-26 08:30AM	RXO Leaders Recognized by Supply & Demand Chain Executive as "Pros to Know" for Fourth Consecutive Year (Business Wire) +8.70%
11:04PM	Loading…
Mar-05-26 11:04PM	3 Reasons to Sell RXO and 1 Stock to Buy Instead (StockStory) -6.53% -11.07%
Mar-02-26 10:36PM	Ground Transportation Stocks Q4 Recap: Benchmarking RXO (NYSE:RXO) (StockStory)
Feb-26-26 12:30PM	RXO launches Middle Mile Solutions (FreightWaves) +5.84%
Feb-25-26 08:30AM	RXO Launches Comprehensive Middle Mile Solutions, Streamlining Logistics from Dock to Door (Business Wire)
Feb-24-26 02:08PM	RXO: TL market seeing biggest structural change since deregulation (FreightWaves)
10:16AM	RXO, Inc. (RXO): A Bear Case Theory (Insider Monkey)
08:30AM	RXO Announces Participation at Upcoming Investor Conferences (Business Wire)
Feb-23-26 11:40AM	ZTO vs. RXO: Which Stock Is the Better Value Option? (Zacks) -6.98%
08:30AM	RXO Releases the Latest Curve Freight Market Forecast (Business Wire)
Feb-19-26 05:48PM	RXO CEO on fears of AI disruption: This business is about scale, relationships, and service (CNBC TV)
Feb-14-26 08:30AM	The stock market is reflecting fears of an AI apocalypse for white-collar jobs (MarketWatch)
Feb-13-26 04:19PM	Tesla Stock Edges Up. Friday the 13th Was a Winner. (Barrons.com) +9.77%
10:58AM	How a Former Karaoke Company Slammed Freight Stocks and What to Buy Now (Barrons.com)
07:17AM	Tesla Stock Is Down. How It Trades on Friday the 13th. (Barrons.com)
07:00AM	New territory: RXO debt rating from Moodys now below investment-grade cutoff (FreightWaves)
12:34AM	Loading…
12:34AM	5 Revealing Analyst Questions From RXO's Q4 Earnings Call (StockStory)
Feb-12-26 11:29AM	C.H. Robinson stock tumbles amid freight sector AI disruption fears (Investing.com) -20.45%
07:05AM	New Strong Sell Stocks for February 12th (Zacks)
Feb-11-26 05:41PM	RXO Prices $400 Million Senior Notes Offering (Business Wire)
Feb-10-26 08:32AM	RXO Launches $400 Million Senior Notes Offering (Business Wire)
Feb-09-26 11:31PM	3 Stocks Under $50 with Questionable Fundamentals (StockStory) -5.03%
06:40PM	RXO Stock Sees Relative Strength Rating Improve To 74 (Investor's Business Daily)
Feb-07-26 12:32AM	RXO Q4 Deep Dive: Margin Pressures Persist Amid Freight Market Tightness and Integration Efforts (StockStory)
12:08AM	RXO Q4 Earnings Call Highlights (MarketBeat)
Feb-06-26 03:33PM	Tight Truckload Capacity Among Factors in RXO's Q4 Net Loss (Transport Topics)
02:01PM	RXO Inc (RXO) Q4 2025 Earnings Call Highlights: Navigating Market Challenges with Strategic ... (GuruFocus.com)
12:41PM	Another tough quarter so RXO emphasizes its AI tools, spot market growth (FreightWaves)
09:30AM	Here's What Key Metrics Tell Us About RXO (RXO) Q4 Earnings (Zacks)
07:40AM	RXO (RXO) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
06:49AM	RXO: Q4 Earnings Snapshot (Associated Press Finance)
06:45AM	First look: Tough market for brokers evident in RXO 4Q earnings (FreightWaves)
06:44AM	RXO (NYSE:RXO) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings, Stock Drops (StockStory)
06:30AM	RXO Announces Fourth-Quarter Results (Business Wire)
Feb-05-26 11:40AM	ZTO or RXO: Which Is the Better Value Stock Right Now? (Zacks)
Feb-04-26 10:01PM	RXO Earnings: What To Look For From RXO (StockStory) +6.96%
Jan-30-26 10:00AM	Earnings Preview: RXO (RXO) Q4 Earnings Expected to Decline (Zacks)
08:30AM	RXO Announces Participation at Upcoming Investor Conferences (Business Wire)
Jan-22-26 11:03PM	3 Reasons RXO is Risky and 1 Stock to Buy Instead (StockStory)
10:36PM	Reflecting On Ground Transportation Stocks' Q3 Earnings: RXO (NYSE:RXO) (StockStory)
Jan-06-26 08:30AM	RXO Schedules Fourth-Quarter 2025 Earnings and Investor Conference Call for February 6, 2026 (Business Wire) +8.45%
Dec-29-25 02:50PM	Why RXO (RXO) Stock Is Down Today (StockStory)
Dec-17-25 01:00PM	RXO (RXO) Stock Trades Down, Here Is Why (StockStory) -5.12%
07:20AM	RXO Inc. price target raised to $16 from $15 at Stifel (TipRanks)
Dec-15-25 01:56PM	Brad Jacobs to Step Down as Chairman of XPO and GXO (Transport Topics)
Dec-11-25 09:29AM	RXO Recognized as a Leader in the 2025 Gartner Magic Quadrant for Fourth-Party Logistics (Business Wire)
Dec-04-25 02:18PM	RXO, Inc. (RXO): A Bear Case Theory (Insider Monkey)
Dec-03-25 03:26PM	Why Are RXO (RXO) Shares Soaring Today (StockStory) +6.09%
Nov-20-25 03:01PM	RXO flags fragile TL capacity makeup entering 2026 (FreightWaves)
08:30AM	RXOs Latest Curve Freight Market Forecast Shows Third-Consecutive Quarter of Decelerating Spot Rate Growth (Business Wire)
Nov-17-25 11:32PM	1 Growth Stock with Explosive Upside and 2 We Brush Off (StockStory)
08:30AM	RXO Announces Participation at Upcoming Investor Conferences (Business Wire)
Nov-14-25 02:00PM	Why RXO (RXO) Stock Is Trading Up Today (StockStory)
Nov-13-25 12:39AM	The Top 5 Analyst Questions From RXO's Q3 Earnings Call (StockStory) -14.00%
Nov-12-25 12:06PM	Why RXO (RXO) Stock Is Up Today (StockStory)
Nov-10-25 03:21PM	RXO (RXO) Stock Trades Down, Here Is Why (StockStory) -7.77%
10:31AM	RXO Q3 Deep Dive: Margin Squeeze Driven by Regulatory Capacity Exits and Weak Demand (StockStory)
Nov-06-25 03:02PM	RXO faces a rate squeeze: what it means for the 3PL (FreightWaves) -23.10%
02:10PM	RXO Inc (RXO) Q3 2025 Earnings Call Highlights: Strong LTL Growth Amidst Market Challenges (GuruFocus.com)
09:30AM	Here's What Key Metrics Tell Us About RXO (RXO) Q3 Earnings (Zacks)
07:52AM	First look: Wall Street wallops RXO after earnings release (FreightWaves)
07:40AM	RXO (RXO) Lags Q3 Earnings and Revenue Estimates (Zacks)
06:55AM	RXO's (NYSE:RXO) Q3 Earnings Results: Revenue In Line With Expectations But Stock Drops 15% (StockStory)
06:37AM	RXO: Q3 Earnings Snapshot (Associated Press Finance)
06:30AM	RXO Announces Third-Quarter Results (Business Wire)
Nov-05-25 10:20AM	Do Options Traders Know Something About RXO Stock We Don't? (Zacks)
Nov-04-25 10:18PM	RXO (RXO) Reports Q3: Everything You Need To Know Ahead Of Earnings (StockStory)
09:40AM	Expeditors International (EXPD) Beats Q3 Earnings and Revenue Estimates (Zacks)
Oct-30-25 10:00AM	Analysts Estimate RXO (RXO) to Report a Decline in Earnings: What to Look Out for (Zacks)
12:34AM	1 Stock Under $50 to Keep an Eye On and 2 We Brush Off (StockStory)
Oct-06-25 08:30AM	RXO Schedules Third-Quarter Earnings and Investor Conference Call for November 6, 2025 (Business Wire) +5.23%
Oct-03-25 05:23PM	Forget Airlines-These Trucking Stocks Are Shifting Into High Gear (MarketBeat)
01:05PM	Why RXO (RXO) Stock Is Trading Up Today (StockStory)
Sep-24-25 11:37PM	Ground Transportation Stocks Q2 Teardown: RXO (NYSE:RXO) Vs The Rest (StockStory) -5.20%
09:08AM	RXO (RXO) Traded Down as Results Fell Short of Expectations (Insider Monkey)
Sep-12-25 07:00AM	Moodys cuts Odyssey rating amid weak freight market (FreightWaves)
Sep-11-25 02:15PM	Barclays Maintains Buy Rating on RXO, Cites Strong Q2 Performance, AI-Driven Productivity Gains (Insider Monkey)
Sep-08-25 08:30AM	Supply & Demand Chain Executive Names Three RXO Leaders as Recipients of 2025 Women in Supply Chain Award (Business Wire)
Sep-03-25 08:30AM	RXO Releases New Insights on Industry-Specific KPIs Within Logistics (Business Wire)
Aug-22-25 08:30AM	RXO Announces Participation at Upcoming Investor Conferences (Business Wire) +15.44%
12:37AM	1 High-Flying Stock to Target This Week and 2 We Avoid (StockStory)
Aug-20-25 12:01AM	A Bet on QXO Stock Is a Bet on This Billionaire. Why It's Time to Buy. (Barrons.com) -5.18%
Aug-14-25 01:39AM	RXO's Q2 Earnings Call: Our Top 5 Analyst Questions (StockStory)
12:01AM	3 Reasons RXO is Risky and 1 Stock to Buy Instead (StockStory)
Aug-13-25 08:30AM	RXO's Latest Curve Forecast Shows Measured Truckload Market Recovery (Business Wire)
Aug-11-25 09:37AM	RXO Q2 Deep Dive: Technology Integration and LTL Growth Offset Ongoing Truckload Headwinds (StockStory)

RXO, Inc. engages in providing asset-light transportation solutions. It also offers managed transportation, freight forwarding, and last mile delivery. The company was founded on May 5, 2022 and is headquartered in Charlotte, NC.

Chairman & CEOMr. Drew M. Wilkerson

Chief Financial OfficerMr. James E. Harris

Chief Legal OfficerMr. Jeff Firestone

Chief Accounting OfficerMr. Daniel Morris

Chief Technology OfficerMs. Alyssa Myers

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Wilkerson Andrew M.	Chief Executive Officer	May 02 '26	Option Exercise	0.00	92,931	0	202,928	May 04 04:30 PM
Wilkerson Andrew M.	Chief Executive Officer	Mar 22 '26	Option Exercise	0.00	52,768	0	132,920	Mar 24 04:36 PM
Kerr Jason S.	Chief Accounting Officer	Mar 22 '26	Option Exercise	0.00	2,030	0	49,325	Mar 24 04:34 PM
HARRIS JAMES E	Chief Financial Officer	Mar 22 '26	Option Exercise	0.00	12,989	0	135,774	Mar 24 04:33 PM
Firestone Jeffrey D.	Chief Legal Officer	Mar 22 '26	Option Exercise	0.00	11,771	0	107,846	Mar 24 04:31 PM
Wilkerson Andrew M.	Chief Executive Officer	Feb 28 '26	Option Exercise	0.00	52,923	0	103,142	Mar 03 04:34 PM
Kerr Jason S.	Chief Accounting Officer	Feb 28 '26	Option Exercise	0.00	2,036	0	48,288	Mar 03 04:34 PM
HARRIS JAMES E	Chief Financial Officer	Feb 28 '26	Option Exercise	0.00	13,028	0	128,445	Mar 03 04:33 PM
Firestone Jeffrey D.	Chief Legal Officer	Feb 28 '26	Option Exercise	0.00	8,957	0	99,966	Mar 03 04:31 PM
Wilkerson Andrew M.	Chief Executive Officer	Feb 23 '26	Option Exercise	0.00	80,867	0	85,598	Feb 25 05:05 PM
Kerr Jason S.	Chief Accounting Officer	Feb 23 '26	Option Exercise	0.00	5,257	0	48,815	Feb 25 05:03 PM
HARRIS JAMES E	Chief Financial Officer	Feb 23 '26	Option Exercise	0.00	21,834	0	125,225	Feb 25 05:01 PM
Firestone Jeffrey D.	Chief Legal Officer	Feb 23 '26	Option Exercise	0.00	16,174	0	98,393	Feb 25 05:00 PM
MFN Partners, LP	10% Owner	Feb 12 '26	Buy	12.00	532,276	6,387,312	28,109,942	Feb 17 04:21 PM
Renna Stephen M.	Director	Jan 02 '26	Option Exercise	0.00	7,745	0	30,875	Jan 06 05:11 PM
Kissel Mary E.	Director	Jan 02 '26	Option Exercise	0.00	7,745	0	35,137	Jan 06 05:09 PM
Cooper Troy A.	Director	Jan 02 '26	Option Exercise	0.00	7,745	0	283,161	Jan 06 05:08 PM
Breves Christine S	Director	Jan 02 '26	Option Exercise	0.00	7,745	0	34,275	Jan 06 05:07 PM
Cooper Troy A.	Director	Nov 20 '25	Buy	10.61	8,317	88,243	275,416	Nov 24 08:00 AM
Kingshott Adrian	Director	Nov 17 '25	Buy	10.75	9,350	100,512	91,137	Nov 19 08:00 AM
Wilkerson Andrew M.	Chief Executive Officer	Nov 14 '25	Option Exercise	0.00	1,565	0	5,415	Nov 17 04:16 PM
Kerr Jason S.	Chief Accounting Officer	Nov 10 '25	Sale	11.57	33,343	385,779	43,558	Nov 12 04:30 PM
Szlosek Thomas A	Director	Nov 07 '25	Buy	12.37	20,308	251,210	36,508	Nov 12 08:00 AM
Wilkerson Andrew M.	Chief Executive Officer	Nov 10 '25	Buy	12.88	7,775	100,142	7,775	Nov 10 06:49 PM
Wilkerson Andrew M.	Chief Executive Officer	Nov 10 '25	Buy	12.80	3,850	49,280	3,850	Nov 10 06:49 PM
JASON S. KERR	Officer	Nov 10 '25	Proposed Sale	14.84	33,343	494,749		Nov 10 06:22 PM
HARRIS JAMES E	Chief Financial Officer	Sep 26 '25	Option Exercise	0.00	64,130	0	131,416	Sep 30 04:16 PM
Firestone Jeffrey D.	Chief Legal Officer	Aug 31 '25	Option Exercise	0.00	17,262	0	89,763	Sep 03 04:11 PM
Firestone Jeffrey D.	Chief Legal Officer	Aug 22 '25	Option Exercise	0.00	25,716	0	83,739	Aug 25 04:03 PM

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RXO

RXO Inc

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