RXO Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de RXO de 110.9% y 8% por año respectivamente. Se prevé que el BPA crezca en un 115.2% al año. Se espera que la rentabilidad financiera sea de 6.6% en 3 años.
Información clave
110.9%
Tasa de crecimiento de los beneficios
115.21%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Transportation | 13.8% |
| Tasa de crecimiento de los ingresos | 8.0% |
| Rentabilidad financiera futura | 6.59% |
| Cobertura de analistas | Good |
| Última actualización | 14 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • May 08
RXO: Freight Market Turn And New Services Will Shape Balanced Outlook
Analysts have lifted the RXO price target from $20.00 to about $25.50, citing updated assumptions for revenue growth, profitability, and a higher future P/E multiple informed by recent Street research revisions across both upgrades and downgrades. Analyst Commentary Recent Street research around RXO reflects a mix of higher and lower price targets, along with at least one downgrade, but the broad pattern shows several bullish analysts lifting their valuation work as new data points come in.
Actualización de narrativa • Apr 23
RXO: Freight Turn Will Expose Growing Credit Strain And Execution Risk
Analysts have modestly adjusted RXO's target higher by $2 to $17, reflecting updated views on improving truckload spot rates, tighter regulatory enforcement, and early signs of stronger freight demand later this year. Analyst Commentary Across recent research updates, price target moves on RXO have been mixed, with some firms lifting targets while others have trimmed them by $1 to $2.
Actualización de narrativa • Apr 08
RXO: Mixed Truckload Recovery And Credit Concerns Will Shape EPS Normalization
RXO's updated analyst price target edges slightly lower, reflecting a modest reduction of fair value to about $15.85 as analysts weigh mixed recent target revisions alongside evolving views on revenue growth, margins and future P/E assumptions. Analyst Commentary Recent Street research around RXO reflects a mix of optimism and caution, with several firms adjusting price targets in both directions as they reassess the trucking and logistics setup, regulatory trends and valuation multiples.Actualización de narrativa • Mar 25
RXO: Supply Side Recovery Will Expose Credit Strain And Execution Risk
RXO's analyst price targets have seen mixed adjustments, with some firms trimming and others lifting their views by $1 to $2, as analysts weigh tighter trucking capacity, higher spot rates, and early signs of a potential truckload recovery against nearer term seasonal and regulatory uncertainties. Analyst Commentary Recent research on RXO shows a split view, with some firms lifting targets modestly and others trimming them by $1 to $2.Actualización de narrativa • Mar 09
RXO: Supply Side Recovery And Credit Strain Will Limit Future Upside
Analysts have raised their RXO price targets to a range of roughly $11 to $17, citing tighter truckload capacity, improving spot rates, and early indications that contract renewals and regulatory enforcement could support a healthier freight environment over the next couple of years. Analyst Commentary Street research on RXO has shifted into a fairly tight band of expectations, with price targets clustering in the low to mid teens.Actualización de narrativa • Feb 23
RXO: Credit Strain And 2026 Capacity Uncertainty Will Limit Upside Potential
The analyst fair value estimate for RXO has moved from $11.00 to $12.00, as analysts weigh a mixed set of price target changes alongside updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples. Analyst Commentary Street research on RXO reflects a split view, with several firms lifting price targets while others trim expectations and flag execution and growth risks.Artículo de análisis • Feb 12
RXO, Inc. (NYSE:RXO) Just Released Its Yearly Earnings: Here's What Analysts Think
Shareholders might have noticed that RXO, Inc. ( NYSE:RXO ) filed its full-year result this time last week. The early...Actualización de narrativa • Feb 09
RXO: AI Execution And Capacity Tightness Will Shape Balanced EPS Normalization Prospects
RXO Narrative Update The updated analyst price target for RXO edges up from about US$15.50 to roughly US$15.89. Analysts factor in modestly higher revenue growth and profit margin assumptions, along with a lower future P/E multiple, informed by recent mixed target revisions across major firms.Seeking Alpha • Feb 06
RXO Margin Squeeze Signals A Recovery In Trucking, But The Name Is Still Overpriced
Summary RXO, Inc. faces ongoing margin compression, with Q4 '25 EBITDA nearly negative and a $42 million operating loss. Contracted revenue exposure and surging spot rates drive near-term margin risk, with 1Q26 EBITDA guided to $5–12 million, below interest expenses. Upstream spot rate increases may signal an eventual trucking cycle turnaround, but shipment volumes remain weak and recovery is unconfirmed. RXO stock trades at a premium valuation not justified by current or normalized earnings power; I maintain a Hold rating. Read the full article on Seeking AlphaArtículo de análisis • Feb 05
RXO, Inc.'s (NYSE:RXO) Price Is Right But Growth Is Lacking After Shares Rocket 29%
RXO, Inc. ( NYSE:RXO ) shareholders have had their patience rewarded with a 29% share price jump in the last month...Actualización de narrativa • Jan 25
RXO: AI And Tightening Capacity Will Shape Balanced EPS Recovery Outlook
Narrative Update Analysts have trimmed their blended price target on RXO slightly, with the model fair value moving from about US$15.65 to US$15.50. This reflects mixed Q3 results, revised 2026 earnings assumptions, and differing views on how tightening truckload capacity could support the business over time.Actualización de narrativa • Jan 11
RXO: AI Execution Concerns Will Restrain Benefit From 2026 Capacity Tightening
Analysts have nudged their blended price expectations for RXO higher, with our fair value estimate moving from US$10.47 to US$11.00. Recent target changes reflect cautious optimism around capacity tightening, potential truckload recovery into 2026, and the company’s AI execution, tempered by softer recent results and guidance.Actualización de narrativa • Dec 26
RXO: AI Execution Will Drive EPS Recovery Despite Short Seller Pressure
Analysts have nudged their average price target on RXO slightly higher to approximately $15.65 from about $15.59, citing expectations that the company can leverage its emerging AI capabilities and cost discipline to support at least $1 of normalized EPS over time, despite near term margin pressure and reduced earnings forecasts. Analyst Commentary Street research on RXO reflects a wide range of views, with bullish analysts emphasizing the company’s AI roadmap and earnings power over the cycle, while bearish analysts focus on weaker recent results and compressed profitability in the current freight backdrop.Actualización de narrativa • Dec 11
RXO: AI Brokerage Execution Will Shape Earnings Recovery Amid Heightened Short Seller Scrutiny
The Street narrative on RXO has shifted mildly as analysts trim near term earnings expectations and price targets, while the blended analyst fair value estimate remains effectively unchanged at about $15.59. This comes despite a mix of cuts to the low teens and select upward revisions into the low $20s, reflecting confidence in the company’s AI enabled brokerage strategy.Actualización de narrativa • Nov 27
RXO: Artificial Intelligence Deployment Will Drive Industry Leadership and Earnings Recovery
Analysts have slightly reduced their price target for RXO, lowering it by $0.08 to $15.59. They cite ongoing margin pressures and cautious financial outlooks following recent quarterly results.Artículo de análisis • Nov 12
RXO, Inc. (NYSE:RXO) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough
RXO, Inc. ( NYSE:RXO ) shareholders that were waiting for something to happen have been dealt a blow with a 27% share...Actualización de narrativa • Nov 10
RXO: Freight Market Stabilization Will Drive Improving Operational Performance Ahead
Analysts have lowered their price target for RXO from $16.78 to $15.67 per share. They cite disappointing quarterly results, weaker forward guidance, and ongoing headwinds in the freight and logistics market as key drivers of the downward revision.Actualización de narrativa • Oct 25
Freight Market Stabilization Will Lead To Opportunities Amid Evolving E-Commerce Trends
Analysts have modestly increased their price target for RXO, citing improved revenue growth projections and stabilizing market conditions. Updated targets now range up by $2 to $22.Actualización de narrativa • Oct 11
Digital Freight Matching And E-Commerce Trends Will Reshape Logistics
Analysts have raised their price target for RXO to $17 from $15. This change reflects expectations of a slightly higher fair value, even though there is a more cautious outlook on revenue growth and margins.Artículo de análisis • Jun 24
We Think RXO (NYSE:RXO) Is Taking Some Risk With Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Nueva narrativa • May 26
Digital Brokerage Platform Will Unlock Network Effects
Tech-enabled integration and digital platform expansion are improving productivity, margins, and earnings growth while unlocking operating synergies and network effects.Artículo de análisis • May 20
A Piece Of The Puzzle Missing From RXO, Inc.'s (NYSE:RXO) 27% Share Price Climb
RXO, Inc. ( NYSE:RXO ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last month...Artículo de análisis • Apr 05
Not Many Are Piling Into RXO, Inc. (NYSE:RXO) Stock Yet As It Plummets 29%
Unfortunately for some shareholders, the RXO, Inc. ( NYSE:RXO ) share price has dived 29% in the last thirty days...Artículo de análisis • Feb 24
Are Investors Undervaluing RXO, Inc. (NYSE:RXO) By 36%?
Key Insights The projected fair value for RXO is US$31.25 based on 2 Stage Free Cash Flow to Equity RXO is estimated to...Seeking Alpha • Feb 09
RXO: The Bear Case Is In Focus (Rating Downgrade)
Summary I downgrade RXO from buy to hold due to uncertainty in growth recovery and weak near-term outlook, expecting the stock to remain rangebound. RXO's 1Q25 guidance fell short of expectations, with adj EBITDA guidance of $20-$30 million, indicating continued volume weakness and margin pressure. Despite positive signs in contract rates and spot rates, the freight market recovery remains uncertain, posing risks to RXO's near-term performance. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Ryder System: The Ride That Keeps On Delivering
Summary Ryder System's shares have surged significantly, outperforming the S&P 500, and remain attractively priced, justifying a continued 'buy' rating. The company's revenue and operating revenue have shown consistent growth, driven by its Fleet Management, Supply Chain, and Dedicated Transportation Solutions segments. Despite mixed profitability, Ryder's operating cash flow and EBITDA have generally increased, with promising forecasts for 2024. Ryder is transforming towards higher-margin growth areas, focusing on e-commerce, electric/autonomous vehicles, and modern supply chain innovations, while returning capital to shareholders. Read the full article on Seeking AlphaArtículo de análisis • Dec 23
Investors Aren't Entirely Convinced By RXO, Inc.'s (NYSE:RXO) Revenues
There wouldn't be many who think RXO, Inc.'s ( NYSE:RXO ) price-to-sales (or "P/S") ratio of 1x is worth a mention when...Artículo de análisis • Nov 10
Does RXO (NYSE:RXO) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Seeking Alpha • Oct 12
RXO Emerges Stronger With The Freight Recession In The Rearview
Summary RXO Inc., the third-largest freight brokerage in North America, shows strong growth with increasing freight load volumes and revenue per load, making it a buy. The acquisition of UPS' freight brokerage business significantly expands RXO's market reach, customer base, and potential for economies of scale. Despite pricing pressures, RXO's improving volumes and margins, coupled with a recovering freight market, indicate strong future growth prospects. The company's valuation, adjusted for the recent acquisition, suggests potential undervaluation, presenting an attractive entry point for investors. Read the full article on Seeking AlphaArtículo de análisis • Jun 05
Here's What's Concerning About RXO's (NYSE:RXO) Returns On Capital
When researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...Seeking Alpha • May 21
RXO, Inc.: Upgrade To Buy On Positive Volume And Pricing Outlook
Summary Upgraded recommendation from hold to buy on RXO stock due to visibility of recovery and potential growth acceleration. Positive outlook based on sequential improvement in volume and pricing across all segments. Strong management execution and well-positioned to capitalize on the ongoing recovery, driving strong earnings growth. Read the full article on Seeking AlphaArtículo de análisis • Apr 10
Insufficient Growth At RXO, Inc. (NYSE:RXO) Hampers Share Price
RXO, Inc.'s ( NYSE:RXO ) price-to-sales (or "P/S") ratio of 0.7x might make it look like a buy right now compared to...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 7,148 | 79 | N/A | N/A | 5 |
| 12/31/2027 | 6,684 | 49 | 77 | 143 | 17 |
| 12/31/2026 | 6,237 | -44 | -21 | 61 | 17 |
| 3/31/2026 | 5,734 | -105 | -15 | 46 | N/A |
| 12/31/2025 | 5,742 | -100 | -8 | 51 | N/A |
| 9/30/2025 | 5,940 | -79 | -18 | 37 | N/A |
| 6/30/2025 | 5,559 | -308 | -45 | 7 | N/A |
| 3/31/2025 | 5,070 | -306 | -70 | -21 | N/A |
| 12/31/2024 | 4,550 | -290 | -57 | -12 | N/A |
| 9/30/2024 | 3,861 | -263 | -37 | 14 | N/A |
| 6/30/2024 | 3,797 | -21 | -33 | 25 | N/A |
| 3/31/2024 | 3,830 | -11 | -9 | 54 | N/A |
| 12/31/2023 | 3,927 | 4 | 25 | 89 | N/A |
| 9/30/2023 | 4,069 | -2 | 82 | 146 | N/A |
| 6/30/2023 | 4,231 | 12 | 138 | 199 | N/A |
| 3/31/2023 | 4,494 | 53 | 192 | 249 | N/A |
| 12/31/2022 | 4,796 | 92 | 253 | 310 | N/A |
| 9/30/2022 | 5,003 | 138 | 222 | 270 | N/A |
| 6/30/2022 | 5,063 | 158 | 192 | 236 | N/A |
| 3/31/2022 | 4,936 | 149 | 204 | 246 | N/A |
| 12/31/2021 | 4,689 | 150 | 116 | 155 | N/A |
| 12/31/2020 | 3,357 | 43 | -22 | 25 | N/A |
| 12/31/2019 | 3,141 | 62 | N/A | 123 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que RXO sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que RXO sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.
Beneficios de alto crecimiento: Se espera que RXO sea rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (8% al año) de RXO crezcan más despacio que el mercado de US (11.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 8% al año) de RXO crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de RXO sea baja dentro de 3 años (6.6%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/18 05:05 |
| Precio de las acciones al final del día | 2026/05/15 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
RXO, Inc. está cubierta por 25 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |
| Christopher Kuhn | Benchmark Company |