RXO, Inc.

NYSE:RXO 株式レポート

時価総額:US$3.2b

RXO 配当と自社株買い

配当金 基準チェック /06

RXO配当金を支払った記録がありません。

主要情報

n/a

配当利回り

0.1%

バイバック利回り

総株主利回り0.1%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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 Alpha
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
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新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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 Alpha
Seeking 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 Alpha
分析記事 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...
分析記事 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 Alpha
分析記事 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 Alpha
分析記事 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...

決済の安定と成長

配当データの取得

安定した配当: RXOの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: RXOの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

RXO 配当利回り対市場
RXO 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (RXO)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Transportation)1.7%
アナリスト予想 (RXO) (最長3年)0%

注目すべき配当: RXOは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: RXOは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: RXOの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: RXOが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 11:28
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

RXO, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
Brandon OglenskiBarclays
Brandon OglenskiBarclays
Christopher KuhnBenchmark Company