RXO 향후 성장
Future 기준 점검 3/6
RXO (는) 각각 연간 110.6% 및 8.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 114.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.6% 로 예상됩니다.
핵심 정보
110.6%
이익 성장률
114.94%
EPS 성장률
| Transportation 이익 성장 | 14.8% |
| 매출 성장률 | 8.1% |
| 향후 자기자본이익률 | 6.56% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 18 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
분석 기사 • Jun 20
RXO (RXO) Stock Could Be 18% Overvalued After A Trucking Sector Sell Off
RXO (RXO) shares recently moved after a sector wide sell off in trucking stocks, as investors reassessed near term freight demand and operating conditions across logistics rather than reacting to company specific news. See our latest analysis for RXO. At a share price of $25.39, RXO has seen a 1 day share price return of 2.3% following the sector sell off. However, a 7 day share price return that is down 10.4% contrasts with a 90 day share price return of 91.9% and a 1 year total shareholder...
내러티브 업데이트 • Jun 17
RXO: Credit Concerns Will Restrain Stock Despite Truckload Recovery Signs
RXO's analyst fair value estimate has shifted from $15.85 to $21.53. Analysts attribute this change to updated views that cite stronger expected volume and gross margin trends, along with improving brokerage fundamentals and margin discipline.
내러티브 업데이트 • Jun 03
RXO: Freight Turn And Pricing Discipline Will Shape Balanced Recovery Outlook
RXO's analyst price target has been revised higher to $26.00, as analysts point to a more supportive setup in brokerage fundamentals, improving margin expectations, and a slightly lower discount rate in their models, despite some mixed recent rating actions. Analyst Commentary Bullish analysts are highlighting a more constructive setup for RXO, even as some mixed rating actions remain in the background.Seeking Alpha • May 22
RXO, Inc.: Valuation Appears To Have Priced In All The Positives
Summary RXO remains a hold as Q1 earnings were weak, but contract rates and spot mix are improving. Contract repricing and higher spot freight volumes are beginning to support sequential margin recovery, with Q2 EBITDA guidance sharply higher at $27–37 million. Valuation already prices in significant recovery; normalized EPS expectations require sustained volume and earnings growth beyond current levels. Demand remains soft, so further upside depends on RXO demonstrating real volume-driven earnings momentum above current market expectations. Read the full article on Seeking Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 7,148 | 79 | N/A | N/A | 5 |
| 12/31/2027 | 6,709 | 52 | 79 | 146 | 16 |
| 12/31/2026 | 6,254 | -43 | -21 | 61 | 16 |
| 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 |
애널리스트 향후 성장 전망
수입 대 저축률: RXO 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: RXO (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: RXO 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: RXO 의 수익(연간 8.1%)이 US 시장(연간 12.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: RXO 의 수익(연간 8.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: RXO의 자본 수익률은 3년 후 6.6%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/24 00:40 |
| 종가 | 2026/06/24 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
RXO, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brandon Oglenski | Barclays |
| Christopher Kuhn | Benchmark Company |
| Kenneth Hoexter | BofA Global Research |