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RXO, Inc. Stock Price

NYSE:RXO Community·US$3.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author

RXO Share Price Performance

US$21.70
7.13 (48.94%)
US$21.53
Fair Value
US$21.70
7.13 (48.94%)
0.8% overvalued intrinsic discount
US$21.53
Fair Value
Price US$21.70
AnalystConsensusTarget US$21.53
AnalystLowTarget US$13.78
AnalystHighTarget US$35.00

RXO Community Narratives

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Fair Value US$21.53 0.8% overvalued intrinsic discount

Freight Market Stabilization Will Lead To Opportunities Amid Evolving E-Commerce Trends

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·
Fair Value US$13.78 57.5% overvalued intrinsic discount

Automation Advances Will Erode Margins As Compliance Costs Mount

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·
Fair Value US$35 38.0% undervalued intrinsic discount

Omni-channel Demand And AI Will Revolutionize Freight Solutions

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US$13.78
57.5% overvalued intrinsic discount
Profit Margin
0.74%
Future PE
55.18x
Price in 2029
US$17.49
US$35
38.0% undervalued intrinsic discount
Profit Margin
1.6%
Future PE
51.55x
Price in 2029
US$44.37
US$21.53
0.8% overvalued intrinsic discount
Profit Margin
1.62%
Future PE
38.34x
Price in 2029
US$27.3

Trending Discussion

No trending discussion available.

Updated Narratives

RXO logo

RXO: Freight Cycle Turn Will Expose Mounting Legal And Claims Risk

Fair Value: US$13.78 57.5% overvalued intrinsic discount
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RXO: Tightening Truckload Cycle Will Drive Freight Brokerage Upside Potential

Fair Value: US$35 38.0% undervalued intrinsic discount
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RXO logo

RXO: Credit Concerns Will Restrain Stock Despite Truckload Recovery Signs

Fair Value: US$21.53 0.8% overvalued intrinsic discount
3 users have set this as their fair value
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Snowflake Analysis

Good value with adequate balance sheet.

1 Risk
3 Rewards

RXO, Inc. Key Details

US$6.1b

Revenue

US$5.2b

Cost of Revenue

US$908.0m

Gross Profit

US$1.0b

Other Expenses

-US$105.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.64
15.92%
-1.83%
28.4%
View Full Analysis

About RXO

Founded
2022
Employees
6906
CEO
Drew Wilkerson
WebsiteView website
www.rxo.com

RXO, Inc. engages in truck brokerage business in the United States, Canada, Mexico, Asia, and Europe. It offers truckload freight brokering services. The company also provides asset-light managed transportation and last mile services, as well as freight forwarding services, including facilitation of ocean and air transportation, customs brokerage, and additional domestic services including middle mile. RXO, Inc. was incorporated in 2022 and is headquartered in Charlotte, North Carolina.

Recent RXO News & Updates

Seeking Alpha 19h

RXO Still Unable To Capture Upcycle Economics, And Now At 20x Cycle-Average Earnings

Summary RXO, Inc. delivered strong Q2 '26 revenue growth, but profits and margins failed to improve, with gross profit declining and adjusted EBITDA flat. Most revenue gains stemmed from higher freight rates and fuel prices, not underlying business economics, while working capital needs and leverage increased. Management targets mid-single-digit EBITDA margins through the cycle, but current valuation implies ~20x normalized earnings, even under optimistic scenarios. I maintain a Hold rating on RXO, citing unattractive risk/reward for a cyclical business with low returns on capital and persistent margin pressures. Read the full article on Seeking Alpha

Recent updates

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