RXO Past Earnings Performance
Past criteria checks 0/6
RXO's earnings have been declining at an average annual rate of -77.9%, while the Transportation industry saw earnings growing at 1.7% annually. Revenues have been growing at an average rate of 14.4% per year.
Key information
-77.87%
Earnings growth rate
-77.30%
EPS growth rate
| Transportation Industry Growth | 15.63% |
| Revenue growth rate | 14.36% |
| Return on equity | -6.96% |
| Net Margin | -1.83% |
| Last Earnings Update | 31 Mar 2026 |
Recent past performance updates
Recent updates
Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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 AlphaAnalysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...New Narrative • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • Feb 08
Here's Why RXO (NYSE:RXO) Has A Meaningful Debt Burden
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How RXO makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Mar 26 | 5,734 | -105 | 819 | 0 |
| 31 Dec 25 | 5,742 | -100 | 832 | 0 |
| 30 Sep 25 | 5,940 | -79 | 850 | 0 |
| 30 Jun 25 | 5,559 | -308 | 791 | 0 |
| 31 Mar 25 | 5,070 | -306 | 731 | 0 |
| 31 Dec 24 | 4,550 | -290 | 666 | 0 |
| 30 Sep 24 | 3,861 | -263 | 594 | 0 |
| 30 Jun 24 | 3,797 | -21 | 593 | 0 |
| 31 Mar 24 | 3,830 | -11 | 583 | 0 |
| 31 Dec 23 | 3,927 | 4 | 591 | 0 |
| 30 Sep 23 | 4,069 | -2 | 600 | 0 |
| 30 Jun 23 | 4,231 | 12 | 610 | 0 |
| 31 Mar 23 | 4,494 | 53 | 632 | 0 |
| 31 Dec 22 | 4,796 | 92 | 640 | 0 |
| 30 Sep 22 | 5,003 | 138 | 637 | 0 |
| 30 Jun 22 | 5,063 | 158 | 609 | 0 |
| 31 Mar 22 | 4,936 | 149 | 567 | 0 |
| 31 Dec 21 | 4,689 | 150 | 539 | 0 |
| 31 Dec 20 | 3,357 | 43 | 455 | 0 |
| 31 Dec 19 | 3,141 | 62 | 399 | 0 |
Quality Earnings: RXO is currently unprofitable.
Growing Profit Margin: RXO is currently unprofitable.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: RXO is unprofitable, and losses have increased over the past 5 years at a rate of 77.9% per year.
Accelerating Growth: Unable to compare RXO's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: RXO is unprofitable, making it difficult to compare its past year earnings growth to the Transportation industry (-15.9%).
Return on Equity
High ROE: RXO has a negative Return on Equity (-6.96%), as it is currently unprofitable.
Return on Assets
Return on Capital Employed
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 05:42 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
RXO, Inc. is covered by 24 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |
| Christopher Kuhn | Benchmark Company |