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RXO, Inc.NYSE:RXO Aktierapport

Marknadsvärde US$3.1b
Aktiekurs
US$18.69
US$15.85
17.9% övervärderad intrinsisk rabatt
1Y11.0%
7D-9.7%
Portföljens värde
Utsikt

RXO, Inc.

NYSE:RXO Aktierapport

Börsvärde: US$3.1b

RXO Community Fair Values

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RXO, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för RXO
Historiska aktiekurser
Aktuell aktiekursUS$18.69
52 veckors högstaUS$23.37
52 veckors lägstaUS$10.43
Beta1.85
1 månads förändring-0.053%
3 månaders förändring26.03%
1 års förändring10.99%
3 års förändring-6.50%
5 års förändringn/a
Förändring sedan börsintroduktionen-11.00%

Senaste nyheter och uppdateringar

Uppdatering av berättelse 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.

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
User avatar
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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
Analysartikel 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
Analysartikel 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...

Aktieägarnas avkastning

RXOUS TransportationUS Marknad
7D-9.7%1.1%-0.3%
1Y11.0%8.8%24.1%

Avkastning vs industri: RXO översteg US Transportation branschen som gav 8.8 % under det senaste året.

Avkastning vs Marknaden: RXO presterade sämre än US marknaden som gav 24.1 % under det senaste året.

Prisvolatilitet

Is RXO's price volatile compared to industry and market?
RXO volatility
RXO Average Weekly Movement10.9%
Transportation Industry Average Movement6.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stabil aktiekurs: RXO har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: RXO s veckovolatilitet ( 11% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
20226,906Drew Wilkersonwww.rxo.com

RXO, Inc. bedriver lastbilsmäkleri i USA, Kanada, Mexiko, Asien och Europa. Företaget erbjuder förmedlingstjänster för lastbilstransporter. Företaget tillhandahåller också asset-light managed transport och last mile-tjänster, samt speditionstjänster, inklusive underlättande av sjö- och flygtransporter, tullmäkleri och ytterligare inhemska tjänster inklusive middle mile.

RXO, Inc. Sammanfattning av grunderna

Hur förhåller sig RXO:s resultat och omsättning till dess börsvärde?
RXO grundläggande statistik
BörsvärdeUS$3.08b
Vinst(TTM)-US$105.00m
Intäkter(TTM)US$5.73b
0.5x
P/S-förhållande
-29.4x
P/E-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
RXO resultaträkning (TTM)
IntäkterUS$5.73b
Kostnad för intäkterUS$4.82b
BruttovinstUS$913.00m
Övriga kostnaderUS$1.02b
Intäkter-US$105.00m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)-0.64
Bruttomarginal15.92%
Nettovinstmarginal-1.83%
Skuld/egenkapitalförhållande28.4%

Hur har RXO utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/18 07:16
Aktiekurs vid dagens slut2026/05/15 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

RXO, Inc. bevakas av 25 analytiker. 17 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Brandon OglenskiBarclays
Brandon OglenskiBarclays
Christopher KuhnBenchmark Company