RXO (RXO) Hisse Özeti
RXO, Inc. Amerika Birleşik Devletleri, Kanada, Meksika, Asya ve Avrupa'da kamyon komisyonculuğu işiyle uğraşmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 0/6 |
RXO Community Fair Values
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Analyst Price Targets
RXO, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$23.52 |
| 52 Haftanın En Yüksek Seviyesi | US$29.90 |
| 52 Haftanın En Düşük Seviyesi | US$10.43 |
| Beta | 1.99 |
| 1 Aylık Değişim | -19.70% |
| 3 Aylık Değişim | 11.31% |
| 1 Yıllık Değişim | 58.06% |
| 3 Yıllık Değişim | 25.04% |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | 12.00% |
Son Haberler & Güncellemeler
Seeking Alpha • Aug 07
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
Anlatı Güncellemesi • Jul 29
RXO: Freight Cycle Turn Will Expose Mounting Legal And Claims Risk
The updated RXO analyst price target now aligns with a fair value estimate of $13.78. Analysts attribute the shift to stronger modeled revenue growth, higher profit margin assumptions, and a lower future P/E multiple.
Anlatı Güncellemesi • Jul 15
RXO: Tightening Truckload Cycle Will Drive Freight Brokerage Upside Potential
Analysts have raised the RXO fair value estimate to $35.00 from $29.00. The revised estimate reflects updated views that sector forecasts, tighter truckload capacity, and improving freight demand support higher revenue growth assumptions, even as margin expectations and the implied future P/E move lower.Recent updates
Seeking Alpha • Aug 07
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 AlphaAnlatı Güncellemesi • Jul 29
RXO: Freight Cycle Turn Will Expose Mounting Legal And Claims Risk
The updated RXO analyst price target now aligns with a fair value estimate of $13.78. Analysts attribute the shift to stronger modeled revenue growth, higher profit margin assumptions, and a lower future P/E multiple.Anlatı Güncellemesi • Jul 15
RXO: Tightening Truckload Cycle Will Drive Freight Brokerage Upside Potential
Analysts have raised the RXO fair value estimate to $35.00 from $29.00. The revised estimate reflects updated views that sector forecasts, tighter truckload capacity, and improving freight demand support higher revenue growth assumptions, even as margin expectations and the implied future P/E move lower.Anlatı Güncellemesi • Jul 01
RXO: Freight Upcycle And Capacity Tightness Will Shape Balanced Recovery Prospects
Analysts have lifted the RXO fair value estimate to $29.00 from $26.00, citing updated price targets and research that point to firmer freight demand expectations, tighter capacity, and volume-driven margin support. Analyst Commentary Recent research on RXO points to a cluster of higher fair value estimates and price targets, with several bullish analysts citing firmer freight demand expectations, tighter capacity, and room for margin support.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaHissedar Getirileri
| RXO | US Transportation | US Pazar | |
|---|---|---|---|
| 7D | 10.3% | 0.8% | 0.6% |
| 1Y | 58.1% | 14.2% | 20.1% |
Getiri vs. Endüstri: RXO geçen yıl % 14.2 oranında getiri sağlayan US Transportation sektörünü aştı.
Getiri vs Piyasa: RXO geçen yıl % 20.1 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| RXO volatility | |
|---|---|
| RXO Average Weekly Movement | 9.1% |
| Transportation Industry Average Movement | 6.2% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: RXO son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: RXO 'nin haftalık oynaklığı ( 9% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2022 | 6,906 | Drew Wilkerson | www.rxo.com |
RXO, Inc. Amerika Birleşik Devletleri, Kanada, Meksika, Asya ve Avrupa'da kamyon komisyonculuğu işiyle uğraşmaktadır. Kamyon yükü navlun komisyonculuğu hizmetleri sunmaktadır. Şirket ayrıca, varlık-hafif yönetilen taşımacılık ve son mil hizmetlerinin yanı sıra okyanus ve hava taşımacılığının kolaylaştırılması, gümrük komisyonculuğu ve orta mil dahil olmak üzere ek yurt içi hizmetler de dahil olmak üzere yük taşımacılığı hizmetleri sunmaktadır.
RXO, Inc. Temel Bilgiler Özeti
| RXO temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$3.88b |
| Kazançlar(TTM) | -US$105.00m |
| Gelir(TTM) | US$6.09b |
0.6x
P/S Oranı-36.9x
F/K OranıRXO aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| RXO gelir tablosu (TTM) | |
|---|---|
| Gelir | US$6.09b |
| Gelir Maliyeti | US$5.18b |
| Brüt Kâr | US$908.00m |
| Diğer Giderler | US$1.01b |
| Kazançlar | -US$105.00m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -0.64 |
| Brüt Marj | 14.91% |
| Net Kâr Marjı | -1.72% |
| Borç/Özkaynak Oranı | 30.5% |
RXO uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/17 14:37 |
| Gün Sonu Hisse Fiyatı | 2026/08/14 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
RXO, Inc. 25 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Brandon Oglenski | Barclays |
| Christopher Kuhn | Benchmark Company |
| Fadi Chamoun | BMO Capital Markets Equity Research |