RXO, Inc.

NYSE:RXO Stok Raporu

Piyasa değeri: US$4.1b

RXO Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

RXO şirketinin kazançları yıllık ortalama -77.9% oranında azalırken, Transportation sektörünün kazançları yıllık 1.7% oranında artan oldu. Gelirler yıllık ortalama 14.4% oranında artan oldu.

Anahtar bilgiler

-77.87%

Kazanç büyüme oranı

-77.30%

EPS büyüme oranı

Transportation Sektör Büyümesi15.63%
Gelir büyüme oranı14.36%
Özkaynak getirisi-6.96%
Net Marj-1.83%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

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 Alpha
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...
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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 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
Analiz 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 Alpha
Analiz Makalesi 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
Analiz Makalesi 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...

Gelir ve Gider Dağılımı

RXO nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NYSE:RXO Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 265,734-1058190
31 Dec 255,742-1008320
30 Sep 255,940-798500
30 Jun 255,559-3087910
31 Mar 255,070-3067310
31 Dec 244,550-2906660
30 Sep 243,861-2635940
30 Jun 243,797-215930
31 Mar 243,830-115830
31 Dec 233,92745910
30 Sep 234,069-26000
30 Jun 234,231126100
31 Mar 234,494536320
31 Dec 224,796926400
30 Sep 225,0031386370
30 Jun 225,0631586090
31 Mar 224,9361495670
31 Dec 214,6891505390
31 Dec 203,357434550
31 Dec 193,141623990

Kaliteli Kazançlar: RXO şu anda kârlı değil.

Büyüyen Kar Marjı: RXO şu anda kârlı değil.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: RXO kârlı değildir ve zararlar son 5 yılda yılda 77.9% oranında artmıştır.

Büyüme Hızlandırma: RXO 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: RXO kârlı olmadığından, geçmiş yıl kazanç büyümesinin Transportation sektörüyle ( -15.9% ) karşılaştırılması zorlaşıyor.


Özkaynak Getirisi

Yüksek ROE: RXO hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -6.96% ) sahiptir.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/27 07:18
Gün Sonu Hisse Fiyatı2026/05/27 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan 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 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Brandon OglenskiBarclays
Brandon OglenskiBarclays
Christopher KuhnBenchmark Company