RXO
About: RXO Inc is a brokered transportation platform defined by cutting-edge technology and a nimble, asset-light business model, with the component being core truck brokerage business. Its operations also include three asset-light, brokered transportation services, all of which complement its truck brokerage business: managed transportation, last mile and freight forwarding. The company operates into one reportable segment. The operates within the transportation industry and in the same geography North America.
Employees: 9,873
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1.56% more ownership
Funds ownership: 105.49% [Q4 2024] → 107.05% (+1.56%) [Q1 2025]
5% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 86
7% less funds holding
Funds holding: 276 [Q4 2024] → 256 (-20) [Q1 2025]
17% less capital invested
Capital invested by funds: $4.04B [Q4 2024] → $3.34B (-$705M) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
36% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 42
80% less call options, than puts
Call options by funds: $1.98M | Put options by funds: $10M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$14
19%
downside
Avg. target
$16.78
3%
downside
High target
$21
22%
upside
9 analyst ratings
1 positive
11%
7 neutral
78%
1 negative
11%
JP Morgan Brian Ossenbeck | 19%downside $14 | Underweight Maintained | 8 Jul 2025 |
Morgan Stanley Ravi Shanker | 22%upside $21 | Equal-Weight Maintained | 7 Jul 2025 |
Citigroup Ariel Rosa | 4%upside $18 | Neutral Maintained | 21 May 2025 |
B of A Securities Ken Hoexter | 4%upside $18 | Neutral Maintained | 16 May 2025 |
UBS Thomas Wadewitz | 19%downside $14 | Neutral Maintained | 8 May 2025 |
Financial journalist opinion
Neutral
Business Wire
3 days ago
RXO Schedules Second-Quarter Earnings and Investor Conference Call for August 7, 2025
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) will issue its second-quarter financial results before the opening of the New York Stock Exchange on Thursday, August 7, 2025. The company's results will be made available on www.rxo.com. The company will also hold a conference call at 8 a.m. EDT. Conference Call Access Information Live webcast online at: http://investors.rxo.com Call toll-free from U.S./Canada: (+1) 800-549-8228 International callers: (+1) 289-819-1520 Conference ID: 82712 A re.
Positive
Zacks Investment Research
1 week ago
RXO (RXO) Surges 6.3%: Is This an Indication of Further Gains?
RXO (RXO) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Neutral
Business Wire
1 month ago
RXO to Present at the Wells Fargo 2025 Industrials and Materials Conference
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) today announced that Drew Wilkerson, chief executive officer, and Jared Weisfeld, chief strategy officer, will present at the Wells Fargo 2025 Industrials and Materials Conference in Chicago, Ill., on June 11, 2025, from 4-4:35 p.m. EDT. The live webcast and a replay of the presentation will be available at http://investors.rxo.com. About RXO RXO (NYSE: RXO) is a leading provider of asset-light transportation solutions. RXO offers tech-enabled t.
Neutral
Business Wire
1 month ago
RXO Releases the Latest Curve Freight Market Forecast
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--Today, RXO (NYSE: RXO), a leading provider of asset-light transportation solutions, released the latest update to its proprietary Curve truckload market forecast. The Q2 Curve update, which recaps first-quarter performance, covers macroeconomic indicators and trends driving the truckload market, and provides a second-quarter freight market forecast, indicates a sustained year-over-year increase in truckload rates in the first quarter. However, the rate of this.
Neutral
Seeking Alpha
2 months ago
RXO, Inc. (RXO) Q1 2025 Earnings Call Transcript
RXO, Inc. (NYSE:RXO ) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Drew Wilkerson - Chief Executive Officer Jamie Harris - Chief Financial Officer Jared Weisfeld - Chief Strategy Officer Conference Call Participants Stephanie Moore - Jefferies Chris Wetherbee - Wells Fargo David Zulong - Barclays Jeff Kauffman - Vertical Research Partners Lucas Cervera - Truist Securities Ken Hoexter - Bank of America Ravi Shankar - Morgan Stanley Brian Ossenbeck - JPMorgan Bruce Chan - Stifel Jordan Alliger - Goldman Sachs Scott Schneeberger - Oppenheimer Operator Welcome to the RXO Q1 2025 earnings conference call and webcast. My name is Joelle and I will be your conference operator for today's call.
Positive
Zacks Investment Research
2 months ago
RXO (RXO) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for RXO (RXO) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Negative
Zacks Investment Research
2 months ago
RXO (RXO) Reports Q1 Loss, Lags Revenue Estimates
RXO (RXO) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to loss of $0.03 per share a year ago.
Neutral
Business Wire
2 months ago
RXO Announces First-Quarter Results, Successful Migration of Coyote Coverage Operations to the RXO Connect® Platform
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) today reported its first-quarter financial results and announced the successful migration of Coyote coverage operations to the RXO Connect® platform. “Our technology team has been working diligently to integrate the best features of the legacy Coyote technology platform into RXO Connect. Today, I'm pleased to announce a critical integration milestone – carrier and coverage operations are now happening in one system, which will enable us to lever.
Negative
Zacks Investment Research
2 months ago
RXO (RXO) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release
RXO (RXO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
2 months ago
RXO Announces Participation at Oppenheimer 20th Annual Industrial Growth Conference
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) today announced that Drew Wilkerson, chief executive officer, and Jared Weisfeld, chief strategy officer, will participate in the Oppenheimer 20th Annual Industrial Growth Conference, which will be held virtually on May 8, 2025, at 10:30 a.m. EDT. The live webcast and a replay of the presentation will be available at http://investors.rxo.com. About RXO RXO (NYSE: RXO) is a leading provider of asset-light transportation solutions. RXO offers tech.
Charts implemented using Lightweight Charts™