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 7,433 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
46% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 68
29% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 41
3% more funds holding
Funds holding: 257 [Q1] → 264 (+7) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]
1.89% less ownership
Funds ownership: 107.11% [Q1] → 105.22% (-1.89%) [Q2]
19% less capital invested
Capital invested by funds: $3.34B [Q1] → $2.71B (-$630M) [Q2]
89% less call options, than puts
Call options by funds: $3.06M | Put options by funds: $28.3M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$14
13%
downside
Avg. target
$16.60
3%
upside
High target
$21
30%
upside
5 analyst ratings
1 positive
20%
3 neutral
60%
1 negative
20%
Barclays Brandon Oglenski | 5%upside $17 | Overweight Maintained | 12 Aug 2025 |
UBS Thomas Wadewitz | 7%downside $15 | Neutral Maintained | 8 Aug 2025 |
B of A Securities Ken Hoexter | 1%downside $16 | Neutral Maintained | 8 Aug 2025 |
JP Morgan Brian Ossenbeck | 13%downside $14 | Underweight Maintained | 8 Jul 2025 |
Morgan Stanley Ravi Shanker | 30%upside $21 | Equal-Weight Maintained | 7 Jul 2025 |
Financial journalist opinion
Based on 12 articles about RXO published over the past 30 days
Neutral
Business Wire
4 days ago
RXO Announces Participation at Upcoming Investor Conferences
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) today announced that Chairman and CEO Drew Wilkerson and Chief Strategy Officer Jared Weisfeld will participate in the following investor conferences: Event: Jefferies Industrials Conference in New York City Presentation: Thursday, Sept. 4, 8:10 a.m. EDT Event: Morgan Stanley 13th Annual Laguna Conference in Laguna Beach, Calif. Presentation: Wednesday, Sept. 10, 1:45 p.m. EDT Live webcasts and replays of the presentations will be available at h.
Neutral
GlobeNewsWire
5 days ago
Johnson Fistel Begins Investigation on Behalf of RXO, Inc. (RXO) Shareholders Who Have Incurred Losses
SAN DIEGO, Aug. 20, 2025 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP, is investigating whether RXO, Inc. (NYSE: RXO) or certain of its officers and directors violated federal securities laws by misrepresenting or failing to timely disclose material information to investors.
Negative
Seeking Alpha
1 week ago
RXO: Underlying Demand Still Remains Weak; Reiterate Hold
I maintain my hold rating on RXO due to persistent freight market weakness and lack of a demand-driven catalyst for near-term growth. 2Q25 results showed strong margin improvement and operational execution, with notable LTL volume growth and benefits from the Coyote acquisition. Structural margin gains and business mix shift toward LTL are positives, but truckload volumes remain under pressure and macro headwinds persist.
Neutral
Business Wire
1 week ago
RXO's Latest Curve Forecast Shows Measured Truckload Market Recovery
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO), a leading provider of asset-light transportation solutions, has released the latest update to its proprietary Curve truckload market forecast, which recaps Q2 2025 performance, covers macroeconomic indicators and trends driving the truckload market, and provides a Q3 2025 freight market forecast. “Freight market conditions remained soft in the second quarter. However, with continued carrier exits, the market is responding to seasonality and is.
Neutral
GlobeNewsWire
2 weeks ago
Johnson Fistel Begins Investigation on Behalf of RXO, Inc. (RXO) Shareholders Who Have Incurred Losses
SAN DIEGO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP, is investigating whether RXO, Inc. (NYSE: RXO) or certain of its officers and directors violated federal securities laws by misrepresenting or failing to timely disclose material information to investors.
Neutral
Seeking Alpha
2 weeks ago
RXO, Inc. (RXO) Q2 2025 Earnings Call Transcript
RXO, Inc. (NYSE:RXO ) Q2 2025 Earnings Conference Call August 7, 2025 8:00 AM ET Company Participants Drew M. Wilkerson - Chairman & CEO James E.
Neutral
Zacks Investment Research
2 weeks ago
Compared to Estimates, RXO (RXO) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for RXO (RXO) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
2 weeks ago
RXO (RXO) Q2 Earnings Top Estimates
RXO (RXO) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.03 per share a year ago.
Positive
The Motley Fool
2 weeks ago
RXO (RXO) Q2 LTL Volume Jumps 45%
RXO (RXO) Q2 LTL Volume Jumps 45%
Neutral
Business Wire
2 weeks ago
RXO Announces Second-Quarter Results
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) today reported its second-quarter financial results. RXO Chairman and CEO Drew Wilkerson said, “RXO executed well in the second quarter despite the prolonged soft freight market. Our Brokerage business outperformed the market, growing volume by 1% year-over-year driven by 45% growth in less-than-truckload volume. We're seeing early benefits from our newly combined carrier and coverage operations, and we delivered Brokerage gross margin of 14.4%.
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