Reading the tape
NYSE: RXO
RXO, Inc.
Industrials · Trucking
Market Cap
$3.01B
52w High
$20.38
52w Low
$10.43
P/E
-30.87
Volume
385.53K
Outstanding Shares
164.71M
Price vs Fundamentals
Why The Stock Is Moving
Fundamentals are supporting the moveModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 23.26%Revenue (TTM): 26.2%FCF (TTM): 85.96%P/S: 38th pct
What changed
The stock rose 23.26% over the last year. Revenue grew 26.2% over the trailing twelve months. Operating margin moved from -1.03% to -0.64%. Free cash flow grew 85.96% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 38th percentile of their historical P/S range.
What would invalidate this read
Operating margin is at -0.64%. Revenue grew 26.2% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Company profile
RXO provides truckload freight transportation brokerage in the United States.
CEODrew Wilkerson
SectorIndustrials
IndustryTrucking
Employees7,540
IPO dateOct 27, 2022
Valuation
Forward P/E—
EV/EBITDA27.27
Enterprise value$2.97B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth-11.88%
Gross margin17.15%▲2.72%vs FY2024
Operating margin-0.64%▲90.09%vs FY2024
ROE-6.49%▲63.93%vs FY2024
Analyst consensus
RatingHold
Target price$16.00▼12.57%
4
Buy
14
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 7, 2026
Q2 FY26 · EPS est -$0.09 · Revenue est $1.34B
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