Skip to main content
Equibles
RXO logo

RXO · RXO, Inc.

Track RXO — free

Use RXO with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research RXO.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$28.42 +0.12 (+0.42%) At close · Nov 13
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$4.69B
Shares
164.95M
Volume · Nov 13 1.8M Avg daily vol (3M) 2.93M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$28.42 Open$28.31 Day$28.30–28.49 52W close$10.48–29.30 Avg vol 30d4.4M Short int7.8M · 4.7% of shares · 2.2d Short vol65% Last earningsAug 6, 2026 DataOct 2022–Nov 2026 Filing10-Q · Oct 29

Up next

Q2 2026 earnings call transcript
call held Aug 6, 2026
Play latest call

Latest documents

2026
Oct 29
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly report for FY2026 Q3

RXO agreed on October 4, 2026 to merge with C.H. Robinson in a transaction valued at approximately $5.8 billion, with holders receiving $30.25 per share in cash or stock; completion is expected in the first half of 2027.

Revenue $1.87B ▲ 31.7% Net income $3M Diluted EPS $0.02
Read from the MD&A section
Oct 29
Current report 8-K
Revenue and profit increase

RXO reported third-quarter revenue of $1.9 billion, GAAP net income of $3 million and adjusted EBITDA of $51 million; Brokerage truckload volume rose 3% year over year.

Financial results
4 source passages
RXO’s revenue was $1.9 billion for the third quarter, compared to $1.4 billion in the third quarter of 2025. The company reported third-quarter 2026 GAAP net income of $3 million, compared to a net loss of $14 million in the third quarter of 2025. Adjusted EBITDA was $51 million, compared to $32 million in the third quarter of 2025. Volume in RXO’s Brokerage business increased by 2% year over year in the third quarter. Truckload volume improved every month throughout the quarter and increased by 3%. Open the document at this passage
Oct 5
Current report 8-K Events of Oct 4
Entered into a material agreement, Other events

RXO agreed to merge with C.H. Robinson on October 4, 2026, with holders receiving $17.25 cash plus 0.0856 C.H. Robinson shares, or proration-eligible alternatives of $30.25 cash or 0.1992 shares. The transaction is expected to close in the first half of 2027.

Read from the first part of this long document
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$6.54B
Trailing 12 months
Net income (TTM)
−$88.00M
Trailing 12 months
Revenue growth YoY
+31.7%
Year over year
Operating margin
-0.8%
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
-1.6%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$471.00M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+2.0%
Year over year · more shares
Price change (1Y)
+167.4%
Trailing year
Short interest
4.7%
Latest settlement · 2.2 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲70.4% $1.67B −$25.00M '24 Q4* ▲57% $1.43B −$31.00M '25 Q1 ▲52.6% $1.42B −$9.00M '25 Q2 ▲36.6% $1.42B −$14.00M '25 Q3 ▼11.9% $1.47B −$46.00M '25 Q4* ▼0.6% $1.43B −$36.00M '26 Q1 ▲25% $1.77B −$9.00M '26 Q2 LATEST ▲31.7% $1.87B $3.00M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q2 FY26 earnings call · Aug 6, 2026
Q2 FY26

TL;DR. RXO beat Q2 with adjusted EBITDA of $40M (exceeding the high end of guidance) on brokerage outperformance and 11% sequential truckload gross profit per load growth, guided Q3 to $35-45M with continued brokerage momentum but last mile weakness, and faced extensive investor scrutiny over insurance renewal and litigation overhang risk.

Bullish
  • + Q2 adjusted EBITDA of $40M exceeded the high end of guidance range driven by brokerage and last mile.
  • + Truckload volume grew 2% YoY, outperforming the market by 500 bps.
  • + Achieved 11% sequential increase in truckload gross profit per load, the highest growth rate in four years, driven by spot mix rising to 42% (+900 bps QoQ).
  • + July momentum continued with spot mix at 50%, revenue per load up >25% YoY ex-fuel, and truckload gross profit per load up ~40% since January.
Bearish
  • − Q3 guidance includes an incremental $3-5M sequential headwind in last mile from weaker demand and higher carrier costs.
  • − Last mile expected to decline more than typical seasonality in Q3.
  • − Q2 GAAP net loss of $9M, including $13M in transaction, integration, restructuring and other costs.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +31%
above
Price vs 50-day avg +13%
above
RSI (14) 61
neutral
MACD trend Negative
52-week position 95%
near high
Momentum
relative strength
Very Strong
1-month return −1%
trailing
6-month return +14%
trailing
YTD return +125%
this year
Relative strength +13%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $25 › 200d $22 — 50d above 200d
Institutional flow Distributing
283 of 313 funds reported for Sep 30 · net -1.6M sh shares · +36 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
4.72% of shares out · ▼ -28.2% MoM · 2.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
313 holders — near 3-yr high, broad support
Squeeze score 55
elevated · 0–100
Fundamentals
Strong
Revenue growth +26%
Y/Y
EPS growth +73%
Y/Y
Free cash flow $-8.0M
Buyback $123.0M
remaining
Balance sheet $387.0M
net debt
Quant / Vol
risk profile
High
Volatility 68%
annualized · 1-yr
Max drawdown −35%
past year
ATR 2.2%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Aug 6, 2026
Adjusted EBITDA · third quarter Non-GAAP $35M – $45M
Previous outlook earlier release · from the Earnings Call filed May 7, 2026

Still-open targets the latest release did not restate under the same label.

Adjusted EBITDA · second quarter $27M – $37M
Prior guidance period ended · from the 8-K filed Aug 6, 2026
Adjusted EBITDA · third quarter 2026 $35M – $45M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
1 · 2 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+31% Bullish
Price vs 50-day avg
+13% Bullish
RSI (14)
61 Neutral
MACD trend
Negative Bearish
52-week position
95% Bullish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $25 › 200d $22 — 50d above 200d
Institutional flow Distributing
283 of 313 funds reported for Sep 30 · net -1.6M sh shares · +36 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
4.72% of shares out · ▼ -28.2% MoM · 2.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
313 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $10 Now $28 · 95% Range high $29
vs 200-day avg +31% vs 50-day avg +13%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Adjusted diluted earnings per share non-GAAP $0.06 Q2 2026 —
Adjusted EBITDA non-GAAP $40M Q2 2026 —
Adjusted EBITDA margin non-GAAP 2.3% Q2 2026 —
Adjusted net income non-GAAP $10M Q2 2026 —
Available liquidity $350M Q2 2026 —
Brokerage gross margin 10.7% Q2 2026 —
Brokerage TL volume growth (y/y) 2% Q2 2026 —
Brokerage volume growth 2% Q2 2026 —
Complementary services gross margin 21.1% Q2 2026 —
Free cash flow conversion from adjusted EBITDA non-GAAP -130% Q2 2026 —
Freight under management awarded (Managed Transportation) $100M Q2 2026 —
Last Mile stops growth 3% Q2 2026 —
Less-than-truckload volume growth 3% Q2 2026 —
Net debt non-GAAP $491M Q2 2026 —
TL revenue per load growth (y/y) 19% Q2 2026 —
Truckload spot mix 42% Q2 2026 —
Truckload spot mix year-over-year change 1,500 Q2 2026 —
Truckload volume growth 2% Q2 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Trucking — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
RXO
RXO, Inc.
this stock
$4.69B +124.8% +26.2% — 4.7%
ODFL
Old Dominion Freight Line, Inc.
 $35.96B +11.3% -5.5% 31.3 4.4%
XPO
XPO, Inc.
 $22.46B +41.9% +0.3% 45.6 6.0%
KNX
Knight-Swift Transportation Holdings Inc.
 $10.39B +22.0% +0.8% 68.6 7.5%
SAIA
Saia Inc
 $9.13B +4.8% +0.8% 32.4 3.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
312
% held
110.0%
Reported
283 of 313
Top holder
Orbis Allan Gray Ltd
Held Float
View
Held by Funds
Fund positions
272
View
Short & Settlement
Short Interest Falling
Shares short
7.8M
Days to cover
2.2d
Change
-3.1M sh
View
Short Volume
Short vol %
65%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
12.3K
Value
$350.6K
As of
Oct 7, 2026
View
Off-Exchange
Off-exchange %
44.5%
Week of
Oct 5, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$5.7B
Net income (FY)
$-100.0M
EPS diluted
$-0.59
View
Buybacks
Authorized
$125.0M
Remaining
$123.0M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Oct 29, 2026
This year
22

RXO reported third-quarter revenue of $1.9 billion, GAAP net income of $3 million and adjusted EBITDA of $51 million; Brokerage truckload volume rose 3% year over year.

View
Proposed Sales
Value
$494.7K
Shares
33.3K
Filed
Nov 10, 2025
View
Earnings & Events
Webcasts
Last webcast
Sep 16, 2026
View
Investor Relations
Latest news
RXO Delivers Strong Third-Quarter…
Published
Oct 29, 2026
View

Performance

5D 20D 120D MTD YTD
RXO +3.0% -0.6% +13.7% +3.4% +124.8%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +0.4% +0.5% +13.2% +3.6% +114.2%

Capital returns

Buyback program · as of Sep 30, 2026
Authorized
$125.00M
Spent (derived)
$2.00M
Remaining
$123.00M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1929561 CUSIP 74982T103 13F (30d) 274 filings 234 filers Visit website Investor relations