RXO, Inc. (RXO) Presents at Deutsche Bank's Chicago Industrials Summit Transcript
RXO, Inc. (RXO) Presents at Deutsche Bank's Chicago Industrials Summit Transcript
RXO, Inc. (RXO) Presents at Deutsche Bank's Chicago Industrials Summit Transcript
Weak July jobs data dims September rate-hike odds, putting broker-favored stocks like Avnet, RXO, Forward Air, Air Canada and AMN Healthcare in focus.
RXO NYSE: RXO reported second-quarter results that exceeded its prior outlook, as brokerage volume growth, a larger mix of spot freight and stronger-than-expected last-mile stops supported profitability. The company said it expects brokerage momentum to continue into the third quarter, though it also anticipates weaker conditions in its last-mile business.
RXO Inc. delivered strong 25% YoY revenue growth to $1.77B but failed to achieve earnings growth, with margins continuing to compress. Despite bullish market forecasts and a non-GAAP FWD EPS of $0.12, RXO's valuation appears unsustainably rich at 33x EV/EBITDA and 164x FWD P/E. Gross margin declined to 17% in Q2 from 21.2% last year, with negative operating cash flow and rising long-term debt signaling deteriorating fundamentals.
RXO, Inc. delivered strong Q2 '26 revenue growth, but profits and margins failed to improve, with gross profit declining and adjusted EBITDA flat. Most revenue gains stemmed from higher freight rates and fuel prices, not underlying business economics, while working capital needs and leverage increased. Management targets mid-single-digit EBITDA margins through the cycle, but current valuation implies ~20x normalized earnings, even under optimistic scenarios.
RXO, Inc. (RXO) Q2 2026 Earnings Call Transcript
While the top- and bottom-line numbers for RXO (RXO) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
RXO (RXO) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.04 per share a year ago.
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) today reported its second-quarter financial results and third-quarter outlook. RXO Chairman and CEO Drew Wilkerson said, “RXO delivered strong second-quarter results, including profitable volume growth across the business. In Brokerage, we outperformed the market sooner than our previously communicated expectations, with truckload volume growth of 2 percent. We also achieved another historic sequential increase in gross profit per load, the best.
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) today announced that Chief Strategy Officer Jared Weisfeld will present at the Deutsche Bank Chicago Industrials Summit in Chicago on Tues., Aug. 11, 2026, at 5 p.m. EDT. A live webcast and replay of the presentations 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 truck brokerage services together with complementary solutions includin.
RXO (RXO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Fifth Third Bancorp lifted its holdings in shares of Rxo Inc (NYSE: RXO) by 21,691.7% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 146,222 shares of the company's stock after acquiring an additional 145,551 shares during the period. Fifth Third Bancorp owned approximately 0.09% of
RXO (NYSE: RXO - Get Free Report) and Kuehne and Nagel International (OTCMKTS:KHNGY - Get Free Report) are both transportation companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, valuation, risk, institutional ownership, analyst recommendations, earnings and profitability. Earnings and Valuation This table compares RXO
Shares of Rxo Inc (NYSE: RXO - Get Free Report) traded up 6.8% on Thursday after The Goldman Sachs Group raised their price target on the stock from $18.00 to $20.00. The Goldman Sachs Group currently has a neutral rating on the stock. RXO traded as high as $28.69 and last traded at $28.90. 261,267 shares
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO), a leading provider of asset-light transportation solutions, today announced a strategic partnership with Highway, the leading technology provider specializing in Carrier Identity® solutions. This collaboration is designed to strengthen RXO's network integrity, enhance operational efficiency, and provide a more secure experience for both carriers and customers. As cargo theft and freight fraud increasingly pose significant threats to the U.S. su.
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 6, 2026. 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: +1 833-461-5787 International callers: +1 585-542-9983 Meeting ID: 501829031 A repla.
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO), a leading provider of asset-light transportation solutions, today announced that Chairman and CEO Drew Wilkerson has been named a 2026 Rainmaker by DC Velocity, one of the logistics and supply chain industry's leading publications. The honor recognizes influential leaders who demonstrate innovation, leadership, and measurable impact on the industry through their work. “This recognition reflects the strength of the RXO team and the momentum we'r.
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO), a leading provider of asset-light transportation solutions, has been awarded Verisk CargoNet's "Best in Cargo Security" Award. This honor recognizes RXO's industry-leading commitment to cargo theft prevention, fraud detection, and the sharing of critical crime intelligence to strengthen the national supply chain. CargoNet, a Verisk business, serves as a national information-sharing system that connects transportation companies, shippers, and la.
RXO, Inc. RXO is pushing deeper into agentic artificial intelligence and faster digital workflows at a moment when the freight cycle is starting to tighten. The company's early proof points show meaningful automation, quicker quoting and bidding, and improved productivity.
RXO, Inc. RXO is entering a more constructive freight cycle, with capacity tightening and contract repricing starting to show up in unit economics. At the same time, the company is leaning into automation and faster digital workflows to lower cost-to-serve and scale with fewer incremental hires.