Seeking Alpha·Sep 16, 2026
RXO, Inc. (RXO) Presents at Morgan Stanley's 14th Annual Laguna Conference TranscriptRXO, Inc. (RXO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
RXO's acquisition of Coyote Logistics has driven a 25% year-over-year revenue surge to $1.8B in 2026Q2, but the integration has yet to translate into sustainable profitability, with operating margin at just 0.1% and net losses of -$9.0M. The company's asset-li...
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Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $0.06+67.2% vs $0.04 | $1.8B+8.7% vs $1.6B |
Q2 2026 May 7, 2026 | -$0.09+0.0% vs -$0.09 | $1.4B+6.2% vs $1.3B |
Q1 2026 Feb 6, 2026 | -$0.07-75.0% vs -$0.04 | $1.5B-1.4% vs $1.5B |
Q4 2025 Nov 6, 2025 | $0.01-66.7% vs $0.03 | $1.4B-6.2% vs $1.5B |
RXO, Inc. (RXO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
[url="]RXO[/url] (NYSE: RXO), a leading provider of asset-light transportation solutions, announced today that it has achieved stronger than anticipated quarter
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO), a leading provider of asset-light transportation solutions, announced today that it has achieved stronger than anticipated quarter-to-date truckload gross profit per load. The company continues to capture spot opportunities, and spot represented approximately 50% of RXO's full-truckload volume through the first two months of the quarter. In addition, the company continues to phase in higher contract rates while leveraging its scale to purchase.
[url="]RXO[/url] (NYSE: RXO), a leading provider of asset-light transportation solutions, today announced it has entered into a preferred partnership with Enter
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Key metrics vs top competitors for RXO, Inc. (RXO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $19.79 | $3.26B | -33.54 | 26.2% | -1.74% | -6.34% | — | |
| $149.56 | $17.63B | 30.96 | -8.42% | 3.73% | 36.01% | — | |
| $15.14 | $478.8M | -4.35 | 0.84% | -11.37% | -320.56% | — | |
| $32.06 | $1.94B | 18.86 | -6.1% | 2.82% | 6.11% | — | |
| $177.67 | $20.86B | 67.30 | 1.05% | 4.71% | 21.57% | — | |
| $187.51 | $24.52B | 31.51 | 4.42% | 7.64% | 40.64% | — |
RXO, Inc. (RXO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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RXO, Inc. (RXO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 13, 2026·SEC
May 7, 2026·SEC
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RXO, Inc. (RXO) stock FAQ — growth, dividends, profitability & financials explained
RXO, Inc. (RXO) reported $6.09B in revenue for fiscal year 2025. This represents a 81% increase from $3.36B in 2020.
RXO, Inc. (RXO) grew revenue by 26.2% over the past year. This is strong growth.
RXO, Inc. (RXO) reported a net loss of $105.0M for fiscal year 2025.
RXO, Inc. (RXO) has a return on equity (ROE) of -6.3%. Negative ROE indicates the company is unprofitable.
RXO, Inc. (RXO) had negative free cash flow of $18.1M in fiscal year 2025, likely due to heavy capital investments.
