Last results 6 Aug 2026
RXO Inc.
I · AI Analysis
The brief
RXO operates as a freight broker, matching companies that need to ship goods with available truck capacity, without owning the trucks themselves. They also provide managed transportation services, last-mile delivery for final customer destinations, and freight forwarding including ocean and air shipping coordination. The company earns profit by charging a markup between what shippers pay and what carriers receive, benefiting when they can negotiate favorable spreads in tight capacity markets.
RXO Inc. is a truck brokerage and transportation solutions company operating primarily in North America, connecting shippers with trucking capacity through an asset-light model [Yahoo Finance]. Founded in 2022 as a spinoff, RXO reported $5.7 billion in revenue with 6,906 employees, but currently operates at a net loss with high debt levels [Yahoo Finance]. Recent news shows truckload spot rates jumping 16.5% year-over-year in Q1 2026, a four-year high that directly benefits RXO's brokerage business [Yahoo Finance].
RXO is unprofitable with significant leverage, though revenue is growing rapidly in a recovering freight market.
Sentinellis health
3.2/10
Significant risks
Market capitalisation
$3.1B
Revenue (TTM)
$5.7B
Explainers
How we read these numbers
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ReadII · Recent news
What moved
6 stories · ranked by relevance
- Macro2026-05-20
RXO sees TL spot market surge further in Q2
Yahoo Finance
- Macro2026-05-20
RXO Inc. (RXO) Jumps 10.6% on May Truckload Improvement
Yahoo Finance
- Macro2026-05-20
RXO’s Latest Curve Report Highlights 16.5% Year-Over-Year Surge in First-Quarter Truckload Spot Rates
Yahoo Finance
- Macro2026-05-19
Why Is RXO (RXO) Stock Soaring Today
Yahoo Finance
- Macro2026-05-19
RXO Provides Brokerage Update, Including Improved Outlook for Truckload Gross Profit Per Load
Yahoo Finance
- Macro2026-05-17
The 5 Most Interesting Analyst Questions From RXO’s Q1 Earnings Call
Yahoo Finance
Premium · Free with any account
RXO carries net debt at 7.7 times EBITDA with negative free cash flow, creating financial stress and limiting ability to weather downturns or invest in growth [Yahoo Finance]
Risks
5
Opportunities
5
Red flags
3
Leadership
7
12 more findings in the full report — free with any account.
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