RXO Inc Stock Price, News & Analysis

RXO (NYSE:RXO) has released new industry-specific insights on logistics Key Performance Indicators (KPIs) in their report "Logistics KPI Benchmarks, By Industry." The study reveals distinct KPI trends across various sectors including automotive, consumer packaged goods, food and beverage, healthcare, manufacturing, and retail.

Key findings show that 96% of food and beverage shippers consider KPIs essential, while 58% of healthcare shippers rate themselves as advanced in KPI tracking. The research also highlights that 74% of healthcare and 73% of retail shippers are utilizing AI in logistics operations. Additionally, automotive and CPG sectors are increasing carrier standards, with 72% and 69% respectively raising their KPI requirements.

RXO (NYSE: RXO) has announced its upcoming participation in two major investor conferences. Chairman and CEO Drew Wilkerson and Chief Strategy Officer Jared Weisfeld will present at the Jefferies Industrials Conference in New York City on September 4 at 8:10 a.m. EDT, and the Morgan Stanley 13th Annual Laguna Conference in Laguna Beach, California on September 10 at 1:45 p.m. EDT.

Investors can access live webcasts and replays of both presentations through the company's investor relations website at investors.rxo.com.

RXO (NYSE: RXO) has released its latest Curve truckload market forecast, revealing a measured recovery in the freight market during Q2 2025. The report shows spot rates increased 6.5% year-over-year in Q2 2025, marking a deceleration from 9.1% in Q1 2025 and 11.6% in Q4 2024.

While seasonal events created temporary volatility, the market quickly stabilized. Chief Strategy Officer Jared Weisfeld notes that despite soft conditions, carrier exits have led to a more balanced market. The forecast suggests continued upward rate trajectory, though Q3 2025 growth may be lower than Q2, with the market becoming more sensitive to demand fluctuations.

RXO (NYSE: RXO) reported mixed second-quarter 2025 results amid a challenging freight market. Revenue reached $1.4 billion, with Brokerage volume growing 1% year-over-year, driven by a notable 45% growth in less-than-truckload volume. The company reported a GAAP net loss of $9 million, or $0.05 per share, while adjusted net income was $7 million.

Key performance metrics include Brokerage gross margin of 14.4% and Last Mile achieving 17% year-over-year stop growth - marking the fourth consecutive quarter of double-digit growth. Adjusted EBITDA was $38 million with a 2.7% margin. For Q3 2025, RXO expects adjusted EBITDA between $33-43 million with approximately flat year-over-year volume growth in Brokerage.

RXO (NYSE: RXO) has announced its upcoming second-quarter earnings release and conference call scheduled for August 7, 2025. The financial results will be released before the NYSE market opening, followed by a conference call at 8:00 a.m. EDT.

Investors can access the conference call through a live webcast at investors.rxo.com or by phone using toll-free numbers. A replay will be available until August 13, 2025, and the presentation will be archived on the company's investor relations website.

RXO (NYSE: RXO) has announced its participation in the upcoming Wells Fargo 2025 Industrials and Materials Conference in Chicago. Chief Executive Officer Drew Wilkerson and Chief Strategy Officer Jared Weisfeld will deliver a presentation on June 11, 2025, from 4:00 to 4:35 p.m. EDT. Investors and interested parties can access both the live webcast and a replay of the presentation through RXO's investor relations website at investors.rxo.com.

RXO has released its Q2 Curve truckload market forecast, revealing key trends in the freight market. The report shows that truckload spot rates increased 9.1% year-over-year in Q1 2025, down from 11.6% growth in Q4 2024. After initial volatility in January due to post-holiday shipping and weather events, rates returned to baseline levels.

Looking ahead, RXO expects typical summer shipping patterns to create some spot market volatility in Q2. The company notes that carriers face significant cost pressures from prolonged low rates, and despite potentially modest freight demand, a tighter capacity environment could emerge later in the year. Additionally, shippers are navigating uncertainty regarding inventory decisions and trade conditions, though de-escalating trade tensions may present opportunities for strategic inventory building.

RXO (NYSE: RXO) reported its Q1 2025 financial results and announced the successful integration of Coyote coverage operations into the RXO Connect® platform. The company reported revenue of $1.4 billion, up from $913 million in Q1 2024, though with a GAAP net loss of $31 million. Key highlights include: increased synergy estimates to over $70 million in cash synergies, 26% year-over-year growth in less-than-truckload brokerage volume, and 24% growth in Last Mile stops. The company's gross margin was 16.0%, down from 17.4% in Q1 2024, with adjusted EBITDA of $22 million. For Q2 2025, RXO expects adjusted EBITDA between $30-40 million and Brokerage gross margin between 13-15%.

RXO (NYSE: RXO) has announced its upcoming participation in the Oppenheimer 20th Annual Industrial Growth Conference. The virtual event will feature Drew Wilkerson, chief executive officer, and Jared Weisfeld, chief strategy officer, who will present on May 8, 2025, at 10:30 a.m. EDT.

Investors and interested parties can access both the live webcast and a replay of the presentation through RXO's investor relations website at http://investors.rxo.com.