RXO Stock Price, News & Analysis
Why is RXO Stock Up Today?
Company Description
RXO, Inc. (NYSE: RXO) is a transportation and logistics company that describes itself as a leading provider of asset-light transportation solutions. According to the company’s public disclosures, RXO focuses on tech-enabled truck brokerage and complementary services that help move freight efficiently through supply chains across North America. The company is headquartered in Charlotte, North Carolina and operates within the transportation industry.
RXO’s core offering is its truck brokerage business, where it uses technology to match shipper demand with carrier capacity. Company materials repeatedly emphasize that RXO combines "massive capacity" with "cutting-edge technology" to manage freight movements. This reflects an asset-light model in which RXO coordinates transportation rather than owning large fleets of trucks.
Business Model and Services
RXO highlights three main complementary services that support its truck brokerage operations:
- Managed transportation, which the company identifies as a brokered transportation service that works alongside its brokerage business.
- Last mile delivery, referenced in multiple press releases as a key growth area measured in year-over-year stop growth.
- Freight forwarding, noted in external descriptions as part of RXO’s asset-light, brokered transportation services.
The company states that these services are asset-light and brokered, and that they complement its core brokerage operations. RXO also reports its results in one reportable segment, indicating that management views the business as an integrated transportation platform.
Technology and Data Focus
RXO repeatedly describes its offerings as tech-enabled. Public materials reference "cutting-edge technology" and data-backed insights that support shippers and carriers. For example, RXO publishes research such as its Curve truckload market forecast and logistics KPI benchmark reports, which the company describes as proprietary, market-based and data-driven. These publications cover macroeconomic indicators, truckload spot rate trends and logistics key performance indicators across industries, underscoring RXO’s emphasis on analytics in transportation decision-making.
In addition, RXO notes that it uses technology to handle large volumes of freight and to improve productivity in its brokerage operations. Management commentary in earnings releases links the company’s scale and technology to improvements in gross margin, carrier coverage and operational efficiency.
Position in the Transportation Market
RXO identifies itself as operating within the transportation industry and within the North American geography. Company statements describe RXO as the third-largest brokered transportation provider in North America, highlighting its scale in the truck brokerage market. This scale is referenced in the context of navigating different freight market conditions, including soft freight environments and periods of tightening capacity.
The company’s communications also discuss trends such as muted freight volumes, carrier cost pressures and capacity exits from the market. RXO uses its Curve forecast and other research to interpret these trends for shippers and carriers. While these market conditions change over time, RXO’s role as a broker of transportation services and a source of freight market insights is a recurring theme in its disclosures.
Financial Reporting and Segment View
RXO reports its financial results through a single reportable segment, reflecting its integrated approach to brokerage and complementary services. Earnings releases and related SEC filings discuss revenue, gross margin, adjusted EBITDA and adjusted EPS, as well as the performance of the Brokerage business and complementary services such as managed transportation and last mile. The company also discusses non-GAAP measures and explains that these are intended to isolate what management views as core operating performance.
Within Brokerage, RXO reports volumes across different freight types, including full truckload and less-than-truckload. In complementary services, the company highlights metrics such as last mile stop growth and gross margin. These disclosures provide insight into how RXO evaluates its operations and the relative contributions of its service lines.
Research and Market Insight Offerings
RXO publishes original research aimed at supply chain and logistics professionals. Examples include:
- The Curve truckload market forecast, which recaps quarterly truckload performance, covers macroeconomic indicators and provides forward-looking freight market commentary.
- Logistics KPI Benchmarks, By Industry, which compares how supply chain experts across industries track and use transportation data as key performance indicators.
The company states that these insights help shippers and carriers navigate the truckload market and evaluate their own logistics KPIs. RXO positions this research as an extension of its technology and data capabilities within transportation and warehousing.
Industry Classification
Based on the provided classification, RXO operates in General Freight Trucking, Local within the broader Transportation and Warehousing sector. Its own descriptions focus on asset-light truck brokerage and related services, which place the company within the third-party logistics and freight brokerage segment of the transportation industry.
FAQs about RXO, Inc.
- What does RXO, Inc. do?
RXO, Inc. is a transportation and logistics company that provides asset-light transportation solutions. The company emphasizes tech-enabled truck brokerage services and complementary offerings such as managed transportation and last mile delivery to move freight through supply chains across North America.
- How does RXO describe its business model?
RXO describes its business model as asset-light and brokered. Rather than owning large fleets of trucks, the company focuses on matching shippers with third-party carriers, supported by technology and data-driven tools. Managed transportation, last mile and freight forwarding are identified as asset-light services that complement its core truck brokerage business.
- What are RXO’s main services?
According to company disclosures, RXO’s main services include tech-enabled truck brokerage, managed transportation, last mile delivery and freight forwarding. These services are presented as brokered transportation offerings that work together within a single reportable segment.
- Where is RXO headquartered?
RXO states that it is headquartered in Charlotte, North Carolina. This location is cited in multiple press releases and SEC filings.
- In which industry and sector does RXO operate?
RXO operates in the General Freight Trucking, Local industry within the broader Transportation and Warehousing sector. Its activities center on transportation brokerage and related logistics services in North America.
- How does RXO use technology in its operations?
RXO describes its services as tech-enabled and references "cutting-edge technology" that supports its brokerage operations. The company also publishes data-backed research, such as the Curve truckload market forecast and logistics KPI benchmarks, which it presents as tools to help shippers and carriers make supply chain decisions.
- What is the Curve truckload market forecast from RXO?
The Curve is RXO’s proprietary truckload market forecast. Company releases explain that it recaps quarterly truckload performance, covers macroeconomic indicators and trends driving the truckload market, and provides freight market forecasts, including commentary on spot rate movements and capacity conditions.
- What role do managed transportation and last mile play in RXO’s business?
RXO identifies managed transportation and last mile as complementary, asset-light services that support its truck brokerage business. Company materials highlight last mile stop growth and managed transportation’s contribution to synergy loads for Brokerage as part of its operational performance.
- On which exchange does RXO trade and under what ticker?
RXO’s common stock trades on the New York Stock Exchange under the ticker symbol RXO. This is indicated in the company’s press releases and SEC filings.
- Does RXO operate only in North America?
The company states that it moves freight through supply chains across North America and that it operates within the transportation industry and in the same geography, North America. The provided information does not describe operations outside this region.
Stock Performance
RXO (RXO) stock last traded at $13.76, up 2.52% from the previous close. Over the past 12 months, the stock has lost 28.0%, ranking #1,744 in 52-week price change. At a market capitalization of $2.3B, RXO is classified as a mid-cap stock with approximately 164.2M shares outstanding.
Latest News
RXO has 10 recent news articles, with the latest published 4 days ago. Of the recent coverage, 5 articles coincided with positive price movement and 5 with negative movement. Key topics include conferences, offering. View all RXO news →
SEC Filings
RXO has filed 5 recent SEC filings, including 3 Form 4, 1 Form DEF 14A, 1 Form SCHEDULE 13G/A. The most recent filing was submitted on March 30, 2026. SEC filings provide transparency into a company's financial condition, material events, and regulatory compliance. View all RXO SEC filings →
Insider Radar
Insider buying activity at RXO over the past 90 days may reflect management confidence in the company's direction. Institutional investors and analysts often monitor insider purchases as a potential bullish indicator for the stock.
Financial Highlights
RXO generated $5.7B in revenue over the trailing twelve months, retaining a 19.7% gross margin, operating income reached -$79.0M (-1.4% operating margin), and net income was -$100.0M, reflecting a -1.7% net profit margin. Diluted earnings per share stood at $-0.59. The company generated $51.0M in operating cash flow. With a current ratio of 1.27, the company maintains adequate short-term liquidity.
Upcoming Events
Women in Trucking recognition
RXO has 1 upcoming scheduled event. The next event, "Women in Trucking recognition", is scheduled for October 25, 2026 (in 208 days). Investors can track these dates to stay informed about potential catalysts that may affect the RXO stock price.
Short Interest History
Short interest in RXO (RXO) currently stands at 11.1 million shares, up 14.8% from the previous reporting period, representing 6.9% of the float. Over the past 12 months, short interest has increased by 21%. The 8.2 days to cover indicates moderate liquidity for short covering.
Days to Cover History
Days to cover for RXO (RXO) currently stands at 8.2 days, up 99% from the previous period. This moderate days-to-cover ratio suggests reasonable liquidity for short covering, requiring about a week of average trading volume. The ratio has shown significant volatility over the period, ranging from 3.2 to 8.2 days.
RXO Company Profile & Sector Positioning
RXO (RXO) operates in the Trucking industry within the broader Transportation Services sector and is listed on the NYSE. In monthly performance, the stock ranks #1,715 among all tracked companies.
Investors comparing RXO often look at related companies in the same sector, including Schneider Nation (SNDR), Knight-Swift Transn Hldgs Inc (KNX), Saia Inc (SAIA), Arcbest Corp (ARCB), and Werner Entprise (WERN). Comparing financial metrics, valuation ratios, and stock performance across these peers can help investors evaluate RXO's relative position within its industry.