RXO says August truckload profit per load tops 10%
RXO reports stronger-than-expected truckload gross profit per load and continues to project year-over-year volume growth for Q3 2026 despite soft freight demand.
Rhea-AI Filing Summary
RXO, Inc. (RXO) reported preliminary third-quarter 2026 brokerage metrics indicating stronger operating performance. Truckload gross profit per load increased by more than 10% in August compared with July, exceeding the company’s prior outlook. Spot freight represented approximately 50% of full-truckload volume for the first two months of the quarter, while higher contract rates are being phased in.
RXO continues to expect third-quarter truckload volume to grow by a low-to-mid single digit percentage year-over-year despite ongoing softness in freight demand. Management stated that quarter results are not yet complete, remain subject to normal closing procedures, and may differ materially from final reported results.
Positive
- Truckload gross profit per load rose by more than 10% in August vs. July, outperforming the company’s prior outlook and signaling improved brokerage profitability quarter-to-date.
- RXO expects third-quarter 2026 truckload volume to grow by a low-to-mid single digit percentage year-over-year, indicating anticipated volume growth even amid soft freight demand.
Negative
- None.
Filing Explained
The September 9 8-K furnishes RXO’s preliminary operating metrics under Item 7.01; the release is not deemed filed under Section 18 or incorporated by reference into other Exchange Act or Securities Act filings unless specifically referenced.
8-K Event Classification
2 items: 7.01, 9.01
2 items
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
Key Figures
Truckload gross profit per load change: More than 10% increase
Spot share of full-truckload volume: Approximately 50%
Expected truckload volume growth: Low-to-mid single digit percentage
+2 more
5 metrics
Truckload gross profit per load change
More than 10% increase
Increase in August 2026 compared with July 2026, better than prior outlook
Spot share of full-truckload volume
Approximately 50%
Share of full-truckload volume from spot freight in first two months of Q3 2026
Expected truckload volume growth
Low-to-mid single digit percentage
Expected year-over-year increase in third-quarter 2026 truckload volume
Press release date
September 9, 2026
Date RXO announced the preliminary brokerage update
Exchange listing
RXO
Common stock trading symbol on the New York Stock Exchange
Key Terms
asset-light transportation solutions, truckload gross profit per load, spot opportunities, managed transportation, +1 more
5 terms
asset-light transportation solutions financial
"RXO is described as a leading provider of asset-light transportation solutions"
Asset-light transportation solutions are business models that provide shipping, logistics or passenger transport services without owning most of the vehicles, warehouses or infrastructure used to operate them. Like a travel agent arranging trips using third-party airlines and hotels instead of owning planes, these firms focus on managing contracts, software and customer relationships, which can mean faster growth, lower upfront costs and more flexible margins—factors investors watch for scalability and capital efficiency.
truckload gross profit per load financial
"truckload gross profit per load increased by more than 10 percent in August"
spot opportunities financial
"The company continues to capture spot opportunities, and spot represented approximately 50%"
managed transportation financial
"RXO offers tech-enabled truck brokerage services together with complementary solutions including managed transportation"
forward-looking statements regulatory
"This release includes forward-looking statements, including statements relating to anticipated third-quarter results"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
FAQ
What preliminary operating update did RXO (RXO) provide for the third quarter of 2026?
RXO reported that truckload gross profit per load increased by more than 10% in August versus July and that performance was better than its prior outlook, based on quarter-to-date brokerage trends.
How does RXO (RXO) expect third-quarter 2026 truckload volume to trend year-over-year?
RXO continues to expect third-quarter truckload volume to increase by a low-to-mid single digit percentage year-over-year, even as it notes ongoing softness in overall freight demand.
What portion of RXO’s full-truckload volume was spot freight early in Q3 2026?
RXO stated that spot represented approximately 50% of its full-truckload volume through the first two months of the third quarter of 2026, reflecting significant exposure to spot market opportunities.
How is RXO (RXO) supporting improved truckload margins in Q3 2026?
RXO indicated it is capturing spot opportunities, with about 50% spot mix, and phasing in higher contract rates while using its scale to purchase transportation effectively, contributing to higher gross profit per load.
Are RXO’s Q3 2026 financial results finalized according to this 8-K update?
No. RXO stated that results for the quarter have not been completed, are subject to normal quarter-end closing procedures, and may differ materially from final reported results once fully determined.
How did RXO’s August 2026 truckload gross profit per load compare to its prior outlook?
RXO reported that its truckload gross profit per load in August increased by more than 10% versus July, which it described as better than the outlook provided on its second-quarter earnings conference call.
AI-generated analysis. How Rhea-AI works. Not financial advice.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): September 9, 2026
(Exact name of registrant as specified in its charter)
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| (Address of principal executive offices) | (Zip Code) | ||||
(Registrant’s telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
| Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | |||||
| Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | |||||
| Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | |||||
| Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) | |||||
Securities registered pursuant to Section 12(b) of the Act:
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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 7.01. Regulation FD Disclosure
On September 9, 2026 , RXO, Inc. (the “Company”) issued a press release providing preliminary operating metrics for the third quarter of 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.
The information furnished in Item 7.01, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, and shall not be deemed to be incorporated by reference into any filing of the Company under the Exchange Act or the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits.
| Exhibit No. | Description | |||||||
| 99.1 | Press Release, dated September 9, 2026, issued by RXO, Inc. | |||||||
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) | |||||||
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this Current Report on Form 8-K to be signed on its behalf by the undersigned hereunto duly authorized.
Date: September 9, 2026 | RXO, INC. | ||||||||||
| By: | /s/ James E. Harris | ||||||||||
| James E. Harris | |||||||||||
| Chief Financial Officer | |||||||||||
Exhibit 99.1
RXO Provides Positive Brokerage Update, Highlighting Strong Truckload Gross Profit Per Load
•Truckload gross profit per load increased by more than 10 percent in August when compared to July, better than the prior outlook
•Company continues to expect third-quarter truckload volume to increase by a low-to-mid single digit percentage year-over-year
CHARLOTTE, N.C. – Sept. 9, 2026 – 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 transportation effectively. As a result, RXO’s truckload gross profit per load increased by more than 10 percent in August when compared to July, which was better than the outlook provided on the company’s second-quarter earnings conference call.
RXO continues to expect third-quarter truckload volume to increase by a low-to-mid single digit percentage year-over-year, despite ongoing softness in freight demand.
“RXO is on pace for a strong third quarter,” said Drew Wilkerson, RXO’s chairman and chief executive officer. “This performance speaks to the power of our brokerage platform, the strength of our customer relationships and our team’s ability to execute in a dynamic freight market.”
The company made the announcement ahead of an investor conference at which Wilkerson and Chief Strategy Officer Jared Weisfeld are speaking.
Results for the quarter have not been completed, are subject to quarter-end closing procedures, and may differ materially from final reported results.
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 including managed transportation and last mile delivery. The company combines massive capacity and cutting-edge technology to move freight efficiently through supply chains across North America. The company is headquartered in Charlotte, N.C. Visit RXO.com for more information and connect with RXO on Facebook, X, LinkedIn, Instagram and YouTube.
Media Contact
Nina Reinhardt
nina.reinhardt@rxo.com
Investor Contact
Kevin Sterling
kevin.sterling@rxo.com
Press Release | 1
Forward-looking Statements
This release includes forward-looking statements, including statements relating to anticipated third-quarter results. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements. In some cases, forward-looking statements can be identified by the use of forward-looking terms such as “anticipate,” “estimate,” “believe,” “continue,” “could,” “intend,” “may,” “plan,” “predict,” “should,” “will,” “expect,” “project,” “forecast,” “goal,” “outlook,” “target,” or the negative of these terms or other comparable terms. However, the absence of these words does not mean that the statements are not forward-looking. These forward-looking statements are based on certain assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as well as other factors we believe are appropriate in the circumstances.
These forward-looking statements are subject to known and unknown risks, uncertainties and assumptions that may cause actual results, levels of activity, performance, or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by such forward-looking statements. Factors that might cause or contribute to a material difference include the risks discussed in our filings with the SEC and the following: competition and pricing pressures; economic conditions generally; fluctuations in fuel prices; increased carrier prices; severe weather, natural disasters, terrorist attacks or similar incidents that cause material disruptions to our operations or the operations of the third-party carriers and independent contractors with which we contract; our dependence on third-party carriers and independent contractors; labor disputes or organizing efforts affecting our workforce and those of our third-party carriers; legal and regulatory challenges to the status of the third-party carriers with which we contract, and their delivery workers, as independent contractors, rather than employees; our ability to develop and implement suitable information technology systems and prevent failures in or breaches of such systems; the impact of potential cyberattacks and information technology or data security breaches; our ability to integrate machine learning and artificial technologies to deliver our services and operate our business; issues related to our intellectual property rights; our ability to access the capital markets and generate sufficient cash flow to satisfy our debt obligations; litigation that may adversely affect our business or reputation; increasingly stringent laws protecting the environment, including transitional risks relating to climate change, that impact our third-party carriers; governmental regulation and political conditions; our ability to attract and retain qualified personnel; our ability to successfully implement our cost and revenue initiatives and other strategies; our ability to successfully manage our growth; our reliance on certain large customers for a significant portion of our revenue; damage to our reputation through unfavorable publicity; our failure to meet performance levels required by our contracts with our customers; the inability to achieve the level of revenue growth, cash generation, cost savings, improvement in profitability and margins, fiscal discipline, or strengthening of competitiveness and operations anticipated or targeted; and the impact of the separation on our businesses, operations and results. All forward-looking statements set forth in this release are qualified by these cautionary statements and there can be no assurance that the actual results or developments anticipated by us will be realized or, even if substantially realized, that they will have the expected consequences to or effects on us or our business or operations. Forward-looking statements set forth in this release speak only as of the date hereof, and we do not undertake any obligation to update forward-looking statements to reflect subsequent events or circumstances, changes in expectations or the occurrence of unanticipated events, except to the extent required by law.
Press Release | 2