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RXRXO

RXO, Inc.

$RXO·$4.7B·Trucking·Industrials
$28.60-1.6%YTD+125.2%1Y+60.3%
Price updated 8h ago·X counts updated 5d ago
RXRXO
$RXORXO, Inc.
$28.60-1.58%334 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RXO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

334X posts · last 7 days
Oct 4Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $RXO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

What it does

Plain-English summary of the business — what they sell and how they make money.

RXO, Inc., headquartered in Charlotte, North Carolina, functions as a freight broker specializing in full truckload transportation services across the United States. The company utilizes its unique digital marketplace to link clients with available truckload space. Beyond this core offering, RXO also provides a suite of related brokered services, including comprehensive managed logistics, local last-mile delivery, and international freight forwarding.

Industry overviewAI analysisGenerated by AI from underlying data

Where Trucking sits in its cycle right now — and what that implies for $RXO.

Trucking · Industrials

Truckload spot rates are near cycle lows as excess carrier capacity (2021–2022 equipment orders delivering into a softening demand environment) persists; contract rate erosion continues through 2026 as shippers renegotiate. Less-than-truckload (LTL) operators (ODFL, XPO) are maintaining pricing discipline better than TL through route network advantages; freight tech platforms are accelerating carrier capacity rationalization.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+6.7%YTD
+13.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-46.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-6.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
41.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.06$0.04+67.2%
Q1 2026May 7, 2026$-0.09$-0.090.0%
Q4 2025Feb 6, 2026$-0.07$-0.04-75.0%
Q3 2025Nov 6, 2025$0.01$0.03-66.7%
Next earningsThu, Nov 5·consensus EPS $0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.8B+25.0%100%0.1%$-0.05$5.9M
Q1 FY26$1.4B-0.6%16.0%-1.3%$-0.21$-24.0M
Q4 FY25$1.5B-11.9%19.9%-0.7%$-0.27$-9.0M
Q3 FY25$1.4B+36.6%16.6%-0.5%$-0.08$9.0M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.8B$6.7B – $7.0B$0.13$0.12 – $0.1514
FY27$7.5B$7.1B – $8.1B$0.62$0.47 – $0.7714
FY28$8.2B$7.6B – $8.8B$1.03$0.61 – $1.307
FY29$7.9B$7.5B – $8.4B$1.76$1.63 – $1.893
FY30$7.3B$6.9B – $7.8B$1.24$1.15 – $1.335

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.93%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+26.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+40.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 163.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.995-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 8 other (3 exempts · 3 inkinds · 1 gift · 1 award) in window

See when $RXO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13DActivist position (5%+)Oct 5SC 13D
8-KMaterial agreementOct 58-K — Item 1.01: Material agreement · Item 8.01: Other event
8-KPress release / Reg FDSep 98-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDAug 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsMay 153
8-KShareholder voteMay 138-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 28 other (21 425s · 4 13Gs · 2 10-Qs · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Are OPCH, PCRX, RXO, BOLD Obtaining Fair Deals for their Shareholders?gurufocus.com·4d agoAre OPCH, PCRX, RXO, BOLD Obtaining Fair Deals for their Shareholders?prnewswire.com·4d agoC.H. Robinson Bets Its AI Story on RXO—But the Market Isn't Soldmarketbeat.com·5d agoBreakfast News: Week in Reviewfool.com·8d ago$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of RXO, Inc. (NYSE: RXO)prnewswire.com·11d ago

More in Trucking

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $RXO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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