US · Industrials · Trucking
EPS came in at 0.09 against a street estimate of 0.08 — a beat of 12.5%.
Analysts rate RXO Inc. a hold (3 buy, 15 hold, 0 sell out of 18) with an average price target of $27.96.
CONFIDENT RXO beat Q2 expectations with 2% brokerage volume growth, spot mix surged to 42%, and gross profit per load jumped 11% sequentially. Management expects continued momentum in Q3 despite Last Mile headwinds. Q2 2026 Call did not discuss geographic segments. Analysts pressed on spot sustainability vs. contract focus; management emphasized no fixed target, both critical, staffed for scale. Insurance renewal concerns dominated; management countered with superior vetting, safety record, coverage tower, and prior year favorable outcomes vs. industry. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Orbis Allan Gray Ltd | 22.06% |
| MFN Partners Management, LP | 17.04% |
| BlackRock Inc | 15.24% |
| Vanguard Portfolio Management, LLC | 5.63% |
| Vanguard Capital Management, LLC | 4.50% |
| State Street Corp | 4.04% |
| Hood River Capital Management LLC | 3.93% |
| Finepoint Capital LP | 3.25% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,871 million, up from $1,421 million in the third quarter of 2025. • Third-quarter 2026 net inco | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1.9 billion, up from $1.4 billion in the third quarter of 2025; reported revenue was $1,871 millio | 2026-10-29 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • RXO entered into a merger agreement with C.H. Robinson on October 4, 2026. • The transaction is expected to close in the first ha | 2026-10-05 |
| Reg FD disclosure · Q3 2026 RXO, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: September 9, 2026 • Company: RXO, Inc. (Ticker: RXO, NYSE listed) • Document Type: Form | 2026-09-09 |
| Quarterly report · Q2 2026 RXO, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q2 2026: $1,774 million (up 25% vs. $1,419 million in Q2 2025) • Revenue H1 2026: $3,199 | 2026-08-06 |
| Results announced · Q3 2026 RXO INC. Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $1.774 billion (Q2 2026) vs. $1.419 billion (Q2 2025) — up 25% • GAAP net loss: $9 mil | 2026-08-06 |
| Shareholder vote results · Q2 2026 RXO, INC. - 2026 ANNUAL MEETING RESULTS SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held May 12, 2026 • Total votes cast across all pr | 2026-05-13 |
| Quarterly report · Q1 2026 RXO, INC. - Q1 2026 SUMMARY HEADLINE NUMBERS • Revenue: $1,425 million (Q1 2026) vs. $1,433 million (Q1 2025) — essentially flat, down 0.6% • Net Lo | 2026-05-07 |
Readable in the app.
| Announcement | Date |
|---|---|
| Agreed merger making RXO a wholly owned subsidiary of C.H. Robinson RXO agreed to be acquired by C.H. Robinson in a two-step merger expected to close in the first half of 2027, subject to stockholder approval and other closing conditions. RXO shareholders wi | 2026-10-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for RXO Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.