RXO INC
RXO
ISIN null / Valor 122428821
RXO INC
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About company
RXO INC is a prominent player in the transportation and logistics industry, specializing in brokered transportation services. The company has built a robust brokerage business, offering a range of services including truck brokerage, expedite, and managed transportation. RXO was established as an independent entity in 2022, following its evolution from a predecessor company where key executives like Louis Amo and Drew Wilkerson played significant roles in its growth and operational leadership. With a focus on delivering value to both investors and customers, RXO leverages its extensive industry expertise and executive leadership to maintain a competitive edge in the market. The company is known for its ability to adapt and expand its service offerings, ensuring sustained growth and operational excellence.
Summarized from source with an LLMView SourceSector: Consumer ServicesLatest Results (17.05.2026):
RXO INC — first quarter of 2026: Revenue was roughly flat at $1.425 billion while gross margin compressed to 14.2% from 16.0% a year earlier. The company reported a GAAP net loss of $36 million (GAAP diluted loss per share $0.21) and an adjusted net loss of $16 million (adjusted diluted loss per share $0.09). Adjusted EBITDA was $6 million (0.4% margin). Management highlighted improving full truckload trends across the quarter, stronger spot mix, and raised expectations for sequential profit improvement in Q2.
Revenue and margins
Total revenue $1.425B (truck brokerage $1,097M; last mile $265M; managed transportation $123M). Gross margin fell to 14.2% from 16.0% a year ago; brokerage gross margin 11.4% and complementary services gross margin 19.8%.
Profitability and non-GAAP adjustments
GAAP net loss $36M (includes $9M transaction/integration/restructuring and an $11M debt extinguishment loss). Adjusted net loss $16M. Adjusted EBITDA $6M vs. $22M in Q1 2025; adjusted EBITDA margin 0.4% (1.5% prior year).
Brokerage operations and spot mix
Brokerage volume down 8% YoY (FTL down 12%, LTL +5%); full truckload volumes improved month-to-month during the quarter. Truckload spot mix rose to 33% (up 500 bps sequentially, 600 bps YoY), driving the largest sequential increase in gross profit per load in over three years. Company raised its full-year contract rate outlook to a high-single-digit increase.
Complementary services and sales pipeline
Managed Transportation won >$100M of freight under management in Q1 and late-stage pipeline grew by >$200M. Last mile stops declined ~8% YoY (soft big-and-bulky demand and weather impact).
Balance sheet and cash flow
Total assets ~$3.27B; accounts receivable ~$1.22B. Cash and cash equivalents around $21–22M. Q1 net cash used in operating activities was $7M; capex ~$17M.
Capital structure and one-time items
Refinanced 2027 senior notes during the quarter (new notes maturing May 2031 with 6.375% coupon). The refinancing produced an $11M debt extinguishment loss included in Q1 results.
Second-quarter outlook
RXO expects Q2 2026 adjusted EBITDA of $27M–$37M, Brokerage volume approximately flat YoY, sequential improvement in truckload gross profit per load, and sequential improvement in Last Mile stops. Management cited supply-side tightening and ongoing carrier exits as drivers of a supply-driven recovery.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
4430 M
Market cap (USD)
1,432,999
Daily traded volume (Shares)
24.36 / 23.86
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
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Ratings & reviews
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