RXO INC
RXO
ISIN null / Valor 122428821
RXO INC
UMushroom community rating:
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 (22.11.2025):
RXO Inc. — fourth quarter of 2024: RXO reported Q4 2024 revenue of $1.7 billion and continues to integrate the Coyote Logistics acquisition ahead of schedule, raising expected annualized cost synergies to at least $50 million. The quarter produced a GAAP net loss driven by acquisition-related charges but showed improvement on several adjusted metrics and operational momentum in complementary services.
Revenue
Q4 2024 revenue: $1.7 billion versus $1.0 billion in Q4 2023.
GAAP profitability
GAAP net loss of $20 million in Q4 2024, compared with GAAP net income of $2 million in Q4 2023. GAAP diluted loss per share: $0.12. Transaction, integration, restructuring and other costs (plus amortization and a discrete tax item) reduced GAAP EPS by $0.18 net of tax.
Adjusted results
Adjusted net income: $10 million (Q4 2024) vs. $7 million (Q4 2023). Adjusted EBITDA: $42 million vs. $31 million year-over-year. Adjusted EBITDA margin: 2.5% (Q4 2024) vs. 3.2% (Q4 2023). Adjusted diluted EPS: $0.06.
Margins
Overall gross margin: 15.5% in Q4 2024 (down from 18.0% in Q4 2023). Complementary services gross margin: 21.1%. Brokerage gross margin: 13.2%.
Brokerage volume mix
Brokerage volume (including Coyote impact) declined 6% year‑over‑year in Q4 2024: less‑than‑truckload +1% YoY, full truckload -8% YoY. Sequentially, combined brokerage volume grew 10% from Q3 2024.
Complementary services growth
Managed Transportation sales pipeline is nearly $2 billion in freight under management. Last Mile stop growth accelerated, up 15% year‑over‑year.
Coyote integration
Coyote Logistics integration remains ahead of schedule; RXO raised its annualized cost synergy estimate to at least $50 million.
Near-term outlook
Q1 2025 guidance: adjusted EBITDA expected between $20 million and $30 million; expected Q1 2025 Brokerage gross margin between 12% and 14%.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
1881 M
Market cap (USD)
2,636,772
Daily traded volume (Shares)
24.36 / 23.86
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
Dividend (USD)
Dividend yield (p.a.)
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P/E ratio
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EPS (USD)
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Ratings & reviews
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