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RXO

RXO

RXO is a leading provider of asset-light transportation services, operating a massive brokered transportation platform that connects shippers with qualified independent carriers.

Market cap
$3.98B+57.1%
Revenue$5.7B+13.1%
Net income-$105.0M+65.7%
Free cash flow-$41.0M+28.1%
EPS (diluted)-$0.61+70.5%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 6, 2026 (In 1 week)
Revenue estimate$1.6B
EPS estimate$0.04

Financials

Q1 2026

Income statement

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Revenue$1.4B-0.6%
Gross profit$254.0M-9.3%
Operating income-$28.0M+6.7%
Net income-$36.0M-16.1%
EPS (diluted)-$0.21-16.7%

Balance sheet

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Cash & equivalents$22.0M+37.5%
Total debt$716.0M+2.0%
Total equity$1.5B-4.9%
Total assets$3.3B-1.1%

Cash flow

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Operating cash flow-$7.0M-250%
CapEx$17.0M+13.3%
Free cash flow-$24.0M-41.2%

Valuation & ratios

Valuation

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Market cap$3.98B+57.1%
Enterprise value$4.67B+35.1%
P/S0.7×+0.2×

Profitability

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Gross margin19.3%-1.5pp
Operating margin-1.3%-0.1pp
Net margin-1.8%-0.8pp

Returns & leverage

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Return on equity-6.8%-2.9pp
Debt / equity0.5×0.0×
Current ratio1.3×0.0×

Segments

By product

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Truck brokerage$1.1B+2.8%
Last mile$265.0M-4.7%
Managed transportation$123.0M-10.2%
Eliminations-$60.0M-22.4%

By segment

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Reportable Segment$1.4B-0.6%

Competitors

Profile

RXO is a leading provider of asset-light transportation services, operating a massive brokered transportation platform that connects shippers with qualified independent carriers. The company leverages a proprietary, AI-driven digital marketplace to optimize freight matching, pricing, and visibility. Its core value proposition centers on providing scalable truckload capacity and specialized logistics solutions through a technology-first, capital-efficient business model.

Competitive position

RXO is the largest provider of outsourced last mile transportation for heavy goods in the U.S. and a top-tier North American truckload broker following its acquisition of Coyote Logistics.

GeographiesUnited States, Canada, Mexico, Asia, Europe
Customer segmentsEnterprise, SMB, Retail, E-commerce, Manufacturing
Business modelAsset-light brokerage, Digital marketplace, Managed services
SuppliersIndependent motor carriers, Third-party delivery contractors, Cloud infrastructure providers, Fuel providers
CustomersRetail and e-commerce leaders, Food and beverage companies, Industrial and manufacturing firms, Automotive OEMs
Listed2022
Employees8.4K
CEODrew Wilkerson
IndustryTrucking
Websiterxo.com
FilingsSEC EDGAR

Questions, answered.

What is RXO's market cap?
RXO (RXO) has a market capitalization of $4.0B and trades on NYSE.
What is RXO's revenue and profitability?
RXO generated $5.7B in trailing twelve-month revenue with a net loss of $105.0M, representing a net margin of -1.8%. Gross margin stands at 19.3%, with free cash flow of -$41.0M. These figures are based on the Q1 2026 filing.
Who are RXO's competitors?
RXO's key competitors include Forward Air, Expeditors International, C.H. Robinson, and others. These companies compete in similar markets and product categories.
Who does RXO partner with?
RXO's notable partners include United Parcel Service, Cargo Network Services Corp..
What subsidiaries does RXO have?
RXO's subsidiaries include Coyote Logistics.
Where is RXO headquartered?
RXO is headquartered in United States of America and employs approximately 8,432 people. It has been publicly traded since 2022.