RXO
About: RXO Inc is a brokered transportation platform defined by cutting-edge technology and a nimble, asset-light business model, with the component being core truck brokerage business. Its operations also include three asset-light, brokered transportation services, all of which complement its truck brokerage business: managed transportation, last mile and freight forwarding. The company operates into one reportable segment. The operates within the transportation industry and in the same geography North America.
Employees: 9,873
0
Funds holding %
of 7,363 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
578% more call options, than puts
Call options by funds: $6.55M | Put options by funds: $967K
88% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 60
12% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 34
1.86% more ownership
Funds ownership: 103.15% [Q3] → 105.01% (+1.86%) [Q4]
1% less funds holding
Funds holding: 276 [Q3] → 273 (-3) [Q4]
12% less capital invested
Capital invested by funds: $4.56B [Q3] → $4.03B (-$533M) [Q4]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$24
33%
upside
Avg. target
$27
48%
upside
High target
$30
66%
upside
6 analyst ratings
2 positive
33%
4 neutral
67%
0 negative
0%
Goldman Sachs Jordan Alliger 33% 1-year accuracy 5 / 15 met price target | 33%upside $24 | Neutral Maintained | 6 Feb 2025 |
Stifel J. Bruce Chan 6% 1-year accuracy 2 / 34 met price target | 33%upside $24 | Hold Maintained | 6 Feb 2025 |
Morgan Stanley Ravi Shanker 38% 1-year accuracy 10 / 26 met price target | 38%upside $25 | Equal-Weight Maintained | 6 Feb 2025 |
Barclays Brandon Oglenski 42% 1-year accuracy 28 / 66 met price target | 66%upside $30 | Overweight Maintained | 17 Jan 2025 |
Jefferies Stephanie Moore 52% 1-year accuracy 17 / 33 met price target | 66%upside $30 | Buy Maintained | 10 Jan 2025 |
Financial journalist opinion
Based on 3 articles about RXO published over the past 30 days
Neutral
Business Wire
1 week ago
RXO Announces Participation at Upcoming Investor Conferences
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) today announced that company leaders will participate in the following investor conferences: Event: 46th Annual Raymond James Institutional Investor Conference in Orlando, Florida Presentation: Monday, March 3, 2:15 p.m. EST Speakers: Jamie Harris, chief financial officer; Jared Weisfeld, chief strategy officer Event: J.P. Morgan 2025 Industrials Conference in New York, New York Presentation: Wednesday, March 12, 2:25 p.m. EDT Speakers: Jared We.
Neutral
Business Wire
2 weeks ago
RXO Releases the Q1 Curve Freight Market Forecast
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--Today, RXO (NYSE: RXO), a leader in asset-light transportation solutions, released its proprietary Q1 2025 Curve Truckload Market Forecast. The long-trusted quarterly forecast continues under RXO following the company's acquisition of Coyote Logistics and will now benefit from even more robust datasets thanks to the combined organizations. The Curve, originally published in 2018, is a proprietary index that measures the year-over-year rate of change in truckloa.
Neutral
Business Wire
4 weeks ago
RXO Releases New Original Research on Supply Chain KPIs
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) a leader in asset-light transportation solutions, released new original research today that reveals how 1,000 industry experts are setting standards for key performance indicators (KPIs) and how their benchmarks have evolved since the COVID-19 pandemic. The Logistics Professional's Guide to KPIs research study, conducted in collaboration with third-party research firm Qualtrics, aims to equip shippers and carriers with current industry benchmark.
Negative
Seeking Alpha
1 month ago
RXO: The Bear Case Is In Focus (Rating Downgrade)
I downgrade RXO from buy to hold due to uncertainty in growth recovery and weak near-term outlook, expecting the stock to remain rangebound. RXO's 1Q25 guidance fell short of expectations, with adj EBITDA guidance of $20-$30 million, indicating continued volume weakness and margin pressure. Despite positive signs in contract rates and spot rates, the freight market recovery remains uncertain, posing risks to RXO's near-term performance.
Neutral
Seeking Alpha
1 month ago
RXO, Inc. (RXO) Q4 2024 Earnings Call Transcript
RXO, Inc. (NYSE:RXO ) Q4 2024 Earnings Conference Call February 5, 2025 8:00 AM ET Company Participants Drew Wilkerson - Chief Executive Officer Jamie Harris - Chief Financial Officer Jared Weisfeld - Chief Strategy Officer Conference Call Participants Ken Hoexter - Bank of America Scott Schneeberger - Oppenheimer Joe Hafling - Jefferies Brandon Oglenski - Barclays Tom Wadewitz - UBS Chris Wetherbee - Wells Fargo Ravi Shanker - Morgan Stanley Jordan Alliger - Goldman Sachs Jason Seidl - TD Cowen Scott Group - Wolfe Research Daniel Imbro - Stephens Operator Welcome to the RXO Fourth Quarter 2024 Quarter Earnings Conference Call and Webcast. My name is Jenny and I will be your operator for today's call.
Positive
Zacks Investment Research
1 month ago
Here's What Key Metrics Tell Us About RXO (RXO) Q4 Earnings
Although the revenue and EPS for RXO (RXO) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 month ago
RXO (RXO) Q4 Earnings Match Estimates
RXO (RXO) came out with quarterly earnings of $0.06 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.06 per share a year ago.
Neutral
Business Wire
1 month ago
RXO Reports Fourth-Quarter Results
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) today announced its financial results for the fourth quarter of 2024. Drew Wilkerson, chief executive officer of RXO, said, “The integration of Coyote Logistics remains ahead of schedule and we're again raising our estimate for annualized cost synergies. We now expect to achieve at least $50 million in synergies.” Wilkerson continued, “In the fourth quarter, RXO grew combined brokerage volume by 10% sequentially, the result of our focus on provi.
Neutral
Business Wire
1 month ago
RXO Announces Participation at Upcoming Investor Conferences
CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) today announced that Chief Executive Officer Drew Wilkerson and Chief Strategy Officer Jared Weisfeld will participate in the following investor conferences: Event: Citi's 2025 Global Industrial Tech and Mobility Conference in Miami, Florida Presentation: Wednesday, February 19, 11:20 a.m. EST Event: Barclays 42nd Annual Industrial Select Conference in Miami, Florida Presentation: Thursday, February 20, 9:50 a.m. EST Live webcasts and replays of.
Positive
Zacks Investment Research
1 month ago
RXO (RXO) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
RXO (RXO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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