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RXO RXO, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Industrials

Scale

Market cap
$3.7bn
Revenue TTM
$6.1bn
Net income TTM
$-105m
Free cash flow
$-76m
Composite score
31.6
Sector rank
#1279

Valuation

P / E
EV / EBITDA
122.5
EV / sales
0.6
FCF yield
-2.08%
Earnings yield vs 10-yr
-7.60pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-1.7%
EBITDA margin
0.5%
ROE
-7.0%
ROIC
-5.0%
Revenue growth
9.5%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Results of Operations Three Months Ended June 30, 2026 Compared with Three Months Ended June 30, 2025 Revenue increased by $355 million, or 25.0%, to $1.8 billion in the second quarter of 2026, compared with $1.4 billion for the same quarter in 2025. The year-over-year increase in the second quarter of 2026 was driven by a $324 million increase in truck brokerage revenue, primarily as a result of a 44% increase in revenue per load driven by increases in freight rates and fuel prices. …RXO, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-06

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