RXORXO, Inc.
Price
+80%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality shaky, nothing alarming, growth steady, the market undecided.
RXO, Inc. (“RXO”, the “Company” or “we”) is a brokered transportation platform defined by cutting-edge technology and an asset-light business model. The largest component is our core truck brokerage business. Our operations also include asset-light managed transportation and last mile services, which complement our truck brokerage business. Our truck brokerage business has a history of generating robust free cash flow conversion and a high return on invested capital.
In the company’s own words · 10-K filed Feb 9, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
RXO, Inc. (RXO) reported revenue of $1.77B in Q2 2026 (quarter ended Jun 30, 2026), up 25% from the same quarter a year earlier. That came with a gross margin of 17% and net loss of $9.0M. For the full year FY2025, revenue was $5.74B (+26% year on year) and net income −$100M. Its largest product in Q2 2026 was Truck Brokerage at $1.35B, 73% of the disclosed total, well ahead of Last Mile at 19%. The next results filing is expected around Nov 5, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 5, 2026Merger Agreement On October 4, 2026, RXO, Inc., a Delaware corporation (“RXO”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with C.H. Robinson Worldwide, Inc., a Delaware corporation (“C.H. Robinson”), Rover Merger Sub Inc., a Delaware corporation and a direct wholly owned subsidiary of C.H. …Material agreement entered · Form 8-K
- Feb 20, 2026On February 20, 2026, RXO, Inc. (the “Company”) closed its previously announced offering of $400,000,000 in aggregate principal amount of its 6.375% Senior Notes due 2031 (the “Notes”)Material agreement entered · Form 8-K
- Feb 6, 2026On February 5, 2026 (the “Closing Date”), RXO, Inc., a Delaware corporation (the “Company”), RXO Capacity Solutions Inc., an Ontario corporation (“RXO Capacity Solutions”), RXO Last Mile Canada Inc., a corporation organized under the federal laws of Canada (“RXO Last Mile Canada” and, together with the Company and RXO …Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $1.84BThe company’s own SEC segment disclosure.
- Truck Brokerage$1.35B73%
- Last Mile$344.0M19%
- Managed Transportation$144.0M8%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.