RXO, Inc. (RXO)

Industrials · NYQ

$20.46+1.54% today

Price as at 1 Oct 2026, 00:51 UTC. Quotes are delayed.

Fundamentals

Market cap$4.83B
Revenue growth (YoY)-0.6%
Profit margin-1.8%
Return on equity-6.8%
52-week range$10.43 to $29.90

Valuation and ratings

Fair value estimate$11.72
Upside to fair value-42.7%
Analyst target (mean)$25.18
Analyst range$13.00 to $35.00
Analysts with price targets17
Consensus viewhold
Moat score19/100
Overall rating11/100, very low quality

Fair value: $11.72 (-42.7%), see how we got there

RXO, Inc. trades at $20.46, which is 43% above the $11.72 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.

Our moat model scores it 19 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

RXO earnings and analyst estimates

EPS estimate, next year$0.53
Expected EPS growth+678.8%
Expected revenue growth+8.5%

Recommendation mix, 21 published ratings

6 buy13 hold2 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About RXO, Inc.

RXO, Inc. engages in truck brokerage business in the United States, Canada, Mexico, Asia, and Europe. It offers truckload freight brokering services. The company also provides asset-light managed transportation and last mile services, as well as freight forwarding services, including facilitation of ocean and air transportation, customs brokerage, and additional domestic services including middle mile. RXO, Inc. was incorporated in 2022 and is headquartered in Charlotte, North Carolina.

Industry: TruckingEmployees: 6,906HQ: United States

Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.

RXO passes 1 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Super investor ownership

7 of the funds we track reported a position in their latest SEC 13F filing. Largest first:

A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.

Politician trades in RXO

Trades in RXO disclosed by members of Congress and executive-branch officials, latest first:

  • Donald J Trump · Executive branchSell · $1,001 - $15,000 · traded 29 Jul 2024 · disclosed 22 Sept 2026

A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.

RXO peers

The largest companies in the same industry (Trucking), then in the same sector.

Every industrials company we cover is on the Industrials hub.

Common questions

Is RXO, Inc. (RXO) undervalued?

Against our fair value estimate of $11.72, RXO at $20.46 is 43% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.

Which funds own RXO?

7 of the institutions we track reported a position in RXO in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.

Where does SteadyShares get its RXO data?

Fundamentals for RXO come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 00:51 UTC and is delayed. Our data quality score for this company is 83/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.

The full research page for RXO, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.