RXO
IndustrialsRXO, Inc. · Trucking · $4B
What is RXO, Inc.?
RXO, Inc. operates a digital freight brokerage platform connecting shippers with truckload capacity across the United States. Spun off as an independent company in 2022, it is headquartered in Charlotte, North Carolina.
RXO runs a proprietary digital freight marketplace that matches shippers with truckload carriers. Beyond core brokerage, the company offers managed transportation services, last-mile delivery coordination, and freight forwarding. Revenue is generated primarily through the spread between what shippers pay and what carriers receive, with additional fees from complementary logistics services. The asset-light model means RXO does not own a large fleet — it earns by efficiently connecting supply and demand across the freight market.
RXO was established in 2022 and is headquartered in Charlotte, North Carolina.
- Truckload freight brokerage via digital marketplace
- Managed transportation services for shippers
- Last-mile delivery coordination
- Freight forwarding services
Is RXO a Good Stock to Buy?
UQS Score rates RXO as Below Average overall, reflecting meaningful challenges across several key dimensions.
The Growth pillar stands out as the relative bright spot in RXO's profile, suggesting the company is expanding its footprint within the competitive freight brokerage market. Valuation comes in at a Neutral rating, meaning the stock is not obviously expensive or cheap relative to its fundamentals.
Quality, Moat, and Risk all register as Weak — indicating thin competitive differentiation, earnings quality concerns, and an elevated risk profile that investors should weigh carefully.
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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does RXO pay dividends?
No — RXO, Inc. does not currently pay a dividend.
RXO does not currently pay a dividend. As a relatively young, asset-light freight brokerage that went independent in 2022, the company is focused on reinvesting resources into platform growth and market share expansion rather than returning cash to shareholders through distributions.
When does RXO report earnings?
RXO reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.
Freight brokerage results tend to track closely with broader shipping volumes and pricing cycles, which have been volatile in recent years. RXO's Growth pillar rating suggests the company has been making forward progress despite a challenging freight environment.
For the most recent quarter's results and guidance, visit RXO's investor relations page directly.
RXO Price History
-6.8% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in RXO, Inc.?
Based on RXO, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
RXO Long-term Outlook
RXO's fundamental outlook is shaped by the interplay between a Good Growth rating and Weak scores across Quality, Moat, and Risk. The Growth pillar points to expanding revenues and platform adoption, but the Weak Risk rating signals that the path forward carries meaningful uncertainty. Freight brokerage markets are cyclical, and RXO's limited competitive moat means pricing power could compress quickly when capacity loosens. Investors focused on long-term compounding may want to monitor whether quality metrics improve as the business matures.
Growth drivers
- Digital platform adoption gaining share in a fragmented freight brokerage market
- Expansion of managed transportation and last-mile service lines
- Cyclical freight market recovery driving volume and margin improvement
Key risks
- Weak moat leaves RXO exposed to aggressive pricing from larger, better-capitalized brokers
- Freight market cyclicality can rapidly compress brokerage spreads
- Elevated risk profile reflects balance sheet and earnings quality concerns for a young public company
RXO vs Peers
RXO competes in a crowded freight and logistics brokerage space alongside established players with longer operating histories.
ArcBest operates both asset-based trucking and logistics services, giving it a more diversified revenue base than RXO's pure brokerage model.
Werner is a large asset-based truckload carrier with decades of operating history, contrasting with RXO's newer, asset-light digital brokerage approach.
Schneider combines owned trucking assets with a growing logistics and brokerage segment, offering shippers a broader integrated solution than RXO alone.
Frequently Asked Questions
What does RXO do?
RXO operates a digital freight brokerage marketplace that connects shippers needing truckload capacity with carriers across the United States. The company also offers managed transportation, last-mile coordination, and freight forwarding as complementary services. It earns revenue through the spread between shipper rates and carrier payments, plus service fees.
Does RXO pay dividends?
RXO does not currently pay a dividend. The company, which became independent in 2022, is in a growth phase and is reinvesting available resources into expanding its digital platform and service offerings rather than distributing cash to shareholders.
When does RXO report earnings?
RXO follows a standard quarterly earnings cadence for US-listed companies. Our data source does not publish specific upcoming earnings dates. For confirmed dates and the latest results, check RXO's official investor relations page.
Is RXO a good stock to buy?
UQS Score rates RXO as Below Average, driven by Weak scores in Quality, Moat, and Risk. The Growth pillar is the standout positive. Whether that growth potential outweighs the structural concerns depends on an investor's risk tolerance and time horizon. The full pillar breakdown is available to UQS Pro members.
Is RXO overvalued?
RXO's Valuation pillar is rated Neutral, suggesting the stock is neither clearly cheap nor obviously expensive relative to its fundamentals. Given the Weak Quality and Moat ratings, investors should consider whether the current price adequately compensates for those risks. Pro members can view the complete valuation metrics.
How does RXO compare to its competitors?
Compared to peers like ArcBest, Werner Enterprises, and Schneider National, RXO is a newer, purely asset-light digital broker. Established competitors carry longer track records and, in some cases, owned trucking assets that provide revenue stability. RXO's digital-first model may offer scalability advantages, but its Weak Moat rating suggests differentiation remains limited today.
What is RXO's market cap bracket?
RXO is classified as a mid-cap company. This places it in a range that typically attracts both institutional and retail investor attention, though mid-caps can carry more volatility than large-cap peers in cyclical sectors like freight brokerage.
Who founded RXO?
RXO was spun off from XPO, Inc. in 2022 as a standalone public company. Its origins trace back to freight brokerage operations built within XPO. For detailed founding and leadership history, RXO's investor relations and corporate overview pages are the best reference.
Is RXO a long-term quality investment?
As a long-term quality indicator, RXO's UQS profile raises caution — Weak scores in Quality, Moat, and Risk suggest the business has not yet demonstrated the durable characteristics typically associated with compounding long-term returns. The Good Growth rating is encouraging, but sustained improvement in quality metrics would strengthen the long-term case.
What is the main competitive advantage of RXO?
RXO's primary competitive edge is its proprietary digital freight marketplace, which aims to match shippers and carriers more efficiently than traditional brokers. However, the UQS Moat pillar rates this advantage as Weak, indicating that the platform has not yet created a durable barrier that clearly separates RXO from well-funded competitors.
What sector does RXO belong to?
RXO operates in the Industrials sector, specifically within freight transportation and logistics brokerage. The sector is sensitive to economic cycles, with shipping volumes and carrier pricing fluctuating alongside broader economic activity — a dynamic that directly affects RXO's revenue and margins.
Is RXO a growth stock or value stock?
RXO leans toward the growth side of the spectrum — its Growth pillar is rated Good, suggesting expanding revenues and platform scale. Its Valuation pillar is Neutral, so it is not priced as a deep-value opportunity. Investors should weigh the growth trajectory against the Weak Quality and Risk ratings before categorizing it.
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Pro Analysis
RXO — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 10, 2026 | 36.0 | 0.0 | 22.0 | 82.1 | 36.9 | 57.0 | +2.4 |
| May 8, 2026 | 33.6 | 0.0 | 22.0 | 72.0 | 36.9 | 54.7 | -0.7 |
| May 3, 2026 | 34.3 | 16.7 | 22.0 | 72.0 | 27.2 | 41.3 | -0.1 |
| Apr 28, 2026 | 34.4 | 16.7 | 22.0 | 72.0 | 27.2 | 41.4 | +0.1 |
| Apr 26, 2026 | 34.3 | 16.7 | 22.0 | 71.8 | 27.2 | 41.4 | -0.1 |
| Apr 24, 2026 | 34.4 | 16.7 | 22.0 | 71.8 | 27.2 | 41.7 | +0.1 |
| Apr 19, 2026 | 34.3 | 16.7 | 22.0 | 71.5 | 27.2 | 41.5 | -0.1 |
| Apr 18, 2026 | 34.4 | 16.7 | 22.0 | 71.3 | 27.2 | 42.9 | -2.4 |
| Apr 14, 2026 | 36.8 | 16.7 | 22.0 | 71.3 | 27.2 | 58.5 | -7.0 |
| Apr 13, 2026 | 43.8 | 16.7 | 50.0 | 71.3 | 27.2 | 58.4 | +7.0 |
RXO — Pillar Breakdown
Quality
— 16.7/100 (25%)RXO, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 84.4/100 (20%)RXO, Inc. is growing rapidly with strong revenue and earnings expansion.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 28.6/100 (15%)RXO, Inc. presents elevated risk with concerns around leverage or financial stability.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 41.3/100 (15%)RXO, Inc. has a mixed valuation — some metrics suggest fair value while others appear stretched.
Inverse of forward P/E — higher yield means cheaper stock.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 22/100 (25%)RXO, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for RXO.
Score Composition
Financial Data
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How is the RXO UQS Score Calculated?
The UQS (Unified Quality Score) for RXO, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses RXO, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether RXO, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.