Operational Leverage | Discover how emerging cost synergies and anticipated positive free cash flow in 2026 position RXO for substantial earnings expansion when freight cycles normalize |
Price Target Outlook | Barclays sets $15 price target with Overweight rating, while Wolfe Research upgrades to Peer Perform, reflecting divided analyst sentiment on valuation |
Recovery Trajectory | Analysts project mid-cycle EBITDA potential of $200-$250 million with EPS reaching $0.40-$0.65, compared to current trough levels of $0.01 for fiscal 2025 |
Integration Hurdles | RXO grapples with challenging Coyote acquisition integration while navigating extended freight market weakness, facing four consecutive years of trough earnings |

Metrics to compare | RXO | Sector Sector - Average of metrics from a broad group of related Industrials sector companies | Relationship RelationshipRXOPeersSector | |
|---|---|---|---|---|
P/E Ratio | −35.7x | 35.6x | 12.2x | |
PEG Ratio | −0.52 | −0.76 | 0.03 | |
Price / Book | 2.5x | 4.4x | 1.4x | |
Price / LTM Sales | 0.6x | 1.5x | 1.2x | |
Upside (Analyst Target) | 1.3% | 34.7% | 25.3% | |
Fair Value Upside | Unlock | 6.0% | 7.3% | Unlock |
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.