Headquartered in Charlotte, NC Fiscal year ends December NYSE: RXO rxo.com
RXO is an asset-light transportation services provider centered on tech-enabled truck brokerage. The company matches shippers' freight with third-party carrier capacity across North America in both full-truckload and less-than-truckload modes, serving both contract and spot markets.
It also offers complementary services:
- Managed transportation, which outsources freight management for shippers.
- Last mile delivery of large and heavy goods, performed through independent contractors.
Truck brokerage generates the large majority of revenue, while the complementary services carry higher gross margins. RXO earns revenue by charging customers for transportation and capturing the spread over carrier costs. Its results are sensitive to freight cycles, carrier pricing and spot-versus-contract mix.
In October 2026, RXO agreed to be acquired by C.H. Robinson in a stock-and-cash transaction with an implied value of $5.8 billion. Closing is expected in the first half of 2027, subject to regulatory and shareholder approvals. Updated
Truckload spot mix jumped to 51% of volume from 29% a year ago, driving the biggest sequential gain in gross profit per load in more than four years and results exceeding expectations. The pending C.H. Robinson takeover left no guidance and no earnings call.
Tighter North American trucking capacity is now a profit engine: C.H. Robinson repriced its truckload book fast enough to lift gross profit per shipment 17%, beating expectations. Management reaffirmed at least $6 in full-year adjusted EPS while pushing ahead with the RXO acquisition.
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RXO is an asset-light transportation services provider centered on tech-enabled truck brokerage. The company matches shippers' freight with third-party carrier capacity across North America in both full-truckload and less-than-truckload modes, serving both contract and spot markets.
The Wall Street consensus 12-month price target for RXO is $29.83.
