RXO (RXO)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from RXO's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from RXO's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $4.7B | $4.8B | $3.9B | $4.5B | $5.7B |
| Net income | $150M | $92M | $4M | -$290M | -$100M |
| Free cash flow | $116M | $253M | $25M | -$57M | -$8M |
| EPS (diluted) | $1.30 | $0.79 | $0.03 | -$2.17 | -$0.59 |
| Operating margin | 4.1% | 2.6% | 0.99% | -1.2% | -1.4% |
Where the revenue comes from
Revenue by products, fiscal 2025. Every breakdown, year by year.
Superinvestors who own RXO
From each investor's latest 13F filing (what a 13F shows). 4 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| PRIMECAP Management PRIMECAP Management Co |
Trimmed | $16M | 0.01% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | $14M | 0.00% | Q2 2026 |
| Mason Hawkins Southeastern Asset Management |
Held | $1M | 0.06% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
New position | $222,375 | 0.0% | Q2 2026 |
Insider buying
Open-market purchases by RXO's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
Get an alert at your buy price
Pick the price you'd be interested at. We'll email you when RXO trades at or below it.
New accounts get 7 days of Pro, price alerts included. No card needed.
In the full deep dive
Questions
Are RXO insiders buying the stock?
No open-market insider purchases of RXO in the last 12 months, according to SEC Form 4 filings.
Which superinvestors own RXO?
4 of the superinvestors Investingly tracks hold RXO in their latest 13F, including PRIMECAP Management, Cliff Asness, Mason Hawkins.
Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.