Stocks Consumer discretionary RXO
NYSE · Consumer discretionaryRXO, Inc. (RXO)
RXO, Inc. brought in $6.5B of revenue over the twelve months to September 30, 2026, up 10.1% from a year earlier. It posted a net loss of $88M. In fiscal 2025 capital spending exceeded operating cash flow by $8M. At September 30, 2026 it held $25M in cash against $496M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 29, 2026.
Key facts about RXO, Inc.
- Net worth
- RXO, Inc. has a market value (market cap) of $4.6B at the latest share price, and shareholders' equity of $1.5B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $5.7B (+26.2% year on year), with a net loss of $100M. Over the 12 months to September 30, 2026: revenue $6.5B, net loss $88M.
- Cash flow
- In fiscal 2025 operations brought in $51M of cash; after $59M of capital spending, free cash flow was -$8M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 29, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- RXO, Inc.'s next report is expected around January 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What RXO, Inc. does
RXO, Inc. is registered with the SEC under industry code SIC 4700 (Transportation Services). Its shares trade on NYSE under the ticker RXO.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $5.7B | -$100M | -$0.59 | -$8M |
| 2024 | $4.6B | -$290M | -$2.17 | -$57M |
| 2023 | $3.9B | $4M | $0.03 | $25M |
| 2022 | $4.8B | $92M | $0.79 | $253M |
| 2022 | $4.7B | $150M | $1.30 | $116M |
| 2020 | $3.4B | $43M | $0.37 | -$22M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where RXO ranks in Consumer discretionary
Latest SEC filings
What RXO, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 6, 2026Passive stake changed SCHEDULE 13G/A
- October 30, 2026Form 425 filing 425
- October 29, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 32% to $1.9B versus the same quarter last year; diluted EPS $0.02 versus -$0.08.
- October 29, 2026Form 425 filing 425
- October 29, 2026
- October 8, 2026Form 425 filing 425
- October 6, 2026Form 425 filing 425
- October 6, 2026Form 425 filing 425
- October 5, 2026Activist stake (5% or more) SCHEDULE 13D
- October 5, 2026Form 425 filing 425
Insider trades
What the people running RXO, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 4 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 26, 2026 | Harris James EChief Financial Officer | Exercised options | 64,129 | - |
| September 26, 2026 | Harris James EChief Financial Officer | Shares withheld for tax | 27,858 | $551.3K |
| August 22, 2026 | Firestone Jeffrey D.Chief Legal Officer | Exercised options | 25,716 | - |
| August 22, 2026 | Firestone Jeffrey D.Chief Legal Officer | Shares withheld for tax | 11,172 | $251.8K |
| May 15, 2026 | Wilkerson Andrew M.Chief Executive Officer, Director | Gave as a gift | 168,943 | - |
| May 15, 2026 | Wilkerson Andrew M.Chief Executive Officer, Director | Gave as a giftindirect | 168,943 | - |
| May 2, 2026 | Wilkerson Andrew M.Chief Executive Officer, Director | Exercised options | 92,931 | - |
| May 2, 2026 | Wilkerson Andrew M.Chief Executive Officer, Director | Shares withheld for tax | 40,370 | $790.8K |
Who owns RXO
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Orbis Investment Management Limited13G, passive with 2 related filers | 21.1% | May 15, 2026 |
| MFN Partners, LP13D, may seek influence with 5 related filers | 19.3% | October 5, 2026 |
| Vanguard Portfolio Management13G, passive | 5.54% | April 29, 2026 |
| Vanguard Capital Management13G, passive | 5.21% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 304 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Orbis Allan Gray Ltd | 36,397,974 | 0 |
| MFN Partners Management, LP | 28,109,942 | 0 |
| BlackRock, Inc. | 25,135,757 | +969,878 |
| Vanguard Portfolio Management LLC | 9,290,827 | +256,028 |
| Vanguard Capital Management LLC | 7,430,859 | +60,375 |
| State Street Corp | 6,658,205 | +89,865 |
| Hood River Capital Management LLC | 6,478,546 | +2,026,330 |
| Finepoint Capital LP | 5,355,445 | -4,718,173 |
| Geode Capital Management, LLC | 4,269,292 | +282,209 |
| Douglas Lane & Associates, LLC | 3,346,342 | -160,184 |
| FIL Ltd | 2,625,000 | -3,925,000 |
| Charles Schwab Investment Management Inc | 2,613,414 | +7,755 |
| Maple Rock Capital Partners Inc. | 2,583,655 | new |
| Dimensional Fund Advisors LP | 2,441,326 | +392,423 |
| Boston Partners | 2,207,594 | -289,422 |
| Goldman Sachs Group Inc | 1,983,060 | +874,187 |
| Northern Trust Corp | 1,711,702 | +212,541 |
| Morgan Stanley | 1,706,328 | +457,314 |
| Invesco Ltd. | 1,213,400 | -148,994 |
| Emerald Advisers, LLC | 1,174,517 | +736,046 |
Insiders
10 insiders reported holding 29,354,898 shares in total, about $819.9M at the last price.
| Holder | Shares |
|---|---|
| MFN Partners, LP10% owner | 28,109,942 |
| Wilkerson Andrew M.Chief Executive Officer, Director | 438,250430,475 held indirectly |
| Cooper Troy A.Director | 283,161 |
| Harris James EChief Financial Officer | 166,402 |
| Firestone Jeffrey D.Chief Legal Officer | 117,276 |
| Kingshott AdrianDirector | 91,137 |
| Kerr Jason S.Chief Accounting Officer | 48,443 |
| Kissel Mary E.Director | 35,137 |
| Breves Christine SDirector | 34,275 |
| Renna Stephen M.Director | 30,875 |
Questions about RXO
What does RXO, Inc. do?
RXO, Inc. is a company in the Consumer discretionary sector, listed on NYSE as RXO. Its shares trade on NYSE under the ticker RXO.
What is RXO, Inc.'s net worth?
RXO, Inc. has a market value (market cap) of $4.6B at the latest share price, and shareholders' equity of $1.5B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is RXO, Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $88M on revenue of $6.5B.
How much revenue does RXO, Inc. make?
Over the twelve months to September 30, 2026 RXO, Inc. reported revenue of $6.5B. That is 10.1% more than a year earlier.
When did RXO, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 29, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the passive stake changed from November 6, 2026.
When is RXO, Inc.'s next earnings report?
RXO, Inc.'s next report is expected around January 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Similar companies
Compare RXO with
Follow RXO
Get an email when RXO, Inc. files with the SEC: results, executive changes, material agreements and annual reports.
Where the numbers come from
Financial figures are the values RXO, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.