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[BLOG] DF Research

Added to YB: 2025-11-03

Pitch date: 2025-10-29

RXO [neutral]

RXO, Inc.

-9.15%

current return

Author Info

DF Research shares (mostly) short-biased research from Dalrymple Finance. Sign up for the newsletter.

Company Info

RXO, Inc. engages in truck brokerage business in the United States, Canada, Mexico, Asia, and Europe.

Market Cap

$2.2B

Pitch Price

$17.27

Price Target

N/A

Dividend

N/A

EV/EBITDA

12.48

P/E

-22.76

EV/Sales

0.50

Sector

Ground Transportation

Category

turnaround

Show full summary:
RXO Needs to Raise Equity

RXO (update): Facing cash crisis, using revolver for operations. Trucking volumes down, likely needs equity raise or acquisition deal to fund losses. 3Q25 earnings next week - watch one-time expenses as EBITDA management tool. Pure freight brokerage commoditized, competitors subsidized. Focus on cash burn vs mgmt's future EBITDA promises.

Read full article (2 min)