Professional
Added to YB: 2026-05-08
Pitch date: 2026-05-07
RXO [neutral]
RXO, Inc.
Author Info
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Company Info
RXO, Inc. engages in truck brokerage business in the United States, Canada, Mexico, Asia, and Europe.
Market Cap
$3.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.89
P/E
-31.53
EV/Sales
0.68
Sector
Ground Transportation
Category
turnaround
RXO: A Dismal Quarter and Amazon Arrives
RXO (update - short): 1Q26 likely shows more dismal results - running out of cash again, negative FCF, full revolver dependence. TTM adj EBITDA est ~$97M (-23% YoY), debt/EBITDA spiking. Amazon entering logistics w/ ASCS competes directly in asset-light brokerage/managed transport/last-mile. Digital broker model failing industrywide (bankruptcies). Mgmt history of mis-guidance (2022 $500M EBITDA target vs ~$100M reality). Stock 50%+ above post-4Q low despite worsening fundamentals & new hyper-competitive threat.
Read full article (4 min)