RXO Margin Squeeze Signals A Recovery In Trucking, But The Name Is Still Overpriced [Seeking Alpha]
RXO, Inc. (RXO)
Company Research
Source: Seeking Alpha
Contracted revenue exposure and surging spot rates drive near-term margin risk, with 1Q26 EBITDA guided to $5–12 million, below interest expenses. Upstream spot rate increases may signal an eventual trucking cycle turnaround, but shipment volumes remain weak and recovery is unconfirmed. RXO stock trades at a premium valuation not justified by current or normalized earnings power; I maintain a Hold rating. ipopba/iStock via Getty Images RXO, Inc. ( RXO ) recently released its Q4 '25 results. The results remain challenging, even more so than in previous quarters, because of a margin squeeze between the company's contracted operations and growing rates upstream. This is expected to This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving c
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RXO
News
- RXO Inc (RXO) Q4 2025 Earnings Call Highlights: Navigating Market Challenges with Strategic ... [Yahoo! Finance]Yahoo! Finance
- RXO Announces Fourth-Quarter ResultsBusiness Wire
- RXO (NYSE:RXO) was given a new $15.00 price target on by analysts at Stifel Nicolaus.MarketBeat
- RXO Announces Participation at Upcoming Investor ConferencesBusiness Wire
- RXO (NYSE:RXO) had its "hold" rating reaffirmed by analysts at Benchmark Co..MarketBeat
RXO
Earnings
- 2/6/26 - Miss
RXO
Sec Filings
- 2/6/26 - Form 8-K
- 1/23/26 - Form 8-K
- 1/6/26 - Form 4
- RXO's page on the SEC website