RXO

Fed rate hike and persistent inflation put broker-favored Beazer Homes, Best Buy, Alaska Air, RXO and AMN Healthcare stocks in focus.

RXO, Inc. (RXO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO), a leading provider of asset-light transportation solutions, announced today that it has achieved stronger than anticipated quarter-to-date truckload gross profit per load. The company continues to capture spot opportunities, and spot represented approximately 50% of RXO's full-truckload volume through the first two months of the quarter. In addition, the company continues to phase in higher contract rates while leveraging its scale to purchase.

CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO), a leading provider of asset-light transportation solutions, today announced it has entered into a preferred partnership with Enterprise Purchasing Group (epg), the world's leading group purchasing organization (GPO) for logistics procurement and supply chain optimization. Through this strategic partnership, RXO becomes epg's official FTL and LTL provider, and epg stands alone as the only logistics GPO offering RXO's industry-leading services. T.

CHARLOTTE, N.C.--(BUSINESS WIRE)---- $RXO #nyse--RXO (NYSE: RXO) today announced that company leaders will present at the following investor conferences: Event: 2026 Jefferies Global Industrials Conference Presenters: Chairman and Chief Executive Officer Drew Wilkerson and Chief Strategy Officer Jared Weisfeld Details: Wed., Sept. 9, 2026, at 10:50 a.m. EDT in New York City Event: Morgan Stanley 14th Annual Laguna Conference Presenters: Chief Strategy Officer Jared Weisfeld and Sr. Market Strategist Kevin Ste.

RXO, Inc. (RXO) Presents at Deutsche Bank's Chicago Industrials Summit Transcript

Weak July jobs data dims September rate-hike odds, putting broker-favored stocks like Avnet, RXO, Forward Air, Air Canada and AMN Healthcare in focus.

RXO, Inc. delivered strong Q2 '26 revenue growth, but profits and margins failed to improve, with gross profit declining and adjusted EBITDA flat. Most revenue gains stemmed from higher freight rates and fuel prices, not underlying business economics, while working capital needs and leverage increased. Management targets mid-single-digit EBITDA margins through the cycle, but current valuation implies ~20x normalized earnings, even under optimistic scenarios.

RXO, Inc. (RXO) Q2 2026 Earnings Call Transcript

While the top- and bottom-line numbers for RXO (RXO) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.