Professional
Added to YB: 2026-02-09
Pitch date: 2026-02-06
RXO [neutral]
RXO, Inc.
-8.3%
current return
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
$2.2B
Pitch Price
$17.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.48
P/E
-22.76
EV/Sales
0.50
Sector
Ground Transportation
Category
special_situation
RXO: 4Q Large Miss, Liquidity Crisis and Accounting issues
RXO (update - short): Expects Q4 EBITDA miss ($4-18M vs $20-30M guidance) due to 350bp spot/contract spread contraction crushing margins by 130-225bp to 14.4-15.3%. Likely out of cash again ($25M FCF burn vs $25M starting cash), hitting borrowing limits. Young CAO retiring post-year-end amid Glassdoor accounting concerns.
Read full article (6 min)