RXO

Trucking · Industrials

Price

$29.29

+0.75 (+2.63%)

Market Cap

$4.83B

Winston Score

Winston is worried

Weak fundamentals across most pillars.

Share count rising — dilution

+44.7% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 116.4M (2021) → 168.5M (2025)

RXO, Inc. is a freight brokerage company that connects businesses that need to ship goods with trucking carriers that can move those goods. It does not own trucks itself — instead, it acts as a middleman, matching shippers like retailers and manufacturers with available carriers across North America. RXO was spun off from XPO, Inc. in 2022 and focuses primarily on truckload brokerage services.

RXO earns money by charging shippers a rate for transportation and paying carriers a lower rate, keeping the difference as revenue. The company operates mainly in the United States and serves a broad range of industries including retail, food and beverage, and industrial manufacturing. Its competitive position depends on the size of its carrier network and its technology platform, which helps automate load matching. The main risk RXO faces is that freight brokerage is a cyclical, low-margin business, and the current soft freight market has pushed operating margins into negative territory.

Winston Score History

Politician Trades

1 trades / 12mo

0 Congressional buys and 1 sell on RXO in the last 12 months.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

-99.9% YoY

YoY Growth Rate

Revenue declining

EPS Growth

-16.7% YoY

YoY Growth Rate

Earnings declining

R&D Spend

$0/ year

0.0% of revenue

Below sector average (4%)

Research and development spending

Insider Activity

0.8%ownership

Relatively low insider ownership

Cash Runway

~3 months

$21,000 cash & investments

Quarterly Free Cash Flow

↓ Burn rate worsening

Short runway — potential dilution ahead through share issuance

Cash watch

RXO has less than a year of cash at its current burn rate. Growth investors should watch for potential share dilution from future fundraising — that directly reduces your ownership.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Gross Margin

0.0%

Thin — 0.0% gross margin

Operating Margin

-3.4%

Losing money on operations — -3.4%

ROCE

-2.2%

Weak — -2.2% return on capital

Negative ROIC means the business is losing money on every dollar invested in it.

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Growth

Sales YoY

-15.0%

Shrinking sales (-15.0% YoY)

EPS YoY

N/A

Data not available

EPS Consistency

0/8 quarters

Earnings rarely grow — volatile business

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Cash Flow

Cash Conversion

N/A

—

Data not available

FCF Margin

0.2%

Thin free cash flow (0.2%)

FCF margin between 0% and 10%. Some cash from sales, but not a lot.

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Stability

Debt / Equity

0.46

Conservative — low debt load (0.46)

Interest Cover

N/A

Data not available

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Valuation

P/E Ratio (TTM)

N/M

—

Negative earnings — P/E not meaningful

P/E vs Forward

N/A

not available

Data not available

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Dividends

Not applicable for this business.

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