RXO Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
18analysts covering
FY Revenue (est.)
$6.8Bnext fiscal year
FY EPS (est.)
$0.12next fiscal year
Monitoring Framework
Key Performance Indicators
Truckload Spot Rate Year-over-Year Change Quarterly1,650.0%Target: Positive growth across market cycles
Adjusted EBITDA (Q2 2026 Guidance) Quarterly6MTarget: 27000000 to 37000000
Coyote Logistics Annualized Cost Synergies Annually25M
Watch Items
- S&P Global Debt Rating OutlookTrigger: Reaffirmation of BB rating with Negative OutlookAction: Monitor FFO-to-debt ratio to ensure it recovers above the 20% downside threshold in 2026.
- Coyote Logistics Integration SynergiesTrigger: Restructuring and integration expenses projected at $25M to $30M for 2026Action: Track the migration of Coyote's high-volume brokerage onto the proprietary RXO Connect platform.
- Amazon Less-Than-Truckload (LTL) ExpansionTrigger: Amazon expanding LTL freight services to all U.S. businessesAction: Assess competitive pricing pressure and potential market share erosion in the brokerage sector.
Research as of 20 Jun 2026