RXO completes $400 million senior notes offering and redeems 2027 notes
RXO (NYSE:RXO) has successfully completed a $400 million offering of 6.375% senior notes due 2031, which closed on Friday. Simultaneously, the company redeemed all its outstanding 7.500% notes due 2027 using a portion of the proceeds from the new offering. This strategic move aims to optimize RXO's debt structure, bringing its total debt to approximately $670 million against a market capitalization of $2.58 billion.
RXO, Inc. Closes its Previously Announced Offering of $400,000,000 in Aggregate Principal Amount of its 6.375% Senior Notes Due 2031 and Completes the Previously Reported Redemption of All of its Outstanding 7.500% Notes Due 2027
RXO, Inc. has successfully closed its offering of $400 million in 6.375% Senior Notes due 2031. Concurrently, the company completed the redemption of all its outstanding 7.500% Notes due 2027, utilizing a portion of the proceeds from the new offering. This strategic move aims to refinance existing debt and adjust its capital structure.
RXO at Barclays Conference: Tech and AI Drive Strategy
RXO Inc. presented its strategic vision at the Barclays 43rd Annual Industrial Select Conference, emphasizing the use of technology and AI to boost margins despite market challenges. The company is optimistic about future growth, citing a 50% increase in its sales pipeline and the completion of the Coyote Logistics integration. RXO anticipates outperforming the market by mid-2026, benefiting from government regulations that may reduce capacity among smaller competitors and a strong focus on profitable growth.
RXO: Strong pipeline and integration set the stage for profitable growth and market outperformance
RXO is positioned for profitable growth and market outperformance by mid-year, driven by AI and technology that enhance productivity and margins. The company has completed its integration efforts and maintains a strong pipeline despite a supply-constrained market. This outlook is supported by significant potential for cost reductions and cash flow.
Insider Purchase: 10% owner at $RXO Buys 532,276 Shares
RXO Partners, LP MFN, a 10% owner of RXO, recently purchased 532,276 shares for $6,387,312, increasing their holdings by 1.9%. This transaction is part of broader insider trading activity, which has seen 6 purchases and 1 sale in the past six months. Additionally, the article covers recent hedge fund activity, Q4 2025 revenue, analyst ratings, and price targets for RXO.
A Look At RXO (RXO) Valuation After Earnings Miss Downgrade And Debt Refinancing Selloff
RXO (RXO) has experienced a significant selloff following weaker fourth-quarter results, a credit rating downgrade, and a US$400 million senior notes refinancing that raised credit risk concerns. Despite this, RXO is trading at a significant discount to its estimated fair value, with one analyst suggesting it's about 18% below their price target. The article explores whether the current selloff presents an entry point, considering the company's asset-light model and tech-focused approach in the expanding e-commerce and supply chain solutions market, while also noting risks from the soft truck market and integration challenges.
Public Sector Pension Investment Board Raises Stake in Rxo Inc $RXO
The Public Sector Pension Investment Board increased its stake in Rxo Inc (NYSE:RXO) by 31.6%, now holding over 639,000 shares valued at approximately $9.84 million. This move comes despite RXO missing its latest quarterly earnings and revenue estimates, and facing mixed analyst ratings with a consensus "Hold" and an average target price of $16.33. Other institutional investors like Geneos Wealth Management Inc. and AlphaQuest LLC also adjusted their positions in the company.
RXO prices $400 million in 6.375% senior notes due 2031
RXO, Inc. has priced $400 million of 6.375% senior notes due 2031. The offering is expected to close on February 20, 2026, subject to customary closing conditions. RXO plans to use the net proceeds from this offering for general corporate purposes, including repaying a portion of its revolving credit facility.
(RXO) Movement Within Algorithmic Entry Frameworks
This article from Stock Traders Daily discusses the algorithmic entry frameworks for Rxo Inc. (NYSE: RXO), highlighting a near-term weak sentiment that could test mid-term strength within a broader long-term weak bias. It outlines distinct institutional trading strategies, including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis to provide entry zones, targets, and stop losses. The analysis suggests a significant risk-reward short setup for RXO.
Has RXO’s (RXO) Costly Refi and Downgrade Quietly Tilted Its Earnings Risk Profile?
RXO, Inc. recently completed a costly $400 million refinancing of senior unsecured notes and was downgraded to Ba1 by Moody’s, following weaker fourth-quarter results and a goodwill impairment. These developments, coupled with the new asset-based revolving credit facility, indicate increased earnings pressure and a shift to a sub-investment grade credit profile for RXO. The article suggests that investors need to consider how these changes might impact the company's previously balanced earnings outlook, especially if freight and automotive demand remain soft.
RXO prices $400 million in 6.375% senior notes due 2031
RXO announced the pricing of $400 million of 6.375% senior notes due 2031. The offering is expected to close on February 20, 2026, subject to customary closing conditions. RXO plans to use the net proceeds, along with cash on hand, to repurchase its existing 5.625% senior notes due 2026.
5 Revealing Analyst Questions From RXO's Q4 Earnings Call
RXO Inc.'s Q4 results fell short of expectations, with revenue missing estimates and a wider-than-expected non-GAAP loss per share, attributed to soft freight demand and increased transportation costs. Despite challenges, management highlighted efforts in cost optimization and technology integration. Analyst questions during the earnings call focused on sales pipeline growth, strategies to counter market headwinds, spot volume, truckload and LTL dynamics, and persistent restructuring costs.
Noteworthy Thursday Option Activity: MO, VZ, RXO
The article highlights significant options trading activity for Altria Group Inc (MO), Verizon Communications Inc (VZ), and RXO Inc (RXO). For MO, there was particularly high volume for the $68 strike call option expiring February 13, 2026. VZ saw strong interest in the $49 strike call option expiring March 20, 2026, while RXO had notable volume for the $12.50 strike put option expiring February 20, 2026.
$RXO stock is down 25% today. Here's what we see in our data.
RXO stock has dropped 25% today with significant trading volume. Insider trading data shows more purchases than sales in the last six months, while institutional investors show mixed activity with some adding and others decreasing positions. Analyst ratings are varied, with more buy recommendations than sell, and a median price target of $15.5 from recent analyses.
RXO Prices $400 Million Senior Notes to Refinance Debt
RXO, Inc. has priced a $400 million offering of 6.375% senior unsecured notes due 2031. The company plans to use the proceeds to refinance its outstanding 7.500% notes due 2027, cover related expenses, and support general corporate purposes, aiming to strengthen its capital profile and potentially lower interest costs. Analysts currently rate RXO stock as a Hold with a $16.00 price target, while TipRanks' AI Analyst, Spark, assigns a Neutral score due to weakened fundamentals despite improving technicals.
RXO, Inc. (NYSE:RXO) Just Released Its Yearly Earnings: Here's What Analysts Think
RXO, Inc. recently reported its full-year earnings, which saw revenues in line with expectations at US$5.7 billion but a significant increase in statutory losses to US$0.59 per share. Analysts have since revised their forecasts, downgrading revenue expectations and increasing projected per-share losses for 2026, anticipating slower growth compared to the company's historical rates and industry peers. Despite these adjustments, the average price target remained steady at US$16.00, suggesting that analysts do not foresee a long-term impact on the valuation.
RXO, Inc. (NYSE:RXO) Just Released Its Yearly Earnings: Here's What Analysts Think
RXO, Inc. recently released its full-year earnings, which saw its share price drop by 4.2%. Analysts are now forecasting 2026 revenues of US$5.80b and a significant reduction in losses to US$0.28 per share, though previous revenue forecasts were higher and loss forecasts lower. Despite mixed opinions and a downgrade in revenue estimates, the average price target remained broadly unchanged at US$16.00, suggesting the weaker earnings outlook may not impact long-term valuation.
RXO Inc. Prices $400 Million Senior Notes Offering
RXO Inc. has successfully priced an offering of $400 million in 6.375% Senior Notes due 2031. The proceeds will be used to repurchase or redeem outstanding 7.500% Notes due 2027, aiming to reduce interest expenses, optimize its capital structure, and enhance financial stability. The 2031 Notes will be guaranteed on a senior unsecured basis by the company's domestic subsidiaries, reinforcing investor confidence, with the company aiming to strengthen its competitive position in the North American asset-light transportation market.
RXO Prices $400 Million Senior Notes Offering
RXO, Inc. announced the pricing of its offering of $400 million aggregate principal amount of 6.375% Senior Notes due 2031. The company intends to use the net proceeds to repurchase or redeem all outstanding 7.500% Notes due 2027, cover related fees, and for general corporate purposes, including indebtedness repayment. This action is part of RXO's strategy to manage its financial obligations and strengthen its position as a leading provider of asset-light transportation solutions.
Rxo launches $400 million senior notes offering
Rxo, Inc. has announced the launch of a $400 million senior notes offering. The company is a provider of asset-light transportation solutions, including tech-enabled truck brokerage services, managed transportation, freight forwarding, and last-mile delivery across North America. This offering follows recent financial reports detailing their Q4 and full-year 2025 earnings results.
RXO Plans $400 Million Senior Notes to Refinance Debt
RXO, Inc. has announced a private offering of $400 million in senior unsecured notes due 2031. The company plans to use the proceeds to repurchase or redeem its outstanding 7.500% notes due 2027 and for general corporate purposes, aiming to refinance near-term debt and extend its maturity profile. Spark, TipRanks' AI Analyst, rates RXO as Neutral due to weak financial performance despite supportive technicals.
RXO to issue $400 million in senior notes, redeem existing debt
RXO, Inc. has announced plans to issue $400 million in senior notes due 2031 through a private offering to redeem its existing 7.500% Notes due 2027 and for general corporate purposes. This move is contingent upon the successful completion of the new debt offering. The transportation services provider reported mixed financial performance in its Q4 2025 earnings, with an adjusted loss per share of $0.07 despite revenue slightly exceeding expectations.
RXO Launches $400 Million Senior Notes Offering
RXO, Inc. announced a private offering of $400 million in senior notes due 2031, intending to use the proceeds to repurchase or redeem its outstanding 7.500% Notes due 2027 and for general corporate purposes. The company also issued a conditional full redemption notice for the 2027 Notes, contingent upon the successful completion of the new notes offering. The 2031 Notes are being offered to qualified institutional buyers and non-U.S. persons, exempt from certain registration requirements.
RXO, Inc. Announces $400 Million Senior Notes Offering
RXO, Inc. announced a $400 million senior notes offering due 2031 on February 10, 2026. The proceeds from this offering will be used to redeem their existing 7.500% Notes due 2027, with the redemption being conditional on the successful completion of the new financing. The 2031 notes will be guaranteed by RXO's domestic subsidiaries.
RXO (NYSE: RXO) launches $400M notes deal to refinance 2027 issue
RXO, Inc. has announced a private offering of $400 million senior unsecured notes due 2031. The company plans to use the proceeds to repurchase or redeem all of its outstanding 7.500% Notes due 2027 and for general corporate purposes. A conditional full redemption notice has been issued for the 2027 Notes, effective February 20, 2026, contingent upon the successful completion of the new notes offering.
Wells Fargo Reaffirms Their Hold Rating on RXO, Inc. (RXO)
Wells Fargo has reaffirmed its Hold rating on RXO, Inc. (RXO) with a $15.00 price target, aligning with a similar Hold rating from Stifel Nicolaus, though J.P. Morgan maintained a Sell rating. The company reported a Q4 revenue of $1.47 billion and a GAAP net loss of $46 million. Insider sentiment for RXO is positive, with an increase in insider buying over the past quarter.
RXO shares slide after tighter freight market pressures brokerage margins
RXO shares experienced a decline following concerns about a tighter freight market impacting brokerage margins. The company's performance is being affected by the current state of the freight industry.
Analysts’ Opinions Are Mixed on These Industrial Goods Stocks: RXO, Inc. (RXO) and Bloom Energy (BE)
Analysts have mixed opinions on industrial goods stocks RXO, Inc. (RXO) and Bloom Energy (BE). While RXO received a "Hold" rating from UBS with a $17.00 price target and a general consensus of "Hold," Bloom Energy was reiterated a "Sell" rating by Bank of America Securities with a $71.00 price target, despite the street's overall "Moderate Buy" consensus.
RXO Resets Credit And Writes Down Goodwill While Leaning On AI
RXO (NYSE:RXO) has secured a new US$450 million asset-based lending facility, replacing older credit agreements, and recorded a US$12 million goodwill impairment due to ongoing pressures in the freight market. Despite a net loss, the company is focusing on adapting to a challenging logistics sector by leveraging AI-driven tools and growing its late-stage sales pipeline. This strategy aims to improve execution, productivity, and secure new business while managing liquidity and recalibrating asset values.
RXO, Inc. SEC 10-K Report
RXO, Inc. has released its 2025 10-K report, detailing financial performance, business operations, and strategic initiatives. The report highlights a revenue increase to $5,742 million, primarily driven by the Coyote acquisition, despite an operating loss of $(79) million and a net loss of $(100) million. RXO aims to strengthen its competitive position through technology investments and strategic acquisitions, while navigating challenges like industry competition and economic volatility.
Rxo Inc (NYSE:RXO) Given Consensus Recommendation of "Hold" by Brokerages
Nineteen research firms have issued a consensus "Hold" recommendation for Rxo Inc (NYSE:RXO), with an average 12-month price target of $16.07. This follows the company's Q4 results missing expectations for both EPS and revenue, largely due to a tightened freight market impacting brokerage margins. Despite the miss, insiders and institutions show significant ownership, with a director recently increasing their stake.
Morgan Stanley Maintains RXO Inc(RXO.US) With Buy Rating, Maintains Target Price $19
Morgan Stanley analyst Ravi Shanker has reiterated a Buy rating for RXO Inc (RXO.US), maintaining a target price of $19. According to TipRanks data, the analyst has a 50.8% success rate and an average return of 1.0% over the last year. RXO's stock experienced a -5.21% change and the article notes that TipRanks provides independent analysis of financial analysts' recommendations.
Citigroup Maintains Neutral Rating on RXO, Raises Price Target t
Citigroup has reaffirmed a Neutral rating for RXO and increased its price target from $15 to $18, representing a 20% rise. This adjustment reflects a refined outlook on RXO's near-future performance and follows varied assessments from other analysts including Truist Securities, TD Cowen, Susquehanna, and Stifel. Despite the upgrade, the average target price from 17 analysts suggests a slight downside from its current price, while GuruFocus estimates a potential upside based on its fair value calculations.
RXO (NYSE:RXO) Stock Price Down 5.2% on Disappointing Earnings
RXO (NYSE:RXO) stock declined 5.2% after reporting Q4 earnings that missed analyst expectations, with an EPS of ($0.07) against an anticipated ($0.04) and revenue of $1.47 billion, below the $1.50 billion estimate. Despite the disappointing financial results and negative profitability metrics, institutional ownership remains high, and one director recently increased his stake in the company. Analyst ratings are mixed, with a consensus "Hold" rating and a target price of $16.43, even as some firms upgraded and others downgraded their outlooks.
RXO stock price target raised to $20 from $18 at Truist Securities
Truist Securities has increased its price target for RXO, Inc. (NYSE:RXO) to $20 from $18, maintaining a Buy rating due to strengthening market conditions and tightening trucking capacity. The firm believes RXO’s earnings power is temporarily affected by cycle timing, noting the company's strong revenue growth and predicted profitability for fiscal year 2026. This positive outlook comes despite mixed Q4 2025 earnings and concerns from other analysts regarding ongoing margin pressures.
Benchmark reiterates Hold rating on RXO stock amid margin pressure
Benchmark has reaffirmed its Hold rating on RXO, Inc. (NYSE:RXO) due to margin pressure from rising truckload spot rates and tightening capacity. While the company's Q4 EBITDA and revenue met expectations, its Q1 EBITDA guidance fell short, leading Benchmark to adjust estimates downward. Despite challenges, RXO anticipates a return to truckload volume outperformance by mid-year, backed by significant cost actions and a strong sales pipeline.
RXO (RXO) Valuation Check After Wider Fourth Quarter Loss And Ongoing Freight Demand Weakness
RXO (RXO) reported a wider fourth-quarter loss and a revenue decline, despite prior strong share price momentum. Analysts, using earnings-based valuation, estimate RXO as 6.4% overvalued with a fair value of $15.89, while its P/S ratio of 0.5x is below the industry average, suggesting the market is not fully valuing its revenue. Investors are advised to consider ongoing freight softness and RXO's exposure to the automotive sector, which could impact future revenue and margins.
Analysts’ Opinions Are Mixed on These Industrial Goods Stocks: RXO, Inc. (RXO), Werner Enterprises (WERN) and ADENTRA (OtherHDIUF)
Analysts have issued mixed opinions on several industrial goods stocks, with TD Cowen reiterating a Hold rating for RXO, Inc. and Stifel Nicolaus maintaining a Hold for Werner Enterprises. In contrast, Stifel Nicolaus also maintained a Buy rating for ADENTRA, which has an average analyst price target suggesting a significant upside. The article details specific analyst ratings, price targets, and average returns for each company.
RXO outlines $5M–$12M Q1 2026 EBITDA outlook as cost actions and AI investments continue
RXO provided its EBITDA outlook for Q1 2026, projecting figures between $5 million and $12 million. This outlook is based on ongoing cost actions within the company and continued strategic investments in artificial intelligence. The announcement suggests a focus on efficiency and technological advancement to drive future financial performance.
RXO, Inc. (NYSE:RXO) Q4 2025 Earnings Call Transcript
RXO, Inc. (NYSE:RXO) released its Q4 2025 earnings call transcript, reporting an adjusted loss per share of $0.07, missing expectations. The company acknowledged a challenging freight market with squeezed brokerage gross margins due to capacity reductions and rising buy rates, particularly in December. Despite near-term difficulties, RXO is taking decisive actions, including cost optimization, leveraging strong sales pipelines, and investing in AI, to position itself for future growth and market outperformance.
RXO, Inc. (NYSE:RXO) Q4 2025 earnings call transcript
The article is an earnings call transcript for RXO, Inc.'s Q4 2025 results. It contains the detailed financial discussions and commentary from the company's management during the earnings call.
RXO (RXO) Q4 Loss Deepens To US$46m And Tests Rapid Earnings Growth Narrative
RXO closed out FY 2025 with a Q4 net loss of US$46 million and an EPS loss of US$0.27, contributing to a full-year net loss of US$100 million. While bulls point to forecasts of 118.73% annual earnings growth and a move to profitability within three years, skeptics highlight widening quarterly losses and inconsistent progress, questioning the reliability of rapid earnings recovery until financial results align with projections. Despite slower revenue growth forecasts compared to the market, the stock trades at a discount to peers and its DCF fair value, suggesting that the market may already be pricing in an earnings recovery not yet evident in historical data.
Tight Truckload Capacity Among Factors in RXO's Q4 Net Loss
RXO reported a net loss of $46 million in the fourth quarter of 2025 and $100 million for the full year, primarily due to tightening truckload capacity impacting buy rates and squeezing brokerage gross margins. Despite the net loss, the company noted significant sales momentum, advancements in AI, and a new $450 million lending facility, positioning it for long-term growth. RXO's CEO, Drew Wilkerson, emphasized their focus on profitable growth and a strong cash flow driven by their asset-light model and improving cost structure.
RXO outlines $5M–$12M Q1 2026 EBITDA outlook as cost actions and AI investments continue
RXO announced its EBITDA outlook for Q1 2026, projecting $5 million to $12 million. This outlook is based on the company's continuous cost-cutting initiatives and investments in artificial intelligence to improve operational efficiency. The strategic focus on these areas is expected to drive future financial performance.
Earnings call transcript: RXO Inc. Q4 2025 Results Miss EPS Forecast, Revenue Surprises
RXO Inc. reported a mixed financial performance for Q4 2025, with an adjusted loss per share of $0.07, missing the $0.04 forecast, resulting in a 75% negative surprise. Despite this, revenue of $1.5 billion slightly exceeded expectations. The stock dropped 6.76% in pre-market trading, reflecting investor concerns over the EPS miss, even as the company outlined strategic actions, including new AI capabilities and a strong sales pipeline, to navigate a challenging freight market and return to growth.
Rxo Inc Enters Into Asset-Based Revolving Credit Agreement
Rxo Inc has finalized an asset-based revolving credit agreement. This news was reported by Reuters, making it a concise piece of financial news. Further details would require login to the platform where this snippet was found.
RXO (NYSE: RXO) widens Q4 2025 loss and replaces revolver with $450M ABL
RXO announced a widened Q4 2025 GAAP net loss of $46 million on $1.47 billion in revenue, down from the prior year. The company recorded an adjusted net loss of $11 million and adjusted EBITDA of $17 million, attributing the decline to a tighter full-truckload market and pressure on brokerage gross margins. Concurrently, RXO replaced its existing $600 million unsecured revolving credit facility with a new five-year, $450 million asset-based revolving credit facility, improving flexibility.
RXO Announces Fourth-Quarter Results
RXO (NYSE: RXO) reported its fourth-quarter financial results, noting a significant tightening in the full-truckload market which impacted Brokerage gross margin. Despite a GAAP net loss of $46 million, the company saw substantial sales momentum with its Brokerage late-stage pipeline increasing over 50% year-over-year and Managed Transportation securing over $200 million in new freight under management. RXO also finalized a new $450 million asset-based lending facility to enhance financial flexibility.
RXO: Q4 Earnings Snapshot
RXO Inc. reported a Q4 loss of $46 million, or 27 cents per share, which adjusted to 7 cents per share for one-time events. This performance fell short of analyst expectations, who predicted a loss of 4 cents per share. The company also missed revenue forecasts, posting $1.47 billion against an expected $1.48 billion for the quarter, and reported a full-year loss of $100 million on revenue of $5.74 billion.
RXO: Q4 Earnings Snapshot
RXO Inc. reported a Q4 loss of $46 million, or 27 cents per share, missing Wall Street estimates. Adjusted losses were 7 cents per share. The transportation services provider's revenue of $1.47 billion also fell short of analysts' expectations.
