RXO, Inc. (RXO) Form 8-K — Aug 6, 2026
RXO reported second-quarter 2026 revenue of $1.8 billion, up 2% year-over-year, driven by strength in truck brokerage and complementary services. The company achieved an 11% sequential increase in gross profit per load, the highest growth rate in four years, primarily due to a 900-basis-point increase in truckload spot mix. Adjusted EBITDA came in at $40 million, slightly above the prior year's $38 million, though the adjusted EBITDA margin declined to 2.3% from 2.7% as GAAP net loss remained flat at $9 million. Management guided for Q3 adjusted EBITDA of $35 million to $45 million, with continued volume and gross profit per load growth expected in brokerage.
Key figures
- Eps Beat
- 0
- Revenue
- 1774
- Guidance
- Q3 2026 adjusted EBITDA expected to be between $35 million and $45 million. Overall Brokerage volume growth expected to increase by a low-to-mid-single-digit percentage year-over-year. Truckload gross profit per load expected to increase sequentially.
- Net Income
- -9
- Total Debt
- 506
- Revenue Yoy
- 2
- Total Assets
- 3459
- Cash Position
- 15
- Shares Outstanding
- 169646
- Net Debt
- 491
- Gross Margin
- 13.9
- Ltm Leverage
- 4.2
- Adjusted Ebitda
- 40
- Last Mile Revenue
- 344
- Truckload Spot Mix
- 42
- Adjusted Diluted Eps
- 0.06
- Available Liquidity
- 350
- Last Mile Stop Growth
- 3
- Adjusted Ebitda Margin
- 2.3
- Trucking Brokerage Revenue
- 1349
- Managed Transportation Revenue
- 144
- Trucking Brokerage Gross Margin
- 10.7
- Adjusted Free Cash Flow Conversion
- -105
- Managed Transportation Fum Awarded
- 100
- Complementary Services Gross Margin
- 21.1
Price after filing
Close on the filing date to close N calendar days later (from $22.13). Historical, not a forecast.
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