Company profile
Ticker
RXO
Exchange
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
NAT Holdings, LLC, RXO, LLC
SEC CIK
Corporate docs
Subsidiaries
RXO Corporate Solutions, LLC • RXO Capacity Solutions, LLC • RXO Express, LLC • RXO Air Transport, LLC • RXO Managed Transport, LLC • RXO Freight Forwarding, Inc. • RXO Last Mile Holding, Inc. • RXO Last Mile, Inc. ...
IRS number
882183384
Latest filings (excl ownership)
8-K
Entry into a Material Definitive Agreement
11 Apr 24
DEFA14A
Additional proxy soliciting materials
9 Apr 24
DEF 14A
Definitive proxy
9 Apr 24
8-K
Changes in Registrant's Certifying Accountant
2 Apr 24
10-K
2023 FY
Annual report
12 Feb 24
8-K
RXO Announces Results for Fourth-Quarter 2023, Including Double-Digit Brokerage Volume Growth for Third-Consecutive Quarter
8 Feb 24
10-Q
2023 Q3
Quarterly report
7 Nov 23
8-K
RXO Announces Results for Third-Quarter 2023, Including 18 Percent Brokerage Volume Growth
7 Nov 23
10-Q
2023 Q2
Quarterly report
2 Aug 23
8-K
RXO Announces Results for Second Quarter 2023, Including Double-Digit Brokerage Volume Growth
2 Aug 23
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | |
---|---|---|
Revenue | ||
Cost of revenue | ||
Operating income | ||
Operating margin | ||
Net income | ||
Net profit margin | ||
Cash on hand | ||
Change in cash | ||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 104.00 mm | 104.00 mm | 104.00 mm | 104.00 mm | 104.00 mm | 104.00 mm |
Cash burn (monthly) | 6.67 mm | 6.92 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 46.05 mm | 47.78 mm | n/a | n/a | n/a | n/a |
Cash remaining | 57.95 mm | 56.22 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | 8.7 | 8.1 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 249 |
Opened positions | 20 |
Closed positions | 39 |
Increased positions | 71 |
Reduced positions | 76 |
13F shares | Current |
---|---|
Total value | 2.12 tn |
Total shares | 135.97 mm |
Total puts | 1.15 mm |
Total calls | 198.20 k |
Total put/call ratio | 5.8 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 18.07 mm | $356.53 bn |
Orbis Allan Gray | 16.87 mm | $332.92 bn |
Orbis Investment Management | 15.28 mm | $0.00 |
Vanguard | 13.28 mm | $261.93 bn |
MFN Partners Management | 12.68 mm | $250.09 bn |
MFN Partners | 12.68 mm | $0.00 |
STT State Street | 4.62 mm | $91.20 bn |
FMR | 2.99 mm | $58.91 bn |
Frontier Capital Management | 2.56 mm | $50.47 bn |
Geode Capital Management | 2.34 mm | $46.08 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
25 Apr 24 | MFN Partners | Common Stock | Buy | Acquire P | No | No | 19.79 | 100,000 | 1.98 mm | 17,175,369 |
24 Apr 24 | MFN Partners | Common Stock | Buy | Acquire P | No | No | 19.44 | 100,000 | 1.94 mm | 17,075,369 |
23 Apr 24 | MFN Partners | Common Stock | Buy | Acquire P | No | No | 19.86 | 88,551 | 1.76 mm | 16,975,369 |
22 Apr 24 | MFN Partners | Common Stock | Buy | Acquire P | No | No | 19.48 | 11,449 | 223.03 k | 16,886,818 |
19 Apr 24 | MFN Partners | Common Stock | Buy | Acquire P | No | No | 19.46 | 200,000 | 3.89 mm | 16,875,369 |
18 Apr 24 | MFN Partners | Common Stock | Buy | Acquire P | No | No | 19.52 | 870,000 | 16.98 mm | 16,675,369 |
17 Apr 24 | MFN Partners | Common Stock | Buy | Acquire P | No | No | 19.53 | 175,690 | 3.43 mm | 15,805,369 |
16 Apr 24 | MFN Partners | Common stock | Buy | Acquire P | No | No | 20.22 | 35,985 | 727.62 k | 15,629,679 |
12 Apr 24 | MFN Partners | Common stock | Buy | Acquire P | No | No | 20.39 | 5,139 | 104.78 k | 15,593,694 |
22 Mar 24 | Jason S. Kerr | RSU Common Stock | Grant | Acquire A | No | No | 0 | 6,089 | 0.00 | 16,602 |
News
Around $2M Bet On This Industrial Stock? Check Out These 3 Stocks Insiders Are Buying
25 Apr 24
Over $24M Bet On RXO? Check Out These 3 Stocks Insiders Are Buying
22 Apr 24
Benchmark Reiterates Hold on RXO
19 Apr 24
Over 1,300 Layoffs Hit Logistics Companies Across US
12 Apr 24
Susquehanna Maintains Negative on RXO, Raises Price Target to $16
25 Mar 24
Press releases
RXO Expands Responsible Care® Certification
8 Apr 24
RXO Leader Named to "Top Women to Watch in Transportation" List
11 Mar 24
Three RXO Leaders Win Supply & Demand Chain Executive 2024 Pros to Know Award
8 Mar 24
RXO Announces Participation at Upcoming Investor Conferences
29 Feb 24
RXO Announces Results for Fourth-Quarter 2023, Including Double-Digit Brokerage Volume Growth for Third-Consecutive Quarter
8 Feb 24