RXO, Inc. (RXO)

RXO's stock has been influenced by strong Q2 2025 results, including revenue growth and increased gross profit per shipment. The acquisition of Coyote Logistics was a strategic move to prepare RXO for market improvements. RXO's stock experienced a decline on earnings in August 2024, but shares were up since the Coyote acquisition. The truckload market has seen rate increases, with seasonal shipping events causing short-term spot rate volatility. The build-up to peak season in Q3 2025 could drive further spot market volatility.

Demand for RXO's services is influenced by seasonal and cyclical factors, including the annual procurement cycle, seasonal demand cycles, and market capacity cycles. Produce season causes a surge in shipping volume, leading to volatile spot rates. Summer shipping trends and the peak season build-up also contribute to spot market volatility. The trucking industry's cyclical nature affects these seasonal and procurement factors.

RXO, Inc. is a leading asset-light transportation services provider, operating in the truck brokerage business across multiple countries. It offers services such as truckload freight brokering, managed transportation solutions, last mile delivery for heavy goods, and freight forwarding. RXO uses technology platforms like RXO Connect and RXO Drive to optimize shipments and manage operations.

RXO is headquartered in Charlotte, North Carolina, and has an extensive geographic footprint across five continents, including North America, Asia, and Europe. In North America, it has a network of over 500 facility options. Its freight forwarding services cover key trade lanes in approximately 160 countries and territories.

RXO has maintained a positive brand reputation, receiving the Top Software & Tech award for its visual AI technology and recognition as a SmartWay High Performer by the EPA for its commitment to environmental sustainability.

While a comprehensive list of all individual owners is not readily available, major institutional holders of RXO are tracked, and information regarding the top 50 institutional holders is publicly accessible through financial filings.