RXO at a glance
RXO, Inc. (RXO, SEC CIK 1929561) filed its latest 10-K annual report on February 9, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as September 29, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), RXO, Inc. (RXO) reported revenue of $5.7 billion (up 26.2% from FY2024) and a net loss of $100.0 million. Diluted EPS was -$0.59.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.7B
- +26.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- Latest 8-K
- Sep 9, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: technology-driven, asset-light truck brokerage platform with managed transportation and last mile services
- New major acquisition: Coyote truckload brokerage and UK haulage/warehousing assets for $1.048 billion in 2024
- Strategy shift: increased focus on scaling digital brokerage via AI, machine learning, and cross-selling managed transportation/last mile
- Workforce 9,218 total staff end 2025, including 6,906 employees and 2,312 temporary workers
- RXO began trading on NYSE under ticker "RXO" on November 1, 2022, marking IPO and corporate establishment in 2022
Risk Factors
- Regulatory risk from increased truck brokerage regulation and enforcement in 2025 tightened capacity and raised buy rates, outpacing contractual sell rates
- Macroeconomic risk from inflation causing higher interest, fuel, and wage costs, with cost of transportation rising to 80.3% of revenue in 2025
- Operational risk from integration of Coyote acquisition, contributing $1.2B revenue but increasing depreciation by $28M and requiring $19M integration costs in 2025
- Competitive risk from automotive expedite volume decline, reducing managed transportation revenue by $51M in 2025
- Financial risk from $355M unsecured 7.50% Notes due 2027 with interest payments starting May 2023, and $35M outstanding on a revolver increased to $600M commitment in 2023
Management Discussion & Analysis
- Revenue not explicitly detailed for 2025 vs 2024; focus on truck brokerage, managed transportation, last mile segments
- Profitability or margin percentages not provided in this section
- Truck brokerage: core and largest segment; asset-light managed transportation and last mile services complement it; no segment revenue or profit figures given
- Acquisition of Coyote for $1.038B cash plus $10M post-closing adjustments in early 2025
- Macroeconomic risks: inflation, interest rates, exchange rates, shipping costs, labor disputes, tariffs, international conflicts noted as risks to future results; ongoing monitoring mentioned
AI summary of the RXO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1,774M, up 25.0% YoY from $1,419M, driven by truck brokerage and last mile
- Operating margin 0.1% vs 0% YoY; net margin (0.5)% vs (0.6)%
- Best performer truck brokerage, revenue up $324M; last mile revenue up $29M
- Operating cash flow $(47)M vs $21M YoY; cash decrease $2M
- Tight capacity and regulatory enforcement increased buy rates faster than contractual sell rates
Risk Factors
- No material changes to risk factors since the 2025 Form 10-K
- Carried-forward risks include operational, competitive, regulatory, legal, liquidity, debt, currency, and concentration exposures
- Share-repurchase authorization risk: $123 million remained available as of June 30, 2026
- No share repurchases during the three and six months ended June 30, 2026
AI summary of the RXO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Preliminary Q3 2026 operating metrics disclosed under Regulation FD
- Press release furnished as Exhibit 99.1, providing the substantive operating details
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 with operating results and financial details
Item 7.01: Regulation FD Disclosure
- Investor presentation released August 6, 2026, covering quarter ended June 30, 2026
- Exhibit 99.2 provides supplemental operating-results materials alongside the forthcoming June 30, 2026 Form 10-Q
AI summaries of RXO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for RXO
Don't miss the next RXO filing
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- Fund moves. Which tracked funds opened, added or cut RXO, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| HARRIS JAMES E | M | Sep 26, 2026 | 64,129 | - |
| HARRIS JAMES E | M | Sep 26, 2026 | 64,129 | - |
| HARRIS JAMES E | F | Sep 26, 2026 | 27,858 | $19.79 |
| Firestone Jeffrey D. | F | Aug 22, 2026 | 11,172 | $22.54 |
| Firestone Jeffrey D. | M | Aug 22, 2026 | 25,716 | - |
| Firestone Jeffrey D. | M | Aug 22, 2026 | 25,716 | - |
| Wilkerson Andrew M. | G | May 15, 2026 | 168,943 | - |
| Wilkerson Andrew M. | G | May 15, 2026 | 168,943 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.5B | $5.7B |
| Operating Income | - | -$56.0M | -$79.0M |
| Net Income | $4.0M | -$290.0M | -$100.0M |
| Op. Margin | - | -1.2% | -1.4% |
| Net Margin | - | -6.4% | -1.7% |
| Balance Sheet | |||
| Total Assets | $1.8B | $3.4B | $3.3B |
| Equity | - | $1.6B | $1.5B |
| ROE | - | -18.0% | -6.5% |
| Per Share | |||
| EPS | $0.03 | $-2.17 | $-0.59 |
| Cash Flow | |||
| Operating CF | - | -$12.0M | $51.0M |
| CapEx | $64.0M | $45.0M | $59.0M |
Source: XBRL data in RXO, Inc. (RXO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
RXO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 5, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Aug 25, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | May 19, 2026 | - | - | |
| 8-K | May 13, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | May 4, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Mar 24, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 8-K | Feb 20, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - |
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RXO SEC filings: frequently asked questions
What was RXO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), RXO, Inc. (RXO) reported revenue of $5.7 billion (up 26.2% from FY2024) and a net loss of $100.0 million. Diluted EPS was -$0.59. The figures come from the XBRL data in the 10-K.
What are the main risks in RXO's latest 10-K?
In the 10-K filed February 9, 2026, RXO, Inc. (RXO) flagged: Regulatory risk from increased truck brokerage regulation and enforcement in 2025 tightened capacity and raised buy rates, outpacing contractual sell rates. Macroeconomic risk from inflation causing higher interest, fuel, and wage costs, with cost of transportation rising to 80.3% of revenue in 2025. (AI summary of the Risk Factors section.)
What did RXO report in its latest 8-K?
RXO, Inc. (RXO) filed an 8-K on September 9, 2026 reporting Item 7.01 (Regulation FD Disclosure). Preliminary Q3 2026 operating metrics disclosed under Regulation FD.
What are the latest RXO SEC filings?
RXO, Inc. (RXO) filed its latest 10-K annual report on February 9, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on September 29, 2026.
What is RXO's SEC CIK number?
RXO, Inc. (RXO)'s SEC Central Index Key (CIK) is 1929561. EDGAR lists every RXO filing under that number.
Ask anything about RXO
The research agent reads RXO's filings, financials, insider trades and 13F holders, then answers with sources.