earnings
confidence high
sentiment positive
materiality 0.75
RXO Q2 2026: Revenue $1.8B, Adj. EBITDA $40M, Truckload Volume +2% YoY
RXO, Inc.
- Revenue $1.8B (up from $1.4B YoY); GAAP net loss $9M; adjusted net income $10M; adjusted diluted EPS $0.06.
- Brokerage truckload volume +2% YoY; spot mix 42% (up 1500 bps YoY); gross profit per load +11% sequentially.
- Complementary Services: Last Mile stops +3% YoY; Managed Transportation awarded ~$100M new freight under management.
- Q3 2026 outlook: adjusted EBITDA $35M-$45M; Brokerage volume growth low-to-mid-single-digit YoY; truckload GPPL to increase sequentially.
- Transaction, integration, restructuring costs $13M in Q2; adjusted EBITDA margin 2.3% vs 2.7% YoY.