RXO Earnings

RXO reported its earnings on 2026-02-06, showcasing a revenue of 1.47B against an estimate of 1.48B, resulting in a -0.74% surprise. The EPS was -0.07, surpassing the expected -0.04 by -75%. The stock experienced a 1.93% price change on the earnings day and a -1.51% change over the next five days, reflecting market reactions to the results.

Following RXO's earnings announcement on 2026-02-06, the stock price moved by 1.93% on the day of the release. Over the subsequent five days, it saw a -1.51% change. Historically, RXO's stock price tends to shift by an average of 6.84% in the 10 days leading up to earnings and -0.58% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate RXO's annual revenue to reach 1.39B, while the EPS is projected at -0.05. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates revised downward by -0.12% over the past three months, indicating analyst expectation in the company's performance.

The correlation between RXO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved revised downward by -0.12%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, RXO's stock price typically moves by 6.84% in the 10 days before its earnings and -0.58% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of -0.05 and revenue of 1.39B.

The earnings call summary presents a mixed outlook. Financial performance and market strategy are challenged by weak demand and cost pressures, though cost structure improvements and AI investments are positive. Q&A insights reveal weather impacts and restructuring costs, but also spot volume growth and potential synergies. The neutral sentiment reflects these balanced factors, with no strong catalysts for significant price movement. The mid-sized market cap suggests moderate stock reaction.