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RXO
RXO (RXO) investor relations material
RXO Stifel Financial Corp. Transportation & Logistics Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Stifel Financial Corp. Transportation & Logistics Conference 2026 summary10 Feb, 2026
Market cycle and supply-demand dynamics
Regulatory changes, including non-domiciled CDL and English Language Proficiency, are reducing trucking supply, with estimates of a 20%-25% reduction in certain segments.
Tender rejections have risen to low double digits, indicating tightening supply despite soft demand.
Any improvement in demand could quickly tighten the market further, given the current fragile supply-demand balance.
Weather events have temporarily increased tender rejections, but structural supply reductions are the main driver.
Gross margins are compressed in the short term for buyers of transportation capacity.
Demand trends and end markets
Industrial and manufacturing verticals showed improvement in Q4, partly due to special projects.
ISM new orders component hit its highest level since 2022, signaling potential demand recovery.
Automotive volumes, previously a headwind, are expected to stabilize and no longer drag on gross profit in 2026.
Other verticals are tracking in line with overall truckload volume, which was down low double digits year-over-year.
Automotive expedite business thrives during periods of disruption or production changes, offering higher profitability.
Strategic initiatives and acquisitions
The Coyote acquisition focused on people, customers, and technology, with high retention and customer continuity.
Technology integration post-acquisition is complete, with positive feedback and ongoing system enhancements.
Initial profitability post-acquisition was below expectations, but volume stabilization and a strong pipeline have improved outlook.
Future M&A will be considered if it adds scale or new services, but the bar for deals remains high.
Volume declines post-acquisition were partly due to intentional pricing decisions; late-stage pipeline is up over 50% year-over-year.
How will tender rejections react to demand recovery?
Assess Coyote's volume recovery post-pricing changes
Quantify AI's impact on long-term EBITDA margins
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Next RXO earnings date
Barclays 43rd Annual Industrial Select Conference18 Feb, 2026
RXO
Next RXO earnings date
Barclays 43rd Annual Industrial Select Conference18 Feb, 2026
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Frequently asked questions
RXO Inc. is a logistics company that provides asset-light transportation services, specializing in freight brokerage. The company connects shippers and carriers through its digital platform, offering solutions for truckload freight transportation, including managed transportation, last-mile delivery, and expedited shipping services. RXO leverages advanced technology, data analytics, and a network of independent carriers to optimize supply chain efficiency and meet the logistics needs of businesses across various industries, including retail, manufacturing, and e-commerce. The company is headquartered in Charlotte, North Carolina, and its shares are listed on the NYSE.
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