RXO, Inc. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 92/100
What the filing says
RXO agreed to be acquired by C.H. Robinson in a stock-and-cash deal valued at $5.8 billion, expected to close H1 2027 pending regulatory and shareholder approval. Q3 2026 results exceeded profit outlook: revenue $1.9B (+32% YoY), adjusted EBITDA $51M (+59% YoY), adjusted EPS $0.09 vs. $0.01 YoY. Brokerage truckload volume grew 3% YoY with spot mix reaching 51% (vs. 29% prior year); Managed Transportation awarded ~$140M freight under management; Last Mile stops up 5% YoY.
Why this rating
Acquisition for $5.8B (223% of $2.6B market cap) is transformational; closes H1 2027 with regulatory risk. Strong Q3 operational metrics offset by pending transaction uncertainty.
Price action (we called it neutral)
before filing · preread $27.90 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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