RXO
RXO, Inc.
2 reports on RXO, Inc. (RXO) by Keith Dalrymple, DF Research, summarized: the thesis, evidence and key numbers. Latest: May 6, 2026.
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RXO
2 of 2 reports
RXO
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RXO RXO, Inc.
Dalrymple Finance: RXO’s EBITDA Has Collapsed to One-Fifth of Its 2022 IPO Target, Leverage Is Accelerating, and Amazon Just Entered Its Market
TTM EBITDA is projected at $96.7M against a $500M 2027 target, debt/EBITDA has risen from 2.9x to a projected 4.4x in two quarters, and intra-quarter revolver draws tripled from $261M to $566M — while the stock trades...
RXO
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RXO RXO, Inc.
RXO: 4Q Large Miss, Liquidity Crisis and Accounting issues
RXO faces a potential liquidity crisis with ~$25M cash, projected negative free cash flow of ~$25M in Q4 2025, collapsing margins, and accounting concerns compounded by the abrupt retirement of its 49-year-old Chief A...