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Ticker: RXO Company: 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 50% above its post-earnings low

May 6, 2026 6 min read
Ticker: RXO Author: DF Research

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 Accounting Officer

Feb 5, 2026 6 min read

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