RXO Needs to Show Investors Evidence of Stabilization -- Market Talk

Dow Jones01:15

1215 ET - RXO will need to show evidence of improving trends and cost structure after an unexpected slowdown in the freight market hit its fourth-quarter earnings, sending the stock price down, Stifel analysts write in a note. The company is set up for an improvement, with the acquisition and integration of Coyote in the rearview and the possibility for a cyclical freight recovery moving forward. "RXO should be positioned for earnings inflection once pricing normalizes and spot activity broadens," they write. "However, with 1Q26 still pressured by seasonality and lagging sell-rate recovery, we believe the market will need greater evidence of margin stabilization before underwriting a sustained earnings recovery." Shares are down 5.1%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

February 09, 2026 12:15 ET (17:15 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2610169657?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-10 01:15","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2610169657","market":"sg","top_or_hot":-1,"title":"RXO Needs to Show Investors Evidence of Stabilization -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1215 ET - RXO will need to show evidence of improving trends and cost structure after an unexpected slowdown in the freight market hit its fourth-quarter earnings, sending the stock price down, <a href=\"https://laohu8.com/S/SFB\">Stifel</a> analysts write in a note. The company is set up for an improvement, with the acquisition and integration of Coyote in the rearview and the possibility for a cyclical freight recovery moving forward. \"RXO should be positioned for earnings inflection once pricing normalizes and spot activity broadens,\" they write. \"However, with 1Q26 still pressured by seasonality and lagging sell-rate recovery, we believe the market will need greater evidence of margin stabilization before underwriting a sustained earnings recovery.\" Shares are down 5.1%. (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 09, 2026 12:15 ET (17:15 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>RXO Needs to Show Investors Evidence of Stabilization -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRXO Needs to Show Investors Evidence of Stabilization -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-10 01:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1215 ET - RXO will need to show evidence of improving trends and cost structure after an unexpected slowdown in the freight market hit its fourth-quarter earnings, sending the stock price down, <a href=\"https://laohu8.com/S/SFB\">Stifel</a> analysts write in a note. The company is set up for an improvement, with the acquisition and integration of Coyote in the rearview and the possibility for a cyclical freight recovery moving forward. \"RXO should be positioned for earnings inflection once pricing normalizes and spot activity broadens,\" they write. \"However, with 1Q26 still pressured by seasonality and lagging sell-rate recovery, we believe the market will need greater evidence of margin stabilization before underwriting a sustained earnings recovery.\" Shares are down 5.1%. (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 09, 2026 12:15 ET (17:15 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"RXO","symbol_name":"RXO INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610169657","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610169657","pubTimestamp":1770657300,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1215 ET - RXO will need to show evidence of improving trends and cost structure after an unexpected slowdown in the freight market hit its fourth-quarter earnings, sending the stock price down, Stifel analysts write in a note. The company is set up for an improvement, with the acquisition and integration of Coyote in the rearview and the possibility for a cyclical freight recovery moving forward. \"RXO should be positioned for earnings inflection once pricing normalizes and spot activity broadens,\" they write. \"However, with 1Q26 still pressured by seasonality and lagging sell-rate recovery, we believe the market will need greater evidence of margin stabilization before underwriting a sustained earnings recovery.\" Shares are down 5.1%. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"RXO":"RXO INC","ISBC":"投资者银行","BK4211":"区域性银行","BK4022":"陆运","BK4232":"货物陆运"},"translate_title":"RXO需要向投资者展示稳定的证据——市场谈话","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ISBC":1.5,"RXO":1.5},"content_text":"1215 ET - RXO will need to show evidence of improving trends and cost structure after an unexpected slowdown in the freight market hit its fourth-quarter earnings, sending the stock price down, Stifel analysts write in a note. The company is set up for an improvement, with the acquisition and integration of Coyote in the rearview and the possibility for a cyclical freight recovery moving forward. \"RXO should be positioned for earnings inflection once pricing normalizes and spot activity broadens,\" they write. \"However, with 1Q26 still pressured by seasonality and lagging sell-rate recovery, we believe the market will need greater evidence of margin stabilization before underwriting a sustained earnings recovery.\" Shares are down 5.1%. (elias.schisgall@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 09, 2026 12:15 ET (17:15 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610169657","isCrawlerRequest":true}