RXO RXO, Inc.
Last updated: Mar 16, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in only 0/2 quarters. Q3 2024: $0M, Q3 2023: $0M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
No buyback activity
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.
Negative FCF ($-21M), cannot compute buyback ratio
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Missing shares repurchased or outstanding data
Insider Buying
Are officers and directors buying stock with their own money on the open market?
8 open-market purchases by 5 insiders
- MFN Partners, LP () bought 532,276 shares at $12.00 on 2026-02-12
- Cooper Troy A. () bought 8,317 shares at $10.61 on 2025-11-20
- Kingshott Adrian () bought 9,350 shares at $10.75 on 2025-11-17
- Wilkerson Andrew M. (Chief Executive Officer) bought 7,775 shares at $12.88 on 2025-11-10
- Wilkerson Andrew M. (Chief Executive Officer) bought 3,850 shares at $12.80 on 2025-11-10
- Szlosek Thomas A () bought 20,308 shares at $12.37 on 2025-11-07
- Szlosek Thomas A () bought 7,500 shares at $16.65 on 2025-05-14
- Szlosek Thomas A () bought 8,700 shares at $14.41 on 2025-05-09
Insider-Buyback Convergence
Are insider purchases happening during the same quarters the company is actively buying back stock?
Insider buying coincided with company buybacks in 0 of 2 quarters
Insider Net Direction
Looking at all open-market transactions, are insiders net buyers or net sellers?
Insiders bought $7M, sold $0M (net buying)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
No buyback-insider divergence detected