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RXO RXO, Inc.

Last updated: Mar 16, 2026

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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

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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
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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

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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