RXO, Inc. (RXO) Covered Calls

RXO, Inc. is a leading provider of asset-light transportation solutions, specializing in tech-enabled truck brokerage. Headquartered in Charlotte, North Carolina, the company connects shippers with a massive network of independent carriers through its proprietary RXO Connect platform. RXO also provides managed transportation, last-mile delivery, and freight forwarding, leveraging artificial intelligence to optimize capacity and efficiency across North America.

You can sell covered calls on RXO, Inc. to lower risk and earn monthly income. Born To Sell's covered call screener gives you customized search capabilities across all possible covered calls but here are a couple of examples for RXO (prices last updated Tue 4:16 PM ET):

RXO, Inc. (RXO) Stock Quote
Last Change Bid Ask Volume P/E Market Cap
14.84 +0.18 14.32 15.43 1.8M - 2.4
Covered Calls For RXO, Inc. (RXO)
Expiration Strike Call Bid Net Debit Return
If Flat		 Annualized
Return If Flat
Mar 20 15 1.10 14.33 4.7% 68.6%
Apr 17 15 1.45 13.98 7.3% 50.3%
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RXO, Inc. (RXO) is a premier brokerage-led transportation platform that facilitates the movement of billions of dollars of freight annually. Spun off from XPO in 2022, the company operates an asset-light model, meaning it does not own the trucks but instead uses a vast digital network to match shipper demand with carrier supply. The core of its competitive advantage is the RXO Connect platform, which utilizes machine learning and AI to automate price discovery, reduce "empty miles" for drivers, and provide shippers with real-time visibility into their supply chains.

By early 2026, RXO has successfully moved past the integration phase of its transformative Coyote Logistics acquisition. This acquisition nearly doubled the company’s scale and established it as a top-three brokered transportation provider in North America. By the first quarter of 2026, management confirmed the full realization of merger synergies, driven by the consolidation of technology onto its unified freight optimization stack. Despite historical fluctuations in the freight cycle, RXO has entered 2026 with an expanded sales pipeline, positioning it to capture significant market share as the trucking industry stabilizes.

Competitive Landscape

The competitive landscape for RXO consists of large-scale traditional brokers, digital-native startups, and diversified logistics firms. Primary rivals that are publicly traded on the NYSE or NASDAQ and offer highly active options markets include C.H. Robinson Worldwide, Inc. and J.B. Hunt Transport Services, Inc.. C.H. Robinson is the market leader in domestic brokerage, while J.B. Hunt competes heavily in the integrated intermodal and truckload sectors.

Other notable competitors in the logistics and transport sectors with active options trading include GXO Logistics, Inc. and XPO, Inc.. RXO distinguishes itself through its pure-play brokerage focus and its superior technology adoption rate; the vast majority of its brokerage loads are now created or covered digitally. This high level of automation allows RXO to scale volumes rapidly without a proportional increase in headcount, creating significant operational leverage. This technological moat is further reinforced by its carrier rewards program, which ensures high retention in a fragmented marketplace.

Strategic Outlook

Strategic innovation is currently focused on AI-Driven Margin Expansion, where the company uses generative AI to negotiate rates and identify hidden capacity in tight regional markets. The company is prioritizing the expansion of its Less-than-Truckload (LTL) and Managed Transportation segments, aiming for these higher-margin, contractual business lines to provide structural stability to the overall portfolio. This shift is designed to reduce sensitivity to volatile spot market pricing and provide more predictable cash flows across the entire economic cycle.

The long-term outlook involves a commitment to a disciplined capital allocation strategy that prioritizes investment in digital infrastructure and proprietary software. Management is prioritizing Free Cash Flow Conversion and debt reduction to maintain a flexible, asset-light balance sheet. By leveraging its increased scale and its cutting-edge "Connect" ecosystem, RXO, Inc. aims to remain at the forefront of the global logistics industry, delivering a seamless, automated, and highly efficient brokerage experience for both shippers and carriers.