RXO, Inc. (RXO) Presents at Deutsche Bank's Chicago Industrials Summit Transcript

SA Transcripts 161.76K Followers Follow RXO, Inc. ( RXO ) Deutsche Bank's Chicago Industrials Summit August 11, 2026 4:00 PM EDT Company Participants Jared Weisfeld - Chief Strategy Officer Conference Call Participants Richa Talwar - Deutsche Bank AG, Research Division Presentation Richa Talwar Deutsche Bank AG, Research Division All right. We're at the last session of the day, seeing the best at the last. Jared Weisfeld at RXO, Chief Strategy Officer. Thanks for being here and ending our first day of DB's Industrial Conference with me. I really appreciate it. I'm Richa Harnain again, great research analyst at Deutsche. And yes, let's just get right into it, right? Jared Weisfeld Chief Strategy Officer Richa, I appreciate you having me. Thanks for having me here today. Question-and-Answer Session Richa Talwar Deutsche Bank AG, Research Division Of course. So I'd like to start with just understanding your perspective on the current environment. Your business, in particular, has found some momentum. You just talked to us about that a couple of days ago when you reported results. Then there's the market that does experience some seasonal softness right about now. So maybe again, just give us a lay of the land, where is the market? Where is RXO? What do you worry the most about as you look ahead? What represents the biggest near-term opportunity for you to hit the high end of your outlook that you indicated you have line of sight to? Jared Weisfeld Chief Strategy Officer Sure. So maybe just taking a step back in terms of how the year has progressed, and I think speaks to the momentum that the company has been seeing. We started off the year, Q1 was at $6 million of adjusted EBITDA, and that has ramped significantly throughout the year to $40 million in Q2. And then at the midpoint of our outlook for Q3, another $40 million despite some seasonal