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Lucas Cervera

Research Analyst at Truist Securities

Lucas Cervera's questions to RXO (RXO) leadership

Question · Q4 2025

Lucas Cervera asked about the expected earnings contribution from the managed transportation business following recent streamlining efforts.

Answer

Drew Wilkerson, Chairman and CEO, RXO, explained that managed transportation is a higher EBITDA margin business measured on a net revenue basis, and its primary value lies in the synergy it provides to other RXO lines of business, enabling cross-selling opportunities for brokerage and last-mile services with new customer wins.

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