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Lucas Severa

Research Analyst at Truist Securities

Lucas Severa's questions to RXO (RXO) leadership

Question · Q4 2025

Lucas Severa asked how the recent streamlining of parts of RXO's managed transportation business would impact its earnings contribution going forward.

Answer

Drew Wilkerson, Chairman and CEO, RXO, clarified that managed transportation is a higher EBITDA margin business measured on a net revenue basis. He emphasized its importance for growing freight under management (FUM) and the significant synergy it provides to other RXO lines of business, such as brokerage and last mile, by enabling multi-line customer engagement.

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