)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
RXO
RXO (RXO) investor relations material
RXO Citi's Global Industrial Tech & Mobility Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi's Global Industrial Tech & Mobility Conference 2026 summary19 Feb, 2026
Market environment and demand outlook
Freight demand has been soft for over three years, with the industry in a prolonged recession and goods vs. services mix at 15-year lows.
Recent ISM readings and consumer confidence have shown signs of improvement, offering cautious optimism for a potential rebound.
Supply has tightened significantly due to regulatory changes, with tender rejections doubling despite soft demand.
The market is described as fragile, where any incremental demand could quickly shift the balance.
Q1 volume is expected to be down 5%-10% year-over-year, reflecting both tough comps and ongoing demand weakness.
Business performance and growth strategy
Brokerage truckload volumes are down double digits, but LTL volumes have grown, with Q4 up 31% year-over-year.
The late-stage sales pipeline is up more than 50% year-over-year, driven by both new and existing customers and successful Coyote integration.
Q1 adjusted EBITDA is projected at $5M-$12M, reflecting margin pressure from supply shocks and persistent tight market conditions.
Incremental gross profit from new business can yield 50%-80%+ incremental margins, offering strong operating leverage as the cycle turns.
Cost reductions of over $155M and technology investments are expected to drive future margin expansion.
Industry structure, consolidation, and technology
Regulatory changes are removing fringe capacity, favoring large, compliant brokers and accelerating industry consolidation.
The top nine brokers now represent about half the market, with further M&A and organic consolidation expected.
Brokerage penetration is projected to rise from 20% to mid/high 20% in five years, with potential to reach 40% longer term.
Technology and AI are seen as enablers for productivity, margin improvement, and competitive differentiation, but relationships and service remain core to the business.
Proprietary data, compliance, and a two-sided network are viewed as durable moats against digital disintermediation.
How do new regulations reshape broker competition?
How does RXO plan to achieve 5-6% EBITDA margins?
How does RXO balance AI with customer relationships?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next RXO earnings date
Q1 20266 May, 2026
RXO
Next RXO earnings date
Q1 20266 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
RXO Inc. is a logistics company that provides asset-light transportation services, specializing in freight brokerage. The company connects shippers and carriers through its digital platform, offering solutions for truckload freight transportation, including managed transportation, last-mile delivery, and expedited shipping services. RXO leverages advanced technology, data analytics, and a network of independent carriers to optimize supply chain efficiency and meet the logistics needs of businesses across various industries, including retail, manufacturing, and e-commerce. The company is headquartered in Charlotte, North Carolina, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage