RXO, Inc. (RXO) Presents at JPMorgan Industrials Conference 2026 Transcript

Demand Environment - The demand environment remains soft, with the Cass Freight Index showing a year-over-year decline of 7% in both January and February [1][2] - The company has factored this prolonged soft freight environment into its Q1 outlook [1] Industrial Sector - The industrial sector has shown signs of improvement, with two positive PMI readings at the highest levels in four years [2]