NYSE$RXO

RXO Inc. · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

RXO reported Q1 2025 revenue of $1.43B, a net loss of $31.0M, diluted EPS of $-0.18.

For Q1 2025, RXO reported Revenue was $1.43B, net loss was $31.0M, diluted EPS was $-0.18. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $1.43B for Q1 2025.
  • Net loss $31.0M.
  • Diluted EPS $-0.18.

Headline financials

Total Revenue

$1.43B

Previous: $913M+57.0%
EPS (adj)

-$0.18

Previous: -$0.13-38.5%
Companywide Gross Margin

16.0%

Previous: 17.4%-8.0%
Brokerage Gross Margin

13.3%

Previous: 14.2%-6.3%
Complementary Services Margin

21.0%

Previous: 20.6%+1.9%
LTL Volume Growth

26.0%

No prior period
FTL Volume Decline

8.0%

No prior period
Last Mile Stop Growth

24.0%

No prior period
Adjusted EBITDA

$22M

Previous: $15M+46.7%
Adjusted EBITDA Margin

1.5%

Previous: 1.6%-6.3%
Capital Expenditures

-$15M

Previous: -$11M-36.4%
Net Income

-$31M

Previous: -$15M-106.7%
Operating Income

-$30M

Previous: -$12M-150.0%
Gross Profit

$229M

Previous: -$698M+132.8%

Revenue & EPS history

RXO · Revenue · Quarterly

$1.43B

Q1 2025+57%vs Q1 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

RXO · $954M total across 3 segments · Q3 2023

  • Truck Brokerage
    $591M
  • Last Mile
    $256M
  • Managed Transportation
    $107M

Forward guidance

Outlook emphasizes milestones, liquidity runway, and cost discipline.

Tailwinds

  • Pipeline progress and partnership economics.
  • Cash supports near-term operating plans.

Headwinds

  • Operating losses until commercial scale.
  • Financing and competition affect funding costs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-1.8%

Avg return

Earnings day

-2.4%

Avg return

5 days after

-1.0%

Avg return

30 days after

47%

9 / 19 earnings

Positive

+9.6%

Q4 2022

Best reaction

-23.1%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+8.9%+2.0%+36.9%
Q4 2025+1.9%-1.5%-17.1%
Q3 2025-23.1%-30.9%-18.1%
Q1 2025-5.6%+17.4%+16.5%
Q4 2024-14.9%-14.9%-21.6%
Q3 2024-6.6%-12.9%-10.5%
Q2 2024-3.4%-5.8%-10.5%
Q1 2024+7.4%+9.1%+7.4%
Q4 2023-9.8%-4.6%-7.0%
Q3 2023-5.1%-1.4%+14.6%
Q2 2023-10.4%-8.3%-16.7%
Q1 2023+3.5%+4.9%+19.3%
Q1 2022+3.5%+4.9%+19.3%
Q4 2020-0.9%-1.9%-9.7%
Q2 2022-0.9%-1.9%-9.7%
Q4 2022+9.6%+4.6%+3.8%
Q3 2021+3.7%-1.3%-5.6%
Q4 2021+3.7%-1.3%-5.6%
Q3 2022+3.7%-1.3%-5.6%
Q2 2021
Q1 2021

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