NYSE$RXO

RXO Inc. · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

RXO reported Q1 2026 revenue of $1.43B and a net loss of $36M, with diluted loss per share of $0.21.

For the quarter ended March 31, 2026, RXO generated $1.43 billion in revenue, roughly flat versus $1.43 billion a year ago. The company posted an operating loss of $28 million and a net loss of $36 million, or $0.21 per diluted share, compared with a $31 million net loss and $0.18 per share in Q1 2025. Restructuring and integration costs, plus debt extinguishment expense, weighed on profitability.

  • Revenue $1.43B (flat YoY); operating loss $(28)M.
  • Net loss $(36)M; diluted EPS $(0.21).
  • Transportation and brokerage gross margins pressured by mix.
  • Debt extinguishment loss $11M in the quarter.
  • Restructuring costs $7M as integration continues.

Headline financials

Total Revenue

$1.43B

Previous: $1.43B-0.6%
EPS (adj)

-$0.21

Previous: -$0.18-16.7%
Capital Expenditures

-$17M

Previous: -$15M-13.3%
Net Income

-$36M

Previous: -$31M-16.1%
Operating Income

-$28M

Previous: -$30M+6.7%

Revenue & EPS history

RXO · Revenue · Quarterly

$1.43B

Q1 2026-0.6%vs Q1 2025
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

Management discusses freight market normalization and cost actions; no formal quarterly EPS guide in the 10-Q.

Tailwinds

  • Revenue stability on large brokerage platform.
  • Restructuring aimed at margin recovery.

Headwinds

  • Continued GAAP losses and interest expense.
  • Freight cyclicality and carrier capacity uncertainty.

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 2026

Historical avgQ1 2026

-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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