NYSE$RXO

RXO Inc. · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

RXO reported Q3 2025, net loss of $14M.

For Q3 2025, RXO reported a net loss of $14M. Management discusses segment performance, capital allocation, and outlook in the earnings filing.

  • Net loss $14M.
  • RXO highlights liquidity, operations, and 2026 priorities.
  • RXO highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$1.42B

Previous: $1.04B+36.6%
EPS (adj)

$0.01

Previous: -$1.81+100.6%
Companywide Gross Margin

16.5%

Previous: 17.3%-4.6%
Brokerage Gross Margin

13.5%

No prior period
Complementary Services Margin

21.3%

No prior period
LTL Volume Growth

43.0%

No prior period
FTL Volume Decline

11.0%

No prior period
Last Mile Stop Growth

12.0%

No prior period
Adjusted EBITDA

$32M

Previous: $33M-3.0%
Adjusted EBITDA Margin

2.3%

Previous: 3.2%-28.1%
Brokerage Volume Change

1.0%

No prior period
Capital Expenditures

-$43M

Previous: -$33M-30.3%
Net Income

-$14M

Previous: -$243M+94.2%
Operating Income

-$7M

Previous: -$20M+65.0%
Gross Profit

$234M

Previous: -$809M+128.9%

Revenue & EPS history

RXO · Revenue · Quarterly

$1.42B

Q3 2025+36.6%vs Q3 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

The release discusses RXO's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • RXO cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • GAAP profitability remained under pressure in Q3 2025.
  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q3 2025

Historical avgQ3 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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