NYSE$RXO

RXO Inc. · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

RXO reported Q4 2025, revenue of $1.50B, net loss of $46M, diluted EPS of $-0.07.

For Q4 2025, RXO reported revenue of $1.50B, a net loss of $46M, diluted EPS was $-0.07. Management discusses operating trends, capital allocation, and outlook in the earnings release or periodic filing.

  • Revenue $1.50B.
  • Net loss $46M.
  • Diluted EPS $-0.07.

Headline financials

Total Revenue

$1.5B

Previous: $1.67B-10.0%
EPS (adj)

-$0.07

Previous: $0.06-216.7%
Companywide Gross Margin

14.8%

No prior period
Brokerage Gross Margin

11.9%

No prior period
Complementary Services Margin

20.2%

No prior period
LTL Volume Growth

31.0%

No prior period
FTL Volume Decline

12.0%

No prior period
Last Mile Stop Growth

3.0%

No prior period
Adjusted EBITDA

$17M

No prior period
Adjusted EBITDA Margin

1.2%

No prior period
Brokerage Volume Change

-4.0%

No prior period
Net Income

-$46M

Previous: -$20M-130.0%
Operating Income

-$42M

Previous: -$24M-75.0%
Gross Profit

$217M

Previous: $1.67M+12917.4%

Revenue & EPS history

RXO · Revenue · Quarterly

$1.5B

Q4 2025-10%vs Q4 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 filing outlines RXO's outlook, including operating priorities, capital allocation, and key risks, with specific numeric guidance where management provided it.

Tailwinds

  • RXO cites execution on growth initiatives and balance-sheet flexibility.
  • Management emphasizes capital returns and operational priorities in the filing.

Headwinds

  • GAAP profitability remained under pressure in Q4 2025.
  • Macro, pricing, and competitive pressure may affect margins.
  • One-time items and segment mix can 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 Q4 2025

Historical avgQ4 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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