The earnings call highlights successful integration efforts, increased synergy estimates, and significant growth in LTL and last-mile services. However, these are counterbalanced by declines in automotive and full truckload volumes, as well as a negative adjusted EPS. The sentiment reflects a balanced view with both positive developments and ongoing challenges.
Company Guidance
During the RXO Q1 2025 earnings call, the company provided several key metrics and guidance. RXO successfully completed a major technology milestone by integrating Coyote's operations into its Freight Optimizer platform, enabling $70 million in expected cash synergies, including over $60 million in annualized operating expense savings. The brokerage segment achieved a 26% increase in less-than-truckload (LTL) volume, while last-mile stops grew by 24% year-over-year. RXO reported an adjusted EBITDA of $22 million within the guidance range, with a company-wide gross margin of 16% and a brokerage gross margin of 13.3%. Despite a 1% decline in brokerage volume year-over-year, RXO outperformed the market, driven by technology investments and improved productivity. For Q2, RXO anticipates adjusted EBITDA between $30 and $40 million, with an expected EBITDA growth compared to Q1, supported by the synergies from the Coyote acquisition and ongoing technology enhancements.
Coyote Integration Milestone
Successfully completed the most significant technology milestone of integrating Coyote into RXO's transportation management system, increasing operational efficiency and service capabilities.
Increased Synergy Estimates
Raised the estimate for acquisition synergies to more than $70 million, including over $60 million of annualized operating expense synergies.
LTL Volume Growth
Achieved a substantial 26% year-over-year increase in less-than-truckload (LTL) volume, driven by new customer wins.
Last-Mile Stops Growth
Last-mile stops grew by 24% year-over-year, indicating strong momentum in complementary services.
RXO, Inc. (RXO) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RXO Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 07, 2025
$13.76
$12.99
-5.60%
Feb 05, 2025
$25.26
$21.49
-14.92%
Nov 07, 2024
$31.90
$28.71
-10.00%
Aug 07, 2024
$29.85
$29.11
-2.48%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does RXO, Inc. (RXO) report earnings?
RXO, Inc. (RXO) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is RXO, Inc. (RXO) earnings time?
RXO, Inc. (RXO) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.