The earnings call highlighted strong performance in adjusted EBITDA, brokerage growth, and last mile services alongside impressive cash flow conversion. However, challenges in the truckload volume, automotive sector, and overall soft freight market conditions presented notable concerns.

Company Guidance -

Q3 2025

During the RXO Q2 2025 earnings call, the company reported achieving an adjusted EBITDA of $38 million, at the high end of their guidance range. The brokerage business outperformed the market with a 1% year-over-year volume growth, driven by a significant 45% increase in less-than-truckload (LTL) volume, although truckload volume declined by 12%. Truckload gross profit per load improved by 7% sequentially. The last mile segment saw a 17% growth in stops, marking the fourth consecutive quarter of double-digit growth. RXO also reported an adjusted free cash flow conversion of 58%, adding cash to their balance sheet. Despite a soft freight market, RXO expects to generate between $33 million and $43 million of adjusted EBITDA in the third quarter, with improvements anticipated in truckload gross profit per load and ongoing cost discipline.

Adjusted EBITDA Achievement

RXO achieved an adjusted EBITDA of $38 million, at the high end of the guidance range provided last quarter.

Brokerage Business Performance

The brokerage business outperformed the market with a 1% year-over-year volume growth, driven by 45% growth in less than truckload (LTL) volume.

Last Mile Growth

Last mile services achieved a 17% year-over-year stop growth, marking the fourth consecutive quarter of double-digit growth.

Cash Flow Conversion

RXO reported an exceptional adjusted free cash flow conversion of 58%.

Tech Platform Integration

The company is beginning to realize the benefits of having its team on a combined tech platform, improving transportation purchasing.

LTL Volume Acceleration

Brokerage LTL volume increased by 45%, an acceleration from last quarter's 26% growth.

Truckload Gross Profit Improvement

Truckload gross profit per load improved by 7% sequentially despite tighter market conditions.

Cash Addition to Balance Sheet

RXO added cash to its balance sheet during the quarter despite market challenges.

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

Daily Earnings Calendar >

RXO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.05 / -	0.05	―	―	―
Aug 07, 2025	2025 (Q2)	0.03 / 0.04	0.03	33.33% (+0.01)
May 07, 2025	2025 (Q1)	-0.02 / -0.03	-0.03	0.00% (0.00)
Feb 05, 2025	2024 (Q4)	0.05 / 0.06	0.06	0.00% (0.00)
Nov 07, 2024	2024 (Q3)	0.04 / 0.05	0.05	0.00% (0.00)
Aug 07, 2024	2024 (Q2)	0.03 / 0.03	0.08	-62.50% (-0.05)
May 02, 2024	2024 (Q1)	-0.04 / -0.03	0.11	-127.27% (-0.14)
Feb 08, 2024	2023 (Q4)	0.04 / 0.06	0.28	-78.57% (-0.22)
Nov 07, 2023	2023 (Q3)	<0.01 / 0.05	0.335	-85.07% (-0.29)
Aug 02, 2023	2023 (Q2)	0.08 / 0.08	0.46	-82.61% (-0.38)

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
Aug 07, 2025	$15.44	$14.78	-4.27%
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%

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 Nov 05, 2025, TBA (Confirmed).

What is RXO, Inc. (RXO) earnings time?

RXO, Inc. (RXO) earnings time is at Nov 05, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RXO EPS forecast?

RXO EPS forecast for the fiscal quarter 2025 (Q3) is 0.05.

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