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RXO, Inc. (RXO)
NYSE:RXO
US Market
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RXO, Inc. (RXO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 11, 2026
TBA (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
>-0.01
Last Year’s EPS
0.06
Same Quarter Last Year
Based on 13 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong growth in LTL volume and last mile stops, significant cost reductions, and robust technology investments. However, these positives were overshadowed by declines in truckload volume, a challenging margin environment due to increased costs, weak demand trends, and continued automotive sector headwinds. The sentiment reflects a company facing significant short-term challenges but with a long-term optimistic outlook due to strategic investments and structural cost improvements.
Company Guidance
During the RXO Q3 2025 earnings call, the company reported a year-over-year overall brokerage volume growth of 1%, with a 43% increase in less-than-truckload volume. However, brokerage truckload volume declined by 11% year-over-year but saw a 1% sequential increase. Last mile stops grew by 12% year-over-year, marking the fifth consecutive quarter of double-digit growth. The company added cash to the balance sheet and achieved a 56% adjusted free cash flow conversion. The brokerage gross margin was 13.5%, and EBITDA was reported at $32 million, falling below expectations. Looking forward to Q4, RXO anticipates an EBITDA range of $20 million to $30 million, with challenges anticipated in the last mile business due to weakening demand for big and bulky goods. The company also highlighted a significant market tightening in September, primarily driven by regulatory changes, which affected about two-thirds of RXO's freight due to increased buy rates. Additionally, RXO has taken strategic actions to optimize costs, including a 15% reduction in brokerage headcount year-over-year and investments in technology, leading to a 38% productivity increase over the last two years.
LTL Volume Growth
Less-than-truckload (LTL) volume grew by 43% year-over-year, indicating strong performance in this segment despite overall market challenges.
Last Mile Stops Growth
Last mile stops increased by 12% year-over-year, marking the fifth consecutive quarter of double-digit growth.
Cost Structure Improvements
RXO has removed more than $125 million in costs since becoming a public company, with an additional $30 million in annualized expense savings announced.
Technology Investments
RXO invests over $100 million annually in technology, focusing on AI and machine learning to improve pricing models, carrier interactions, and last-mile delivery quality.
Strong Cash Flow
Despite market conditions, RXO achieved a 56% adjusted free cash flow conversion in the quarter, with a year-to-date conversion of 50%.

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

RXO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 11, 2026
2025 (Q4)
>-0.01 / -
0.06
Nov 06, 2025
2025 (Q3)
0.04 / 0.01
0.05-80.00% (-0.04)
Aug 07, 2025
2025 (Q2)
0.03 / 0.04
0.0333.33% (+0.01)
May 07, 2025
2025 (Q1)
-0.02 / -0.03
-0.030.00% (0.00)
Feb 05, 2025
2024 (Q4)
0.05 / 0.06
0.060.00% (0.00)
Nov 07, 2024
2024 (Q3)
0.04 / 0.05
0.050.00% (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)
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
Nov 06, 2025
$17.62$13.55-23.10%
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%
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 Feb 11, 2026, TBA (Confirmed).
    What is RXO, Inc. (RXO) earnings time?
    RXO, Inc. (RXO) earnings time is at Feb 11, 2026, 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 (Q4) is >-0.01.
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