The earnings call highlighted RXO's strong performance in areas like adjusted EBITDA, cash flow conversion, and LTL growth, despite challenges in truckload volumes and the automotive sector. The company's strategic focus on technology integration and improved purchasing efficiency has bolstered profitability. While there are notable challenges, particularly in automotive, the overall sentiment leans towards the positive due to significant achievements and growth areas.

Company Guidance

During the RXO Q2 2025 earnings call, the company reported an adjusted EBITDA of $38 million, which was at the high end of their guidance range, and a gross margin of 17.8%. The brokerage business saw a 1% year-over-year volume increase, driven by a 45% rise in less-than-truckload (LTL) volumes, while truckload gross profit per load improved by 7% sequentially. The last mile segment achieved a 17% stop growth, marking the fourth consecutive quarter of double-digit growth. RXO's adjusted free cash flow conversion was exceptionally strong at 58%, and the company added cash to its balance sheet. The integration of RXO's and Coyote's operations on a unified tech platform has started yielding benefits, contributing to a 30-50 basis point improvement in buy rate favorability. Despite a 12% decline in truckload volume due to automotive sector weaknesses, RXO outperformed the cash freight index, which contracted by more than 3% during the quarter.

Adjusted EBITDA Achievement

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

Brokerage Business Performance

Brokerage volume grew by 1% year-over-year, driven by a 45% increase in less than truckload (LTL) volume.

Last Mile Growth

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

Cash Flow Conversion

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

Technology Integration Success

The integration of legacy systems is progressing ahead of schedule, with significant productivity gains realized.

Truckload Gross Profit Per Load Increase

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

Strong LTL Contribution

LTL represented 32% of brokerage volume in the second quarter, a record high for the company.

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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