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RXO, Inc. (RXO)
NYSE:RXO
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.09Last Year’s EPS
-0.03Same Quarter Last Year
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced/Neutral. The company is facing near-term profitability pressure driven by a sharp, supply-side tightening and rising purchase transportation costs that compressed brokerage margins and produced weak Q4 results and modest Q1 guidance. Offsetting these headwinds are several durable, strategic positives: a late-stage brokerage pipeline up >50% YoY, strong LTL growth (31% YoY), meaningful cost reductions (> $155M removed since spin), solid full-year free cash flow conversion (43%), a right-sized ABL that lowers liquidity costs, and demonstrable benefits from AI and tech investments. Management expects truckload outperformance to resume by mid-2026, positioning the company for recovery if demand inflects. Given the material near-term challenges balanced against significant strategic and structural improvements, the call tone and data support a neutral sentiment.Company Guidance
Strong late-stage brokerage sales pipeline
Late-stage brokerage pipeline grew >50% year-over-year, composed of high-quality new and long-tenured enterprise customers; management expects this pipeline to drive truckload volume outperformance as early as mid-2026 with many bids implemented throughout Q2.
LTL and complementary services momentum
LTL volume grew 31% year-over-year in Q4 (fourth consecutive quarter of double-digit growth); last-mile revenue up 3% YoY and last-mile stops grew 3% YoY; complementary services revenue of $431M was flat year-over-year and represented 28% of total revenue.
Material cost reductions and productivity gains
Since the spin, cost-to-serve decreased >20% and the company has taken out >$155M in costs; broker headcount declined mid-teens percent YoY and overall productivity improved ~19% over the last twelve months.
Strong full-year cash conversion and disciplined capex
Full-year 2025 adjusted free cash flow conversion was 43% with adjusted free cash flow of $47M; Net CapEx for 2025 was $57M (below prior outlook of $65–75M); management targets long-term adjusted FCF conversion of 40–60%.
New asset-based lending facility improves flexibility and lowers cost
Closed a $450M asset-based lending facility replacing a $600M revolver; structure reduces unused commitment fees (~$400k annually) and yields ~35 bps favorable interest cost at current utilization, plus a $200M accordion feature.
Progress and tangible results from AI and technology investments
Invests >$100M annually in technology; AI initiatives produced measurable outcomes in Q4 including a 24% increase in digital bids per carrier, thousands of automated tracking updates, new AI spot quote agent, and expanded pricing/pricing automation — supporting margin, productivity and service pillars.
RXO Earnings History
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 |
|---|---|---|---|
Feb 06, 2026 | $16.58 | $16.90 | +1.93% |
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% |
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 Apr 30, 2026, TBA (Confirmed).
What is RXO, Inc. (RXO) earnings time?
RXO, Inc. (RXO) earnings time is at Apr 30, 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 2026 (Q1) is -0.09.