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 -

Q3 2025

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

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
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 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.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing