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RXO, Inc. (RXO)
NYSE:RXO
US Market

RXO, Inc. (RXO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 01, 2025
TBA Not Confirmed
Period Ending
2025 (Q1)
Consensus EPS Forecast
-0.01
Last Year’s EPS
-0.03
Same Quarter Last Year
Based on 12 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Feb 05, 2025
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% Change Since: -20.27%
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Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted significant achievements in integration and growth within complementary services, which are offset by challenges in the freight market and declines in brokerage volume. Despite a strong liquidity position and optimistic future outlook, the current market softness and costs associated with integration pose challenges.
Company Guidance
During the RXO Fourth Quarter 2024 Earnings Conference Call, the company provided key guidance metrics, highlighting their successful integration of Coyote Logistics, which remains ahead of schedule and has led to an increased estimate for call synergies of at least $50 million. The company reported a fourth-quarter adjusted EBITDA of $42 million, falling within their guidance range, with brokerage volume declining 6% year-over-year but increasing 10% sequentially. RXO's managed transportation sales pipeline nearly reached $2 billion, growing 50% from the previous quarter, while last mile stops grew 15% year-over-year. For the first quarter of 2025, the company expects adjusted EBITDA between $20 million and $30 million, with tightening market conditions impacting buy rates. RXO anticipates brokerage volume to decline by mid to high single digits year-over-year but expects full-year growth. They also project capital expenditures between $75 million and $85 million for 2025, with significant structural improvements expected to enhance earnings power and free cash flow across market cycles.
Coyote Logistics Integration Ahead of Schedule
The integration of Coyote Logistics is ahead of schedule, with expected annualized cost synergies increased to at least $50 million, double the initial estimate.
Strong Performance in Complementary Services
Managed transportation sales pipeline is nearly $2 billion, up almost 50% from last quarter, and last mile stops grew by 15% year over year.
Record Brokerage Volume Growth
Brokerage volume increased by 10% sequentially from the third quarter, despite a year-over-year decline, indicating strong quarter-over-quarter growth.
Improved Liquidity Position
The liquidity position is the strongest in the company's history, with a $600 million undrawn revolver and quarter-end gross leverage at 1.7 times trailing twelve months pro forma adjusted EBITDA.
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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
May 01, 20252025 (Q1)
-0.01 / -
-0.03
Feb 05, 20252024 (Q4)
0.05 / 0.06
0.060.00% (0.00)
Nov 07, 20242024 (Q3)
0.04 / 0.05
0.050.00% (0.00)
Aug 07, 20242024 (Q2)
0.03 / 0.03
0.08-62.50% (-0.05)
May 02, 20242024 (Q1)
-0.04 / -0.03
0.11-127.27% (-0.14)
Feb 08, 20242023 (Q4)
0.04 / 0.06
0.28-78.57% (-0.22)
Nov 07, 20232023 (Q3)
<0.01 / 0.05
0.335-85.07% (-0.29)
Aug 02, 20232023 (Q2)
0.08 / 0.08
0.46-82.61% (-0.38)
May 03, 20232023 (Q1)
0.07 / 0.11
0.339-67.55% (-0.23)
Feb 07, 20232022 (Q4)
0.23 / 0.28
0.361-22.44% (-0.08)
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
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RXO Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
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%
May 02, 2024$19.00$20.12+5.89%
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.
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FAQ

When does RXO, Inc. (RXO) report earnings?
RXO, Inc. (RXO) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
    What is RXO, Inc. (RXO) earnings time?
    RXO, Inc. (RXO) earnings time is at May 01, 2025, TBA Not 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 (Q1) is -0.01.
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