earnings
confidence high
sentiment neutral
materiality 0.75
RXO Q4 revenue $1.7B, adj. EBITDA $42M; raises Coyote cost synergy to ≥$50M
RXO, Inc.
2024-FY EPS reported
-$2.17
revenue$4,550,000,000
- GAAP net loss $20M vs net income $2M YoY; adjusted net income $10M; diluted EPS -$0.12, adj. EPS $0.06.
- Coyote acquisition cost synergy estimate raised to at least $50M annualized; integration ahead of schedule.
- Brokerage volume down 6% YoY but up 10% sequentially; gross margin 13.2%.
- Managed Transportation sales pipeline nearly $2B in freight under management; Last Mile stops +15% YoY.
- Q1 2025 adj. EBITDA guidance $20-30M; brokerage gross margin 12-14%.