earnings
confidence high
sentiment neutral
materiality 0.75
RXO Q1 revenue $1.4B, loss widens; raises Coyote synergy to >$70M
RXO, Inc.
2025-Q1 EPS reported
-$0.18
revenue$1,433,000,000
- Revenue $1.4B (up from $913M YoY); GAAP net loss $31M vs $15M loss prior year.
- Adjusted EBITDA $22M (vs $15M); adjusted diluted loss per share $0.03.
- Brokerage LTL volume +26% YoY; Last Mile stops +24%; overall brokerage volume -1%.
- Raises Coyote cash synergy estimate to >$70M; carrier/coverage now on single RXO Connect platform.
- Q2 outlook: adjusted EBITDA $30M-$40M; brokerage gross margin 13%-15%.