earnings
confidence high
sentiment negative
materiality 0.80
RXO Q3 2025: Revenue $1.4B, GAAP net loss $14M; Q4 adj EBITDA guidance $20-30M
RXO, Inc.
2025-Q3 EPS
reported -$0.32
vs consensus $0.04
▼ miss
(-986.4%)
- Revenue $1.4B (vs $1.0B in Q3 2024); GAAP net loss $14M vs $243M loss; adjusted EPS $0.01.
- Brokerage volume +1% YoY with LTL +43%, FTL -11%; gross margin 13.5% vs 17.3% prior year.
- Q4 2025 adjusted EBITDA guidance $20M-$30M; brokerage volume expected down low-single-digit % with gross margin 12-13%.
- New cost initiatives expected to yield >$30M in savings; Last Mile stops grew 12% YoY.
- Market tightened late Q3 due to capacity exits; tightness expected to persist, squeezing contractual brokerage margins.