secwatch.observer — SEC 8-K summary
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Issuer:     RXO, Inc. (RXO)
CIK:        0001929561
Form:       8-K
Filed at:   2025-11-06T23:59:59+00:00
Accession:  0001929561-25-000110
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

RXO Q3 2025: Revenue $1.4B, GAAP net loss $14M; Q4 adj EBITDA guidance $20-30M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1929561/000192956125000110/0001929561-25-000110-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1929561/000192956125000110/rxo-20251106.htm
  HTML page:      https://secwatch.observer/filing/0001929561-25-000110

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer