secwatch / observer
8-K filed May 7, 2026, 7:59 PM ET ticker RXO CIK 0001929561
earnings confidence high sentiment neutral materiality 0.65

RXO Q1 net loss widens to $36M; sees Q2 adjusted EBITDA $27-37M

RXO, Inc.

2026-Q1 EPS reported -$0.21 vs consensus -$0.09 ▼ miss (-128.3%)
item 2.02item 7.01item 9.01

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JSON Markdown Plain text

Source-grounded claims

f30d377ed9996fde32be335ff59125a7fe7ea255

RXO, Inc. reported the fiscal quarter ended March 31, 2026 results: revenue $1.4 billion, net income GAAP net loss of $36 million, EPS GAAP diluted loss per share of $0.21.

nature and that a supply-driven recovery is taking shape. RXO is well positioned to deliver strong shareholder returns over the long term.” Companywide Results RXO’s revenue was $1.4 billion for the first quarter, compared to $1.4 billion in the first quarter of 2025. Gross margin was 14.2%, compared to 16.0% in the first quarter of 2025. The company reported a

SEC 8-K Item 2.02 confidence 0.9 SEC evidence

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eXp World Holdings, Inc. May 11, 2026, 7:59 PM ET earnings Items 2.02, 7.01, 9.01

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nature and that a supply-driven recovery is taking shape. RXO is well positioned to deliver strong shareholder returns over the long term.” Companywide Results RXO’s revenue was $1.4 billion for the first quarter, compared to $1.4 billion in the first quarter of 2025. Gross margin was 14.2%, compared to 16.0% in the first quarter of 2025. The company reported a

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the company's scale and our focus on operational efficiency across eXp World Holdings,” said Jesse Hill, Chief Financial Officer of eXp World Holdings. “We generated revenue of $1.0 billion and Adjusted EBITDA of $4.1 million, an 88% improvement that further strengthened our financial position. More recently, we executed the strategic NextHome acquisition using cash

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nature and that a supply-driven recovery is taking shape. RXO is well positioned to deliver strong shareholder returns over the long term.” Companywide Results RXO’s revenue was $1.4 billion for the first quarter, compared to $1.4 billion in the first quarter of 2025. Gross margin was 14.2%, compared to 16.0% in the first quarter of 2025. The company reported a

Comparable filing

Consolidated net sales of $903 million, an increase of 2.3% compared to the prior year; • Consolidated comparable sales growth of 1.3%; • Global e-commerce sales increased 13% to $108 million, representing 12% of net sales; • GAAP gross margin expansion of 70 basis points to 52.7%; • Adjusted Gross Margin expansion of 80 basis points to 52.8%; • GAAP selling, general and administrative expenses of $404 million, an increase of $14 million compared to the prior year; • Adjusted Selling, General and Administrative Expenses of $404 million, an increase of $20 million compared to the prior year; • GAAP operating earnings of $72 million and GAAP operating margin of 8.0%; • Adjusted Operating Earnings of $73 million and Adjusted Operating Margin of 8.1%; • GAAP diluted net earnings per share of $0.43, an increase of 13% compared to the prior year;

Filing page SEC filing

APC

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ARKO Petroleum Corp. May 11, 2026, 7:59 PM ET earnings Items 2.02, 7.01, 9.01

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nature and that a supply-driven recovery is taking shape. RXO is well positioned to deliver strong shareholder returns over the long term.” Companywide Results RXO’s revenue was $1.4 billion for the first quarter, compared to $1.4 billion in the first quarter of 2025. Gross margin was 14.2%, compared to 16.0% in the first quarter of 2025. The company reported a

Comparable filing

announced financial results for the first quarter ended March 31, 2026. First Quarter 2026 Key Highlights (vs. Year-Ago Period) 1,2 • Net income for the quarter increased to $8.1 million compared to $4.5 million. • Adjusted EBITDA for the quarter increased to $36.4 million compared to $30.9 million. • Net cash provided by operating activities for the quarter was

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NESR

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nature and that a supply-driven recovery is taking shape. RXO is well positioned to deliver strong shareholder returns over the long term.” Companywide Results RXO’s revenue was $1.4 billion for the first quarter, compared to $1.4 billion in the first quarter of 2025. Gross margin was 14.2%, compared to 16.0% in the first quarter of 2025. The company reported a

Comparable filing

National Energy Services Reunited Corp. Reports First Quarter 2026 Financial Results ● Revenue for the quarter ended March 31, 2026, is $404.6 million, reflecting an increase of 33.5% year-over-year and 1.6% sequentially ● Net income for the quarter ended March 31, 2026, is $23.8 million, improving 205.4% sequentially and 129.3% year-over-year ● Diluted Earnings per Share (EPS) for the three months ended March 31, 2026 is $0.23, representing an increase of 109.1% year-over-year and 201.3% sequentially

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CGBD

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nature and that a supply-driven recovery is taking shape. RXO is well positioned to deliver strong shareholder returns over the long term.” Companywide Results RXO’s revenue was $1.4 billion for the first quarter, compared to $1.4 billion in the first quarter of 2025. Gross margin was 14.2%, compared to 16.0% in the first quarter of 2025. The company reported a

Comparable filing

For the first quarter of 2026, we reported $0.36 per common share of Net Investment Income and Adjusted Net Investment Income, a non-GAAP financial measure described below.

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nature and that a supply-driven recovery is taking shape. RXO is well positioned to deliver strong shareholder returns over the long term.” Companywide Results RXO’s revenue was $1.4 billion for the first quarter, compared to $1.4 billion in the first quarter of 2025. Gross margin was 14.2%, compared to 16.0% in the first quarter of 2025. The company reported a

Comparable filing

• Revenue of $249.6 million increased 11.1% from $224.6 million, including organic growth of 9.1% • Gross profit of $93.5 million increased 13.2% from $82.6 million • Adjusted gross profit (a non-GAAP measure 2 ) of $98.8 million increased 13.2% from $87.3 million • Gross profit margin of 37.5% increased by nearly 70 basis points from 36.8% • Adjusted gross profit margin (a non-GAAP measure 2 ) of 39.6% increased by nearly 70 basis points from 38.9% • Operating income of $33.4 million increased 2.3% from $32.6 million • Net Income of $9.8 million increased 18.0% from $8.3 million • Adjusted EBITDA (a non-GAAP measure 2 ) of $58.1 million increased $6.8 million from $51.3 million • Diluted EPS of $0.12 increased by $0.02, or by 20%, from $0.10

Filing page SEC filing

DOLE

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nature and that a supply-driven recovery is taking shape. RXO is well positioned to deliver strong shareholder returns over the long term.” Companywide Results RXO’s revenue was $1.4 billion for the first quarter, compared to $1.4 billion in the first quarter of 2025. Gross margin was 14.2%, compared to 16.0% in the first quarter of 2025. The company reported a

Comparable filing

Dole plc Reports First Quarter 2026 Financial Results DUBLIN – May 11, 2026 - Dole plc (NYSE: DOLE) ("Dole" or the "Group" or the "Company") today released its financial results for the three months ended March 31, 2026.

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nature and that a supply-driven recovery is taking shape. RXO is well positioned to deliver strong shareholder returns over the long term.” Companywide Results RXO’s revenue was $1.4 billion for the first quarter, compared to $1.4 billion in the first quarter of 2025. Gross margin was 14.2%, compared to 16.0% in the first quarter of 2025. The company reported a

Comparable filing

results for the first quarter ended April 5, 2026. First quarter highlights (all comparisons are year-over-year, first quarter 2026 includes an extra week): • Net sales totaled $331 million, up 11.3% year-over-year and up 6.8% currency neutral. • GAAP earnings per diluted share of $0.40; Adjusted earnings per diluted share of $0.41. • Momentum continues with One

Filing page SEC filing

Source: SEC EDGAR
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