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%)
- Revenue $1.4B, flat YoY; GAAP diluted loss $0.21/sh, adjusted loss $0.09/sh.
- Brokerage full truckload volume -12% YoY but improved monthly; spot mix rose to 33% from 28% Q4.
- Managed Transportation awarded >$100M in freight under management; late-stage pipeline grew >$200M.
- Refinanced 2027 notes with 6.375% notes due 2031, incurring $11M debt extinguishment loss.
- Q2 outlook: Adj. EBITDA $27-37M; overall volume flat YoY; truckload gross profit per load to increase sequentially.