RXO
RXO, Inc.14.64
-0.36-2.4%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
2.40BP/E (TTM)
-Basic EPS (TTM)
-0.34Dividend Yield
0%Recent Filings
8-K
10-Q
8-K
RXO Q2 revenue surges to $1.4B
RXO reported Q2 2025 revenue of $1.4 billion, up from $930 million last year, fueled by the Coyote acquisition, yet gross margin dipped to 17.8% from 19.0% amid a soft freight market. Brokerage volume grew 1% year-over-year, powered by 45% LTL surge, while Last Mile stops jumped 17%; adjusted EBITDA rose to $38 million. Integration advances yield early margin gains. Q3 adjusted EBITDA outlook: $33-43 million. Coyote synergies hinge on smooth tech migration.
10-Q
Q2 FY2025 results
RXO's revenue surged 52.6% year-over-year to $1.4B in Q2 FY2025 ended June 30, 2025, fueled by the Coyote acquisition and 17% last-mile volume growth, though managed transportation dipped on automotive weakness. Gross margins narrowed as truck brokerage rates lagged cost reductions, yet SG&A efficiency improved to 15.1% of revenue via scale and restructuring. Operating break-even held steady, but net loss widened to $9M from $7M, driven by $8M interest expense. YTD revenue climbed 54.7% to $2.9B, with operating loss at $30M versus $12M last year; diluted EPS of $(0.24) aligns with 168M shares. Cash dipped to $18M, operating cash flow hit $21M YTD, and free cash flow stood at $(8M) derived from capex. Debt totaled $408M including $35M revolver draw at 8.00%, with $565M availability under covenants met. Coyote closed September 2024 for $1.048B cash, adding $495M goodwill and $459M intangibles over 15 years. Misclassification claims in last-mile linger unresolved.
8-K
RXO annual meeting results
RXO, Inc. held its 2025 Annual Meeting on May 21, 2025, where stockholders elected Christine Breves, Troy Cooper, and Adrian Kingshott as Class II directors, and Mary Kissel and Michelle Nettles as Class III directors, each to serve until 2026. Shareholders ratified Deloitte & Touche LLP as the independent auditor for the fiscal year ending December 31, 2025, with overwhelming support of 152 million votes for versus just 124,000 against. An advisory vote approved executive compensation, passing with 139.6 million in favor amid 5.5 million opposed. Strong backing signals investor confidence in governance.
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