Here's What Key Metrics Tell Us About RXO (RXO) Q3 Earnings

By Zacks Equity Research | November 06, 2025, 9:30 AM

RXO (RXO) reported $1.42 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 36.6%. EPS of $0.01 for the same period compares to $0.05 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.45 billion, representing a surprise of -2.01%. The company delivered an EPS surprise of -66.67%, with the consensus EPS estimate being $0.03.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how RXO performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Eliminations: $-60 million versus $-51 million estimated by four analysts on average.
  • Revenue- Truck brokerage: $1.04 billion compared to the $1.07 billion average estimate based on four analysts.
  • Revenue- Complementary services: $442 million versus the four-analyst average estimate of $432.42 million.
  • Revenue- Managed transportation: $137 million versus the four-analyst average estimate of $140.3 million.
  • Revenue- Last mile: $305 million versus the four-analyst average estimate of $292.12 million.
  • Gross margin- Complementary services: $94 million versus $94.75 million estimated by two analysts on average.
  • Gross margin- Truck brokerage: $140 million compared to the $148.96 million average estimate based on two analysts.

View all Key Company Metrics for RXO here>>>

Shares of RXO have returned -2.9% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report


 
RXO INC (RXO): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Mentioned In This Article

Latest News