RXO (RXO) reported $1.47 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 11.9%. EPS of -$0.07 for the same period compares to $0.06 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.48 billion, representing a surprise of -0.85%. The company delivered an EPS surprise of -80.88%, with the consensus EPS estimate being -$0.04.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $-56 million versus the four-analyst average estimate of $-53.31 million. The reported number represents a year-over-year change of +80.7%.
- Revenue- Truck brokerage: $1.09 billion versus the four-analyst average estimate of $1.12 billion. The reported number represents a year-over-year change of -13.7%.
- Revenue- Complementary services: $431 million compared to the $424.39 million average estimate based on four analysts. The reported number represents a change of 0% year over year.
- Revenue- Managed transportation: $133 million compared to the $129.31 million average estimate based on four analysts. The reported number represents a change of -5.7% year over year.
- Revenue- Last mile: $298 million versus $295.08 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.
- Gross margin- Complementary services: $87 million versus the two-analyst average estimate of $84.55 million.
- Gross margin- Truck brokerage: $130 million versus the two-analyst average estimate of $141.87 million.
View all Key Company Metrics for RXO here>>>
Shares of RXO have returned +14.7% over the past month versus the Zacks S&P 500 composite's -1.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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RXO INC (RXO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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