RXO, Inc. (RXO) Q3 2025 Earnings Call Transcript
RXO, Inc. ( RXO ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Drew Wilkerson - Chairman & CEO James Harris - Chief Financial Officer Jared Weisfeld - Chief Strategy Officer Conference Call Participants Stephanie Benjamin Moore - Jefferies LLC, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Ravi Shanker - Morgan Stanley, Research Division Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Ken Hoexter - BofA Securities, Research Division Scott Group - Wolfe Research, LLC Jordan Alliger - Goldman Sachs Group, Inc., Research Division Thomas Wadewitz - UBS Investment Bank, Research Division Jeffrey Kauffman - Vertical Research Partners, LLC Presentation Operator Welcome to the RXO Q3 2025 Earnings Conference Call and Webcast. My name is Michael, and I will be your operator for today's call.
Here's What Key Metrics Tell Us About RXO (RXO) Q3 Earnings
Although the revenue and EPS for RXO (RXO) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
RXO (RXO) Lags Q3 Earnings and Revenue Estimates
RXO (RXO) came out with quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.05 per share a year ago.
Analysts Estimate RXO (RXO) to Report a Decline in Earnings: What to Look Out for
RXO (RXO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
RXO: Underlying Demand Still Remains Weak; Reiterate Hold
I maintain my hold rating on RXO due to persistent freight market weakness and lack of a demand-driven catalyst for near-term growth. 2Q25 results showed strong margin improvement and operational execution, with notable LTL volume growth and benefits from the Coyote acquisition. Structural margin gains and business mix shift toward LTL are positives, but truckload volumes remain under pressure and macro headwinds persist.
RXO, Inc. (RXO) Q2 2025 Earnings Call Transcript
RXO, Inc. (NYSE:RXO ) Q2 2025 Earnings Conference Call August 7, 2025 8:00 AM ET Company Participants Drew M. Wilkerson - Chairman & CEO James E.
Compared to Estimates, RXO (RXO) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for RXO (RXO) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
RXO (RXO) Q2 Earnings Top Estimates
RXO (RXO) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.03 per share a year ago.
Analysts Estimate RXO (RXO) to Report a Decline in Earnings: What to Look Out for
RXO (RXO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
RXO (RXO) Surges 6.3%: Is This an Indication of Further Gains?
RXO (RXO) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
RXO, Inc. (RXO) Q1 2025 Earnings Call Transcript
RXO, Inc. (NYSE:RXO ) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Drew Wilkerson - Chief Executive Officer Jamie Harris - Chief Financial Officer Jared Weisfeld - Chief Strategy Officer Conference Call Participants Stephanie Moore - Jefferies Chris Wetherbee - Wells Fargo David Zulong - Barclays Jeff Kauffman - Vertical Research Partners Lucas Cervera - Truist Securities Ken Hoexter - Bank of America Ravi Shankar - Morgan Stanley Brian Ossenbeck - JPMorgan Bruce Chan - Stifel Jordan Alliger - Goldman Sachs Scott Schneeberger - Oppenheimer Operator Welcome to the RXO Q1 2025 earnings conference call and webcast. My name is Joelle and I will be your conference operator for today's call.
RXO (RXO) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for RXO (RXO) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
