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Dec 31, 2025
RXO Q4 2025 Earnings Report
RXO reported lower revenue and an increased net loss as freight market tightening pressured brokerage margins.
Key Takeaways
RXO delivered weaker Q4 2025 results as reduced truckload capacity tightened the freight market, compressing brokerage margins and leading to a higher net loss despite solid sales momentum and managed transportation wins.
Revenue declined year over year amid soft freight demand.
Brokerage gross margin was pressured by tighter truckload capacity.
Adjusted EBITDA decreased significantly compared to the prior year.
Managed Transportation secured more than $200 million of freight under management.
Revenue by Segment
Forward Guidance
Management expects continued market pressure in early 2026 but remains focused on profitable growth and cost discipline.
Positive Outlook
- Strong late-stage brokerage sales pipeline.
- More than $200 million of new managed transportation awards.
- Improving cost structure and operating discipline.
- Enhanced liquidity with new asset-based lending facility.
- Continued investment in technology and AI capabilities.
Challenges Ahead
- Ongoing softness in freight demand.
- Continued pressure on brokerage gross margins.
- Expected volume declines in early 2026.
- Macroeconomic and freight cycle uncertainty.
- Sensitivity to truckload capacity and pricing dynamics.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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