RXO Earnings

RXO reported its FY2025Q4 earnings on 2026-02-06, showcasing a revenue of 0.00 against an estimate of 1.00B, resulting in a 0% surprise. The EPS was 0, surpassing the expected -0.04 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following RXO's FY2025Q4 earnings announcement on 2026-02-06, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, RXO's stock price tends to shift by an average of +8.49% in the 10 days leading up to earnings and +0.83% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate RXO’s annual revenue to reach 1.00B, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates Revise Downward by -3.48% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between RXO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved Revise Downward by -3.48% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, RXO's stock price typically moves by +8.49% in the 10 days before its earnings and +0.83% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 1.00B.

The earnings call reveals a mix of challenges and opportunities. Despite a soft freight market and higher leverage, RXO shows strong financial health, strategic investments in technology, and a focus on cost reduction. The cautious optimism from customers and structural capacity changes present potential growth. The strategic plan highlights improvements in truckload profitability and lower CapEx, while AI investments enhance operational efficiency. The Q&A section shows management's confidence in navigating market conditions, supporting a positive sentiment.