RXO Earnings Prediction
The chart below shows how RXO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, RXO sees a +0.12% change in stock price 10 days leading up to the earnings, and a +0.32% change 10 days following the report. On the earnings day itself, the stock moves by -2.07%. This data can give you a slight idea of what to expect for the next quarter's release.
RXO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.67B
70.45%
60.29%
Gross Margin
13.62%
-18.78%
-12.02%
Operating Margin
0.54%
-70.65%
-53.04%
Net Margin
-1.20%
-700.00%
-94.87%
EPS
-0.12
-700.00%
-93.37%
No Data Available
RXO Earnings Analysis
RXO Inc Corporation (RXO.N) Earnings Conference Call
Positive
Coyote Logistics Integration Progress: Integration of Coyote Logistics is ahead of schedule, with expected call synergies raised to at least $50 million, excluding additional transportation and cross-selling benefits.
Managed Transportation Demand Growth: Sales pipeline for managed transportation has reached nearly $2 billion, indicating strong demand and growth potential.
Last Mile Growth: Last mile stops grew by 15% year over year, showcasing significant operational momentum in this segment.
Director Level Retention Rates: Voluntary turnover of director level and above employees was only about 2%, reflecting strong employee retention and engagement post-acquisition.
Earnings Power Enhancement: Structural improvements are anticipated to enhance earnings power and free cash flow over the long term, positioning the company favorably across market cycles.
Negative
EPS Performance Consistent: Reported EPS of $0.06 was in line with expectations, indicating no growth or improvement compared to previous periods.
Market Challenges Ahead: Despite achieving financial commitments, the overall market remains soft, suggesting potential challenges in future revenue generation.
Integration Challenges: The company is experiencing a significant integration process with Coyote Logistics, which may divert focus and resources from other critical areas of the business.
Director Turnover Insights: Voluntary turnover of director level and above employees was only about 2%, indicating potential issues with employee engagement or satisfaction at lower levels.
Sales Pipeline Uncertainty: The sales pipeline for managed transportation is nearly $2 billion, but this figure does not guarantee conversion into actual revenue, highlighting uncertainty in future performance.
RXO FAQs
How does RXO typically perform around its earnings report dates?
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RXO Earning Call Sentiment
RXO, Inc. (NYSE:RXO) Q4 2024 Earnings Call Transcript
RXO.N
-3.87%Positive
The earnings call summary and Q&A indicate a positive sentiment overall. The successful integration of Coyote Logistics with increased synergy estimates, a strong sales pipeline, and significant last mile growth are positive indicators. Despite a soft market, RXO has shown resilience and maintained financial commitments. The lack of a share repurchase program is a minor concern, but the positive elements outweigh it. The market cap suggests moderate volatility, so a 2% to 8% positive stock price movement is expected over the next two weeks.
