AI brief of an SEC Form 8-K · RXO (RXO)

RXO Q4 net loss widens to $46 million as revenue falls to $1.5 billion

Negative Impact 4 of 5 earnings Written later

RXO reported a fourth-quarter 2025 GAAP net loss of $46 million, compared with $25 million a year earlier, with revenue down to $1.5 billion from $1.7 billion and adjusted EBITDA of $17 million versus $42 million. The company also closed a $450 million asset-based revolving credit facility on February 5, 2026, which replaces its prior $600 million facility, and expects first-quarter 2026 adjusted EBITDA of $5 million to $12 million.

Key points

  • Q4 2025 revenue was $1.5 billion versus $1.7 billion in Q4 2024; gross margin was 14.8% versus 15.5%
  • Q4 2025 GAAP net loss was $46 million, or $0.27 per diluted share, versus a net loss of $25 million, or $0.15 per share, a year earlier
  • Q4 2025 adjusted EBITDA was $17 million, down from $42 million; the GAAP loss included a $12 million goodwill impairment
  • Q1 2026 outlook: adjusted EBITDA of $5 million to $12 million, with Brokerage volume down 5% to 10% and gross margin of 11% to 13%

The filing

CompanyRXO (RXO)
Form8-K, current report
Filed with the SECFeb 6, 2026, 6:31 AM ET
Accession number0001929561-26-000006

Items reported: 1.01 Material Definitive Agreement1.02 Termination of Material Agreement2.02 Results of Operations2.03 New Direct Financial Obligation7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:00 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 06, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.