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

RXO Q3 net income $3 million vs. $14 million loss; revenue rises to $1.9 billion

Positive Impact 3 of 5 earnings

RXO reported third-quarter 2026 revenue of $1.9 billion, up from $1.4 billion a year earlier, and GAAP net income of $3 million, compared with a net loss of $14 million in the third quarter of 2025. The company said profit exceeded the high end of its third-quarter outlook, though gross margin fell to 14.6% from 16.5%, and it is being acquired by C.H. Robinson, with closing expected in the first half of 2027.

Key points

  • Revenue was $1.9 billion versus $1.4 billion in Q3 2025; GAAP diluted EPS was $0.02 and adjusted diluted EPS was $0.09.
  • Gross margin was 14.6%, compared with 16.5% in Q3 2025; adjusted EBITDA was $51 million versus $32 million.
  • Truckload spot mix was 51% of brokerage volume, up from 29% a year earlier.
  • C.H. Robinson agreed on October 5, 2026 to acquire RXO for an implied value of $5.8 billion; RXO will not hold an earnings call.

The filing

CompanyRXO (RXO)
Form8-K, current report
Filed with the SECOct 29, 2026, 7:33 AM ET
Accession number0001929561-26-000046

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

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.