Every material Form 8-K RXO filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
RXO reported third-quarter 2025 revenue of $1.4 billion, up from $1.0 billion a year earlier, and a GAAP net loss of $14 million, compared with $243 million in the prior-year quarter, which included a one-time $216 million charge. Adjusted EBITDA was $32 million, slightly below $33 million a year earlier, and the company said tight truckload market conditions are expected to persist through the fourth quarter and squeeze brokerage gross margin.
Revenue was $1.4 billion versus $1.0 billion; gross margin was 16.5% versus 17.3%.
GAAP diluted loss per share was $0.08; adjusted diluted EPS was $0.01 versus $0.05 a year earlier.
Fourth-quarter 2025 adjusted EBITDA is expected to be between $20 million and $30 million, with brokerage gross margin of 12% to 13% and a low-single-digit percentage decline in brokerage volume.
New cost initiatives are expected to yield more than $30 million of savings.
RXO reported second-quarter 2025 revenue of $1.4 billion, up from $930 million a year earlier, and adjusted EBITDA of $38 million, up from $28 million. The company still posted a GAAP net loss of $9 million, compared with a $7 million loss in the second quarter of 2024, and gross margin fell to 17.8% from 19.0%. The company expects third-quarter 2025 adjusted EBITDA of $33 million to $43 million.
Revenue was $1.4 billion versus $930 million in Q2 2024; truck brokerage revenue was $1,025 million versus $543 million.
GAAP net loss was $9 million, or $0.05 per diluted share, versus a net loss of $7 million in Q2 2024; the GAAP loss included $10 million in transaction, integration, restructuring and other costs.
Adjusted EBITDA was $38 million, or 2.7% of revenue, versus $28 million, or 3.0%, in Q2 2024; adjusted diluted EPS was $0.04 versus $0.03.
Third-quarter 2025 outlook calls for adjusted EBITDA of $33 million to $43 million and Brokerage gross margin of 13.5% to 15.0%.
RXO reported first-quarter 2025 revenue of $1.4 billion, up from $913 million a year earlier, and adjusted EBITDA of $22 million, up from $15 million. GAAP net loss widened to $31 million from $15 million, including $20 million of transaction, integration, restructuring and other costs. The company also said Coyote coverage operations have moved onto its RXO Connect platform and raised its cash synergy estimate to more than $70 million.
Revenue was $1.433 billion versus $913 million in Q1 2024; gross margin was 16.0% versus 17.4%.
GAAP diluted loss per share was $0.18 versus $0.13; adjusted diluted loss per share was $0.03 in both periods.
Second-quarter 2025 outlook: adjusted EBITDA of $30 million to $40 million and Brokerage gross margin of 13% to 15%.
Cash synergy estimate raised to greater than $70 million, excluding cost-of-purchased-transportation opportunities.
RXO reported fourth-quarter 2024 revenue of $1.7 billion, up from $1.0 billion a year earlier, while swinging to a GAAP net loss of $20 million from net income of $2 million. Adjusted EBITDA rose to $42 million, but gross margin fell to 15.5% from 18.0%, and the company expects first-quarter 2025 adjusted EBITDA of $20 million to $30 million.
Q4 2024 GAAP diluted loss per share was $0.12; adjusted diluted EPS was $0.06, the same as in Q4 2023.
Q4 GAAP net loss included $34 million in transaction, integration, restructuring and other costs.
RXO expects Q1 2025 adjusted EBITDA of $20 million to $30 million and Brokerage gross margin of 12% to 14%.
The company raised its Coyote Logistics cost synergy estimate to at least $50 million annualized.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every RXO filing is on SEC EDGAR ↗. 8-K briefs of other companies →