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.
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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
From RXO, Inc.'s 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$5.74B
+26.2%
$-0.59
—
-1.7%
FY2024
$4.55B
+15.9%
$-2.17
-7333.3%
-6.4%
FY2023
$3.93B
-18.1%
$0.03
-96.2%
0.1%
FY2022
$4.80B
+2.3%
$0.79
-39.2%
1.9%
FY2021
$4.69B
+39.7%
$1.30
+251.4%
3.2%
Frequently asked questions
When is RXO's next earnings date?
RXO has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did RXO earn last quarter?
For the quarter ended Sep 2026, RXO reported diluted EPS of $0.02 on revenue of $1.87B (+31.7%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.