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RXO (RXO) Reports Q1 Earnings: What Key Metrics Have to Say

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For the quarter ended March 2026, RXO (RXO - Free Report) reported revenue of $1.43 billion, down 0.6% over the same period last year. EPS came in at -$0.09, compared to -$0.03 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.32 billion, representing a surprise of +7.73%. The company has not delivered EPS surprise, with the consensus EPS estimate being -$0.09.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how RXO performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Eliminations: $-60 million compared to the $-53.5 million average estimate based on four analysts. The reported number represents a change of +22.5% year over year.
  • Revenue- Truck brokerage: $1.1 billion compared to the $954.98 million average estimate based on four analysts. The reported number represents a change of +2.8% year over year.
  • Revenue- Complementary services: $388 million versus the four-analyst average estimate of $412.63 million. The reported number represents a year-over-year change of -6.5%.
  • Revenue- Managed transportation: $123 million versus $136.7 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -10.2% change.
  • Revenue- Last mile: $265 million compared to the $275.93 million average estimate based on four analysts. The reported number represents a change of -4.7% year over year.
  • Gross margin- Complementary services: $77 million versus the two-analyst average estimate of $86.27 million.
  • Gross margin- Truck brokerage: $125 million versus $110.86 million estimated by two analysts on average.

View all Key Company Metrics for RXO here>>>

Shares of RXO have returned +20.7% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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