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RXO (RXO) Reports Q2 Earnings: What Key Metrics Have to Say

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For the quarter ended June 2026, RXO (RXO - Free Report) reported revenue of $1.77 billion, up 25% over the same period last year. EPS came in at $0.06, compared to $0.04 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.54 billion, representing a surprise of +14.93%. The company delivered an EPS surprise of +50%, with the consensus EPS estimate being $0.04.

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: $-63 million versus $-59.03 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
  • Revenue- Truck brokerage: $1.35 billion versus $1.18 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +31.6% change.
  • Revenue- Complementary services: $488 million versus $447.24 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.8% change.
  • Revenue- Managed transportation: $144 million versus the three-analyst average estimate of $137.47 million. The reported number represents a year-over-year change of +1.4%.
  • Revenue- Last mile: $344 million compared to the $309.77 million average estimate based on three analysts. The reported number represents a change of +9.2% year over year.

View all Key Company Metrics for RXO here>>>

Shares of RXO have returned -21.8% over the past month versus the Zacks S&P 500 composite's +3.3% 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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