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RXO (RXO) Reports Q3 Earnings: What Key Metrics Have to Say

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RXO (RXO - Free Report) reported $1.87 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 31.7%. EPS of $0.09 for the same period compares to $0.01 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.81 billion, representing a surprise of +3.18%. The company delivered an EPS surprise of +12.5%, with the consensus EPS estimate being $0.08.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: $-59 million versus $-62.78 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.7% change.
  • Revenue- Truck brokerage: $1.43 billion versus $1.4 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +37.9% change.
  • Revenue- Complementary services: $497 million compared to the $458.89 million average estimate based on three analysts. The reported number represents a change of +12.4% year over year.
  • Revenue- Managed transportation: $163 million compared to the $140.67 million average estimate based on three analysts. The reported number represents a change of +19% year over year.
  • Revenue- Last mile: $334 million versus $318.22 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.5% change.

View all Key Company Metrics for RXO here>>>

Shares of RXO have returned +34.9% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.

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