RXO, Inc. (RXO) Form 8-K — Oct 29, 2026
RXO reported strong Q3 2026 results, with revenue of $1.9 billion (up from $1.4 billion a year ago) and GAAP net income of $3 million versus a $14 million net loss in Q3 2025. Adjusted EBITDA rose to $51 million from $32 million, exceeding the high end of the company's profit outlook on continued Brokerage outperformance and market share gains. The standout operational detail: truckload spot mix hit 51% (vs. 29% a year ago), driving a 31% sequential increase in gross profit per load — the best in over four years.
Key figures
- Eps
- 0.02
- Revenue
- 1871000000
- Net Income
- 3000000
- Total Debt
- 496000000
- Revenue Yoy
- 31.7% ($1,871M vs $1,421M)
- Total Assets
- 3496000000
- Cash Position
- 25000000
- Deal Value Usd
- 5800000000
- Gross Margin
- 14.6% vs 16.5%
- Adjusted Ebitda
- $51 million vs $32 million in Q3 2025
- Truckload Spot Mix
- 51% vs 29% year-ago
- Adjusted Net Income
- $16 million vs $2 million in Q3 2025
- Shares Outstanding
- 164,945 thousand
- Adjusted Diluted Eps
- $0.09 vs $0.01 in Q3 2025
- Last Mile Stop Growth
- 5% YoY
- Adjusted Ebitda Margin
- 2.7% vs 2.3%
- Truckload Volume Growth
- 3% YoY
- Freight Under Management Awarded
- ~$140 million
AI analysis
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