Freight Delivery Company RXO (NYSE: RXO) will be reporting results this Thursday morning. Here’s what you need to know.
RXO missed analysts’ revenue expectations by 1% last quarter, reporting revenues of $1.42 billion, up 52.6% year on year. It was an exceptional quarter for the company, with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.
Is RXO a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting RXO’s revenue to grow 37.2% year on year to $1.43 billion, improving from the 6.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.04 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. RXO has missed Wall Street’s revenue estimates five times over the last two years.
Looking at RXO’s peers in the ground transportation segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Hertz’s revenues decreased 3.8% year on year, beating analysts’ expectations by 3.1%, and Saia reported flat revenue, topping estimates by 1%. Saia traded up 5.7% following the results.
Read our full analysis of Hertz’s results here and Saia’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the ground transportation stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.5% on average over the last month. RXO’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $16.78 (compared to the current share price of $17.38).
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