)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
RXO (RXO) investor relations material
RXO Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Q3 2025 revenue reached $1.4 billion, up 36.6% year-over-year, driven by the Coyote acquisition and strong Last Mile growth.
Brokerage volume grew 1% year-over-year, with LTL up 43% and truckload down 11%; Last Mile stops increased 12% year-over-year.
Adjusted EBITDA was $32 million, with margin pressure from market tightening and higher buy rates; adjusted EBITDA margin was 2.3%.
Net loss for Q3 2025 was $14 million, a significant improvement from $243 million in Q3 2024, which included a $216 million one-time charge.
Strategic cost actions and technology investments have removed over $125 million in expenses, with new initiatives targeting an additional $30 million in savings.
Financial highlights
Q3 2025 revenue was $1.4 billion, gross margin 16.5%, and adjusted EBITDA margin 2.3%.
Adjusted free cash flow was $18 million, with a 56% conversion from adjusted EBITDA.
Brokerage revenue was $1.04 billion (70% of total), with a 13.5% gross margin; complementary services revenue was $442 million (30% of total), with a 21.3% gross margin.
Adjusted diluted EPS was $0.01; GAAP diluted loss per share was $0.08.
Cash balance increased to $25 million as of September 30, 2025.
Outlook and guidance
Q4 2025 adjusted EBITDA expected between $20 million and $30 million, reflecting continued market tightness and higher transportation costs.
Brokerage gross margin for Q4 projected between 12% and 13%; brokerage volume expected to decline low single digits year-over-year.
CapEx for Q4 expected at $20 million; full-year 2025 CapEx tracking toward the low end of $65–$75 million.
2026 CapEx expected to be $45–$55 million, materially down year-over-year.
Management expects existing liquidity and capital resources to be sufficient for operations over the next 12 months and beyond.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next RXO earnings date
Q4 20256 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
RXO Inc. is a logistics company that provides asset-light transportation services, specializing in freight brokerage. The company connects shippers and carriers through its digital platform, offering solutions for truckload freight transportation, including managed transportation, last-mile delivery, and expedited shipping services. RXO leverages advanced technology, data analytics, and a network of independent carriers to optimize supply chain efficiency and meet the logistics needs of businesses across various industries, including retail, manufacturing, and e-commerce. The company is headquartered in Charlotte, North Carolina, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage