RXO (RXO) Lags Q3 Earnings and Revenue Estimates

Core Insights - RXO reported quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.03 per share, representing an earnings surprise of -66.67% [1] - The company posted revenues of $1.42 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 2.01%, compared to $1.04 billion in the same quarter last year [2] - RXO shares have declined approximately 26.1% year-to-date, contrasting with the S&P 500's gain of 15.6% [3] Earnings Performance - Over the last four quarters, RXO has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is $0.06 on revenues of $1.56 billion, and for the current fiscal year, it is $0.11 on revenues of $5.89 billion [7] Market Outlook - The company's earnings outlook is critical for assessing future stock performance, with recent estimate revisions trending unfavorably, resulting in a Zacks Rank 4 (Sell) [6] - The Transportation - Services industry, to which RXO belongs, is currently in the bottom 10% of Zacks industries, indicating potential underperformance compared to higher-ranked industries [8] Competitor Insights - PowerFleet, another company in the same industry, is expected to report quarterly earnings of $0.05 per share, reflecting a year-over-year increase of +350%, with revenues projected at $105.59 million, up 37.1% from the previous year [9][10]