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RXO RXO Deferred Revenue

Deferred Revenue at other companies

Expeditors International of Washington logo
Expeditors International of WashingtonEXPD
$348.86M-9.5%
GXO Logistics logo
GXO LogisticsGXO
$272M-5.2%
Schneider National logo
Schneider NationalSNDR
$284.5M+157%

Other financials

Income statement

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Revenue$1.8B+25.0%
Gross profit$302.0M+0.3%
Operating income$1.0M
Net income-$9.0M0.0%
EPS (diluted)-$0.050.0%

Balance sheet

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Cash & equivalents$16.0M-15.8%
Total debt$764.0M+9.9%
Total equity$1.5B-5.2%
Total assets$3.5B+8.1%

Cash flow

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Operating cash flow-$40.0M-274%
CapEx$12.0M-14.3%
Free cash flow-$52.0M

Valuation

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Market cap$3.58B+53.2%
Enterprise value$4.33B+43.6%
P/S0.6×+0.2×

Profitability

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Gross margin18.2%-2.0pp
Operating margin-1.2%-0.1pp
Net margin-1.7%-0.7pp
FCF margin-1.2%

Returns & leverage

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Return on equity-6.8%-2.9pp
Debt / equity0.5×+0.1×
Current ratio1.3×-0.1×

Where this comes from

Reported directly by RXO in its filing.

Tagged under the XBRL concept us-gaap:RevenueRemainingPerformanceObligation.

The source filing: RXO’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:27 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001929561-26-000036

Remaining performance obligations represent firm contracts for which services have not been performed and future revenue recognition is expected. As permitted in determining the remaining performance obligation, we omit obligations that: (i) have original expected durations of one year or less or (ii) contain variable consideration. As of June 30, 2026, the fixed consideration component of our remaining performance obligation was approximately $54 million, and we expect approximately 98% of that amount to be recognized over the next four years and the remainder thereafter. We estimate remaining performance obligations at a point in time and actual amounts may differ from these estimates due to contract revisions or terminations.

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is RXO's deferred revenue?
RXO (RXO) reported deferred revenue of $54M in Q2 2026.
How has RXO's deferred revenue changed year-over-year?
RXO's deferred revenue increased by 145.5% year-over-year, from $22M to $54M.
What does deferred revenue mean?
Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

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