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RXO RXO Managed transportation — Revenue

Other product segments

Truck brokerage
$1.35B+31.6%
Last mile
$344M+9.2%
Eliminations
-$63M0.0%

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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$3.34B+31.9%
Enterprise value$4.09B+27.4%
P/S0.6×+0.1×

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:RevenueFromContractWithCustomerExcludingAssessedTax.

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
(In millions)Three Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Truck brokerage$1,349$1,025$2,446$2,092
Last mile344315609593
Managed transportation144142267279
Eliminations(63)(63)(123)(112)
Total$1,774$1,419$3,199$2,852

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is RXO's managed transportation — revenue?
RXO (RXO) reported managed transportation — revenue of $144M in Q2 2026.
How has RXO's managed transportation — revenue changed year-over-year?
RXO's managed transportation — revenue increased by 1.4% year-over-year, from $142M to $144M.
What is the long-term trend for RXO's managed transportation — revenue?
Over 3 years (2022 to 2025), RXO's managed transportation — revenue has grown at a -16.6% compound annual growth rate (CAGR), from $945M to $549M.
What does managed transportation — revenue mean?
This metric represents the total gross revenue generated from outsourced logistics and supply chain management services provided to customers. It reflects the scale of the company's role in coordinating freight movements and optimizing transportation networks on behalf of shippers. Growth in this area indicates successful expansion of service offerings and increased adoption of the company's managed logistics solutions.

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