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RXO

RXO, Inc. 10-K Report Reveals 26.2% Revenue Growth

RXO, Inc. has recently released its 10-K report, providing a detailed look into the company's financial performance and operations. RXO, Inc. is a truck brokerage business operating in the United States, Canada, Mexico, Asia, and Europe, offering truckload freight brokering services, asset-light managed transportation, last mile services, and freight forwarding services. The company is based in Charlotte, North Carolina.

In the 10-K report, under Item 7 * Management’s Discussion and Analysis of Financial Condition and Results of Operations, RXO, Inc. discusses its financial performance for the years 2025 and 2024. The report highlights that the company's revenue increased by 26.2% in 2025 compared to 2024, reaching $5.7 billion. This growth was primarily driven by a $1.2 billion increase in truck brokerage revenue, largely attributed to the Coyote acquisition, and a $141 million increase in last mile revenue. However, there was a $51 million decrease in revenue in the managed transportation business.

The report also details the company's expenditures and expenses. In 2025, the cost of transportation and services accounted for 80.3% of the revenue, totaling $4.6 billion, a significant increase from 78.4% in 2024. Additionally, direct operating expenses decreased by 5.9% to $190 million, while sales, general, and administrative expenses increased by 24.9% to $832 million. The report also outlines other expenses, interest expenses, and income taxes.

Furthermore, the report delves into the company's liquidity and capital resources. It states that RXO, Inc. relies on generating cash from operations and utilizing its revolving credit facility to fund its operations and capital needs. The company's principal uses of cash include funding operations, working capital needs, capital expenditures, debt repayments, share repurchases, and strategic business development transactions.

RXO, Inc.'s 10-K report also provides insight into its debt and financing arrangements. The company completed an offering of $355 million in unsecured notes in 2022 and entered into a $500 million unsecured, multi-currency revolving credit facility. As of December 31, 2025, the company had $565 million committed under the revolving credit facility, with an available borrowing capacity of $202 million.

As a result of these announcements, the company's shares have moved -3.79% on the market, and are now trading at a price of $14.99. For the full picture, make sure to review RXO's 10-K report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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