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Side-by-side financial comparison of ADVANCE AUTO PARTS INC (AAP) and RXO, Inc. (RXO). Click either name above to swap in a different company.
ADVANCE AUTO PARTS INC is the larger business by last-quarter revenue ($2.0B vs $1.5B, roughly 1.3× RXO, Inc.). ADVANCE AUTO PARTS INC runs the higher net margin — 0.3% vs -3.1%, a 3.4% gap on every dollar of revenue. On growth, ADVANCE AUTO PARTS INC posted the faster year-over-year revenue change (130.1% vs -11.9%). RXO, Inc. produced more free cash flow last quarter ($-9.0M vs $-21.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs -15.7%).
Advance Auto Parts, Inc. is an American automotive aftermarket parts provider. Headquartered in Raleigh, North Carolina, it serves professional installer and do it yourself (DIY) customers.
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
AAP vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.5B |
| Net Profit | $6.0M | $-46.0M |
| Gross Margin | 44.1% | — |
| Operating Margin | 2.2% | -2.9% |
| Net Margin | 0.3% | -3.1% |
| Revenue YoY | 130.1% | -11.9% |
| Net Profit YoY | 101.4% | -84.0% |
| EPS (diluted) | $0.10 | $-0.28 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $2.6B | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.8B | $930.0M |
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $-46.0M | ||
| Q3 25 | $15.0M | $-14.0M | ||
| Q2 25 | $24.0M | $-9.0M | ||
| Q1 25 | — | $-31.0M | ||
| Q4 24 | $-6.0M | $-25.0M | ||
| Q3 24 | $45.0M | $-243.0M | ||
| Q2 24 | $40.0M | $-7.0M |
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | — | ||
| Q3 25 | 43.5% | — | ||
| Q2 25 | 42.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 42.3% | — | ||
| Q3 24 | 43.6% | — | ||
| Q2 24 | 43.4% | — |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | -2.9% | ||
| Q3 25 | 1.1% | -0.5% | ||
| Q2 25 | -5.1% | — | ||
| Q1 25 | — | -2.1% | ||
| Q4 24 | — | -1.4% | ||
| Q3 24 | 2.5% | -1.9% | ||
| Q2 24 | 1.9% | — |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | -3.1% | ||
| Q3 25 | 0.7% | -1.0% | ||
| Q2 25 | 0.9% | -0.6% | ||
| Q1 25 | — | -2.2% | ||
| Q4 24 | -0.3% | -1.5% | ||
| Q3 24 | 2.1% | -23.4% | ||
| Q2 24 | 1.4% | -0.8% |
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $-0.28 | ||
| Q3 25 | $0.25 | $-0.08 | ||
| Q2 25 | $0.40 | $-0.05 | ||
| Q1 25 | — | $-0.18 | ||
| Q4 24 | $-0.10 | $-0.17 | ||
| Q3 24 | $0.75 | $-1.81 | ||
| Q2 24 | $0.67 | $-0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.1B | $17.0M |
| Total DebtLower is stronger | $3.4B | $387.0M |
| Stockholders' EquityBook value | $2.2B | $1.5B |
| Total Assets | $11.8B | $3.3B |
| Debt / EquityLower = less leverage | 1.55× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $17.0M | ||
| Q3 25 | $1.7B | $25.0M | ||
| Q2 25 | $1.7B | $18.0M | ||
| Q1 25 | — | $16.0M | ||
| Q4 24 | $464.5M | $35.0M | ||
| Q3 24 | $479.4M | $55.0M | ||
| Q2 24 | $451.0M | $7.0M |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $387.0M | ||
| Q3 25 | $1.8B | $387.0M | ||
| Q2 25 | $1.8B | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | $1.8B | $351.0M | ||
| Q3 24 | $1.8B | $352.0M | ||
| Q2 24 | $1.8B | $370.0M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $1.5B | ||
| Q3 25 | $2.2B | $1.6B | ||
| Q2 25 | $2.2B | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $2.6B | $1.6B | ||
| Q3 24 | $2.6B | $1.7B | ||
| Q2 24 | $2.6B | $579.0M |
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $3.3B | ||
| Q3 25 | $10.5B | $3.2B | ||
| Q2 25 | $10.6B | $3.2B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | $12.5B | $3.4B | ||
| Q3 24 | $12.3B | $3.4B | ||
| Q2 24 | $12.2B | $1.8B |
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | 0.25× | ||
| Q3 25 | 0.81× | 0.24× | ||
| Q2 25 | 0.81× | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 0.69× | 0.22× | ||
| Q3 24 | 0.69× | 0.21× | ||
| Q2 24 | 0.70× | 0.64× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $72.0M | $7.0M |
| Free Cash FlowOCF − Capex | $-21.0M | $-9.0M |
| FCF MarginFCF / Revenue | -1.1% | -0.6% |
| Capex IntensityCapex / Revenue | 4.7% | 1.1% |
| Cash ConversionOCF / Net Profit | 12.00× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-298.0M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $7.0M | ||
| Q3 25 | $50.0M | $23.0M | ||
| Q2 25 | $-156.0M | $23.0M | ||
| Q1 25 | — | $-2.0M | ||
| Q4 24 | $70.0M | $-7.0M | ||
| Q3 24 | $85.0M | $-7.0M | ||
| Q2 24 | $3.0M | $-5.0M |
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $-9.0M | ||
| Q3 25 | $-3.0M | $9.0M | ||
| Q2 25 | $-198.0M | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | $27.0M | $-19.0M | ||
| Q3 24 | $44.0M | $-18.0M | ||
| Q2 24 | $-43.0M | $-16.0M |
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | -0.6% | ||
| Q3 25 | -0.1% | 0.6% | ||
| Q2 25 | -7.7% | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | 1.3% | -1.1% | ||
| Q3 24 | 2.0% | -1.7% | ||
| Q2 24 | -1.6% | -1.7% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 1.1% | ||
| Q3 25 | 2.6% | 1.0% | ||
| Q2 25 | 1.6% | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | 2.0% | 0.7% | ||
| Q3 24 | 1.9% | 1.1% | ||
| Q2 24 | 1.7% | 1.2% |
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.33× | — | ||
| Q2 25 | -6.50× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 0.07× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AAP
Segment breakdown not available.
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
