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Side-by-side financial comparison of ARKO Corp. (ARKO) and RXO, Inc. (RXO). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.5B, roughly 1.2× RXO, Inc.). ARKO Corp. runs the higher net margin — 0.1% vs -3.1%, a 3.2% gap on every dollar of revenue. On growth, ARKO Corp. posted the faster year-over-year revenue change (-9.9% vs -11.9%). ARKO Corp. produced more free cash flow last quarter ($14.9M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
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.
ARKO vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.5B |
| Net Profit | $1.9M | $-46.0M |
| Gross Margin | — | — |
| Operating Margin | 1.2% | -2.9% |
| Net Margin | 0.1% | -3.1% |
| Revenue YoY | -9.9% | -11.9% |
| Net Profit YoY | 180.9% | -84.0% |
| EPS (diluted) | $0.01 | $-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.
| Q4 25 | $1.8B | $1.5B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.3B | $1.0B | ||
| Q2 24 | $2.4B | $930.0M | ||
| Q1 24 | $2.1B | $913.0M |
| Q4 25 | $1.9M | $-46.0M | ||
| Q3 25 | $13.5M | $-14.0M | ||
| Q2 25 | $20.1M | $-9.0M | ||
| Q1 25 | $-12.7M | $-31.0M | ||
| Q4 24 | $-2.3M | $-25.0M | ||
| Q3 24 | $9.7M | $-243.0M | ||
| Q2 24 | $14.1M | $-7.0M | ||
| Q1 24 | $-594.0K | $-15.0M |
| Q4 25 | 1.2% | -2.9% | ||
| Q3 25 | 1.8% | -0.5% | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | -0.6% | -2.1% | ||
| Q4 24 | 0.7% | -1.4% | ||
| Q3 24 | 1.8% | -1.9% | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | -0.2% | -1.3% |
| Q4 25 | 0.1% | -3.1% | ||
| Q3 25 | 0.7% | -1.0% | ||
| Q2 25 | 1.0% | -0.6% | ||
| Q1 25 | -0.7% | -2.2% | ||
| Q4 24 | -0.1% | -1.5% | ||
| Q3 24 | 0.4% | -23.4% | ||
| Q2 24 | 0.6% | -0.8% | ||
| Q1 24 | -0.0% | -1.6% |
| Q4 25 | $0.01 | $-0.28 | ||
| Q3 25 | $0.10 | $-0.08 | ||
| Q2 25 | $0.16 | $-0.05 | ||
| Q1 25 | $-0.12 | $-0.18 | ||
| Q4 24 | $-0.03 | $-0.17 | ||
| Q3 24 | $0.07 | $-1.81 | ||
| Q2 24 | $0.11 | $-0.06 | ||
| Q1 24 | $-0.02 | $-0.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $17.0M |
| Total DebtLower is stronger | $912.1M | $387.0M |
| Stockholders' EquityBook value | $267.2M | $1.5B |
| Total Assets | $3.5B | $3.3B |
| Debt / EquityLower = less leverage | 3.41× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $17.0M | ||
| Q3 25 | $313.2M | $25.0M | ||
| Q2 25 | $299.7M | $18.0M | ||
| Q1 25 | $271.1M | $16.0M | ||
| Q4 24 | $267.1M | $35.0M | ||
| Q3 24 | $296.8M | $55.0M | ||
| Q2 24 | $236.5M | $7.0M | ||
| Q1 24 | $189.1M | $7.0M |
| Q4 25 | $912.1M | $387.0M | ||
| Q3 25 | $911.6M | $387.0M | ||
| Q2 25 | $916.4M | $387.0M | ||
| Q1 25 | $880.1M | $387.0M | ||
| Q4 24 | $881.0M | $351.0M | ||
| Q3 24 | $884.7M | $352.0M | ||
| Q2 24 | $889.9M | $370.0M | ||
| Q1 24 | $885.0M | $351.0M |
| Q4 25 | $267.2M | $1.5B | ||
| Q3 25 | $273.1M | $1.6B | ||
| Q2 25 | $264.8M | $1.6B | ||
| Q1 25 | $255.2M | $1.6B | ||
| Q4 24 | $276.9M | $1.6B | ||
| Q3 24 | $280.0M | $1.7B | ||
| Q2 24 | $273.1M | $579.0M | ||
| Q1 24 | $261.2M | $582.0M |
| Q4 25 | $3.5B | $3.3B | ||
| Q3 25 | $3.6B | $3.2B | ||
| Q2 25 | $3.6B | $3.2B | ||
| Q1 25 | $3.6B | $3.3B | ||
| Q4 24 | $3.6B | $3.4B | ||
| Q3 24 | $3.7B | $3.4B | ||
| Q2 24 | $3.7B | $1.8B | ||
| Q1 24 | $3.6B | $1.8B |
| Q4 25 | 3.41× | 0.25× | ||
| Q3 25 | 3.34× | 0.24× | ||
| Q2 25 | 3.46× | 0.24× | ||
| Q1 25 | 3.45× | 0.24× | ||
| Q4 24 | 3.18× | 0.22× | ||
| Q3 24 | 3.16× | 0.21× | ||
| Q2 24 | 3.26× | 0.64× | ||
| Q1 24 | 3.39× | 0.60× |
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 | $44.6M | $7.0M |
| Free Cash FlowOCF − Capex | $14.9M | $-9.0M |
| FCF MarginFCF / Revenue | 0.8% | -0.6% |
| Capex IntensityCapex / Revenue | 1.7% | 1.1% |
| Cash ConversionOCF / Net Profit | 23.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $7.0M | ||
| Q3 25 | $49.4M | $23.0M | ||
| Q2 25 | $55.2M | $23.0M | ||
| Q1 25 | $43.4M | $-2.0M | ||
| Q4 24 | $22.7M | $-7.0M | ||
| Q3 24 | $109.2M | $-7.0M | ||
| Q2 24 | $77.2M | $-5.0M | ||
| Q1 24 | $12.8M | $7.0M |
| Q4 25 | $14.9M | $-9.0M | ||
| Q3 25 | $24.5M | $9.0M | ||
| Q2 25 | $9.8M | $9.0M | ||
| Q1 25 | $16.0M | $-17.0M | ||
| Q4 24 | $-13.4M | $-19.0M | ||
| Q3 24 | $79.9M | $-18.0M | ||
| Q2 24 | $57.9M | $-16.0M | ||
| Q1 24 | $-16.5M | $-4.0M |
| Q4 25 | 0.8% | -0.6% | ||
| Q3 25 | 1.2% | 0.6% | ||
| Q2 25 | 0.5% | 0.6% | ||
| Q1 25 | 0.9% | -1.2% | ||
| Q4 24 | -0.7% | -1.1% | ||
| Q3 24 | 3.5% | -1.7% | ||
| Q2 24 | 2.4% | -1.7% | ||
| Q1 24 | -0.8% | -0.4% |
| Q4 25 | 1.7% | 1.1% | ||
| Q3 25 | 1.2% | 1.0% | ||
| Q2 25 | 2.3% | 1.0% | ||
| Q1 25 | 1.5% | 1.0% | ||
| Q4 24 | 1.8% | 0.7% | ||
| Q3 24 | 1.3% | 1.1% | ||
| Q2 24 | 0.8% | 1.2% | ||
| Q1 24 | 1.4% | 1.2% |
| Q4 25 | 23.98× | — | ||
| Q3 25 | 3.67× | — | ||
| Q2 25 | 2.75× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | — | ||
| Q2 24 | 5.49× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
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% |
