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Side-by-side financial comparison of AvalonBay Communities (AVB) and RXO, Inc. (RXO). Click either name above to swap in a different company.
RXO, Inc. is the larger business by last-quarter revenue ($1.5B vs $767.9M, roughly 1.9× AvalonBay Communities). AvalonBay Communities runs the higher net margin — 9040.6% vs -3.1%, a 9043.7% gap on every dollar of revenue. On growth, AvalonBay Communities posted the faster year-over-year revenue change (3.7% vs -11.9%). AvalonBay Communities produced more free cash flow last quarter ($1.4B vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 3.8%).
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
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.
AVB vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $767.9M | $1.5B |
| Net Profit | $166.0M | $-46.0M |
| Gross Margin | — | — |
| Operating Margin | 64.2% | -2.9% |
| Net Margin | 9040.6% | -3.1% |
| Revenue YoY | 3.7% | -11.9% |
| Net Profit YoY | -41.2% | -84.0% |
| EPS (diluted) | $1.18 | $-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 | $767.9M | $1.5B | ||
| Q3 25 | $766.8M | $1.4B | ||
| Q2 25 | $760.2M | $1.4B | ||
| Q1 25 | $745.9M | $1.4B | ||
| Q4 24 | $740.5M | $1.7B | ||
| Q3 24 | $734.3M | $1.0B | ||
| Q2 24 | $726.0M | $930.0M | ||
| Q1 24 | $712.9M | $913.0M |
| Q4 25 | $166.0M | $-46.0M | ||
| Q3 25 | $381.3M | $-14.0M | ||
| Q2 25 | $268.7M | $-9.0M | ||
| Q1 25 | $236.6M | $-31.0M | ||
| Q4 24 | $282.1M | $-25.0M | ||
| Q3 24 | $372.5M | $-243.0M | ||
| Q2 24 | $253.9M | $-7.0M | ||
| Q1 24 | $173.4M | $-15.0M |
| Q4 25 | 64.2% | -2.9% | ||
| Q3 25 | 65.7% | -0.5% | ||
| Q2 25 | 67.6% | — | ||
| Q1 25 | 68.5% | -2.1% | ||
| Q4 24 | 63.1% | -1.4% | ||
| Q3 24 | 65.4% | -1.9% | ||
| Q2 24 | 66.6% | — | ||
| Q1 24 | 67.2% | -1.3% |
| Q4 25 | 9040.6% | -3.1% | ||
| Q3 25 | 49.7% | -1.0% | ||
| Q2 25 | 35.3% | -0.6% | ||
| Q1 25 | 31.7% | -2.2% | ||
| Q4 24 | 38.1% | -1.5% | ||
| Q3 24 | 50.7% | -23.4% | ||
| Q2 24 | 35.0% | -0.8% | ||
| Q1 24 | 24.3% | -1.6% |
| Q4 25 | $1.18 | $-0.28 | ||
| Q3 25 | $2.68 | $-0.08 | ||
| Q2 25 | $1.88 | $-0.05 | ||
| Q1 25 | $1.66 | $-0.18 | ||
| Q4 24 | $1.99 | $-0.17 | ||
| Q3 24 | $2.61 | $-1.81 | ||
| Q2 24 | $1.78 | $-0.06 | ||
| Q1 24 | $1.22 | $-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 | $187.2M | $17.0M |
| Total DebtLower is stronger | $9.3B | $387.0M |
| Stockholders' EquityBook value | $11.6B | $1.5B |
| Total Assets | $22.2B | $3.3B |
| Debt / EquityLower = less leverage | 0.80× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $187.2M | $17.0M | ||
| Q3 25 | $123.3M | $25.0M | ||
| Q2 25 | $102.8M | $18.0M | ||
| Q1 25 | $53.3M | $16.0M | ||
| Q4 24 | $108.6M | $35.0M | ||
| Q3 24 | $552.4M | $55.0M | ||
| Q2 24 | $545.8M | $7.0M | ||
| Q1 24 | $287.9M | $7.0M |
| Q4 25 | $9.3B | $387.0M | ||
| Q3 25 | $8.7B | $387.0M | ||
| Q2 25 | $8.7B | $387.0M | ||
| Q1 25 | $8.3B | $387.0M | ||
| Q4 24 | $8.1B | $351.0M | ||
| Q3 24 | $8.4B | $352.0M | ||
| Q2 24 | $8.4B | $370.0M | ||
| Q1 24 | $8.0B | $351.0M |
| Q4 25 | $11.6B | $1.5B | ||
| Q3 25 | $11.9B | $1.6B | ||
| Q2 25 | $11.9B | $1.6B | ||
| Q1 25 | $11.9B | $1.6B | ||
| Q4 24 | $11.9B | $1.6B | ||
| Q3 24 | $11.9B | $1.7B | ||
| Q2 24 | $11.7B | $579.0M | ||
| Q1 24 | $11.7B | $582.0M |
| Q4 25 | $22.2B | $3.3B | ||
| Q3 25 | $21.9B | $3.2B | ||
| Q2 25 | $21.8B | $3.2B | ||
| Q1 25 | $21.2B | $3.3B | ||
| Q4 24 | $21.0B | $3.4B | ||
| Q3 24 | $21.3B | $3.4B | ||
| Q2 24 | $21.0B | $1.8B | ||
| Q1 24 | $20.6B | $1.8B |
| Q4 25 | 0.80× | 0.25× | ||
| Q3 25 | 0.73× | 0.24× | ||
| Q2 25 | 0.72× | 0.24× | ||
| Q1 25 | 0.70× | 0.24× | ||
| Q4 24 | 0.68× | 0.22× | ||
| Q3 24 | 0.70× | 0.21× | ||
| Q2 24 | 0.71× | 0.64× | ||
| Q1 24 | 0.68× | 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 | $1.7B | $7.0M |
| Free Cash FlowOCF − Capex | $1.4B | $-9.0M |
| FCF MarginFCF / Revenue | 183.5% | -0.6% |
| Capex IntensityCapex / Revenue | 34.1% | 1.1% |
| Cash ConversionOCF / Net Profit | 10.07× | — |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $7.0M | ||
| Q3 25 | $477.0M | $23.0M | ||
| Q2 25 | $377.8M | $23.0M | ||
| Q1 25 | $415.9M | $-2.0M | ||
| Q4 24 | $1.6B | $-7.0M | ||
| Q3 24 | $486.2M | $-7.0M | ||
| Q2 24 | $380.0M | $-5.0M | ||
| Q1 24 | $412.9M | $7.0M |
| Q4 25 | $1.4B | $-9.0M | ||
| Q3 25 | $402.2M | $9.0M | ||
| Q2 25 | $317.1M | $9.0M | ||
| Q1 25 | $367.5M | $-17.0M | ||
| Q4 24 | $1.4B | $-19.0M | ||
| Q3 24 | $434.2M | $-18.0M | ||
| Q2 24 | $333.0M | $-16.0M | ||
| Q1 24 | $375.4M | $-4.0M |
| Q4 25 | 183.5% | -0.6% | ||
| Q3 25 | 52.5% | 0.6% | ||
| Q2 25 | 41.7% | 0.6% | ||
| Q1 25 | 49.3% | -1.2% | ||
| Q4 24 | 191.0% | -1.1% | ||
| Q3 24 | 59.1% | -1.7% | ||
| Q2 24 | 45.9% | -1.7% | ||
| Q1 24 | 52.7% | -0.4% |
| Q4 25 | 34.1% | 1.1% | ||
| Q3 25 | 9.8% | 1.0% | ||
| Q2 25 | 8.0% | 1.0% | ||
| Q1 25 | 6.5% | 1.0% | ||
| Q4 24 | 26.1% | 0.7% | ||
| Q3 24 | 7.1% | 1.1% | ||
| Q2 24 | 6.5% | 1.2% | ||
| Q1 24 | 5.3% | 1.2% |
| Q4 25 | 10.07× | — | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 5.70× | — | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.50× | — | ||
| Q1 24 | 2.38× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AVB
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% |
