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Side-by-side financial comparison of BOISE CASCADE Co (BCC) 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 $1.5B, roughly 1.0× BOISE CASCADE Co). BOISE CASCADE Co runs the higher net margin — 0.6% vs -3.1%, a 3.7% gap on every dollar of revenue. On growth, BOISE CASCADE Co posted the faster year-over-year revenue change (-6.8% vs -11.9%). BOISE CASCADE Co produced more free cash flow last quarter ($77.0M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs -5.8%).
Boise Cascade Company is an American manufacturer of wood products and wholesale distributor of building materials, headquartered in Boise, Idaho.
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.
BCC vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $1.5B |
| Net Profit | $8.7M | $-46.0M |
| Gross Margin | — | — |
| Operating Margin | 1.1% | -2.9% |
| Net Margin | 0.6% | -3.1% |
| Revenue YoY | -6.8% | -11.9% |
| Net Profit YoY | -87.3% | -84.0% |
| EPS (diluted) | $0.25 | $-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 | $1.5B | $1.5B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.7B | $1.0B | ||
| Q2 24 | $1.8B | $930.0M | ||
| Q1 24 | $1.6B | $913.0M |
| Q4 25 | $8.7M | $-46.0M | ||
| Q3 25 | $21.8M | $-14.0M | ||
| Q2 25 | $62.0M | $-9.0M | ||
| Q1 25 | $40.3M | $-31.0M | ||
| Q4 24 | $68.9M | $-25.0M | ||
| Q3 24 | $91.0M | $-243.0M | ||
| Q2 24 | $112.3M | $-7.0M | ||
| Q1 24 | $104.1M | $-15.0M |
| Q4 25 | 1.1% | -2.9% | ||
| Q3 25 | 1.9% | -0.5% | ||
| Q2 25 | 4.6% | — | ||
| Q1 25 | 3.5% | -2.1% | ||
| Q4 24 | 5.9% | -1.4% | ||
| Q3 24 | 6.8% | -1.9% | ||
| Q2 24 | 8.2% | — | ||
| Q1 24 | 8.1% | -1.3% |
| Q4 25 | 0.6% | -3.1% | ||
| Q3 25 | 1.3% | -1.0% | ||
| Q2 25 | 3.6% | -0.6% | ||
| Q1 25 | 2.6% | -2.2% | ||
| Q4 24 | 4.4% | -1.5% | ||
| Q3 24 | 5.3% | -23.4% | ||
| Q2 24 | 6.2% | -0.8% | ||
| Q1 24 | 6.3% | -1.6% |
| Q4 25 | $0.25 | $-0.28 | ||
| Q3 25 | $0.58 | $-0.08 | ||
| Q2 25 | $1.64 | $-0.05 | ||
| Q1 25 | $1.06 | $-0.18 | ||
| Q4 24 | $1.79 | $-0.17 | ||
| Q3 24 | $2.33 | $-1.81 | ||
| Q2 24 | $2.84 | $-0.06 | ||
| Q1 24 | $2.61 | $-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 | $477.2M | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $2.1B | $1.5B |
| Total Assets | $3.2B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $477.2M | $17.0M | ||
| Q3 25 | $511.8M | $25.0M | ||
| Q2 25 | $481.0M | $18.0M | ||
| Q1 25 | $561.8M | $16.0M | ||
| Q4 24 | $713.3M | $35.0M | ||
| Q3 24 | $761.6M | $55.0M | ||
| Q2 24 | $922.1M | $7.0M | ||
| Q1 24 | $890.2M | $7.0M |
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.2B | $1.6B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.2B | $1.6B | ||
| Q3 24 | $2.1B | $1.7B | ||
| Q2 24 | $2.3B | $579.0M | ||
| Q1 24 | $2.3B | $582.0M |
| Q4 25 | $3.2B | $3.3B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.4B | $3.2B | ||
| Q1 25 | $3.5B | $3.3B | ||
| Q4 24 | $3.4B | $3.4B | ||
| Q3 24 | $3.4B | $3.4B | ||
| Q2 24 | $3.7B | $1.8B | ||
| Q1 24 | $3.6B | $1.8B |
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 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 | $131.0M | $7.0M |
| Free Cash FlowOCF − Capex | $77.0M | $-9.0M |
| FCF MarginFCF / Revenue | 5.3% | -0.6% |
| Capex IntensityCapex / Revenue | 3.7% | 1.1% |
| Cash ConversionOCF / Net Profit | 15.00× | — |
| TTM Free Cash FlowTrailing 4 quarters | $12.7M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $131.0M | $7.0M | ||
| Q3 25 | $118.4M | $23.0M | ||
| Q2 25 | $33.2M | $23.0M | ||
| Q1 25 | $-28.5M | $-2.0M | ||
| Q4 24 | $94.6M | $-7.0M | ||
| Q3 24 | $174.6M | $-7.0M | ||
| Q2 24 | $141.7M | $-5.0M | ||
| Q1 24 | $27.5M | $7.0M |
| Q4 25 | $77.0M | $-9.0M | ||
| Q3 25 | $63.2M | $9.0M | ||
| Q2 25 | $-45.9M | $9.0M | ||
| Q1 25 | $-81.7M | $-17.0M | ||
| Q4 24 | $759.0K | $-19.0M | ||
| Q3 24 | $112.9M | $-18.0M | ||
| Q2 24 | $101.9M | $-16.0M | ||
| Q1 24 | $-6.9M | $-4.0M |
| Q4 25 | 5.3% | -0.6% | ||
| Q3 25 | 3.8% | 0.6% | ||
| Q2 25 | -2.6% | 0.6% | ||
| Q1 25 | -5.3% | -1.2% | ||
| Q4 24 | 0.0% | -1.1% | ||
| Q3 24 | 6.6% | -1.7% | ||
| Q2 24 | 5.7% | -1.7% | ||
| Q1 24 | -0.4% | -0.4% |
| Q4 25 | 3.7% | 1.1% | ||
| Q3 25 | 3.3% | 1.0% | ||
| Q2 25 | 4.5% | 1.0% | ||
| Q1 25 | 3.5% | 1.0% | ||
| Q4 24 | 6.0% | 0.7% | ||
| Q3 24 | 3.6% | 1.1% | ||
| Q2 24 | 2.2% | 1.2% | ||
| Q1 24 | 2.1% | 1.2% |
| Q4 25 | 15.00× | — | ||
| Q3 25 | 5.44× | — | ||
| Q2 25 | 0.54× | — | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | 1.37× | — | ||
| Q3 24 | 1.92× | — | ||
| Q2 24 | 1.26× | — | ||
| Q1 24 | 0.26× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCC
| General Line | $626.6M | 43% |
| Commodity Product Line | $479.9M | 33% |
| Engineered Wood Products | $256.6M | 18% |
| Plywood And Veneer | $53.3M | 4% |
| Lumber | $10.1M | 1% |
| Laminated Veneer Lumber | $8.9M | 1% |
| Other Wood Products | $4.7M | 0% |
| Other Engineered Wood Products | $3.5M | 0% |
| Ijoists | $3.3M | 0% |
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% |
