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Side-by-side financial comparison of BlueLinx Holdings Inc. (BXC) 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 $748.9M, roughly 2.0× BlueLinx Holdings Inc.). BlueLinx Holdings Inc. runs the higher net margin — 0.2% vs -3.1%, a 3.4% gap on every dollar of revenue. On growth, BlueLinx Holdings Inc. posted the faster year-over-year revenue change (0.2% vs -11.9%). BlueLinx Holdings Inc. produced more free cash flow last quarter ($52.7M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 2.5%).
BlueLinx Holdings Inc. is a wholesale distributor of building and industrial products in the United States. Headquartered in Atlanta, Georgia, Shyam Reddy serves as its President and CEO.
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.
BXC vs RXO — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $748.9M | $1.5B |
| Net Profit | $1.7M | $-46.0M |
| Gross Margin | 14.4% | — |
| Operating Margin | 1.3% | -2.9% |
| Net Margin | 0.2% | -3.1% |
| Revenue YoY | 0.2% | -11.9% |
| Net Profit YoY | -89.7% | -84.0% |
| EPS (diluted) | $0.20 | $-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 | ||
| Q3 25 | $748.9M | $1.4B | ||
| Q2 25 | $780.1M | $1.4B | ||
| Q1 25 | $709.2M | $1.4B | ||
| Q4 24 | $710.6M | $1.7B | ||
| Q3 24 | $747.3M | $1.0B | ||
| Q2 24 | $768.4M | $930.0M | ||
| Q1 24 | $726.2M | $913.0M |
| Q4 25 | — | $-46.0M | ||
| Q3 25 | $1.7M | $-14.0M | ||
| Q2 25 | $4.3M | $-9.0M | ||
| Q1 25 | $2.8M | $-31.0M | ||
| Q4 24 | — | $-25.0M | ||
| Q3 24 | $16.0M | $-243.0M | ||
| Q2 24 | $14.3M | $-7.0M | ||
| Q1 24 | $17.5M | $-15.0M |
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 15.3% | — | ||
| Q1 25 | 15.7% | — | ||
| Q4 24 | 15.9% | — | ||
| Q3 24 | 16.8% | — | ||
| Q2 24 | 15.9% | — | ||
| Q1 24 | 17.6% | — |
| Q4 25 | — | -2.9% | ||
| Q3 25 | 1.3% | -0.5% | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 1.5% | -2.1% | ||
| Q4 24 | 1.7% | -1.4% | ||
| Q3 24 | 3.2% | -1.9% | ||
| Q2 24 | 3.1% | — | ||
| Q1 24 | 3.8% | -1.3% |
| Q4 25 | — | -3.1% | ||
| Q3 25 | 0.2% | -1.0% | ||
| Q2 25 | 0.6% | -0.6% | ||
| Q1 25 | 0.4% | -2.2% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | 2.1% | -23.4% | ||
| Q2 24 | 1.9% | -0.8% | ||
| Q1 24 | 2.4% | -1.6% |
| Q4 25 | — | $-0.28 | ||
| Q3 25 | $0.20 | $-0.08 | ||
| Q2 25 | $0.54 | $-0.05 | ||
| Q1 25 | $0.33 | $-0.18 | ||
| Q4 24 | $0.67 | $-0.17 | ||
| Q3 24 | $1.87 | $-1.81 | ||
| Q2 24 | $1.65 | $-0.06 | ||
| Q1 24 | $2.00 | $-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 | $429.4M | $17.0M |
| Total DebtLower is stronger | $598.5M | $387.0M |
| Stockholders' EquityBook value | $623.0M | $1.5B |
| Total Assets | $1.6B | $3.3B |
| Debt / EquityLower = less leverage | 0.96× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $17.0M | ||
| Q3 25 | $429.4M | $25.0M | ||
| Q2 25 | $386.8M | $18.0M | ||
| Q1 25 | $449.0M | $16.0M | ||
| Q4 24 | $505.6M | $35.0M | ||
| Q3 24 | $526.3M | $55.0M | ||
| Q2 24 | $491.4M | $7.0M | ||
| Q1 24 | $481.3M | $7.0M |
| Q4 25 | — | $387.0M | ||
| Q3 25 | $598.5M | $387.0M | ||
| Q2 25 | $596.4M | $387.0M | ||
| Q1 25 | $596.6M | $387.0M | ||
| Q4 24 | $575.1M | $351.0M | ||
| Q3 24 | $576.0M | $352.0M | ||
| Q2 24 | $574.6M | $370.0M | ||
| Q1 24 | $574.0M | $351.0M |
| Q4 25 | — | $1.5B | ||
| Q3 25 | $623.0M | $1.6B | ||
| Q2 25 | $621.3M | $1.6B | ||
| Q1 25 | $636.1M | $1.6B | ||
| Q4 24 | $646.4M | $1.6B | ||
| Q3 24 | $655.6M | $1.7B | ||
| Q2 24 | $652.3M | $579.0M | ||
| Q1 24 | $653.2M | $582.0M |
| Q4 25 | — | $3.3B | ||
| Q3 25 | $1.6B | $3.2B | ||
| Q2 25 | $1.6B | $3.2B | ||
| Q1 25 | $1.6B | $3.3B | ||
| Q4 24 | $1.6B | $3.4B | ||
| Q3 24 | $1.6B | $3.4B | ||
| Q2 24 | $1.6B | $1.8B | ||
| Q1 24 | $1.6B | $1.8B |
| Q4 25 | — | 0.25× | ||
| Q3 25 | 0.96× | 0.24× | ||
| Q2 25 | 0.96× | 0.24× | ||
| Q1 25 | 0.94× | 0.24× | ||
| Q4 24 | 0.89× | 0.22× | ||
| Q3 24 | 0.88× | 0.21× | ||
| Q2 24 | 0.88× | 0.64× | ||
| Q1 24 | 0.88× | 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 | $58.6M | $7.0M |
| Free Cash FlowOCF − Capex | $52.7M | $-9.0M |
| FCF MarginFCF / Revenue | 7.0% | -0.6% |
| Capex IntensityCapex / Revenue | 0.8% | 1.1% |
| Cash ConversionOCF / Net Profit | 35.42× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-25.1M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $7.0M | ||
| Q3 25 | $58.6M | $23.0M | ||
| Q2 25 | $-26.8M | $23.0M | ||
| Q1 25 | $-33.9M | $-2.0M | ||
| Q4 24 | $18.7M | $-7.0M | ||
| Q3 24 | $61.8M | $-7.0M | ||
| Q2 24 | $35.8M | $-5.0M | ||
| Q1 24 | $-31.1M | $7.0M |
| Q4 25 | — | $-9.0M | ||
| Q3 25 | $52.7M | $9.0M | ||
| Q2 25 | $-36.4M | $9.0M | ||
| Q1 25 | $-39.8M | $-17.0M | ||
| Q4 24 | $-1.5M | $-19.0M | ||
| Q3 24 | $53.8M | $-18.0M | ||
| Q2 24 | $29.3M | $-16.0M | ||
| Q1 24 | $-36.6M | $-4.0M |
| Q4 25 | — | -0.6% | ||
| Q3 25 | 7.0% | 0.6% | ||
| Q2 25 | -4.7% | 0.6% | ||
| Q1 25 | -5.6% | -1.2% | ||
| Q4 24 | -0.2% | -1.1% | ||
| Q3 24 | 7.2% | -1.7% | ||
| Q2 24 | 3.8% | -1.7% | ||
| Q1 24 | -5.0% | -0.4% |
| Q4 25 | — | 1.1% | ||
| Q3 25 | 0.8% | 1.0% | ||
| Q2 25 | 1.2% | 1.0% | ||
| Q1 25 | 0.8% | 1.0% | ||
| Q4 24 | 2.9% | 0.7% | ||
| Q3 24 | 1.1% | 1.1% | ||
| Q2 24 | 0.8% | 1.2% | ||
| Q1 24 | 0.8% | 1.2% |
| Q4 25 | — | — | ||
| Q3 25 | 35.42× | — | ||
| Q2 25 | -6.21× | — | ||
| Q1 25 | -12.09× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.86× | — | ||
| Q2 24 | 2.50× | — | ||
| Q1 24 | -1.78× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
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% |
