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Side-by-side financial comparison of CALERES INC (CAL) 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 $790.1M, roughly 1.9× CALERES INC). CALERES INC runs the higher net margin — 0.3% vs -3.1%, a 3.4% gap on every dollar of revenue. On growth, CALERES INC posted the faster year-over-year revenue change (6.6% vs -11.9%). RXO, Inc. produced more free cash flow last quarter ($-9.0M vs $-12.4M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 6.5%).
Caleres Inc. is an American footwear company that owns and operates a variety of footwear brands. Its headquarters is located in Clayton, Missouri, a suburb of St. Louis. The company was founded in 1878 as Bryan, Brown & Company in St. Louis, though it underwent several name changes. The Hamilton-Brown Shoe Company was the largest manufacturer of shoes in America in the early 20th century, but it went bankrupt in June 1939.
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.
CAL vs RXO — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $790.1M | $1.5B |
| Net Profit | $2.4M | $-46.0M |
| Gross Margin | 41.8% | — |
| Operating Margin | 1.5% | -2.9% |
| Net Margin | 0.3% | -3.1% |
| Revenue YoY | 6.6% | -11.9% |
| Net Profit YoY | -94.2% | -84.0% |
| EPS (diluted) | $0.07 | $-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 | $790.1M | $1.5B | ||
| Q3 25 | $658.5M | $1.4B | ||
| Q2 25 | $614.2M | $1.4B | ||
| Q1 25 | $639.2M | $1.4B | ||
| Q4 24 | $740.9M | $1.7B | ||
| Q3 24 | $683.3M | $1.0B | ||
| Q2 24 | $659.2M | $930.0M | ||
| Q1 24 | $697.1M | $913.0M |
| Q4 25 | $2.4M | $-46.0M | ||
| Q3 25 | $6.7M | $-14.0M | ||
| Q2 25 | $6.9M | $-9.0M | ||
| Q1 25 | $4.9M | $-31.0M | ||
| Q4 24 | $41.4M | $-25.0M | ||
| Q3 24 | $30.0M | $-243.0M | ||
| Q2 24 | $30.9M | $-7.0M | ||
| Q1 24 | $55.7M | $-15.0M |
| Q4 25 | 41.8% | — | ||
| Q3 25 | 43.4% | — | ||
| Q2 25 | 45.4% | — | ||
| Q1 25 | 43.0% | — | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 45.5% | — | ||
| Q2 24 | 46.9% | — | ||
| Q1 24 | 43.9% | — |
| Q4 25 | 1.5% | -2.9% | ||
| Q3 25 | 1.4% | -0.5% | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 1.2% | -2.1% | ||
| Q4 24 | 7.7% | -1.4% | ||
| Q3 24 | 6.2% | -1.9% | ||
| Q2 24 | 6.5% | — | ||
| Q1 24 | 4.4% | -1.3% |
| Q4 25 | 0.3% | -3.1% | ||
| Q3 25 | 1.0% | -1.0% | ||
| Q2 25 | 1.1% | -0.6% | ||
| Q1 25 | 0.8% | -2.2% | ||
| Q4 24 | 5.6% | -1.5% | ||
| Q3 24 | 4.4% | -23.4% | ||
| Q2 24 | 4.7% | -0.8% | ||
| Q1 24 | 8.0% | -1.6% |
| Q4 25 | $0.07 | $-0.28 | ||
| Q3 25 | $0.20 | $-0.08 | ||
| Q2 25 | $0.21 | $-0.05 | ||
| Q1 25 | $0.17 | $-0.18 | ||
| Q4 24 | $1.19 | $-0.17 | ||
| Q3 24 | $0.85 | $-1.81 | ||
| Q2 24 | $0.88 | $-0.06 | ||
| Q1 24 | $1.56 | $-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 | $34.0M | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $616.8M | $1.5B |
| Total Assets | $2.1B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.0M | $17.0M | ||
| Q3 25 | $191.5M | $25.0M | ||
| Q2 25 | $33.1M | $18.0M | ||
| Q1 25 | $29.6M | $16.0M | ||
| Q4 24 | $33.7M | $35.0M | ||
| Q3 24 | $51.8M | $55.0M | ||
| Q2 24 | $30.7M | $7.0M | ||
| Q1 24 | $21.4M | $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 | $616.8M | $1.5B | ||
| Q3 25 | $613.3M | $1.6B | ||
| Q2 25 | $605.2M | $1.6B | ||
| Q1 25 | $599.0M | $1.6B | ||
| Q4 24 | $598.3M | $1.6B | ||
| Q3 24 | $606.1M | $1.7B | ||
| Q2 24 | $570.3M | $579.0M | ||
| Q1 24 | $560.6M | $582.0M |
| Q4 25 | $2.1B | $3.3B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $1.9B | $3.3B | ||
| Q4 24 | $2.0B | $3.4B | ||
| Q3 24 | $2.0B | $3.4B | ||
| Q2 24 | $1.9B | $1.8B | ||
| Q1 24 | $1.8B | $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 | $-1.2M | $7.0M |
| Free Cash FlowOCF − Capex | $-12.4M | $-9.0M |
| FCF MarginFCF / Revenue | -1.6% | -0.6% |
| Capex IntensityCapex / Revenue | 1.4% | 1.1% |
| Cash ConversionOCF / Net Profit | -0.50× | — |
| TTM Free Cash FlowTrailing 4 quarters | $14.4M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.2M | $7.0M | ||
| Q3 25 | $47.3M | $23.0M | ||
| Q2 25 | $-5.7M | $23.0M | ||
| Q1 25 | $28.7M | $-2.0M | ||
| Q4 24 | $-39.8M | $-7.0M | ||
| Q3 24 | $79.6M | $-7.0M | ||
| Q2 24 | $36.1M | $-5.0M | ||
| Q1 24 | $43.0M | $7.0M |
| Q4 25 | $-12.4M | $-9.0M | ||
| Q3 25 | $35.0M | $9.0M | ||
| Q2 25 | $-26.2M | $9.0M | ||
| Q1 25 | $18.0M | $-17.0M | ||
| Q4 24 | $-57.4M | $-19.0M | ||
| Q3 24 | $68.5M | $-18.0M | ||
| Q2 24 | $26.3M | $-16.0M | ||
| Q1 24 | $32.4M | $-4.0M |
| Q4 25 | -1.6% | -0.6% | ||
| Q3 25 | 5.3% | 0.6% | ||
| Q2 25 | -4.3% | 0.6% | ||
| Q1 25 | 2.8% | -1.2% | ||
| Q4 24 | -7.7% | -1.1% | ||
| Q3 24 | 10.0% | -1.7% | ||
| Q2 24 | 4.0% | -1.7% | ||
| Q1 24 | 4.6% | -0.4% |
| Q4 25 | 1.4% | 1.1% | ||
| Q3 25 | 1.9% | 1.0% | ||
| Q2 25 | 3.3% | 1.0% | ||
| Q1 25 | 1.7% | 1.0% | ||
| Q4 24 | 2.4% | 0.7% | ||
| Q3 24 | 1.6% | 1.1% | ||
| Q2 24 | 1.5% | 1.2% | ||
| Q1 24 | 1.5% | 1.2% |
| Q4 25 | -0.50× | — | ||
| Q3 25 | 7.05× | — | ||
| Q2 25 | -0.81× | — | ||
| Q1 25 | 5.82× | — | ||
| Q4 24 | -0.96× | — | ||
| Q3 24 | 2.66× | — | ||
| Q2 24 | 1.17× | — | ||
| Q1 24 | 0.77× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CAL
| Brand Portfolio | $383.7M | 49% |
| Landed Wholesale | $148.1M | 19% |
| Wholesale E Commerce | $75.0M | 9% |
| Ecommerce | $68.8M | 9% |
| Stuart Weitzman Brand | $45.8M | 6% |
| Landed Wholesale Ecommerce Drop Ship | $30.6M | 4% |
| First Cost Wholesale | $14.9M | 2% |
| Clt Brand Solutions | $10.2M | 1% |
| License And Royalty | $2.1M | 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% |
