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Side-by-side financial comparison of Core Natural Resources, Inc. (CNR) 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 $1.0B, roughly 1.4× Core Natural Resources, Inc.). RXO, Inc. runs the higher net margin — -3.1% vs -7.6%, a 4.4% gap on every dollar of revenue. On growth, Core Natural Resources, Inc. posted the faster year-over-year revenue change (81.8% vs -11.9%). Core Natural Resources, Inc. produced more free cash flow last quarter ($26.0M vs $-9.0M). Over the past eight quarters, Core Natural Resources, Inc.'s revenue compounded faster (38.1% CAGR vs 26.8%).
Arch Resources, previously known as Arch Coal, was an American coal mining and processing company. The company mined, processed, and marketed bituminous and sub-bituminous coal with low sulfur content in the United States. Arch Resources was the second-largest supplier of coal in the United States, behind Peabody Energy. As of 2011 the company supplied 15% of the domestic market. Demand came mainly from generators of electricity.
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.
CNR vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.5B |
| Net Profit | $-79.0M | $-46.0M |
| Gross Margin | — | — |
| Operating Margin | -9.3% | -2.9% |
| Net Margin | -7.6% | -3.1% |
| Revenue YoY | 81.8% | -11.9% |
| Net Profit YoY | -356.3% | -84.0% |
| EPS (diluted) | $-1.51 | $-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 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $573.6M | $1.7B | ||
| Q3 24 | $553.4M | $1.0B | ||
| Q2 24 | $490.7M | $930.0M | ||
| Q1 24 | $546.7M | $913.0M |
| Q4 25 | $-79.0M | $-46.0M | ||
| Q3 25 | $31.6M | $-14.0M | ||
| Q2 25 | $-36.6M | $-9.0M | ||
| Q1 25 | $-69.3M | $-31.0M | ||
| Q4 24 | $30.8M | $-25.0M | ||
| Q3 24 | $95.6M | $-243.0M | ||
| Q2 24 | $58.1M | $-7.0M | ||
| Q1 24 | $101.9M | $-15.0M |
| Q4 25 | -9.3% | -2.9% | ||
| Q3 25 | -1.2% | -0.5% | ||
| Q2 25 | -1.7% | — | ||
| Q1 25 | -5.3% | -2.1% | ||
| Q4 24 | 6.6% | -1.4% | ||
| Q3 24 | 21.2% | -1.9% | ||
| Q2 24 | 14.6% | — | ||
| Q1 24 | 22.7% | -1.3% |
| Q4 25 | -7.6% | -3.1% | ||
| Q3 25 | 3.2% | -1.0% | ||
| Q2 25 | -3.3% | -0.6% | ||
| Q1 25 | -6.8% | -2.2% | ||
| Q4 24 | 5.4% | -1.5% | ||
| Q3 24 | 17.3% | -23.4% | ||
| Q2 24 | 11.8% | -0.8% | ||
| Q1 24 | 18.6% | -1.6% |
| Q4 25 | $-1.51 | $-0.28 | ||
| Q3 25 | $0.61 | $-0.08 | ||
| Q2 25 | $-0.70 | $-0.05 | ||
| Q1 25 | $-1.38 | $-0.18 | ||
| Q4 24 | $1.04 | $-0.17 | ||
| Q3 24 | $3.22 | $-1.81 | ||
| Q2 24 | $1.96 | $-0.06 | ||
| Q1 24 | $3.39 | $-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 | $432.2M | $17.0M |
| Total DebtLower is stronger | $354.2M | $387.0M |
| Stockholders' EquityBook value | $3.7B | $1.5B |
| Total Assets | $6.1B | $3.3B |
| Debt / EquityLower = less leverage | 0.10× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $432.2M | $17.0M | ||
| Q3 25 | $444.7M | $25.0M | ||
| Q2 25 | $413.2M | $18.0M | ||
| Q1 25 | $388.5M | $16.0M | ||
| Q4 24 | $460.2M | $35.0M | ||
| Q3 24 | $331.7M | $55.0M | ||
| Q2 24 | $216.1M | $7.0M | ||
| Q1 24 | $172.6M | $7.0M |
| Q4 25 | $354.2M | $387.0M | ||
| Q3 25 | $334.5M | $387.0M | ||
| Q2 25 | $334.0M | $387.0M | ||
| Q1 25 | $329.8M | $387.0M | ||
| Q4 24 | $94.8M | $351.0M | ||
| Q3 24 | $83.7M | $352.0M | ||
| Q2 24 | $184.9M | $370.0M | ||
| Q1 24 | $185.5M | $351.0M |
| Q4 25 | $3.7B | $1.5B | ||
| Q3 25 | $3.8B | $1.6B | ||
| Q2 25 | $3.8B | $1.6B | ||
| Q1 25 | $3.9B | $1.6B | ||
| Q4 24 | $1.6B | $1.6B | ||
| Q3 24 | $1.5B | $1.7B | ||
| Q2 24 | $1.4B | $579.0M | ||
| Q1 24 | $1.4B | $582.0M |
| Q4 25 | $6.1B | $3.3B | ||
| Q3 25 | $6.2B | $3.2B | ||
| Q2 25 | $6.2B | $3.2B | ||
| Q1 25 | $6.3B | $3.3B | ||
| Q4 24 | $2.9B | $3.4B | ||
| Q3 24 | $2.8B | $3.4B | ||
| Q2 24 | $2.7B | $1.8B | ||
| Q1 24 | $2.7B | $1.8B |
| Q4 25 | 0.10× | 0.25× | ||
| Q3 25 | 0.09× | 0.24× | ||
| Q2 25 | 0.09× | 0.24× | ||
| Q1 25 | 0.08× | 0.24× | ||
| Q4 24 | 0.06× | 0.22× | ||
| Q3 24 | 0.05× | 0.21× | ||
| Q2 24 | 0.13× | 0.64× | ||
| Q1 24 | 0.13× | 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 | $107.3M | $7.0M |
| Free Cash FlowOCF − Capex | $26.0M | $-9.0M |
| FCF MarginFCF / Revenue | 2.5% | -0.6% |
| Capex IntensityCapex / Revenue | 7.8% | 1.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $21.2M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.3M | $7.0M | ||
| Q3 25 | $87.9M | $23.0M | ||
| Q2 25 | $220.2M | $23.0M | ||
| Q1 25 | $-109.6M | $-2.0M | ||
| Q4 24 | $121.3M | $-7.0M | ||
| Q3 24 | $161.3M | $-7.0M | ||
| Q2 24 | $116.3M | $-5.0M | ||
| Q1 24 | $77.5M | $7.0M |
| Q4 25 | $26.0M | $-9.0M | ||
| Q3 25 | $38.6M | $9.0M | ||
| Q2 25 | $131.0M | $9.0M | ||
| Q1 25 | $-174.5M | $-17.0M | ||
| Q4 24 | $80.5M | $-19.0M | ||
| Q3 24 | $121.9M | $-18.0M | ||
| Q2 24 | $60.9M | $-16.0M | ||
| Q1 24 | $35.1M | $-4.0M |
| Q4 25 | 2.5% | -0.6% | ||
| Q3 25 | 3.9% | 0.6% | ||
| Q2 25 | 11.9% | 0.6% | ||
| Q1 25 | -17.1% | -1.2% | ||
| Q4 24 | 14.0% | -1.1% | ||
| Q3 24 | 22.0% | -1.7% | ||
| Q2 24 | 12.4% | -1.7% | ||
| Q1 24 | 6.4% | -0.4% |
| Q4 25 | 7.8% | 1.1% | ||
| Q3 25 | 4.9% | 1.0% | ||
| Q2 25 | 8.1% | 1.0% | ||
| Q1 25 | 6.4% | 1.0% | ||
| Q4 24 | 7.1% | 0.7% | ||
| Q3 24 | 7.1% | 1.1% | ||
| Q2 24 | 11.3% | 1.2% | ||
| Q1 24 | 7.7% | 1.2% |
| Q4 25 | — | — | ||
| Q3 25 | 2.78× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.94× | — | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | 2.00× | — | ||
| Q1 24 | 0.76× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CNR
| Other | $397.4M | 38% |
| Power Generation | $376.5M | 36% |
| PRB | $183.0M | 18% |
| Metallurgical | $42.0M | 4% |
| Industrial | $34.1M | 3% |
| Terminal Revenue | $6.4M | 1% |
| Other Revenue | $3.0M | 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% |
