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Side-by-side financial comparison of CARTERS INC (CRI) 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 $757.8M, roughly 1.9× CARTERS INC). CARTERS INC runs the higher net margin — 1.5% vs -3.1%, a 4.7% gap on every dollar of revenue. On growth, CARTERS INC posted the faster year-over-year revenue change (-0.1% vs -11.9%). RXO, Inc. produced more free cash flow last quarter ($-9.0M vs $-144.1M).
Carter's, Inc. is a major American designer and marketer of children's apparel. It was founded in 1865 by William Carter.
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.
CRI vs RXO — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $757.8M | $1.5B |
| Net Profit | $11.6M | $-46.0M |
| Gross Margin | 45.1% | — |
| Operating Margin | 3.8% | -2.9% |
| Net Margin | 1.5% | -3.1% |
| Revenue YoY | -0.1% | -11.9% |
| Net Profit YoY | -80.1% | -84.0% |
| EPS (diluted) | $0.32 | $-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 | $757.8M | $1.4B | ||
| Q2 25 | $585.3M | $1.4B | ||
| Q1 25 | $629.8M | $1.4B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $930.0M | ||
| Q1 24 | — | $913.0M |
| Q4 25 | — | $-46.0M | ||
| Q3 25 | $11.6M | $-14.0M | ||
| Q2 25 | $446.0K | $-9.0M | ||
| Q1 25 | $15.5M | $-31.0M | ||
| Q4 24 | — | $-25.0M | ||
| Q3 24 | — | $-243.0M | ||
| Q2 24 | — | $-7.0M | ||
| Q1 24 | — | $-15.0M |
| Q4 25 | — | — | ||
| Q3 25 | 45.1% | — | ||
| Q2 25 | 48.1% | — | ||
| Q1 25 | 46.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | -2.9% | ||
| Q3 25 | 3.8% | -0.5% | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 4.1% | -2.1% | ||
| Q4 24 | — | -1.4% | ||
| Q3 24 | — | -1.9% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -1.3% |
| Q4 25 | — | -3.1% | ||
| Q3 25 | 1.5% | -1.0% | ||
| Q2 25 | 0.1% | -0.6% | ||
| Q1 25 | 2.5% | -2.2% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | — | -23.4% | ||
| Q2 24 | — | -0.8% | ||
| Q1 24 | — | -1.6% |
| Q4 25 | — | $-0.28 | ||
| Q3 25 | $0.32 | $-0.08 | ||
| Q2 25 | $0.01 | $-0.05 | ||
| Q1 25 | $0.43 | $-0.18 | ||
| Q4 24 | — | $-0.17 | ||
| Q3 24 | — | $-1.81 | ||
| Q2 24 | — | $-0.06 | ||
| Q1 24 | — | $-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 | $184.2M | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $864.6M | $1.5B |
| Total Assets | $2.5B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $17.0M | ||
| Q3 25 | $184.2M | $25.0M | ||
| Q2 25 | $338.2M | $18.0M | ||
| Q1 25 | $320.8M | $16.0M | ||
| Q4 24 | — | $35.0M | ||
| Q3 24 | — | $55.0M | ||
| Q2 24 | — | $7.0M | ||
| Q1 24 | — | $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 | — | $1.5B | ||
| Q3 25 | $864.6M | $1.6B | ||
| Q2 25 | $853.9M | $1.6B | ||
| Q1 25 | $847.2M | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $579.0M | ||
| Q1 24 | — | $582.0M |
| Q4 25 | — | $3.3B | ||
| Q3 25 | $2.5B | $3.2B | ||
| Q2 25 | $2.5B | $3.2B | ||
| Q1 25 | $2.3B | $3.3B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $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 | $-128.0M | $7.0M |
| Free Cash FlowOCF − Capex | $-144.1M | $-9.0M |
| FCF MarginFCF / Revenue | -19.0% | -0.6% |
| Capex IntensityCapex / Revenue | 2.1% | 1.1% |
| Cash ConversionOCF / Net Profit | -11.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $7.0M | ||
| Q3 25 | $-128.0M | $23.0M | ||
| Q2 25 | $40.3M | $23.0M | ||
| Q1 25 | $-48.6M | $-2.0M | ||
| Q4 24 | — | $-7.0M | ||
| Q3 24 | — | $-7.0M | ||
| Q2 24 | — | $-5.0M | ||
| Q1 24 | — | $7.0M |
| Q4 25 | — | $-9.0M | ||
| Q3 25 | $-144.1M | $9.0M | ||
| Q2 25 | $24.1M | $9.0M | ||
| Q1 25 | $-59.0M | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-18.0M | ||
| Q2 24 | — | $-16.0M | ||
| Q1 24 | — | $-4.0M |
| Q4 25 | — | -0.6% | ||
| Q3 25 | -19.0% | 0.6% | ||
| Q2 25 | 4.1% | 0.6% | ||
| Q1 25 | -9.4% | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -1.7% | ||
| Q1 24 | — | -0.4% |
| Q4 25 | — | 1.1% | ||
| Q3 25 | 2.1% | 1.0% | ||
| Q2 25 | 2.8% | 1.0% | ||
| Q1 25 | 1.6% | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 1.2% |
| Q4 25 | — | — | ||
| Q3 25 | -11.04× | — | ||
| Q2 25 | 90.37× | — | ||
| Q1 25 | -3.13× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRI
| Sales Channel Directly To Consumer | $362.3M | 48% |
| Sales Channel Through Intermediary | $283.8M | 37% |
| Other | $110.4M | 15% |
| Gift Cards | $1.3M | 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% |
