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Side-by-side financial comparison of Digital Realty (DLR) and RXO, Inc. (RXO). Click either name above to swap in a different company.
Digital Realty is the larger business by last-quarter revenue ($1.6B vs $1.5B, roughly 1.1× RXO, Inc.). Digital Realty runs the higher net margin — 6.0% vs -3.1%, a 9.2% gap on every dollar of revenue. On growth, Digital Realty posted the faster year-over-year revenue change (16.1% vs -11.9%). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 9.8%).
Digital Realty is a real estate investment trust that owns, operates and invests in carrier-neutral data centers across the world. The company offers data center, colocation, and interconnection services.
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.
DLR vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.5B |
| Net Profit | $98.6M | $-46.0M |
| Gross Margin | — | — |
| Operating Margin | 6.9% | -2.9% |
| Net Margin | 6.0% | -3.1% |
| Revenue YoY | 16.1% | -11.9% |
| Net Profit YoY | -10.3% | -84.0% |
| EPS (diluted) | $0.22 | $-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.
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.4B | $1.0B | ||
| Q2 24 | $1.4B | $930.0M |
| Q1 26 | $98.6M | — | ||
| Q4 25 | $98.6M | $-46.0M | ||
| Q3 25 | $67.8M | $-14.0M | ||
| Q2 25 | $1.0B | $-9.0M | ||
| Q1 25 | $110.0M | $-31.0M | ||
| Q4 24 | $189.6M | $-25.0M | ||
| Q3 24 | $51.2M | $-243.0M | ||
| Q2 24 | $80.2M | $-7.0M |
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | -2.9% | ||
| Q3 25 | 8.8% | -0.5% | ||
| Q2 25 | 14.2% | — | ||
| Q1 25 | 13.9% | -2.1% | ||
| Q4 24 | 10.1% | -1.4% | ||
| Q3 24 | 11.8% | -1.9% | ||
| Q2 24 | 0.7% | — |
| Q1 26 | 6.0% | — | ||
| Q4 25 | 6.0% | -3.1% | ||
| Q3 25 | 4.3% | -1.0% | ||
| Q2 25 | 69.1% | -0.6% | ||
| Q1 25 | 7.8% | -2.2% | ||
| Q4 24 | 13.2% | -1.5% | ||
| Q3 24 | 3.6% | -23.4% | ||
| Q2 24 | 5.9% | -0.8% |
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $-0.28 | ||
| Q3 25 | $0.15 | $-0.08 | ||
| Q2 25 | $2.94 | $-0.05 | ||
| Q1 25 | $0.27 | $-0.18 | ||
| Q4 24 | $0.50 | $-0.17 | ||
| Q3 24 | $0.09 | $-1.81 | ||
| Q2 24 | $0.20 | $-0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.5B | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $22.9B | $1.5B |
| Total Assets | $49.4B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $17.0M | ||
| Q3 25 | $3.3B | $25.0M | ||
| Q2 25 | $3.6B | $18.0M | ||
| Q1 25 | $2.3B | $16.0M | ||
| Q4 24 | $3.9B | $35.0M | ||
| Q3 24 | $2.2B | $55.0M | ||
| Q2 24 | $2.3B | $7.0M |
| Q1 26 | — | — | ||
| 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 26 | $22.9B | — | ||
| Q4 25 | $22.9B | $1.5B | ||
| Q3 25 | $23.0B | $1.6B | ||
| Q2 25 | $22.9B | $1.6B | ||
| Q1 25 | $21.3B | $1.6B | ||
| Q4 24 | $21.3B | $1.6B | ||
| Q3 24 | $21.2B | $1.7B | ||
| Q2 24 | $20.5B | $579.0M |
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $3.3B | ||
| Q3 25 | $48.7B | $3.2B | ||
| Q2 25 | $48.7B | $3.2B | ||
| Q1 25 | $45.1B | $3.3B | ||
| Q4 24 | $45.3B | $3.4B | ||
| Q3 24 | $45.3B | $3.4B | ||
| Q2 24 | $43.6B | $1.8B |
| Q1 26 | — | — | ||
| 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× |
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 | — | $7.0M |
| Free Cash FlowOCF − Capex | — | $-9.0M |
| FCF MarginFCF / Revenue | — | -0.6% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $719.0M | $7.0M | ||
| Q3 25 | $652.9M | $23.0M | ||
| Q2 25 | $641.2M | $23.0M | ||
| Q1 25 | $399.1M | $-2.0M | ||
| Q4 24 | $769.5M | $-7.0M | ||
| Q3 24 | $566.5M | $-7.0M | ||
| Q2 24 | $573.2M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-9.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-18.0M | ||
| Q2 24 | — | $-16.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -1.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 7.29× | — | ||
| Q3 25 | 9.63× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 3.63× | — | ||
| Q4 24 | 4.06× | — | ||
| Q3 24 | 11.07× | — | ||
| Q2 24 | 7.15× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLR
Segment breakdown not available.
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% |
