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Side-by-side financial comparison of Dexcom (DXCM) 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 $1.3B, roughly 1.2× Dexcom). Dexcom runs the higher net margin — 21.2% vs -3.1%, a 24.4% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs -11.9%). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 12.0%).
Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S.A. and manufacturing facilities in Mesa, Arizona, U.S.A.; Batu Kawan, Malaysia and Athenry, County Galway, Ireland.
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.
DXCM vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $1.5B |
| Net Profit | $267.3M | $-46.0M |
| Gross Margin | 62.9% | — |
| Operating Margin | 25.6% | -2.9% |
| Net Margin | 21.2% | -3.1% |
| Revenue YoY | 21.6% | -11.9% |
| Net Profit YoY | 153.6% | -84.0% |
| EPS (diluted) | $0.67 | $-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 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $994.2M | $1.0B | ||
| Q2 24 | $1.0B | $930.0M |
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $-46.0M | ||
| Q3 25 | $283.8M | $-14.0M | ||
| Q2 25 | $179.8M | $-9.0M | ||
| Q1 25 | $105.4M | $-31.0M | ||
| Q4 24 | $151.7M | $-25.0M | ||
| Q3 24 | $134.6M | $-243.0M | ||
| Q2 24 | $143.5M | $-7.0M |
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | — | ||
| Q3 25 | 60.5% | — | ||
| Q2 25 | 59.5% | — | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 58.9% | — | ||
| Q3 24 | 59.7% | — | ||
| Q2 24 | 62.4% | — |
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | -2.9% | ||
| Q3 25 | 20.1% | -0.5% | ||
| Q2 25 | 18.4% | — | ||
| Q1 25 | 12.9% | -2.1% | ||
| Q4 24 | 17.0% | -1.4% | ||
| Q3 24 | 15.3% | -1.9% | ||
| Q2 24 | 15.7% | — |
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | -3.1% | ||
| Q3 25 | 23.5% | -1.0% | ||
| Q2 25 | 15.5% | -0.6% | ||
| Q1 25 | 10.2% | -2.2% | ||
| Q4 24 | 13.6% | -1.5% | ||
| Q3 24 | 13.5% | -23.4% | ||
| Q2 24 | 14.3% | -0.8% |
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $-0.28 | ||
| Q3 25 | $0.70 | $-0.08 | ||
| Q2 25 | $0.45 | $-0.05 | ||
| Q1 25 | $0.27 | $-0.18 | ||
| Q4 24 | $0.37 | $-0.17 | ||
| Q3 24 | $0.34 | $-1.81 | ||
| Q2 24 | $0.35 | $-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 | $917.7M | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $2.7B | $1.5B |
| Total Assets | $6.3B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $17.0M | ||
| Q3 25 | $1.8B | $25.0M | ||
| Q2 25 | $1.2B | $18.0M | ||
| Q1 25 | $904.9M | $16.0M | ||
| Q4 24 | $606.1M | $35.0M | ||
| Q3 24 | $621.2M | $55.0M | ||
| Q2 24 | $939.2M | $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 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.5B | ||
| Q3 25 | $2.7B | $1.6B | ||
| Q2 25 | $2.6B | $1.6B | ||
| Q1 25 | $2.3B | $1.6B | ||
| Q4 24 | $2.1B | $1.6B | ||
| Q3 24 | $2.0B | $1.7B | ||
| Q2 24 | $2.4B | $579.0M |
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $3.3B | ||
| Q3 25 | $7.5B | $3.2B | ||
| Q2 25 | $7.3B | $3.2B | ||
| Q1 25 | $6.8B | $3.3B | ||
| Q4 24 | $6.5B | $3.4B | ||
| Q3 24 | $6.4B | $3.4B | ||
| Q2 24 | $6.8B | $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 | $294.0M | $7.0M | ||
| Q3 25 | $659.9M | $23.0M | ||
| Q2 25 | $303.0M | $23.0M | ||
| Q1 25 | $183.8M | $-2.0M | ||
| Q4 24 | $301.4M | $-7.0M | ||
| Q3 24 | $199.5M | $-7.0M | ||
| Q2 24 | $279.4M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $-9.0M | ||
| Q3 25 | $579.4M | $9.0M | ||
| Q2 25 | $208.9M | $9.0M | ||
| Q1 25 | $96.8M | $-17.0M | ||
| Q4 24 | $176.8M | $-19.0M | ||
| Q3 24 | $88.3M | $-18.0M | ||
| Q2 24 | $213.3M | $-16.0M |
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | -0.6% | ||
| Q3 25 | 47.9% | 0.6% | ||
| Q2 25 | 18.1% | 0.6% | ||
| Q1 25 | 9.3% | -1.2% | ||
| Q4 24 | 15.9% | -1.1% | ||
| Q3 24 | 8.9% | -1.7% | ||
| Q2 24 | 21.2% | -1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 1.1% | ||
| Q3 25 | 6.7% | 1.0% | ||
| Q2 25 | 8.1% | 1.0% | ||
| Q1 25 | 8.4% | 1.0% | ||
| Q4 24 | 11.2% | 0.7% | ||
| Q3 24 | 11.2% | 1.1% | ||
| Q2 24 | 6.6% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | — | ||
| Q3 25 | 2.33× | — | ||
| Q2 25 | 1.69× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 1.99× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.95× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DXCM
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% |
