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Side-by-side financial comparison of Electronic Arts (EA) and RXO, Inc. (RXO). Click either name above to swap in a different company.
Electronic Arts is the larger business by last-quarter revenue ($1.9B vs $1.5B, roughly 1.3× RXO, Inc.). Electronic Arts runs the higher net margin — 4.6% vs -3.1%, a 7.8% gap on every dollar of revenue. On growth, Electronic Arts posted the faster year-over-year revenue change (1.0% vs -11.9%). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 3.4%).
Electronic Arts Inc. (EA) is an American video game company headquartered in Redwood City, California. Founded in May 1982 by former Apple employee Trip Hawkins, the company was a pioneer of the early home computer game industry and promoted the designers and programmers responsible for its games as "software artists".
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.
EA vs RXO — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.5B |
| Net Profit | $88.0M | $-46.0M |
| Gross Margin | 73.8% | — |
| Operating Margin | 6.7% | -2.9% |
| Net Margin | 4.6% | -3.1% |
| Revenue YoY | 1.0% | -11.9% |
| Net Profit YoY | -70.0% | -84.0% |
| EPS (diluted) | $0.35 | $-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 | $1.9B | $1.5B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.9B | $1.7B | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $1.7B | $930.0M | ||
| Q1 24 | $1.8B | $913.0M |
| Q4 25 | $88.0M | $-46.0M | ||
| Q3 25 | $137.0M | $-14.0M | ||
| Q2 25 | $201.0M | $-9.0M | ||
| Q1 25 | $254.0M | $-31.0M | ||
| Q4 24 | $293.0M | $-25.0M | ||
| Q3 24 | $294.0M | $-243.0M | ||
| Q2 24 | $280.0M | $-7.0M | ||
| Q1 24 | $182.0M | $-15.0M |
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 84.2% | — | ||
| Q1 24 | 79.9% | — |
| Q4 25 | 6.7% | -2.9% | ||
| Q3 25 | 10.9% | -0.5% | ||
| Q2 25 | 16.2% | — | ||
| Q1 25 | 20.8% | -2.1% | ||
| Q4 24 | 20.0% | -1.4% | ||
| Q3 24 | 19.0% | -1.9% | ||
| Q2 24 | 21.9% | — | ||
| Q1 24 | 13.2% | -1.3% |
| Q4 25 | 4.6% | -3.1% | ||
| Q3 25 | 7.4% | -1.0% | ||
| Q2 25 | 12.0% | -0.6% | ||
| Q1 25 | 13.4% | -2.2% | ||
| Q4 24 | 15.6% | -1.5% | ||
| Q3 24 | 14.5% | -23.4% | ||
| Q2 24 | 16.9% | -0.8% | ||
| Q1 24 | 10.2% | -1.6% |
| Q4 25 | $0.35 | $-0.28 | ||
| Q3 25 | $0.54 | $-0.08 | ||
| Q2 25 | $0.79 | $-0.05 | ||
| Q1 25 | $0.99 | $-0.18 | ||
| Q4 24 | $1.11 | $-0.17 | ||
| Q3 24 | $1.11 | $-1.81 | ||
| Q2 24 | $1.04 | $-0.06 | ||
| Q1 24 | $0.67 | $-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 | $2.8B | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $6.2B | $1.5B |
| Total Assets | $13.3B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | $17.0M | ||
| Q3 25 | $1.1B | $25.0M | ||
| Q2 25 | $1.5B | $18.0M | ||
| Q1 25 | $2.1B | $16.0M | ||
| Q4 24 | $2.8B | $35.0M | ||
| Q3 24 | $2.2B | $55.0M | ||
| Q2 24 | $2.4B | $7.0M | ||
| Q1 24 | $2.9B | $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 | $6.2B | $1.5B | ||
| Q3 25 | $6.0B | $1.6B | ||
| Q2 25 | $6.1B | $1.6B | ||
| Q1 25 | $6.4B | $1.6B | ||
| Q4 24 | $7.4B | $1.6B | ||
| Q3 24 | $7.4B | $1.7B | ||
| Q2 24 | $7.4B | $579.0M | ||
| Q1 24 | $7.5B | $582.0M |
| Q4 25 | $13.3B | $3.3B | ||
| Q3 25 | $11.9B | $3.2B | ||
| Q2 25 | $11.7B | $3.2B | ||
| Q1 25 | $12.4B | $3.3B | ||
| Q4 24 | $13.5B | $3.4B | ||
| Q3 24 | $13.1B | $3.4B | ||
| Q2 24 | $12.7B | $1.8B | ||
| Q1 24 | $13.4B | $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 | $1.8B | $7.0M |
| Free Cash FlowOCF − Capex | — | $-9.0M |
| FCF MarginFCF / Revenue | — | -0.6% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | 20.75× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $7.0M | ||
| Q3 25 | $130.0M | $23.0M | ||
| Q2 25 | $17.0M | $23.0M | ||
| Q1 25 | $549.0M | $-2.0M | ||
| Q4 24 | $1.2B | $-7.0M | ||
| Q3 24 | $234.0M | $-7.0M | ||
| Q2 24 | $120.0M | $-5.0M | ||
| Q1 24 | $580.0M | $7.0M |
| 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 24 | — | $-4.0M |
| 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 24 | — | -0.4% |
| 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 24 | — | 1.2% |
| Q4 25 | 20.75× | — | ||
| Q3 25 | 0.95× | — | ||
| Q2 25 | 0.08× | — | ||
| Q1 25 | 2.16× | — | ||
| Q4 24 | 4.01× | — | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 3.19× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
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% |
