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Side-by-side financial comparison of Element Solutions Inc (ESI) 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 $840.0M, roughly 1.7× Element Solutions Inc). Element Solutions Inc runs the higher net margin — 6.7% vs -3.1%, a 9.8% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs -11.9%). RXO, Inc. produced more free cash flow last quarter ($-9.0M vs $-74.2M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 17.1%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
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.
ESI vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $1.5B |
| Net Profit | $56.0M | $-46.0M |
| Gross Margin | 38.4% | — |
| Operating Margin | 13.3% | -2.9% |
| Net Margin | 6.7% | -3.1% |
| Revenue YoY | 41.0% | -11.9% |
| Net Profit YoY | -43.0% | -84.0% |
| EPS (diluted) | $0.23 | $-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 | $840.0M | — | ||
| Q4 25 | $676.2M | $1.5B | ||
| Q3 25 | $656.1M | $1.4B | ||
| Q2 25 | $625.2M | $1.4B | ||
| Q1 25 | $593.7M | $1.4B | ||
| Q4 24 | $624.2M | $1.7B | ||
| Q3 24 | $645.0M | $1.0B | ||
| Q2 24 | $612.7M | $930.0M |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $-46.0M | ||
| Q3 25 | $39.3M | $-14.0M | ||
| Q2 25 | $47.4M | $-9.0M | ||
| Q1 25 | $98.0M | $-31.0M | ||
| Q4 24 | $54.7M | $-25.0M | ||
| Q3 24 | $40.3M | $-243.0M | ||
| Q2 24 | $93.2M | $-7.0M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | — | ||
| Q3 25 | 42.2% | — | ||
| Q2 25 | 42.6% | — | ||
| Q1 25 | 42.2% | — | ||
| Q4 24 | 41.0% | — | ||
| Q3 24 | 41.5% | — | ||
| Q2 24 | 43.6% | — |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | -2.9% | ||
| Q3 25 | 15.4% | -0.5% | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 13.0% | -2.1% | ||
| Q4 24 | 12.0% | -1.4% | ||
| Q3 24 | 14.7% | -1.9% | ||
| Q2 24 | 15.7% | — |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | -3.1% | ||
| Q3 25 | 6.0% | -1.0% | ||
| Q2 25 | 7.6% | -0.6% | ||
| Q1 25 | 16.5% | -2.2% | ||
| Q4 24 | 8.8% | -1.5% | ||
| Q3 24 | 6.2% | -23.4% | ||
| Q2 24 | 15.2% | -0.8% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $-0.28 | ||
| Q3 25 | $0.16 | $-0.08 | ||
| Q2 25 | $0.20 | $-0.05 | ||
| Q1 25 | $0.40 | $-0.18 | ||
| Q4 24 | $0.22 | $-0.17 | ||
| Q3 24 | $0.17 | $-1.81 | ||
| Q2 24 | $0.39 | $-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 | $177.3M | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $2.7B | $1.5B |
| Total Assets | $5.7B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $17.0M | ||
| Q3 25 | $594.3M | $25.0M | ||
| Q2 25 | $529.9M | $18.0M | ||
| Q1 25 | $499.2M | $16.0M | ||
| Q4 24 | $359.4M | $35.0M | ||
| Q3 24 | $376.0M | $55.0M | ||
| Q2 24 | $309.3M | $7.0M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $387.0M | ||
| Q3 25 | $1.6B | $387.0M | ||
| Q2 25 | $1.6B | $387.0M | ||
| Q1 25 | $1.6B | $387.0M | ||
| Q4 24 | $1.8B | $351.0M | ||
| Q3 24 | $1.9B | $352.0M | ||
| Q2 24 | $1.9B | $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 | $2.5B | $1.6B | ||
| Q4 24 | $2.4B | $1.6B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.4B | $579.0M |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $3.3B | ||
| Q3 25 | $5.0B | $3.2B | ||
| Q2 25 | $5.0B | $3.2B | ||
| Q1 25 | $4.8B | $3.3B | ||
| Q4 24 | $4.9B | $3.4B | ||
| Q3 24 | $5.1B | $3.4B | ||
| Q2 24 | $5.0B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 0.25× | ||
| Q3 25 | 0.61× | 0.24× | ||
| Q2 25 | 0.62× | 0.24× | ||
| Q1 25 | 0.64× | 0.24× | ||
| Q4 24 | 0.76× | 0.22× | ||
| Q3 24 | 0.78× | 0.21× | ||
| Q2 24 | 0.81× | 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 | $-74.2M | $-9.0M |
| FCF MarginFCF / Revenue | -8.8% | -0.6% |
| Capex IntensityCapex / Revenue | 3.0% | 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 | — | $7.0M | ||
| Q3 25 | $100.1M | $23.0M | ||
| Q2 25 | — | $23.0M | ||
| Q1 25 | $26.0M | $-2.0M | ||
| Q4 24 | — | $-7.0M | ||
| Q3 24 | $98.5M | $-7.0M | ||
| Q2 24 | — | $-5.0M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $-9.0M | ||
| Q3 25 | $83.6M | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | $15.0M | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | $85.9M | $-18.0M | ||
| Q2 24 | — | $-16.0M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | -0.6% | ||
| Q3 25 | 12.7% | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | 2.5% | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | 13.3% | -1.7% | ||
| Q2 24 | — | -1.7% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 1.1% | ||
| Q3 25 | 2.5% | 1.0% | ||
| Q2 25 | 2.8% | 1.0% | ||
| Q1 25 | 1.9% | 1.0% | ||
| Q4 24 | 3.6% | 0.7% | ||
| Q3 24 | 2.0% | 1.1% | ||
| Q2 24 | 2.4% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.44× | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
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% |
