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Side-by-side financial comparison of Fidelity National Information Services (FIS) and RXO, Inc. (RXO). Click either name above to swap in a different company.
Fidelity National Information Services is the larger business by last-quarter revenue ($2.8B vs $1.5B, roughly 1.9× RXO, Inc.). Fidelity National Information Services runs the higher net margin — 18.2% vs -3.1%, a 21.3% gap on every dollar of revenue. On growth, Fidelity National Information Services posted the faster year-over-year revenue change (8.1% vs -11.9%). Fidelity National Information Services produced more free cash flow last quarter ($739.0M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 6.8%).
Fidelity National Information Services, Inc. (FIS) is an American multinational corporation which offers a wide range of financial products and services. FIS is most known for its development of Financial Technology, or FinTech. Annually, FIS facilitates the movement of roughly US$9 trillion through the processing of approximately 75 billion transactions in service to more than 20,000 clients around the globe.
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.
FIS vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $1.5B |
| Net Profit | $511.0M | $-46.0M |
| Gross Margin | 38.3% | — |
| Operating Margin | 18.8% | -2.9% |
| Net Margin | 18.2% | -3.1% |
| Revenue YoY | 8.1% | -11.9% |
| Net Profit YoY | 97.3% | -84.0% |
| EPS (diluted) | $0.98 | $-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 | $2.8B | $1.5B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.6B | $1.4B | ||
| Q1 25 | $2.5B | $1.4B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.6B | $1.0B | ||
| Q2 24 | $2.5B | $930.0M | ||
| Q1 24 | $2.5B | $913.0M |
| Q4 25 | $511.0M | $-46.0M | ||
| Q3 25 | $264.0M | $-14.0M | ||
| Q2 25 | $-470.0M | $-9.0M | ||
| Q1 25 | $77.0M | $-31.0M | ||
| Q4 24 | $259.0M | $-25.0M | ||
| Q3 24 | $224.0M | $-243.0M | ||
| Q2 24 | $243.0M | $-7.0M | ||
| Q1 24 | $724.0M | $-15.0M |
| Q4 25 | 38.3% | — | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | 34.7% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 38.0% | — | ||
| Q2 24 | 38.2% | — | ||
| Q1 24 | 37.1% | — |
| Q4 25 | 18.8% | -2.9% | ||
| Q3 25 | 16.8% | -0.5% | ||
| Q2 25 | 15.6% | — | ||
| Q1 25 | 13.7% | -2.1% | ||
| Q4 24 | 18.5% | -1.4% | ||
| Q3 24 | 19.1% | -1.9% | ||
| Q2 24 | 15.2% | — | ||
| Q1 24 | 14.6% | -1.3% |
| Q4 25 | 18.2% | -3.1% | ||
| Q3 25 | 9.7% | -1.0% | ||
| Q2 25 | -18.0% | -0.6% | ||
| Q1 25 | 3.0% | -2.2% | ||
| Q4 24 | 10.0% | -1.5% | ||
| Q3 24 | 8.7% | -23.4% | ||
| Q2 24 | 9.8% | -0.8% | ||
| Q1 24 | 29.3% | -1.6% |
| Q4 25 | $0.98 | $-0.28 | ||
| Q3 25 | $0.50 | $-0.08 | ||
| Q2 25 | $-0.90 | $-0.05 | ||
| Q1 25 | $0.15 | $-0.18 | ||
| Q4 24 | $0.51 | $-0.17 | ||
| Q3 24 | $0.41 | $-1.81 | ||
| Q2 24 | $0.44 | $-0.06 | ||
| Q1 24 | $1.25 | $-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 | $599.0M | $17.0M |
| Total DebtLower is stronger | $9.1B | $387.0M |
| Stockholders' EquityBook value | $13.9B | $1.5B |
| Total Assets | $33.5B | $3.3B |
| Debt / EquityLower = less leverage | 0.65× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $599.0M | $17.0M | ||
| Q3 25 | $571.0M | $25.0M | ||
| Q2 25 | $581.0M | $18.0M | ||
| Q1 25 | $805.0M | $16.0M | ||
| Q4 24 | $834.0M | $35.0M | ||
| Q3 24 | $1.3B | $55.0M | ||
| Q2 24 | $2.1B | $7.0M | ||
| Q1 24 | $3.3B | $7.0M |
| Q4 25 | $9.1B | $387.0M | ||
| Q3 25 | $8.9B | $387.0M | ||
| Q2 25 | $8.9B | $387.0M | ||
| Q1 25 | $8.7B | $387.0M | ||
| Q4 24 | $9.7B | $351.0M | ||
| Q3 24 | $10.5B | $352.0M | ||
| Q2 24 | $10.6B | $370.0M | ||
| Q1 24 | $10.6B | $351.0M |
| Q4 25 | $13.9B | $1.5B | ||
| Q3 25 | $13.9B | $1.6B | ||
| Q2 25 | $14.2B | $1.6B | ||
| Q1 25 | $15.1B | $1.6B | ||
| Q4 24 | $15.7B | $1.6B | ||
| Q3 24 | $16.6B | $1.7B | ||
| Q2 24 | $17.0B | $579.0M | ||
| Q1 24 | $18.0B | $582.0M |
| Q4 25 | $33.5B | $3.3B | ||
| Q3 25 | $33.0B | $3.2B | ||
| Q2 25 | $33.4B | $3.2B | ||
| Q1 25 | $32.8B | $3.3B | ||
| Q4 24 | $33.8B | $3.4B | ||
| Q3 24 | $34.3B | $3.4B | ||
| Q2 24 | $34.6B | $1.8B | ||
| Q1 24 | $35.9B | $1.8B |
| Q4 25 | 0.65× | 0.25× | ||
| Q3 25 | 0.64× | 0.24× | ||
| Q2 25 | 0.63× | 0.24× | ||
| Q1 25 | 0.57× | 0.24× | ||
| Q4 24 | 0.62× | 0.22× | ||
| Q3 24 | 0.63× | 0.21× | ||
| Q2 24 | 0.62× | 0.64× | ||
| Q1 24 | 0.59× | 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 | $758.0M | $7.0M |
| Free Cash FlowOCF − Capex | $739.0M | $-9.0M |
| FCF MarginFCF / Revenue | 26.3% | -0.6% |
| Capex IntensityCapex / Revenue | 0.7% | 1.1% |
| Cash ConversionOCF / Net Profit | 1.48× | — |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $758.0M | $7.0M | ||
| Q3 25 | $1.0B | $23.0M | ||
| Q2 25 | $382.0M | $23.0M | ||
| Q1 25 | $457.0M | $-2.0M | ||
| Q4 24 | $782.0M | $-7.0M | ||
| Q3 24 | $641.0M | $-7.0M | ||
| Q2 24 | $546.0M | $-5.0M | ||
| Q1 24 | $206.0M | $7.0M |
| Q4 25 | $739.0M | $-9.0M | ||
| Q3 25 | $952.0M | $9.0M | ||
| Q2 25 | $343.0M | $9.0M | ||
| Q1 25 | $420.0M | $-17.0M | ||
| Q4 24 | $764.0M | $-19.0M | ||
| Q3 24 | $605.0M | $-18.0M | ||
| Q2 24 | $530.0M | $-16.0M | ||
| Q1 24 | $179.0M | $-4.0M |
| Q4 25 | 26.3% | -0.6% | ||
| Q3 25 | 35.0% | 0.6% | ||
| Q2 25 | 13.1% | 0.6% | ||
| Q1 25 | 16.6% | -1.2% | ||
| Q4 24 | 29.4% | -1.1% | ||
| Q3 24 | 23.5% | -1.7% | ||
| Q2 24 | 21.3% | -1.7% | ||
| Q1 24 | 7.3% | -0.4% |
| Q4 25 | 0.7% | 1.1% | ||
| Q3 25 | 2.2% | 1.0% | ||
| Q2 25 | 1.5% | 1.0% | ||
| Q1 25 | 1.5% | 1.0% | ||
| Q4 24 | 0.7% | 0.7% | ||
| Q3 24 | 1.4% | 1.1% | ||
| Q2 24 | 0.6% | 1.2% | ||
| Q1 24 | 1.1% | 1.2% |
| Q4 25 | 1.48× | — | ||
| Q3 25 | 3.83× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 5.94× | — | ||
| Q4 24 | 3.02× | — | ||
| Q3 24 | 2.86× | — | ||
| Q2 24 | 2.25× | — | ||
| Q1 24 | 0.28× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FIS
| Banking Solutions | $1.6B | 57% |
| Other | $701.0M | 25% |
| Capital Market Solutions | $508.0M | 18% |
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% |
