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Side-by-side financial comparison of Grocery Outlet Holding Corp. (GO) 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 $1.2B, roughly 1.2× Grocery Outlet Holding Corp.). RXO, Inc. runs the higher net margin — -3.1% vs -18.5%, a 15.4% gap on every dollar of revenue. On growth, Grocery Outlet Holding Corp. posted the faster year-over-year revenue change (10.7% vs -11.9%). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 8.3%).
Grocery Outlet Holding Corp. is an American discount closeout retailer consisting exclusively of supermarket locations that offer discounted, overstocked, and closeout products from name-brand and private-label suppliers. The company has stores in California, Oregon, Washington, Idaho, Nevada, Maryland, Pennsylvania, New Jersey, Ohio, and Delaware.
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.
GO vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.5B |
| Net Profit | $-224.9M | $-46.0M |
| Gross Margin | 29.7% | — |
| Operating Margin | — | -2.9% |
| Net Margin | -18.5% | -3.1% |
| Revenue YoY | 10.7% | -11.9% |
| Net Profit YoY | -669.9% | -84.0% |
| EPS (diluted) | $-2.22 | $-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 | $1.2B | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.1B | $930.0M |
| Q1 26 | $-224.9M | — | ||
| Q4 25 | — | $-46.0M | ||
| Q3 25 | $11.6M | $-14.0M | ||
| Q2 25 | $5.0M | $-9.0M | ||
| Q1 25 | $-23.3M | $-31.0M | ||
| Q4 24 | $2.3M | $-25.0M | ||
| Q3 24 | $24.2M | $-243.0M | ||
| Q2 24 | $14.0M | $-7.0M |
| Q1 26 | 29.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 30.6% | — | ||
| Q1 25 | 30.4% | — | ||
| Q4 24 | 29.5% | — | ||
| Q3 24 | 31.1% | — | ||
| Q2 24 | 30.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | -2.9% | ||
| Q3 25 | 2.0% | -0.5% | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | -2.0% | -2.1% | ||
| Q4 24 | 1.0% | -1.4% | ||
| Q3 24 | 3.6% | -1.9% | ||
| Q2 24 | 2.3% | — |
| Q1 26 | -18.5% | — | ||
| Q4 25 | — | -3.1% | ||
| Q3 25 | 1.0% | -1.0% | ||
| Q2 25 | 0.4% | -0.6% | ||
| Q1 25 | -2.1% | -2.2% | ||
| Q4 24 | 0.2% | -1.5% | ||
| Q3 24 | 2.2% | -23.4% | ||
| Q2 24 | 1.2% | -0.8% |
| Q1 26 | $-2.22 | — | ||
| Q4 25 | — | $-0.28 | ||
| Q3 25 | $0.12 | $-0.08 | ||
| Q2 25 | $0.05 | $-0.05 | ||
| Q1 25 | $-0.24 | $-0.18 | ||
| Q4 24 | $0.03 | $-0.17 | ||
| Q3 24 | $0.24 | $-1.81 | ||
| Q2 24 | $0.14 | $-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 | $69.6M | $17.0M |
| Total DebtLower is stronger | $15.0M | $387.0M |
| Stockholders' EquityBook value | $983.7M | $1.5B |
| Total Assets | $3.1B | $3.3B |
| Debt / EquityLower = less leverage | 0.02× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $69.6M | — | ||
| Q4 25 | — | $17.0M | ||
| Q3 25 | $52.1M | $25.0M | ||
| Q2 25 | $55.2M | $18.0M | ||
| Q1 25 | $50.9M | $16.0M | ||
| Q4 24 | $62.8M | $35.0M | ||
| Q3 24 | $68.7M | $55.0M | ||
| Q2 24 | $67.1M | $7.0M |
| Q1 26 | $15.0M | — | ||
| Q4 25 | — | $387.0M | ||
| Q3 25 | $500.3M | $387.0M | ||
| Q2 25 | $473.9M | $387.0M | ||
| Q1 25 | $475.7M | $387.0M | ||
| Q4 24 | $477.5M | $351.0M | ||
| Q3 24 | $429.3M | $352.0M | ||
| Q2 24 | $379.2M | $370.0M |
| Q1 26 | $983.7M | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $1.2B | $1.6B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.2B | $1.7B | ||
| Q2 24 | $1.2B | $579.0M |
| Q1 26 | $3.1B | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.3B | $3.2B | ||
| Q1 25 | $3.3B | $3.3B | ||
| Q4 24 | $3.2B | $3.4B | ||
| Q3 24 | $3.1B | $3.4B | ||
| Q2 24 | $3.1B | $1.8B |
| Q1 26 | 0.02× | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | 0.42× | 0.24× | ||
| Q2 25 | 0.40× | 0.24× | ||
| Q1 25 | 0.40× | 0.24× | ||
| Q4 24 | 0.40× | 0.22× | ||
| Q3 24 | 0.35× | 0.21× | ||
| Q2 24 | 0.31× | 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 | $222.1M | $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 | $222.1M | — | ||
| Q4 25 | — | $7.0M | ||
| Q3 25 | $17.3M | $23.0M | ||
| Q2 25 | $73.6M | $23.0M | ||
| Q1 25 | $58.9M | $-2.0M | ||
| Q4 24 | $39.5M | $-7.0M | ||
| Q3 24 | $23.0M | $-7.0M | ||
| Q2 24 | $41.6M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-9.0M | ||
| Q3 25 | $-21.6M | $9.0M | ||
| Q2 25 | $14.4M | $9.0M | ||
| Q1 25 | $-1.5M | $-17.0M | ||
| Q4 24 | $-19.6M | $-19.0M | ||
| Q3 24 | $-19.3M | $-18.0M | ||
| Q2 24 | $2.7M | $-16.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.6% | ||
| Q3 25 | -1.8% | 0.6% | ||
| Q2 25 | 1.2% | 0.6% | ||
| Q1 25 | -0.1% | -1.2% | ||
| Q4 24 | -1.8% | -1.1% | ||
| Q3 24 | -1.7% | -1.7% | ||
| Q2 24 | 0.2% | -1.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | 3.3% | 1.0% | ||
| Q2 25 | 5.0% | 1.0% | ||
| Q1 25 | 5.4% | 1.0% | ||
| Q4 24 | 5.4% | 0.7% | ||
| Q3 24 | 3.8% | 1.1% | ||
| Q2 24 | 3.4% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 14.84× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 17.09× | — | ||
| Q3 24 | 0.95× | — | ||
| Q2 24 | 2.97× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GO
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% |
