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Side-by-side financial comparison of Hyatt Hotels Corp (H) and RXO, Inc. (RXO). Click either name above to swap in a different company.
Hyatt Hotels Corp is the larger business by last-quarter revenue ($1.8B vs $1.5B, roughly 1.2× RXO, Inc.). Hyatt Hotels Corp runs the higher net margin — -1.1% vs -3.1%, a 2.0% gap on every dollar of revenue. On growth, Hyatt Hotels Corp posted the faster year-over-year revenue change (11.7% vs -11.9%). Hyatt Hotels Corp produced more free cash flow last quarter ($236.0M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 2.2%).
Hyatt Hotels Corporation, commonly known as Hyatt Hotels & Resorts, is an American multinational hospitality company headquartered in the Riverside Plaza area of Chicago that manages and franchises luxury and business hotels, resorts, and vacation properties. Hyatt Hotels & Resorts is one of the businesses managed by the Pritzker family. Hyatt has more than 1350 hotels and all-inclusive properties in 69 countries, across North America, South America, Europe, Asia, Africa and Australia.
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.
H vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.5B |
| Net Profit | $-20.0M | $-46.0M |
| Gross Margin | — | — |
| Operating Margin | 0.4% | -2.9% |
| Net Margin | -1.1% | -3.1% |
| Revenue YoY | 11.7% | -11.9% |
| Net Profit YoY | 64.3% | -84.0% |
| EPS (diluted) | $-0.20 | $-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 | $1.8B | $1.5B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.7B | $930.0M | ||
| Q1 24 | $1.7B | $913.0M |
| Q4 25 | $-20.0M | $-46.0M | ||
| Q3 25 | $-49.0M | $-14.0M | ||
| Q2 25 | $-3.0M | $-9.0M | ||
| Q1 25 | $20.0M | $-31.0M | ||
| Q4 24 | $-56.0M | $-25.0M | ||
| Q3 24 | $471.0M | $-243.0M | ||
| Q2 24 | $359.0M | $-7.0M | ||
| Q1 24 | $522.0M | $-15.0M |
| Q4 25 | 0.4% | -2.9% | ||
| Q3 25 | -1.0% | -0.5% | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 3.0% | -2.1% | ||
| Q4 24 | -3.0% | -1.4% | ||
| Q3 24 | 37.3% | -1.9% | ||
| Q2 24 | 27.1% | — | ||
| Q1 24 | 31.6% | -1.3% |
| Q4 25 | -1.1% | -3.1% | ||
| Q3 25 | -2.7% | -1.0% | ||
| Q2 25 | -0.2% | -0.6% | ||
| Q1 25 | 1.2% | -2.2% | ||
| Q4 24 | -3.5% | -1.5% | ||
| Q3 24 | 28.9% | -23.4% | ||
| Q2 24 | 21.1% | -0.8% | ||
| Q1 24 | 30.5% | -1.6% |
| Q4 25 | $-0.20 | $-0.28 | ||
| Q3 25 | $-0.51 | $-0.08 | ||
| Q2 25 | $-0.03 | $-0.05 | ||
| Q1 25 | $0.19 | $-0.18 | ||
| Q4 24 | $-0.37 | $-0.17 | ||
| Q3 24 | $4.63 | $-1.81 | ||
| Q2 24 | $3.46 | $-0.06 | ||
| Q1 24 | $4.93 | $-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 | $813.0M | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $3.3B | $1.5B |
| Total Assets | $14.0B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $813.0M | $17.0M | ||
| Q3 25 | $749.0M | $25.0M | ||
| Q2 25 | $912.0M | $18.0M | ||
| Q1 25 | $1.8B | $16.0M | ||
| Q4 24 | $1.4B | $35.0M | ||
| Q3 24 | $1.1B | $55.0M | ||
| Q2 24 | $2.0B | $7.0M | ||
| Q1 24 | $794.0M | $7.0M |
| Q4 25 | — | $387.0M | ||
| Q3 25 | $6.0B | $387.0M | ||
| Q2 25 | $6.0B | $387.0M | ||
| Q1 25 | $4.3B | $387.0M | ||
| Q4 24 | $3.8B | $351.0M | ||
| Q3 24 | $3.1B | $352.0M | ||
| Q2 24 | $3.9B | $370.0M | ||
| Q1 24 | $3.1B | $351.0M |
| Q4 25 | $3.3B | $1.5B | ||
| Q3 25 | $3.5B | $1.6B | ||
| Q2 25 | $3.6B | $1.6B | ||
| Q1 25 | $3.5B | $1.6B | ||
| Q4 24 | $3.5B | $1.6B | ||
| Q3 24 | $3.7B | $1.7B | ||
| Q2 24 | $3.9B | $579.0M | ||
| Q1 24 | $3.7B | $582.0M |
| Q4 25 | $14.0B | $3.3B | ||
| Q3 25 | $15.7B | $3.2B | ||
| Q2 25 | $15.9B | $3.2B | ||
| Q1 25 | $14.0B | $3.3B | ||
| Q4 24 | $13.3B | $3.4B | ||
| Q3 24 | $11.9B | $3.4B | ||
| Q2 24 | $12.8B | $1.8B | ||
| Q1 24 | $11.7B | $1.8B |
| Q4 25 | — | 0.25× | ||
| Q3 25 | 1.73× | 0.24× | ||
| Q2 25 | 1.69× | 0.24× | ||
| Q1 25 | 1.25× | 0.24× | ||
| Q4 24 | 1.07× | 0.22× | ||
| Q3 24 | 0.85× | 0.21× | ||
| Q2 24 | 1.01× | 0.64× | ||
| Q1 24 | 0.84× | 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 | $313.0M | $7.0M |
| Free Cash FlowOCF − Capex | $236.0M | $-9.0M |
| FCF MarginFCF / Revenue | 13.2% | -0.6% |
| Capex IntensityCapex / Revenue | 4.3% | 1.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $159.0M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $313.0M | $7.0M | ||
| Q3 25 | $-20.0M | $23.0M | ||
| Q2 25 | $-67.0M | $23.0M | ||
| Q1 25 | $153.0M | $-2.0M | ||
| Q4 24 | $235.0M | $-7.0M | ||
| Q3 24 | $-21.0M | $-7.0M | ||
| Q2 24 | $177.0M | $-5.0M | ||
| Q1 24 | $242.0M | $7.0M |
| Q4 25 | $236.0M | $-9.0M | ||
| Q3 25 | $-89.0M | $9.0M | ||
| Q2 25 | $-111.0M | $9.0M | ||
| Q1 25 | $123.0M | $-17.0M | ||
| Q4 24 | $184.0M | $-19.0M | ||
| Q3 24 | $-64.0M | $-18.0M | ||
| Q2 24 | $135.0M | $-16.0M | ||
| Q1 24 | $208.0M | $-4.0M |
| Q4 25 | 13.2% | -0.6% | ||
| Q3 25 | -5.0% | 0.6% | ||
| Q2 25 | -6.1% | 0.6% | ||
| Q1 25 | 7.2% | -1.2% | ||
| Q4 24 | 11.5% | -1.1% | ||
| Q3 24 | -3.9% | -1.7% | ||
| Q2 24 | 7.9% | -1.7% | ||
| Q1 24 | 12.1% | -0.4% |
| Q4 25 | 4.3% | 1.1% | ||
| Q3 25 | 3.9% | 1.0% | ||
| Q2 25 | 2.4% | 1.0% | ||
| Q1 25 | 1.7% | 1.0% | ||
| Q4 24 | 3.2% | 0.7% | ||
| Q3 24 | 2.6% | 1.1% | ||
| Q2 24 | 2.5% | 1.2% | ||
| Q1 24 | 2.0% | 1.2% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 7.65× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.04× | — | ||
| Q2 24 | 0.49× | — | ||
| Q1 24 | 0.46× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
H
| Other | $627.0M | 35% |
| Rooms Revenue | $326.0M | 18% |
| Net Fees | $290.0M | 16% |
| Distribution Segment | $177.0M | 10% |
| Franchise And Other Fees | $114.0M | 6% |
| Base Management Fees | $112.0M | 6% |
| Incentive Management Fees | $81.0M | 5% |
| Other Owned And Leased Hotel Revenue | $41.0M | 2% |
| Contra Revenue | $17.0M | 1% |
| Other Revenues | $4.0M | 0% |
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% |
