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Side-by-side financial comparison of Kontoor Brands, Inc. (KTB) 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 $853.2M, roughly 1.7× Kontoor Brands, Inc.). Kontoor Brands, Inc. runs the higher net margin — 4.3% vs -3.1%, a 7.5% gap on every dollar of revenue. On growth, Kontoor Brands, Inc. posted the faster year-over-year revenue change (27.3% vs -11.9%). Kontoor Brands, Inc. produced more free cash flow last quarter ($55.8M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 14.2%).
Kontoor Brands is an American clothing company. It was a spin off from the VF Corporation in May 2019, and markets clothing under the Lee, Wrangler and Helly Hansen brand names.
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.
KTB vs RXO — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $853.2M | $1.5B |
| Net Profit | $36.9M | $-46.0M |
| Gross Margin | 41.3% | — |
| Operating Margin | 7.5% | -2.9% |
| Net Margin | 4.3% | -3.1% |
| Revenue YoY | 27.3% | -11.9% |
| Net Profit YoY | -47.6% | -84.0% |
| EPS (diluted) | $0.66 | $-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 | — | $1.5B | ||
| Q3 25 | $853.2M | $1.4B | ||
| Q2 25 | $658.3M | $1.4B | ||
| Q1 25 | $622.9M | $1.4B | ||
| Q4 24 | $699.3M | $1.7B | ||
| Q3 24 | $670.2M | $1.0B | ||
| Q2 24 | $606.9M | $930.0M | ||
| Q1 24 | $631.2M | $913.0M |
| Q4 25 | — | $-46.0M | ||
| Q3 25 | $36.9M | $-14.0M | ||
| Q2 25 | $73.9M | $-9.0M | ||
| Q1 25 | $42.9M | $-31.0M | ||
| Q4 24 | $64.0M | $-25.0M | ||
| Q3 24 | $70.5M | $-243.0M | ||
| Q2 24 | $51.8M | $-7.0M | ||
| Q1 24 | $59.5M | $-15.0M |
| Q4 25 | — | — | ||
| Q3 25 | 41.3% | — | ||
| Q2 25 | 46.3% | — | ||
| Q1 25 | 47.5% | — | ||
| Q4 24 | 43.7% | — | ||
| Q3 24 | 44.7% | — | ||
| Q2 24 | 44.7% | — | ||
| Q1 24 | 45.2% | — |
| Q4 25 | — | -2.9% | ||
| Q3 25 | 7.5% | -0.5% | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 11.8% | -2.1% | ||
| Q4 24 | 12.1% | -1.4% | ||
| Q3 24 | 14.7% | -1.9% | ||
| Q2 24 | 12.4% | — | ||
| Q1 24 | 13.4% | -1.3% |
| Q4 25 | — | -3.1% | ||
| Q3 25 | 4.3% | -1.0% | ||
| Q2 25 | 11.2% | -0.6% | ||
| Q1 25 | 6.9% | -2.2% | ||
| Q4 24 | 9.1% | -1.5% | ||
| Q3 24 | 10.5% | -23.4% | ||
| Q2 24 | 8.5% | -0.8% | ||
| Q1 24 | 9.4% | -1.6% |
| Q4 25 | — | $-0.28 | ||
| Q3 25 | $0.66 | $-0.08 | ||
| Q2 25 | $1.32 | $-0.05 | ||
| Q1 25 | $0.76 | $-0.18 | ||
| Q4 24 | $1.13 | $-0.17 | ||
| Q3 24 | $1.26 | $-1.81 | ||
| Q2 24 | $0.92 | $-0.06 | ||
| Q1 24 | $1.05 | $-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 | $82.4M | $17.0M |
| Total DebtLower is stronger | $1.3B | $387.0M |
| Stockholders' EquityBook value | $529.6M | $1.5B |
| Total Assets | $2.9B | $3.3B |
| Debt / EquityLower = less leverage | 2.53× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $17.0M | ||
| Q3 25 | $82.4M | $25.0M | ||
| Q2 25 | $107.5M | $18.0M | ||
| Q1 25 | $356.7M | $16.0M | ||
| Q4 24 | $334.1M | $35.0M | ||
| Q3 24 | $269.4M | $55.0M | ||
| Q2 24 | $224.3M | $7.0M | ||
| Q1 24 | $215.1M | $7.0M |
| Q4 25 | — | $387.0M | ||
| Q3 25 | $1.3B | $387.0M | ||
| Q2 25 | $1.4B | $387.0M | ||
| Q1 25 | $735.6M | $387.0M | ||
| Q4 24 | $740.3M | $351.0M | ||
| Q3 24 | $745.0M | $352.0M | ||
| Q2 24 | $749.7M | $370.0M | ||
| Q1 24 | $779.2M | $351.0M |
| Q4 25 | — | $1.5B | ||
| Q3 25 | $529.6M | $1.6B | ||
| Q2 25 | $498.3M | $1.6B | ||
| Q1 25 | $426.7M | $1.6B | ||
| Q4 24 | $400.1M | $1.6B | ||
| Q3 24 | $356.9M | $1.7B | ||
| Q2 24 | $367.2M | $579.0M | ||
| Q1 24 | $387.2M | $582.0M |
| Q4 25 | — | $3.3B | ||
| Q3 25 | $2.9B | $3.2B | ||
| Q2 25 | $2.7B | $3.2B | ||
| Q1 25 | $1.7B | $3.3B | ||
| Q4 24 | $1.7B | $3.4B | ||
| Q3 24 | $1.7B | $3.4B | ||
| Q2 24 | $1.6B | $1.8B | ||
| Q1 24 | $1.7B | $1.8B |
| Q4 25 | — | 0.25× | ||
| Q3 25 | 2.53× | 0.24× | ||
| Q2 25 | 2.74× | 0.24× | ||
| Q1 25 | 1.72× | 0.24× | ||
| Q4 24 | 1.85× | 0.22× | ||
| Q3 24 | 2.09× | 0.21× | ||
| Q2 24 | 2.04× | 0.64× | ||
| Q1 24 | 2.01× | 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 | $64.1M | $7.0M |
| Free Cash FlowOCF − Capex | $55.8M | $-9.0M |
| FCF MarginFCF / Revenue | 6.5% | -0.6% |
| Capex IntensityCapex / Revenue | 1.0% | 1.1% |
| Cash ConversionOCF / Net Profit | 1.74× | — |
| TTM Free Cash FlowTrailing 4 quarters | $228.0M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $7.0M | ||
| Q3 25 | $64.1M | $23.0M | ||
| Q2 25 | $25.7M | $23.0M | ||
| Q1 25 | $77.6M | $-2.0M | ||
| Q4 24 | $82.0M | $-7.0M | ||
| Q3 24 | $133.6M | $-7.0M | ||
| Q2 24 | $96.2M | $-5.0M | ||
| Q1 24 | $56.5M | $7.0M |
| Q4 25 | — | $-9.0M | ||
| Q3 25 | $55.8M | $9.0M | ||
| Q2 25 | $22.4M | $9.0M | ||
| Q1 25 | $74.9M | $-17.0M | ||
| Q4 24 | $75.0M | $-19.0M | ||
| Q3 24 | $129.9M | $-18.0M | ||
| Q2 24 | $92.6M | $-16.0M | ||
| Q1 24 | $52.0M | $-4.0M |
| Q4 25 | — | -0.6% | ||
| Q3 25 | 6.5% | 0.6% | ||
| Q2 25 | 3.4% | 0.6% | ||
| Q1 25 | 12.0% | -1.2% | ||
| Q4 24 | 10.7% | -1.1% | ||
| Q3 24 | 19.4% | -1.7% | ||
| Q2 24 | 15.3% | -1.7% | ||
| Q1 24 | 8.2% | -0.4% |
| Q4 25 | — | 1.1% | ||
| Q3 25 | 1.0% | 1.0% | ||
| Q2 25 | 0.5% | 1.0% | ||
| Q1 25 | 0.4% | 1.0% | ||
| Q4 24 | 1.0% | 0.7% | ||
| Q3 24 | 0.6% | 1.1% | ||
| Q2 24 | 0.6% | 1.2% | ||
| Q1 24 | 0.7% | 1.2% |
| Q4 25 | — | — | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.28× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 1.86× | — | ||
| Q1 24 | 0.95× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KTB
| International Member | $292.0M | 34% |
| CTC Triangle B.V | $192.7M | 23% |
| Lee Segment | $186.7M | 22% |
| Helly Hansen Segment | $185.9M | 22% |
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% |
