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Side-by-side financial comparison of Monolithic Power Systems (MPWR) 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 $751.2M, roughly 2.0× Monolithic Power Systems). Monolithic Power Systems runs the higher net margin — 22.9% vs -3.1%, a 26.0% gap on every dollar of revenue. On growth, Monolithic Power Systems posted the faster year-over-year revenue change (20.8% vs -11.9%). Monolithic Power Systems produced more free cash flow last quarter ($63.9M vs $-9.0M). Over the past eight quarters, Monolithic Power Systems's revenue compounded faster (28.1% CAGR vs 26.8%).
Monolithic Power Systems, Inc. is an American, publicly traded company headquartered in Kirkland, Washington. It operates in more than 15 locations worldwide.
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.
MPWR vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.2M | $1.5B |
| Net Profit | $171.7M | $-46.0M |
| Gross Margin | 55.2% | — |
| Operating Margin | 26.6% | -2.9% |
| Net Margin | 22.9% | -3.1% |
| Revenue YoY | 20.8% | -11.9% |
| Net Profit YoY | -86.3% | -84.0% |
| EPS (diluted) | $3.50 | $-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 | $751.2M | $1.5B | ||
| Q3 25 | $737.2M | $1.4B | ||
| Q2 25 | $664.6M | $1.4B | ||
| Q1 25 | $637.6M | $1.4B | ||
| Q4 24 | $621.7M | $1.7B | ||
| Q3 24 | $620.1M | $1.0B | ||
| Q2 24 | $507.4M | $930.0M | ||
| Q1 24 | $457.9M | $913.0M |
| Q4 25 | $171.7M | $-46.0M | ||
| Q3 25 | $179.8M | $-14.0M | ||
| Q2 25 | $135.0M | $-9.0M | ||
| Q1 25 | $135.1M | $-31.0M | ||
| Q4 24 | $1.3B | $-25.0M | ||
| Q3 24 | $144.4M | $-243.0M | ||
| Q2 24 | $100.4M | $-7.0M | ||
| Q1 24 | $92.5M | $-15.0M |
| Q4 25 | 55.2% | — | ||
| Q3 25 | 55.1% | — | ||
| Q2 25 | 55.1% | — | ||
| Q1 25 | 55.4% | — | ||
| Q4 24 | 55.4% | — | ||
| Q3 24 | 55.4% | — | ||
| Q2 24 | 55.3% | — | ||
| Q1 24 | 55.1% | — |
| Q4 25 | 26.6% | -2.9% | ||
| Q3 25 | 26.5% | -0.5% | ||
| Q2 25 | 24.8% | — | ||
| Q1 25 | 26.5% | -2.1% | ||
| Q4 24 | 26.3% | -1.4% | ||
| Q3 24 | 26.5% | -1.9% | ||
| Q2 24 | 23.0% | — | ||
| Q1 24 | 20.9% | -1.3% |
| Q4 25 | 22.9% | -3.1% | ||
| Q3 25 | 24.4% | -1.0% | ||
| Q2 25 | 20.3% | -0.6% | ||
| Q1 25 | 21.2% | -2.2% | ||
| Q4 24 | 201.8% | -1.5% | ||
| Q3 24 | 23.3% | -23.4% | ||
| Q2 24 | 19.8% | -0.8% | ||
| Q1 24 | 20.2% | -1.6% |
| Q4 25 | $3.50 | $-0.28 | ||
| Q3 25 | $3.74 | $-0.08 | ||
| Q2 25 | $2.81 | $-0.05 | ||
| Q1 25 | $2.81 | $-0.18 | ||
| Q4 24 | $25.71 | $-0.17 | ||
| Q3 24 | $2.95 | $-1.81 | ||
| Q2 24 | $2.05 | $-0.06 | ||
| Q1 24 | $1.89 | $-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 | $1.3B | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $3.5B | $1.5B |
| Total Assets | $4.2B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $17.0M | ||
| Q3 25 | $1.3B | $25.0M | ||
| Q2 25 | $1.1B | $18.0M | ||
| Q1 25 | $1.0B | $16.0M | ||
| Q4 24 | $862.9M | $35.0M | ||
| Q3 24 | $1.5B | $55.0M | ||
| Q2 24 | $1.3B | $7.0M | ||
| Q1 24 | $1.3B | $7.0M |
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
| Q4 25 | $3.5B | $1.5B | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.2B | $1.6B | ||
| Q1 25 | $3.1B | $1.6B | ||
| Q4 24 | $3.0B | $1.6B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.2B | $579.0M | ||
| Q1 24 | $2.1B | $582.0M |
| Q4 25 | $4.2B | $3.3B | ||
| Q3 25 | $4.1B | $3.2B | ||
| Q2 25 | $3.9B | $3.2B | ||
| Q1 25 | $3.7B | $3.3B | ||
| Q4 24 | $3.5B | $3.4B | ||
| Q3 24 | $2.9B | $3.4B | ||
| Q2 24 | $2.6B | $1.8B | ||
| Q1 24 | $2.6B | $1.8B |
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 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 | $104.9M | $7.0M |
| Free Cash FlowOCF − Capex | $63.9M | $-9.0M |
| FCF MarginFCF / Revenue | 8.5% | -0.6% |
| Capex IntensityCapex / Revenue | 5.5% | 1.1% |
| Cash ConversionOCF / Net Profit | 0.61× | — |
| TTM Free Cash FlowTrailing 4 quarters | $666.2M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $104.9M | $7.0M | ||
| Q3 25 | $239.3M | $23.0M | ||
| Q2 25 | $237.6M | $23.0M | ||
| Q1 25 | $256.4M | $-2.0M | ||
| Q4 24 | $167.7M | $-7.0M | ||
| Q3 24 | $231.7M | $-7.0M | ||
| Q2 24 | $141.0M | $-5.0M | ||
| Q1 24 | $248.1M | $7.0M |
| Q4 25 | $63.9M | $-9.0M | ||
| Q3 25 | $196.8M | $9.0M | ||
| Q2 25 | $189.5M | $9.0M | ||
| Q1 25 | $216.0M | $-17.0M | ||
| Q4 24 | $102.9M | $-19.0M | ||
| Q3 24 | $197.9M | $-18.0M | ||
| Q2 24 | $109.5M | $-16.0M | ||
| Q1 24 | $232.1M | $-4.0M |
| Q4 25 | 8.5% | -0.6% | ||
| Q3 25 | 26.7% | 0.6% | ||
| Q2 25 | 28.5% | 0.6% | ||
| Q1 25 | 33.9% | -1.2% | ||
| Q4 24 | 16.5% | -1.1% | ||
| Q3 24 | 31.9% | -1.7% | ||
| Q2 24 | 21.6% | -1.7% | ||
| Q1 24 | 50.7% | -0.4% |
| Q4 25 | 5.5% | 1.1% | ||
| Q3 25 | 5.8% | 1.0% | ||
| Q2 25 | 7.2% | 1.0% | ||
| Q1 25 | 6.3% | 1.0% | ||
| Q4 24 | 10.4% | 0.7% | ||
| Q3 24 | 5.5% | 1.1% | ||
| Q2 24 | 6.2% | 1.2% | ||
| Q1 24 | 3.5% | 1.2% |
| Q4 25 | 0.61× | — | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 1.76× | — | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 1.60× | — | ||
| Q2 24 | 1.40× | — | ||
| Q1 24 | 2.68× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MPWR
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% |
