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Side-by-side financial comparison of Noble Corp plc (NE) 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 $764.4M, roughly 1.9× Noble Corp plc). Noble Corp plc runs the higher net margin — 11.3% vs -3.1%, a 14.5% gap on every dollar of revenue. On growth, RXO, Inc. posted the faster year-over-year revenue change (-11.9% vs -17.6%). Noble Corp plc produced more free cash flow last quarter ($35.4M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 9.5%).
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
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.
NE vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $764.4M | $1.5B |
| Net Profit | $86.6M | $-46.0M |
| Gross Margin | — | — |
| Operating Margin | 5.6% | -2.9% |
| Net Margin | 11.3% | -3.1% |
| Revenue YoY | -17.6% | -11.9% |
| Net Profit YoY | -10.4% | -84.0% |
| EPS (diluted) | $0.54 | $-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 | $764.4M | $1.5B | ||
| Q3 25 | $798.0M | $1.4B | ||
| Q2 25 | $848.7M | $1.4B | ||
| Q1 25 | $874.5M | $1.4B | ||
| Q4 24 | $927.3M | $1.7B | ||
| Q3 24 | $800.5M | $1.0B | ||
| Q2 24 | $692.8M | $930.0M | ||
| Q1 24 | $637.1M | $913.0M |
| Q4 25 | $86.6M | $-46.0M | ||
| Q3 25 | $-21.1M | $-14.0M | ||
| Q2 25 | $42.9M | $-9.0M | ||
| Q1 25 | $108.3M | $-31.0M | ||
| Q4 24 | $96.6M | $-25.0M | ||
| Q3 24 | $61.2M | $-243.0M | ||
| Q2 24 | $195.0M | $-7.0M | ||
| Q1 24 | $95.5M | $-15.0M |
| Q4 25 | 5.6% | -2.9% | ||
| Q3 25 | 6.3% | -0.5% | ||
| Q2 25 | 15.9% | — | ||
| Q1 25 | 21.4% | -2.1% | ||
| Q4 24 | 18.4% | -1.4% | ||
| Q3 24 | 14.4% | -1.9% | ||
| Q2 24 | 30.3% | — | ||
| Q1 24 | 16.9% | -1.3% |
| Q4 25 | 11.3% | -3.1% | ||
| Q3 25 | -2.6% | -1.0% | ||
| Q2 25 | 5.1% | -0.6% | ||
| Q1 25 | 12.4% | -2.2% | ||
| Q4 24 | 10.4% | -1.5% | ||
| Q3 24 | 7.6% | -23.4% | ||
| Q2 24 | 28.1% | -0.8% | ||
| Q1 24 | 15.0% | -1.6% |
| Q4 25 | $0.54 | $-0.28 | ||
| Q3 25 | $-0.13 | $-0.08 | ||
| Q2 25 | $0.27 | $-0.05 | ||
| Q1 25 | $0.67 | $-0.18 | ||
| Q4 24 | $0.56 | $-0.17 | ||
| Q3 24 | $0.40 | $-1.81 | ||
| Q2 24 | $1.34 | $-0.06 | ||
| Q1 24 | $0.66 | $-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 | $471.4M | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $4.5B | $1.5B |
| Total Assets | $7.5B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $471.4M | $17.0M | ||
| Q3 25 | $477.9M | $25.0M | ||
| Q2 25 | $338.2M | $18.0M | ||
| Q1 25 | $303.8M | $16.0M | ||
| Q4 24 | $247.3M | $35.0M | ||
| Q3 24 | $391.9M | $55.0M | ||
| Q2 24 | $162.9M | $7.0M | ||
| Q1 24 | $212.5M | $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 | $4.5B | $1.5B | ||
| Q3 25 | $4.5B | $1.6B | ||
| Q2 25 | $4.6B | $1.6B | ||
| Q1 25 | $4.7B | $1.6B | ||
| Q4 24 | $4.7B | $1.6B | ||
| Q3 24 | $4.7B | $1.7B | ||
| Q2 24 | $4.0B | $579.0M | ||
| Q1 24 | $3.9B | $582.0M |
| Q4 25 | $7.5B | $3.3B | ||
| Q3 25 | $7.6B | $3.2B | ||
| Q2 25 | $7.7B | $3.2B | ||
| Q1 25 | $7.9B | $3.3B | ||
| Q4 24 | $8.0B | $3.4B | ||
| Q3 24 | $8.0B | $3.4B | ||
| Q2 24 | $5.6B | $1.8B | ||
| Q1 24 | $5.4B | $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 | $187.1M | $7.0M |
| Free Cash FlowOCF − Capex | $35.4M | $-9.0M |
| FCF MarginFCF / Revenue | 4.6% | -0.6% |
| Capex IntensityCapex / Revenue | 19.9% | 1.1% |
| Cash ConversionOCF / Net Profit | 2.16× | — |
| TTM Free Cash FlowTrailing 4 quarters | $432.2M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $187.1M | $7.0M | ||
| Q3 25 | $277.1M | $23.0M | ||
| Q2 25 | $216.4M | $23.0M | ||
| Q1 25 | $271.1M | $-2.0M | ||
| Q4 24 | $136.2M | $-7.0M | ||
| Q3 24 | $283.8M | $-7.0M | ||
| Q2 24 | $106.8M | $-5.0M | ||
| Q1 24 | $128.7M | $7.0M |
| Q4 25 | $35.4M | $-9.0M | ||
| Q3 25 | $139.5M | $9.0M | ||
| Q2 25 | $99.8M | $9.0M | ||
| Q1 25 | $157.5M | $-17.0M | ||
| Q4 24 | $-4.4M | $-19.0M | ||
| Q3 24 | $156.8M | $-18.0M | ||
| Q2 24 | $-34.3M | $-16.0M | ||
| Q1 24 | $-37.9M | $-4.0M |
| Q4 25 | 4.6% | -0.6% | ||
| Q3 25 | 17.5% | 0.6% | ||
| Q2 25 | 11.8% | 0.6% | ||
| Q1 25 | 18.0% | -1.2% | ||
| Q4 24 | -0.5% | -1.1% | ||
| Q3 24 | 19.6% | -1.7% | ||
| Q2 24 | -4.9% | -1.7% | ||
| Q1 24 | -6.0% | -0.4% |
| Q4 25 | 19.9% | 1.1% | ||
| Q3 25 | 17.3% | 1.0% | ||
| Q2 25 | 13.7% | 1.0% | ||
| Q1 25 | 13.0% | 1.0% | ||
| Q4 24 | 15.2% | 0.7% | ||
| Q3 24 | 15.9% | 1.1% | ||
| Q2 24 | 20.4% | 1.2% | ||
| Q1 24 | 26.2% | 1.2% |
| Q4 25 | 2.16× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.05× | — | ||
| Q1 25 | 2.50× | — | ||
| Q4 24 | 1.41× | — | ||
| Q3 24 | 4.64× | — | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 1.35× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
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% |
