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Side-by-side financial comparison of OGE ENERGY CORP. (OGE) 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 $752.6M, roughly 2.0× OGE ENERGY CORP.). OGE ENERGY CORP. runs the higher net margin — 6.7% vs -3.1%, a 9.8% gap on every dollar of revenue. On growth, OGE ENERGY CORP. posted the faster year-over-year revenue change (0.7% vs -11.9%). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 8.1%).
Oklahoma Gas & Electric Company is a regulated electric utility company that serves over 843,000 customers in Oklahoma and Arkansas, including 1.5 million people in the Oklahoma City Metropolitan Area. It is the leading subsidiary of OGE Energy Corp., with headquarters in downtown Oklahoma City. OGE Energy is also the former parent of Enogex Inc., a natural gas pipeline business which merged with CenterPoint Energy's midstream business to form Enable Midstream in 2013, in 2021 OGE and CenterP...
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.
OGE vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $752.6M | $1.5B |
| Net Profit | $50.2M | $-46.0M |
| Gross Margin | — | — |
| Operating Margin | 15.0% | -2.9% |
| Net Margin | 6.7% | -3.1% |
| Revenue YoY | 0.7% | -11.9% |
| Net Profit YoY | -19.9% | -84.0% |
| EPS (diluted) | — | $-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 | $752.6M | — | ||
| Q4 25 | $701.7M | $1.5B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $719.7M | $1.4B | ||
| Q1 25 | $741.1M | $1.4B | ||
| Q4 24 | $744.7M | $1.7B | ||
| Q3 24 | $945.2M | $1.0B | ||
| Q2 24 | $644.1M | $930.0M |
| Q1 26 | $50.2M | — | ||
| Q4 25 | $69.2M | $-46.0M | ||
| Q3 25 | $231.3M | $-14.0M | ||
| Q2 25 | $107.5M | $-9.0M | ||
| Q1 25 | $62.7M | $-31.0M | ||
| Q4 24 | $101.9M | $-25.0M | ||
| Q3 24 | $218.7M | $-243.0M | ||
| Q2 24 | $102.3M | $-7.0M |
| Q1 26 | — | — | ||
| Q4 25 | 59.2% | — | ||
| Q3 25 | 62.2% | — | ||
| Q2 25 | 63.7% | — | ||
| Q1 25 | 56.3% | — | ||
| Q4 24 | 59.7% | — | ||
| Q3 24 | 63.0% | — | ||
| Q2 24 | 69.9% | — |
| Q1 26 | 15.0% | — | ||
| Q4 25 | 19.7% | -2.9% | ||
| Q3 25 | 33.2% | -0.5% | ||
| Q2 25 | 25.9% | — | ||
| Q1 25 | 18.0% | -2.1% | ||
| Q4 24 | 24.5% | -1.4% | ||
| Q3 24 | 33.1% | -1.9% | ||
| Q2 24 | 27.3% | — |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 9.9% | -3.1% | ||
| Q3 25 | 22.5% | -1.0% | ||
| Q2 25 | 14.9% | -0.6% | ||
| Q1 25 | 8.5% | -2.2% | ||
| Q4 24 | 13.7% | -1.5% | ||
| Q3 24 | 23.1% | -23.4% | ||
| Q2 24 | 15.9% | -0.8% |
| Q1 26 | — | — | ||
| Q4 25 | $0.34 | $-0.28 | ||
| Q3 25 | $1.14 | $-0.08 | ||
| Q2 25 | $0.53 | $-0.05 | ||
| Q1 25 | $0.31 | $-0.18 | ||
| Q4 24 | $0.50 | $-0.17 | ||
| Q3 24 | $1.09 | $-1.81 | ||
| Q2 24 | $0.51 | $-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 | — | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | — | $1.5B |
| Total Assets | — | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $200.0K | $17.0M | ||
| Q3 25 | $300.0K | $25.0M | ||
| Q2 25 | $500.0K | $18.0M | ||
| Q1 25 | $26.9M | $16.0M | ||
| Q4 24 | $600.0K | $35.0M | ||
| Q3 24 | $9.9M | $55.0M | ||
| Q2 24 | $100.0K | $7.0M |
| Q1 26 | — | — | ||
| Q4 25 | $5.4B | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | $5.1B | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M |
| Q1 26 | — | — | ||
| Q4 25 | $5.0B | $1.5B | ||
| Q3 25 | $4.8B | $1.6B | ||
| Q2 25 | $4.6B | $1.6B | ||
| Q1 25 | $4.6B | $1.6B | ||
| Q4 24 | $4.6B | $1.6B | ||
| Q3 24 | $4.6B | $1.7B | ||
| Q2 24 | $4.5B | $579.0M |
| Q1 26 | — | — | ||
| Q4 25 | $14.4B | $3.3B | ||
| Q3 25 | $14.3B | $3.2B | ||
| Q2 25 | $14.1B | $3.2B | ||
| Q1 25 | $14.0B | $3.3B | ||
| Q4 24 | $13.7B | $3.4B | ||
| Q3 24 | $13.5B | $3.4B | ||
| Q2 24 | $13.2B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 1.08× | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 1.09× | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 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 | — | $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 | — | — | ||
| Q4 25 | $384.8M | $7.0M | ||
| Q3 25 | $397.8M | $23.0M | ||
| Q2 25 | $338.6M | $23.0M | ||
| Q1 25 | $15.9M | $-2.0M | ||
| Q4 24 | $129.6M | $-7.0M | ||
| Q3 24 | $347.1M | $-7.0M | ||
| Q2 24 | $253.1M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | $83.1M | $-9.0M | ||
| Q3 25 | $168.3M | $9.0M | ||
| Q2 25 | $64.9M | $9.0M | ||
| Q1 25 | $-233.6M | $-17.0M | ||
| Q4 24 | $-167.0M | $-19.0M | ||
| Q3 24 | $103.0M | $-18.0M | ||
| Q2 24 | $-70.2M | $-16.0M |
| Q1 26 | — | — | ||
| Q4 25 | 11.8% | -0.6% | ||
| Q3 25 | 16.4% | 0.6% | ||
| Q2 25 | 9.0% | 0.6% | ||
| Q1 25 | -31.5% | -1.2% | ||
| Q4 24 | -22.4% | -1.1% | ||
| Q3 24 | 10.9% | -1.7% | ||
| Q2 24 | -10.9% | -1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 43.0% | 1.1% | ||
| Q3 25 | 22.3% | 1.0% | ||
| Q2 25 | 38.0% | 1.0% | ||
| Q1 25 | 33.7% | 1.0% | ||
| Q4 24 | 39.8% | 0.7% | ||
| Q3 24 | 25.8% | 1.1% | ||
| Q2 24 | 50.2% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 5.56× | — | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 3.15× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 1.27× | — | ||
| Q3 24 | 1.59× | — | ||
| Q2 24 | 2.47× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OGE
| Residential | $260.4M | 35% |
| Commercial | $212.0M | 28% |
| Public authorities and street light | $61.9M | 8% |
| Industrial | $60.7M | 8% |
| Oilfield | $58.4M | 8% |
| Integrated market | $47.3M | 6% |
| Transmission | $40.7M | 5% |
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% |