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Side-by-side financial comparison of PACS Group, Inc. (PACS) 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 $1.4B, roughly 1.1× PACS Group, Inc.). PACS Group, Inc. runs the higher net margin — 4.4% vs -3.1%, a 7.5% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs -11.9%). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 20.5%).
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.
PACS vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.5B |
| Net Profit | $59.7M | $-46.0M |
| Gross Margin | — | — |
| Operating Margin | 7.0% | -2.9% |
| Net Margin | 4.4% | -3.1% |
| Revenue YoY | 18.4% | -11.9% |
| Net Profit YoY | 3022.5% | -84.0% |
| EPS (diluted) | $0.42 | $-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 | $1.4B | $1.5B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $981.4M | $930.0M | ||
| Q1 24 | $934.3M | $913.0M |
| Q4 25 | $59.7M | $-46.0M | ||
| Q3 25 | $52.4M | $-14.0M | ||
| Q2 25 | $51.0M | $-9.0M | ||
| Q1 25 | $28.5M | $-31.0M | ||
| Q4 24 | $1.9M | $-25.0M | ||
| Q3 24 | $15.6M | $-243.0M | ||
| Q2 24 | $-10.9M | $-7.0M | ||
| Q1 24 | $49.1M | $-15.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 17.1% | — | ||
| Q2 24 | 22.3% | — | ||
| Q1 24 | 21.2% | — |
| Q4 25 | 7.0% | -2.9% | ||
| Q3 25 | 6.4% | -0.5% | ||
| Q2 25 | 6.2% | — | ||
| Q1 25 | 3.8% | -2.1% | ||
| Q4 24 | 1.7% | -1.4% | ||
| Q3 24 | 2.2% | -1.9% | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | 8.6% | -1.3% |
| Q4 25 | 4.4% | -3.1% | ||
| Q3 25 | 3.9% | -1.0% | ||
| Q2 25 | 3.9% | -0.6% | ||
| Q1 25 | 2.2% | -2.2% | ||
| Q4 24 | 0.2% | -1.5% | ||
| Q3 24 | 1.5% | -23.4% | ||
| Q2 24 | -1.1% | -0.8% | ||
| Q1 24 | 5.3% | -1.6% |
| Q4 25 | $0.42 | $-0.28 | ||
| Q3 25 | $0.32 | $-0.08 | ||
| Q2 25 | $0.31 | $-0.05 | ||
| Q1 25 | $0.17 | $-0.18 | ||
| Q4 24 | $-0.03 | $-0.17 | ||
| Q3 24 | $0.10 | $-1.81 | ||
| Q2 24 | $-0.07 | $-0.06 | ||
| Q1 24 | $0.38 | $-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 | $197.0M | $17.0M |
| Total DebtLower is stronger | $353.2M | $387.0M |
| Stockholders' EquityBook value | $946.8M | $1.5B |
| Total Assets | $5.6B | $3.3B |
| Debt / EquityLower = less leverage | 0.37× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $197.0M | $17.0M | ||
| Q3 25 | $355.7M | $25.0M | ||
| Q2 25 | $294.2M | $18.0M | ||
| Q1 25 | $287.5M | $16.0M | ||
| Q4 24 | $157.7M | $35.0M | ||
| Q3 24 | $49.5M | $55.0M | ||
| Q2 24 | $73.4M | $7.0M | ||
| Q1 24 | $81.2M | $7.0M |
| Q4 25 | $353.2M | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | $411.9M | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
| Q4 25 | $946.8M | $1.5B | ||
| Q3 25 | $871.3M | $1.6B | ||
| Q2 25 | $806.8M | $1.6B | ||
| Q1 25 | $750.2M | $1.6B | ||
| Q4 24 | $709.6M | $1.6B | ||
| Q3 24 | $660.0M | $1.7B | ||
| Q2 24 | $572.1M | $579.0M | ||
| Q1 24 | $128.0M | $582.0M |
| Q4 25 | $5.6B | $3.3B | ||
| Q3 25 | $5.6B | $3.2B | ||
| Q2 25 | $5.5B | $3.2B | ||
| Q1 25 | $5.5B | $3.3B | ||
| Q4 24 | $5.2B | $3.4B | ||
| Q3 24 | $4.5B | $3.4B | ||
| Q2 24 | $3.9B | $1.8B | ||
| Q1 24 | $3.9B | $1.8B |
| Q4 25 | 0.37× | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 0.58× | 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 | $-3.4M | $7.0M |
| Free Cash FlowOCF − Capex | — | $-9.0M |
| FCF MarginFCF / Revenue | — | -0.6% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | -0.06× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-3.4M | $7.0M | ||
| Q3 25 | $204.8M | $23.0M | ||
| Q2 25 | $52.6M | $23.0M | ||
| Q1 25 | $150.2M | $-2.0M | ||
| Q4 24 | $64.6M | $-7.0M | ||
| Q3 24 | $209.2M | $-7.0M | ||
| Q2 24 | $34.8M | $-5.0M | ||
| Q1 24 | $58.8M | $7.0M |
| Q4 25 | — | $-9.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-18.0M | ||
| Q2 24 | — | $-16.0M | ||
| Q1 24 | — | $-4.0M |
| Q4 25 | — | -0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -1.7% | ||
| Q1 24 | — | -0.4% |
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 1.2% |
| Q4 25 | -0.06× | — | ||
| Q3 25 | 3.91× | — | ||
| Q2 25 | 1.03× | — | ||
| Q1 25 | 5.28× | — | ||
| Q4 24 | 33.78× | — | ||
| Q3 24 | 13.39× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.20× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PACS
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% |
