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Side-by-side financial comparison of Roblox Corp (RBLX) 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 1.0× Roblox Corp). RXO, Inc. runs the higher net margin — -3.1% vs -22.3%, a 19.2% gap on every dollar of revenue. On growth, Roblox Corp posted the faster year-over-year revenue change (43.2% vs -11.9%). Roblox Corp produced more free cash flow last quarter ($308.6M vs $-9.0M). Over the past eight quarters, Roblox Corp's revenue compounded faster (32.9% CAGR vs 26.8%).
Roblox Corporation is an American video game developer based in San Mateo, California. Founded in 2004 by David Baszucki and Erik Cassel, the company is the developer of Roblox, a game platform, which was released in 2006. As of December 31, 2024, the company employs over 2,400 people.
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.
RBLX vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.5B |
| Net Profit | $-316.0M | $-46.0M |
| Gross Margin | 77.7% | — |
| Operating Margin | -25.3% | -2.9% |
| Net Margin | -22.3% | -3.1% |
| Revenue YoY | 43.2% | -11.9% |
| Net Profit YoY | -43.9% | -84.0% |
| EPS (diluted) | $-0.44 | $-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 | $1.4B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $988.2M | $1.7B | ||
| Q3 24 | $919.0M | $1.0B | ||
| Q2 24 | $893.5M | $930.0M | ||
| Q1 24 | $801.3M | $913.0M |
| Q4 25 | $-316.0M | $-46.0M | ||
| Q3 25 | $-255.6M | $-14.0M | ||
| Q2 25 | $-278.4M | $-9.0M | ||
| Q1 25 | $-215.1M | $-31.0M | ||
| Q4 24 | $-219.6M | $-25.0M | ||
| Q3 24 | $-239.3M | $-243.0M | ||
| Q2 24 | $-205.9M | $-7.0M | ||
| Q1 24 | $-270.6M | $-15.0M |
| Q4 25 | 77.7% | — | ||
| Q3 25 | 78.2% | — | ||
| Q2 25 | 78.2% | — | ||
| Q1 25 | 78.3% | — | ||
| Q4 24 | 77.9% | — | ||
| Q3 24 | 77.7% | — | ||
| Q2 24 | 77.8% | — | ||
| Q1 24 | 77.7% | — |
| Q4 25 | -25.3% | -2.9% | ||
| Q3 25 | -21.8% | -0.5% | ||
| Q2 25 | -29.8% | — | ||
| Q1 25 | -24.6% | -2.1% | ||
| Q4 24 | -24.7% | -1.4% | ||
| Q3 24 | -30.4% | -1.9% | ||
| Q2 24 | -26.6% | — | ||
| Q1 24 | -37.7% | -1.3% |
| Q4 25 | -22.3% | -3.1% | ||
| Q3 25 | -18.8% | -1.0% | ||
| Q2 25 | -25.8% | -0.6% | ||
| Q1 25 | -20.8% | -2.2% | ||
| Q4 24 | -22.2% | -1.5% | ||
| Q3 24 | -26.0% | -23.4% | ||
| Q2 24 | -23.0% | -0.8% | ||
| Q1 24 | -33.8% | -1.6% |
| Q4 25 | $-0.44 | $-0.28 | ||
| Q3 25 | $-0.37 | $-0.08 | ||
| Q2 25 | $-0.41 | $-0.05 | ||
| Q1 25 | $-0.32 | $-0.18 | ||
| Q4 24 | $-0.32 | $-0.17 | ||
| Q3 24 | $-0.37 | $-1.81 | ||
| Q2 24 | $-0.32 | $-0.06 | ||
| Q1 24 | $-0.43 | $-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 | $3.1B | $17.0M |
| Total DebtLower is stronger | $1.2B | $387.0M |
| Stockholders' EquityBook value | $394.5M | $1.5B |
| Total Assets | $9.6B | $3.3B |
| Debt / EquityLower = less leverage | 2.98× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.1B | $17.0M | ||
| Q3 25 | $2.9B | $25.0M | ||
| Q2 25 | $2.6B | $18.0M | ||
| Q1 25 | $2.7B | $16.0M | ||
| Q4 24 | $2.4B | $35.0M | ||
| Q3 24 | $2.3B | $55.0M | ||
| Q2 24 | $2.4B | $7.0M | ||
| Q1 24 | $2.4B | $7.0M |
| Q4 25 | $1.2B | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | $1.2B | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
| Q4 25 | $394.5M | $1.5B | ||
| Q3 25 | $407.6M | $1.6B | ||
| Q2 25 | $353.2M | $1.6B | ||
| Q1 25 | $310.7M | $1.6B | ||
| Q4 24 | $221.4M | $1.6B | ||
| Q3 24 | $189.9M | $1.7B | ||
| Q2 24 | $121.5M | $579.0M | ||
| Q1 24 | $71.6M | $582.0M |
| Q4 25 | $9.6B | $3.3B | ||
| Q3 25 | $8.6B | $3.2B | ||
| Q2 25 | $7.8B | $3.2B | ||
| Q1 25 | $7.5B | $3.3B | ||
| Q4 24 | $7.2B | $3.4B | ||
| Q3 24 | $6.7B | $3.4B | ||
| Q2 24 | $6.5B | $1.8B | ||
| Q1 24 | $6.3B | $1.8B |
| Q4 25 | 2.98× | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 5.48× | 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 | $607.0M | $7.0M |
| Free Cash FlowOCF − Capex | $308.6M | $-9.0M |
| FCF MarginFCF / Revenue | 21.8% | -0.6% |
| Capex IntensityCapex / Revenue | 21.1% | 1.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $607.0M | $7.0M | ||
| Q3 25 | $546.2M | $23.0M | ||
| Q2 25 | $199.3M | $23.0M | ||
| Q1 25 | $443.9M | $-2.0M | ||
| Q4 24 | $184.5M | $-7.0M | ||
| Q3 24 | $247.4M | $-7.0M | ||
| Q2 24 | $151.4M | $-5.0M | ||
| Q1 24 | $238.9M | $7.0M |
| Q4 25 | $308.6M | $-9.0M | ||
| Q3 25 | $443.6M | $9.0M | ||
| Q2 25 | $176.7M | $9.0M | ||
| Q1 25 | $426.5M | $-17.0M | ||
| Q4 24 | $120.6M | $-19.0M | ||
| Q3 24 | $218.0M | $-18.0M | ||
| Q2 24 | $111.7M | $-16.0M | ||
| Q1 24 | $192.3M | $-4.0M |
| Q4 25 | 21.8% | -0.6% | ||
| Q3 25 | 32.6% | 0.6% | ||
| Q2 25 | 16.3% | 0.6% | ||
| Q1 25 | 41.2% | -1.2% | ||
| Q4 24 | 12.2% | -1.1% | ||
| Q3 24 | 23.7% | -1.7% | ||
| Q2 24 | 12.5% | -1.7% | ||
| Q1 24 | 24.0% | -0.4% |
| Q4 25 | 21.1% | 1.1% | ||
| Q3 25 | 7.5% | 1.0% | ||
| Q2 25 | 2.1% | 1.0% | ||
| Q1 25 | 1.7% | 1.0% | ||
| Q4 24 | 6.5% | 0.7% | ||
| Q3 24 | 3.2% | 1.1% | ||
| Q2 24 | 4.4% | 1.2% | ||
| Q1 24 | 5.8% | 1.2% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RBLX
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% |
