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Side-by-side financial comparison of RH (RH) 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 $883.8M, roughly 1.7× RH). RH runs the higher net margin — 4.1% vs -3.1%, a 7.2% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs -11.9%). RH produced more free cash flow last quarter ($83.0M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 9.4%).
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
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.
RH vs RXO — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $883.8M | $1.5B |
| Net Profit | $36.3M | $-46.0M |
| Gross Margin | 44.1% | — |
| Operating Margin | 12.0% | -2.9% |
| Net Margin | 4.1% | -3.1% |
| Revenue YoY | 8.9% | -11.9% |
| Net Profit YoY | 9.3% | -84.0% |
| EPS (diluted) | $1.83 | $-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 | $883.8M | $1.5B | ||
| Q3 25 | $899.2M | $1.4B | ||
| Q2 25 | $814.0M | $1.4B | ||
| Q1 25 | $812.4M | $1.4B | ||
| Q4 24 | $811.7M | $1.7B | ||
| Q3 24 | $829.7M | $1.0B | ||
| Q2 24 | $727.0M | $930.0M | ||
| Q1 24 | $738.3M | $913.0M |
| Q4 25 | $36.3M | $-46.0M | ||
| Q3 25 | $51.7M | $-14.0M | ||
| Q2 25 | $8.0M | $-9.0M | ||
| Q1 25 | $13.9M | $-31.0M | ||
| Q4 24 | $33.2M | $-25.0M | ||
| Q3 24 | $29.0M | $-243.0M | ||
| Q2 24 | $-3.6M | $-7.0M | ||
| Q1 24 | $11.4M | $-15.0M |
| Q4 25 | 44.1% | — | ||
| Q3 25 | 45.5% | — | ||
| Q2 25 | 43.7% | — | ||
| Q1 25 | 44.7% | — | ||
| Q4 24 | 44.5% | — | ||
| Q3 24 | 45.2% | — | ||
| Q2 24 | 43.5% | — | ||
| Q1 24 | 43.5% | — |
| Q4 25 | 12.0% | -2.9% | ||
| Q3 25 | 14.3% | -0.5% | ||
| Q2 25 | 6.9% | — | ||
| Q1 25 | 8.7% | -2.1% | ||
| Q4 24 | 12.5% | -1.4% | ||
| Q3 24 | 11.6% | -1.9% | ||
| Q2 24 | 7.5% | — | ||
| Q1 24 | 8.7% | -1.3% |
| Q4 25 | 4.1% | -3.1% | ||
| Q3 25 | 5.8% | -1.0% | ||
| Q2 25 | 1.0% | -0.6% | ||
| Q1 25 | 1.7% | -2.2% | ||
| Q4 24 | 4.1% | -1.5% | ||
| Q3 24 | 3.5% | -23.4% | ||
| Q2 24 | -0.5% | -0.8% | ||
| Q1 24 | 1.5% | -1.6% |
| Q4 25 | $1.83 | $-0.28 | ||
| Q3 25 | $2.62 | $-0.08 | ||
| Q2 25 | $0.40 | $-0.05 | ||
| Q1 25 | $0.71 | $-0.18 | ||
| Q4 24 | $1.66 | $-0.17 | ||
| Q3 24 | $1.45 | $-1.81 | ||
| Q2 24 | $-0.20 | $-0.06 | ||
| Q1 24 | $0.91 | $-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 | $43.1M | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $3.3M | $1.5B |
| Total Assets | $4.8B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $43.1M | $17.0M | ||
| Q3 25 | $34.6M | $25.0M | ||
| Q2 25 | $46.1M | $18.0M | ||
| Q1 25 | $30.4M | $16.0M | ||
| Q4 24 | $87.0M | $35.0M | ||
| Q3 24 | $78.3M | $55.0M | ||
| Q2 24 | $101.8M | $7.0M | ||
| Q1 24 | $123.7M | $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 | $3.3M | $1.5B | ||
| Q3 25 | $-40.9M | $1.6B | ||
| Q2 25 | $-110.8M | $1.6B | ||
| Q1 25 | $-163.6M | $1.6B | ||
| Q4 24 | $-183.0M | $1.6B | ||
| Q3 24 | $-234.7M | $1.7B | ||
| Q2 24 | $-289.9M | $579.0M | ||
| Q1 24 | $-297.4M | $582.0M |
| Q4 25 | $4.8B | $3.3B | ||
| Q3 25 | $4.7B | $3.2B | ||
| Q2 25 | $4.7B | $3.2B | ||
| Q1 25 | $4.6B | $3.3B | ||
| Q4 24 | $4.5B | $3.4B | ||
| Q3 24 | $4.4B | $3.4B | ||
| Q2 24 | $4.2B | $1.8B | ||
| Q1 24 | $4.1B | $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 | $131.9M | $7.0M |
| Free Cash FlowOCF − Capex | $83.0M | $-9.0M |
| FCF MarginFCF / Revenue | 9.4% | -0.6% |
| Capex IntensityCapex / Revenue | 5.5% | 1.1% |
| Cash ConversionOCF / Net Profit | 3.64× | — |
| TTM Free Cash FlowTrailing 4 quarters | $128.1M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $131.9M | $7.0M | ||
| Q3 25 | $137.7M | $23.0M | ||
| Q2 25 | $86.6M | $23.0M | ||
| Q1 25 | $-18.8M | $-2.0M | ||
| Q4 24 | $-31.4M | $-7.0M | ||
| Q3 24 | $11.2M | $-7.0M | ||
| Q2 24 | $56.1M | $-5.0M | ||
| Q1 24 | $-114.0M | $7.0M |
| Q4 25 | $83.0M | $-9.0M | ||
| Q3 25 | $80.7M | $9.0M | ||
| Q2 25 | $34.1M | $9.0M | ||
| Q1 25 | $-69.7M | $-17.0M | ||
| Q4 24 | $-96.0M | $-19.0M | ||
| Q3 24 | $-37.9M | $-18.0M | ||
| Q2 24 | $-10.1M | $-16.0M | ||
| Q1 24 | $-251.5M | $-4.0M |
| Q4 25 | 9.4% | -0.6% | ||
| Q3 25 | 9.0% | 0.6% | ||
| Q2 25 | 4.2% | 0.6% | ||
| Q1 25 | -8.6% | -1.2% | ||
| Q4 24 | -11.8% | -1.1% | ||
| Q3 24 | -4.6% | -1.7% | ||
| Q2 24 | -1.4% | -1.7% | ||
| Q1 24 | -34.1% | -0.4% |
| Q4 25 | 5.5% | 1.1% | ||
| Q3 25 | 6.3% | 1.0% | ||
| Q2 25 | 6.5% | 1.0% | ||
| Q1 25 | 6.3% | 1.0% | ||
| Q4 24 | 8.0% | 0.7% | ||
| Q3 24 | 5.9% | 1.1% | ||
| Q2 24 | 9.1% | 1.2% | ||
| Q1 24 | 18.6% | 1.2% |
| Q4 25 | 3.64× | — | ||
| Q3 25 | 2.66× | — | ||
| Q2 25 | 10.78× | — | ||
| Q1 25 | -1.35× | — | ||
| Q4 24 | -0.95× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -10.01× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
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% |
