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Side-by-side financial comparison of Rithm Capital Corp. (RITM) 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 $828.2M, roughly 1.8× Rithm Capital Corp.). Rithm Capital Corp. runs the higher net margin — 13.2% vs -3.1%, a 16.3% gap on every dollar of revenue. On growth, Rithm Capital Corp. posted the faster year-over-year revenue change (508.5% vs -11.9%). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs -17.9%).
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
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.
RITM vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $828.2M | $1.5B |
| Net Profit | $109.5M | $-46.0M |
| Gross Margin | — | — |
| Operating Margin | 29.9% | -2.9% |
| Net Margin | 13.2% | -3.1% |
| Revenue YoY | 508.5% | -11.9% |
| Net Profit YoY | 27.7% | -84.0% |
| EPS (diluted) | $0.12 | $-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 | $828.2M | — | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $768.4M | $1.4B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $619.5M | $1.0B | ||
| Q2 24 | $1.2B | $930.0M |
| Q1 26 | $109.5M | — | ||
| Q4 25 | $85.0M | $-46.0M | ||
| Q3 25 | $221.5M | $-14.0M | ||
| Q2 25 | $311.7M | $-9.0M | ||
| Q1 25 | $78.8M | $-31.0M | ||
| Q4 24 | $290.2M | $-25.0M | ||
| Q3 24 | $121.7M | $-243.0M | ||
| Q2 24 | $235.6M | $-7.0M |
| Q1 26 | 29.9% | — | ||
| Q4 25 | 13.8% | -2.9% | ||
| Q3 25 | 21.4% | -0.5% | ||
| Q2 25 | 25.2% | — | ||
| Q1 25 | 7.4% | -2.1% | ||
| Q4 24 | 23.8% | -1.4% | ||
| Q3 24 | 7.3% | -1.9% | ||
| Q2 24 | 23.6% | — |
| Q1 26 | 13.2% | — | ||
| Q4 25 | 5.7% | -3.1% | ||
| Q3 25 | 20.0% | -1.0% | ||
| Q2 25 | 25.6% | -0.6% | ||
| Q1 25 | 10.3% | -2.2% | ||
| Q4 24 | 14.0% | -1.5% | ||
| Q3 24 | 19.7% | -23.4% | ||
| Q2 24 | 19.2% | -0.8% |
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.09 | $-0.28 | ||
| Q3 25 | $0.35 | $-0.08 | ||
| Q2 25 | $0.53 | $-0.05 | ||
| Q1 25 | $0.07 | $-0.18 | ||
| Q4 24 | $0.50 | $-0.17 | ||
| Q3 24 | $0.20 | $-1.81 | ||
| Q2 24 | $0.43 | $-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 | $9.1B | $1.5B |
| Total Assets | $53.4B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $17.0M | ||
| Q3 25 | $1.6B | $25.0M | ||
| Q2 25 | $1.6B | $18.0M | ||
| Q1 25 | $1.5B | $16.0M | ||
| Q4 24 | $1.5B | $35.0M | ||
| Q3 24 | $1.6B | $55.0M | ||
| Q2 24 | $1.2B | $7.0M |
| Q1 26 | — | — | ||
| Q4 25 | $35.4B | $387.0M | ||
| Q3 25 | $32.2B | $387.0M | ||
| Q2 25 | $31.2B | $387.0M | ||
| Q1 25 | $32.2B | $387.0M | ||
| Q4 24 | $32.6B | $351.0M | ||
| Q3 24 | $29.6B | $352.0M | ||
| Q2 24 | $30.1B | $370.0M |
| Q1 26 | $9.1B | — | ||
| Q4 25 | $8.4B | $1.5B | ||
| Q3 25 | $8.5B | $1.6B | ||
| Q2 25 | $7.9B | $1.6B | ||
| Q1 25 | $7.8B | $1.6B | ||
| Q4 24 | $7.8B | $1.6B | ||
| Q3 24 | $7.7B | $1.7B | ||
| Q2 24 | $7.3B | $579.0M |
| Q1 26 | $53.4B | — | ||
| Q4 25 | $53.1B | $3.3B | ||
| Q3 25 | $47.2B | $3.2B | ||
| Q2 25 | $44.3B | $3.2B | ||
| Q1 25 | $45.3B | $3.3B | ||
| Q4 24 | $46.0B | $3.4B | ||
| Q3 24 | $42.3B | $3.4B | ||
| Q2 24 | $42.0B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 4.20× | 0.25× | ||
| Q3 25 | 3.79× | 0.24× | ||
| Q2 25 | 3.92× | 0.24× | ||
| Q1 25 | 4.14× | 0.24× | ||
| Q4 24 | 4.18× | 0.22× | ||
| Q3 24 | 3.87× | 0.21× | ||
| Q2 24 | 4.10× | 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 | $-114.6M | $7.0M | ||
| Q3 25 | $-2.0B | $23.0M | ||
| Q2 25 | $-557.1M | $23.0M | ||
| Q1 25 | $1.4B | $-2.0M | ||
| Q4 24 | $-1.8B | $-7.0M | ||
| Q3 24 | $768.1M | $-7.0M | ||
| Q2 24 | $-55.7M | $-5.0M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | -1.35× | — | ||
| Q3 25 | -9.22× | — | ||
| Q2 25 | -1.79× | — | ||
| Q1 25 | 18.03× | — | ||
| Q4 24 | -6.04× | — | ||
| Q3 24 | 6.31× | — | ||
| Q2 24 | -0.24× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
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% |
