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Side-by-side financial comparison of Roper Technologies (ROP) and RXO, Inc. (RXO). Click either name above to swap in a different company.
Roper Technologies is the larger business by last-quarter revenue ($2.1B vs $1.5B, roughly 1.4× RXO, Inc.). Roper Technologies runs the higher net margin — 15.8% vs -3.1%, a 18.9% gap on every dollar of revenue. On growth, Roper Technologies posted the faster year-over-year revenue change (11.3% vs -11.9%). Roper Technologies produced more free cash flow last quarter ($507.0M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 10.5%).
Roper Technologies, Inc. is a holding company that owns companies in the technology sector.
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.
ROP vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.5B |
| Net Profit | $331.0M | $-46.0M |
| Gross Margin | 69.4% | — |
| Operating Margin | 27.2% | -2.9% |
| Net Margin | 15.8% | -3.1% |
| Revenue YoY | 11.3% | -11.9% |
| Net Profit YoY | 53.7% | -84.0% |
| EPS (diluted) | $4.87 | $-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 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.9B | $1.7B | ||
| Q3 24 | $1.8B | $1.0B | ||
| Q2 24 | $1.7B | $930.0M |
| Q1 26 | $331.0M | — | ||
| Q4 25 | $428.4M | $-46.0M | ||
| Q3 25 | $398.5M | $-14.0M | ||
| Q2 25 | $378.3M | $-9.0M | ||
| Q1 25 | $331.1M | $-31.0M | ||
| Q4 24 | $462.3M | $-25.0M | ||
| Q3 24 | $367.9M | $-243.0M | ||
| Q2 24 | $337.1M | $-7.0M |
| Q1 26 | 69.4% | — | ||
| Q4 25 | 69.5% | — | ||
| Q3 25 | 69.5% | — | ||
| Q2 25 | 69.2% | — | ||
| Q1 25 | 68.7% | — | ||
| Q4 24 | 68.3% | — | ||
| Q3 24 | 69.2% | — | ||
| Q2 24 | 69.5% | — |
| Q1 26 | 27.2% | — | ||
| Q4 25 | 28.6% | -2.9% | ||
| Q3 25 | 28.4% | -0.5% | ||
| Q2 25 | 28.2% | — | ||
| Q1 25 | 27.9% | -2.1% | ||
| Q4 24 | 28.0% | -1.4% | ||
| Q3 24 | 28.1% | -1.9% | ||
| Q2 24 | 28.8% | — |
| Q1 26 | 15.8% | — | ||
| Q4 25 | 20.8% | -3.1% | ||
| Q3 25 | 19.8% | -1.0% | ||
| Q2 25 | 19.5% | -0.6% | ||
| Q1 25 | 17.6% | -2.2% | ||
| Q4 24 | 24.6% | -1.5% | ||
| Q3 24 | 20.8% | -23.4% | ||
| Q2 24 | 19.6% | -0.8% |
| Q1 26 | $4.87 | — | ||
| Q4 25 | $3.97 | $-0.28 | ||
| Q3 25 | $3.68 | $-0.08 | ||
| Q2 25 | $3.49 | $-0.05 | ||
| Q1 25 | $3.06 | $-0.18 | ||
| Q4 24 | $4.29 | $-0.17 | ||
| Q3 24 | $3.40 | $-1.81 | ||
| Q2 24 | $3.12 | $-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 | $382.9M | $17.0M |
| Total DebtLower is stronger | $9.7B | $387.0M |
| Stockholders' EquityBook value | $18.8B | $1.5B |
| Total Assets | $34.6B | $3.3B |
| Debt / EquityLower = less leverage | 0.52× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $382.9M | — | ||
| Q4 25 | $297.4M | $17.0M | ||
| Q3 25 | $320.0M | $25.0M | ||
| Q2 25 | $242.4M | $18.0M | ||
| Q1 25 | $372.8M | $16.0M | ||
| Q4 24 | $188.2M | $35.0M | ||
| Q3 24 | $269.6M | $55.0M | ||
| Q2 24 | $251.5M | $7.0M |
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.3B | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | $7.6B | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M |
| Q1 26 | $18.8B | — | ||
| Q4 25 | $19.9B | $1.5B | ||
| Q3 25 | $20.0B | $1.6B | ||
| Q2 25 | $19.6B | $1.6B | ||
| Q1 25 | $19.2B | $1.6B | ||
| Q4 24 | $18.9B | $1.6B | ||
| Q3 24 | $18.5B | $1.7B | ||
| Q2 24 | $18.1B | $579.0M |
| Q1 26 | $34.6B | — | ||
| Q4 25 | $34.6B | $3.3B | ||
| Q3 25 | $34.6B | $3.2B | ||
| Q2 25 | $33.2B | $3.2B | ||
| Q1 25 | $31.4B | $3.3B | ||
| Q4 24 | $31.3B | $3.4B | ||
| Q3 24 | $31.6B | $3.4B | ||
| Q2 24 | $29.8B | $1.8B |
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.47× | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 0.40× | 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 | $507.0M | $-9.0M |
| FCF MarginFCF / Revenue | 24.2% | -0.6% |
| Capex IntensityCapex / Revenue | 0.5% | 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 | $738.0M | $7.0M | ||
| Q3 25 | $869.5M | $23.0M | ||
| Q2 25 | $404.1M | $23.0M | ||
| Q1 25 | $528.7M | $-2.0M | ||
| Q4 24 | $722.2M | $-7.0M | ||
| Q3 24 | $755.4M | $-7.0M | ||
| Q2 24 | $384.1M | $-5.0M |
| Q1 26 | $507.0M | — | ||
| 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 26 | 24.2% | — | ||
| 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 | 0.5% | — | ||
| 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 | 1.72× | — | ||
| Q3 25 | 2.18× | — | ||
| Q2 25 | 1.07× | — | ||
| Q1 25 | 1.60× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 2.05× | — | ||
| Q2 24 | 1.14× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ROP
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% |
