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Side-by-side financial comparison of RXO, Inc. (RXO) and SERVICE CORP INTERNATIONAL (SCI). Click either name above to swap in a different company.
RXO, Inc. is the larger business by last-quarter revenue ($1.5B vs $1.1B, roughly 1.3× SERVICE CORP INTERNATIONAL). SERVICE CORP INTERNATIONAL runs the higher net margin — 14.3% vs -3.1%, a 17.5% gap on every dollar of revenue. On growth, SERVICE CORP INTERNATIONAL posted the faster year-over-year revenue change (1.7% vs -11.9%). SERVICE CORP INTERNATIONAL produced more free cash flow last quarter ($87.2M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 3.1%).
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.
International Distribution Services Limited is a British company providing postal and courier services. IDS was created in 2013 by the UK government as a new holding company of Royal Mail, and a majority of its shares were then sold on the London Stock Exchange, with the government initially retaining a 30 per cent at the time. As of April 2025, IDS is owned and operated by Czech-based EP Group, owned by Daniel Křetínský.
RXO vs SCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $1.1B |
| Net Profit | $-46.0M | $159.4M |
| Gross Margin | — | 28.0% |
| Operating Margin | -2.9% | 24.8% |
| Net Margin | -3.1% | 14.3% |
| Revenue YoY | -11.9% | 1.7% |
| Net Profit YoY | -84.0% | 5.3% |
| EPS (diluted) | $-0.28 | $1.13 |
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 | $1.5B | $1.1B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $930.0M | $1.0B | ||
| Q1 24 | $913.0M | $1.0B |
| Q4 25 | $-46.0M | $159.4M | ||
| Q3 25 | $-14.0M | $117.5M | ||
| Q2 25 | $-9.0M | $122.9M | ||
| Q1 25 | $-31.0M | $142.9M | ||
| Q4 24 | $-25.0M | $151.4M | ||
| Q3 24 | $-243.0M | $117.8M | ||
| Q2 24 | $-7.0M | $118.2M | ||
| Q1 24 | $-15.0M | $131.3M |
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 25.1% | ||
| Q2 25 | — | 25.5% | ||
| Q1 25 | — | 27.1% | ||
| Q4 24 | — | 28.0% | ||
| Q3 24 | — | 24.9% | ||
| Q2 24 | — | 24.9% | ||
| Q1 24 | — | 26.2% |
| Q4 25 | -2.9% | 24.8% | ||
| Q3 25 | -0.5% | 21.4% | ||
| Q2 25 | — | 21.1% | ||
| Q1 25 | -2.1% | 23.4% | ||
| Q4 24 | -1.4% | 24.0% | ||
| Q3 24 | -1.9% | 20.9% | ||
| Q2 24 | — | 21.4% | ||
| Q1 24 | -1.3% | 22.2% |
| Q4 25 | -3.1% | 14.3% | ||
| Q3 25 | -1.0% | 11.1% | ||
| Q2 25 | -0.6% | 11.5% | ||
| Q1 25 | -2.2% | 13.3% | ||
| Q4 24 | -1.5% | 13.8% | ||
| Q3 24 | -23.4% | 11.6% | ||
| Q2 24 | -0.8% | 11.4% | ||
| Q1 24 | -1.6% | 12.6% |
| Q4 25 | $-0.28 | $1.13 | ||
| Q3 25 | $-0.08 | $0.83 | ||
| Q2 25 | $-0.05 | $0.86 | ||
| Q1 25 | $-0.18 | $0.98 | ||
| Q4 24 | $-0.17 | $1.02 | ||
| Q3 24 | $-1.81 | $0.81 | ||
| Q2 24 | $-0.06 | $0.81 | ||
| Q1 24 | $-0.13 | $0.89 |
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 | $243.6M |
| Total DebtLower is stronger | $387.0M | $5.1B |
| Stockholders' EquityBook value | $1.5B | $1.6B |
| Total Assets | $3.3B | $18.7B |
| Debt / EquityLower = less leverage | 0.25× | 3.10× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $17.0M | $243.6M | ||
| Q3 25 | $25.0M | $241.3M | ||
| Q2 25 | $18.0M | $255.4M | ||
| Q1 25 | $16.0M | $227.2M | ||
| Q4 24 | $35.0M | $218.8M | ||
| Q3 24 | $55.0M | $185.4M | ||
| Q2 24 | $7.0M | $184.4M | ||
| Q1 24 | $7.0M | $205.6M |
| Q4 25 | $387.0M | $5.1B | ||
| Q3 25 | $387.0M | $5.0B | ||
| Q2 25 | $387.0M | $5.0B | ||
| Q1 25 | $387.0M | $4.7B | ||
| Q4 24 | $351.0M | $4.8B | ||
| Q3 24 | $352.0M | $4.7B | ||
| Q2 24 | $370.0M | $4.7B | ||
| Q1 24 | $351.0M | $4.6B |
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.6B | $1.6B | ||
| Q1 25 | $1.6B | $1.7B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.7B | $1.6B | ||
| Q2 24 | $579.0M | $1.5B | ||
| Q1 24 | $582.0M | $1.6B |
| Q4 25 | $3.3B | $18.7B | ||
| Q3 25 | $3.2B | $18.4B | ||
| Q2 25 | $3.2B | $18.0B | ||
| Q1 25 | $3.3B | $17.3B | ||
| Q4 24 | $3.4B | $17.4B | ||
| Q3 24 | $3.4B | $17.4B | ||
| Q2 24 | $1.8B | $16.8B | ||
| Q1 24 | $1.8B | $16.7B |
| Q4 25 | 0.25× | 3.10× | ||
| Q3 25 | 0.24× | 3.17× | ||
| Q2 25 | 0.24× | 3.19× | ||
| Q1 25 | 0.24× | 2.87× | ||
| Q4 24 | 0.22× | 2.83× | ||
| Q3 24 | 0.21× | 2.92× | ||
| Q2 24 | 0.64× | 3.05× | ||
| Q1 24 | 0.60× | 2.90× |
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 | $212.9M |
| Free Cash FlowOCF − Capex | $-9.0M | $87.2M |
| FCF MarginFCF / Revenue | -0.6% | 7.8% |
| Capex IntensityCapex / Revenue | 1.1% | 11.3% |
| Cash ConversionOCF / Net Profit | — | 1.34× |
| TTM Free Cash FlowTrailing 4 quarters | $-8.0M | $554.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $7.0M | $212.9M | ||
| Q3 25 | $23.0M | $252.3M | ||
| Q2 25 | $23.0M | $166.4M | ||
| Q1 25 | $-2.0M | $311.1M | ||
| Q4 24 | $-7.0M | $264.1M | ||
| Q3 24 | $-7.0M | $263.8M | ||
| Q2 24 | $-5.0M | $196.9M | ||
| Q1 24 | $7.0M | $220.1M |
| Q4 25 | $-9.0M | $87.2M | ||
| Q3 25 | $9.0M | $150.7M | ||
| Q2 25 | $9.0M | $83.4M | ||
| Q1 25 | $-17.0M | $233.0M | ||
| Q4 24 | $-19.0M | $151.8M | ||
| Q3 24 | $-18.0M | $162.8M | ||
| Q2 24 | $-16.0M | $100.8M | ||
| Q1 24 | $-4.0M | $140.3M |
| Q4 25 | -0.6% | 7.8% | ||
| Q3 25 | 0.6% | 14.2% | ||
| Q2 25 | 0.6% | 7.8% | ||
| Q1 25 | -1.2% | 21.7% | ||
| Q4 24 | -1.1% | 13.9% | ||
| Q3 24 | -1.7% | 16.1% | ||
| Q2 24 | -1.7% | 9.7% | ||
| Q1 24 | -0.4% | 13.4% |
| Q4 25 | 1.1% | 11.3% | ||
| Q3 25 | 1.0% | 9.6% | ||
| Q2 25 | 1.0% | 7.8% | ||
| Q1 25 | 1.0% | 7.3% | ||
| Q4 24 | 0.7% | 10.3% | ||
| Q3 24 | 1.1% | 10.0% | ||
| Q2 24 | 1.2% | 9.3% | ||
| Q1 24 | 1.2% | 7.6% |
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | — | 1.35× | ||
| Q1 25 | — | 2.18× | ||
| Q4 24 | — | 1.75× | ||
| Q3 24 | — | 2.24× | ||
| Q2 24 | — | 1.67× | ||
| Q1 24 | — | 1.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
