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Side-by-side financial comparison of RXO, Inc. (RXO) and Schneider National, Inc. (SNDR). 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× Schneider National, Inc.). Schneider National, Inc. runs the higher net margin — 1.6% vs -3.1%, a 4.7% gap on every dollar of revenue. On growth, Schneider National, Inc. posted the faster year-over-year revenue change (4.5% vs -11.9%). Schneider National, Inc. produced more free cash flow last quarter ($145.5M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 3.0%).
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.
Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.
RXO vs SNDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $1.4B |
| Net Profit | $-46.0M | $22.1M |
| Gross Margin | — | — |
| Operating Margin | -2.9% | 2.6% |
| Net Margin | -3.1% | 1.6% |
| Revenue YoY | -11.9% | 4.5% |
| Net Profit YoY | -84.0% | -32.2% |
| EPS (diluted) | $-0.28 | $0.13 |
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 | $1.4B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $930.0M | $1.3B | ||
| Q1 24 | $913.0M | $1.3B |
| Q4 25 | $-46.0M | $22.1M | ||
| Q3 25 | $-14.0M | $19.4M | ||
| Q2 25 | $-9.0M | $36.0M | ||
| Q1 25 | $-31.0M | $26.1M | ||
| Q4 24 | $-25.0M | $32.6M | ||
| Q3 24 | $-243.0M | $30.6M | ||
| Q2 24 | $-7.0M | $35.3M | ||
| Q1 24 | $-15.0M | $18.5M |
| Q4 25 | -2.9% | 2.6% | ||
| Q3 25 | -0.5% | 2.4% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | -2.1% | 3.0% | ||
| Q4 24 | -1.4% | 3.2% | ||
| Q3 24 | -1.9% | 3.3% | ||
| Q2 24 | — | 3.9% | ||
| Q1 24 | -1.3% | 2.2% |
| Q4 25 | -3.1% | 1.6% | ||
| Q3 25 | -1.0% | 1.3% | ||
| Q2 25 | -0.6% | 2.5% | ||
| Q1 25 | -2.2% | 1.9% | ||
| Q4 24 | -1.5% | 2.4% | ||
| Q3 24 | -23.4% | 2.3% | ||
| Q2 24 | -0.8% | 2.7% | ||
| Q1 24 | -1.6% | 1.4% |
| Q4 25 | $-0.28 | $0.13 | ||
| Q3 25 | $-0.08 | $0.11 | ||
| Q2 25 | $-0.05 | $0.20 | ||
| Q1 25 | $-0.18 | $0.15 | ||
| Q4 24 | $-0.17 | $0.19 | ||
| Q3 24 | $-1.81 | $0.17 | ||
| Q2 24 | $-0.06 | $0.20 | ||
| Q1 24 | $-0.13 | $0.10 |
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 | $41.8M |
| Total DebtLower is stronger | $387.0M | $390.9M |
| Stockholders' EquityBook value | $1.5B | $3.0B |
| Total Assets | $3.3B | $4.8B |
| Debt / EquityLower = less leverage | 0.25× | 0.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $17.0M | $41.8M | ||
| Q3 25 | $25.0M | $235.7M | ||
| Q2 25 | $18.0M | $205.1M | ||
| Q1 25 | $16.0M | $154.3M | ||
| Q4 24 | $35.0M | $165.5M | ||
| Q3 24 | $55.0M | $231.6M | ||
| Q2 24 | $7.0M | $157.2M | ||
| Q1 24 | $7.0M | $124.2M |
| Q4 25 | $387.0M | $390.9M | ||
| Q3 25 | $387.0M | $509.8M | ||
| Q2 25 | $387.0M | $512.7M | ||
| Q1 25 | $387.0M | $565.8M | ||
| Q4 24 | $351.0M | $420.8M | ||
| Q3 24 | $352.0M | $124.7M | ||
| Q2 24 | $370.0M | $125.8M | ||
| Q1 24 | $351.0M | $96.6M |
| Q4 25 | $1.5B | $3.0B | ||
| Q3 25 | $1.6B | $3.0B | ||
| Q2 25 | $1.6B | $3.0B | ||
| Q1 25 | $1.6B | $3.0B | ||
| Q4 24 | $1.6B | $3.0B | ||
| Q3 24 | $1.7B | $3.0B | ||
| Q2 24 | $579.0M | $3.0B | ||
| Q1 24 | $582.0M | $2.9B |
| Q4 25 | $3.3B | $4.8B | ||
| Q3 25 | $3.2B | $5.0B | ||
| Q2 25 | $3.2B | $5.0B | ||
| Q1 25 | $3.3B | $5.0B | ||
| Q4 24 | $3.4B | $4.9B | ||
| Q3 24 | $3.4B | $4.6B | ||
| Q2 24 | $1.8B | $4.5B | ||
| Q1 24 | $1.8B | $4.6B |
| Q4 25 | 0.25× | 0.13× | ||
| Q3 25 | 0.24× | 0.17× | ||
| Q2 25 | 0.24× | 0.17× | ||
| Q1 25 | 0.24× | 0.19× | ||
| Q4 24 | 0.22× | 0.14× | ||
| Q3 24 | 0.21× | 0.04× | ||
| Q2 24 | 0.64× | 0.04× | ||
| Q1 24 | 0.60× | 0.03× |
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 | $186.0M |
| Free Cash FlowOCF − Capex | $-9.0M | $145.5M |
| FCF MarginFCF / Revenue | -0.6% | 10.4% |
| Capex IntensityCapex / Revenue | 1.1% | 2.9% |
| Cash ConversionOCF / Net Profit | — | 8.42× |
| TTM Free Cash FlowTrailing 4 quarters | $-8.0M | $285.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $7.0M | $186.0M | ||
| Q3 25 | $23.0M | $184.2M | ||
| Q2 25 | $23.0M | $175.5M | ||
| Q1 25 | $-2.0M | $91.7M | ||
| Q4 24 | $-7.0M | $199.5M | ||
| Q3 24 | $-7.0M | $206.4M | ||
| Q2 24 | $-5.0M | $182.6M | ||
| Q1 24 | $7.0M | $97.6M |
| Q4 25 | $-9.0M | $145.5M | ||
| Q3 25 | $9.0M | $56.2M | ||
| Q2 25 | $9.0M | $106.4M | ||
| Q1 25 | $-17.0M | $-22.7M | ||
| Q4 24 | $-19.0M | $113.6M | ||
| Q3 24 | $-18.0M | $98.7M | ||
| Q2 24 | $-16.0M | $85.5M | ||
| Q1 24 | $-4.0M | $-25.7M |
| Q4 25 | -0.6% | 10.4% | ||
| Q3 25 | 0.6% | 3.9% | ||
| Q2 25 | 0.6% | 7.5% | ||
| Q1 25 | -1.2% | -1.6% | ||
| Q4 24 | -1.1% | 8.5% | ||
| Q3 24 | -1.7% | 7.5% | ||
| Q2 24 | -1.7% | 6.5% | ||
| Q1 24 | -0.4% | -1.9% |
| Q4 25 | 1.1% | 2.9% | ||
| Q3 25 | 1.0% | 8.8% | ||
| Q2 25 | 1.0% | 4.9% | ||
| Q1 25 | 1.0% | 8.2% | ||
| Q4 24 | 0.7% | 6.4% | ||
| Q3 24 | 1.1% | 8.2% | ||
| Q2 24 | 1.2% | 7.4% | ||
| Q1 24 | 1.2% | 9.3% |
| Q4 25 | — | 8.42× | ||
| Q3 25 | — | 9.49× | ||
| Q2 25 | — | 4.88× | ||
| Q1 25 | — | 3.51× | ||
| Q4 24 | — | 6.12× | ||
| Q3 24 | — | 6.75× | ||
| Q2 24 | — | 5.17× | ||
| Q1 24 | — | 5.28× |
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% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
