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Side-by-side financial comparison of RXO, Inc. (RXO) and Molson Coors Beverage Company (TAP). Click either name above to swap in a different company.
Molson Coors Beverage Company is the larger business by last-quarter revenue ($2.7B vs $1.4B, roughly 1.9× RXO, Inc.). Molson Coors Beverage Company runs the higher net margin — 5.5% vs -2.5%, a 8.0% gap on every dollar of revenue. On growth, Molson Coors Beverage Company posted the faster year-over-year revenue change (2.0% vs -0.6%). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (23.8% CAGR vs -15.8%).
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.
Molson Coors Beverage Company is a Canadian-American multinational drink and brewing company headquartered in Chicago, Illinois and Montreal, Quebec.
RXO vs TAP — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.7B |
| Net Profit | $-36.0M | $150.1M |
| Gross Margin | — | 33.0% |
| Operating Margin | — | — |
| Net Margin | -2.5% | 5.5% |
| Revenue YoY | -0.6% | 2.0% |
| Net Profit YoY | -16.1% | 25.0% |
| EPS (diluted) | $-0.21 | $0.80 |
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 | $1.4B | $2.7B | ||
| Q4 25 | $1.5B | $3.1B | ||
| Q3 25 | $1.4B | $3.5B | ||
| Q2 25 | $1.4B | $3.7B | ||
| Q1 25 | $1.4B | $2.7B | ||
| Q4 24 | $1.7B | $3.2B | ||
| Q3 24 | $1.0B | $3.6B | ||
| Q2 24 | $930.0M | $3.8B |
| Q1 26 | $-36.0M | $150.1M | ||
| Q4 25 | $-46.0M | $238.3M | ||
| Q3 25 | $-14.0M | $-2.9B | ||
| Q2 25 | $-9.0M | $428.7M | ||
| Q1 25 | $-31.0M | $121.0M | ||
| Q4 24 | $-25.0M | $287.8M | ||
| Q3 24 | $-243.0M | $199.8M | ||
| Q2 24 | $-7.0M | $427.0M |
| Q1 26 | — | 33.0% | ||
| Q4 25 | — | 31.0% | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 34.3% | ||
| Q1 25 | — | 31.6% | ||
| Q4 24 | — | 32.0% | ||
| Q3 24 | — | 33.4% | ||
| Q2 24 | — | 34.6% |
| Q1 26 | — | — | ||
| Q4 25 | -2.9% | 10.4% | ||
| Q3 25 | -0.5% | -98.5% | ||
| Q2 25 | — | 15.6% | ||
| Q1 25 | -2.1% | 6.9% | ||
| Q4 24 | -1.4% | 12.0% | ||
| Q3 24 | -1.9% | 12.5% | ||
| Q2 24 | — | 15.6% |
| Q1 26 | -2.5% | 5.5% | ||
| Q4 25 | -3.1% | 7.6% | ||
| Q3 25 | -1.0% | -84.0% | ||
| Q2 25 | -0.6% | 11.5% | ||
| Q1 25 | -2.2% | 4.5% | ||
| Q4 24 | -1.5% | 8.9% | ||
| Q3 24 | -23.4% | 5.5% | ||
| Q2 24 | -0.8% | 11.1% |
| Q1 26 | $-0.21 | $0.80 | ||
| Q4 25 | $-0.28 | $1.32 | ||
| Q3 25 | $-0.08 | $-14.79 | ||
| Q2 25 | $-0.05 | $2.13 | ||
| Q1 25 | $-0.18 | $0.59 | ||
| Q4 24 | $-0.17 | $1.39 | ||
| Q3 24 | $-1.81 | $0.96 | ||
| Q2 24 | $-0.06 | $2.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $21.0M | $382.6M |
| Total DebtLower is stronger | $17.0M | $3.8B |
| Stockholders' EquityBook value | $1.5B | $10.3B |
| Total Assets | $3.3B | $22.4B |
| Debt / EquityLower = less leverage | 0.01× | 0.38× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $21.0M | $382.6M | ||
| Q4 25 | $17.0M | $896.5M | ||
| Q3 25 | $25.0M | $950.2M | ||
| Q2 25 | $18.0M | $613.8M | ||
| Q1 25 | $16.0M | $412.7M | ||
| Q4 24 | $35.0M | $969.3M | ||
| Q3 24 | $55.0M | $1.0B | ||
| Q2 24 | $7.0M | $1.6B |
| Q1 26 | $17.0M | $3.8B | ||
| Q4 25 | $387.0M | $6.3B | ||
| Q3 25 | $387.0M | $6.3B | ||
| Q2 25 | $387.0M | $6.3B | ||
| Q1 25 | $387.0M | $6.2B | ||
| Q4 24 | $351.0M | $6.1B | ||
| Q3 24 | $352.0M | $6.2B | ||
| Q2 24 | $370.0M | $7.0B |
| Q1 26 | $1.5B | $10.3B | ||
| Q4 25 | $1.5B | $10.2B | ||
| Q3 25 | $1.6B | $10.3B | ||
| Q2 25 | $1.6B | $13.4B | ||
| Q1 25 | $1.6B | $13.1B | ||
| Q4 24 | $1.6B | $13.1B | ||
| Q3 24 | $1.7B | $13.3B | ||
| Q2 24 | $579.0M | $13.2B |
| Q1 26 | $3.3B | $22.4B | ||
| Q4 25 | $3.3B | $22.7B | ||
| Q3 25 | $3.2B | $22.9B | ||
| Q2 25 | $3.2B | $26.8B | ||
| Q1 25 | $3.3B | $25.9B | ||
| Q4 24 | $3.4B | $26.1B | ||
| Q3 24 | $3.4B | $26.6B | ||
| Q2 24 | $1.8B | $27.4B |
| Q1 26 | 0.01× | 0.38× | ||
| Q4 25 | 0.25× | 0.61× | ||
| Q3 25 | 0.24× | 0.61× | ||
| Q2 25 | 0.24× | 0.47× | ||
| Q1 25 | 0.24× | 0.47× | ||
| Q4 24 | 0.22× | 0.47× | ||
| Q3 24 | 0.21× | 0.47× | ||
| Q2 24 | 0.64× | 0.53× |
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 | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-7.0M | — | ||
| Q4 25 | $7.0M | $540.7M | ||
| Q3 25 | $23.0M | $616.1M | ||
| Q2 25 | $23.0M | $718.3M | ||
| Q1 25 | $-2.0M | $-90.7M | ||
| Q4 24 | $-7.0M | $494.5M | ||
| Q3 24 | $-7.0M | $521.2M | ||
| Q2 24 | $-5.0M | $869.2M |
| Q1 26 | — | — | ||
| Q4 25 | $-9.0M | $357.8M | ||
| Q3 25 | $9.0M | $483.0M | ||
| Q2 25 | $9.0M | $555.0M | ||
| Q1 25 | $-17.0M | $-328.0M | ||
| Q4 24 | $-19.0M | $383.4M | ||
| Q3 24 | $-18.0M | $350.4M | ||
| Q2 24 | $-16.0M | $691.7M |
| Q1 26 | — | — | ||
| Q4 25 | -0.6% | 11.4% | ||
| Q3 25 | 0.6% | 13.9% | ||
| Q2 25 | 0.6% | 14.8% | ||
| Q1 25 | -1.2% | -12.2% | ||
| Q4 24 | -1.1% | 11.8% | ||
| Q3 24 | -1.7% | 9.7% | ||
| Q2 24 | -1.7% | 18.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 5.9% | ||
| Q3 25 | 1.0% | 3.8% | ||
| Q2 25 | 1.0% | 4.4% | ||
| Q1 25 | 1.0% | 8.8% | ||
| Q4 24 | 0.7% | 3.4% | ||
| Q3 24 | 1.1% | 4.7% | ||
| Q2 24 | 1.2% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.27× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.68× | ||
| Q1 25 | — | -0.75× | ||
| Q4 24 | — | 1.72× | ||
| Q3 24 | — | 2.61× | ||
| Q2 24 | — | 2.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RXO
| Truck brokerage | $1.1B | 77% |
| Complementary services (1) | $388.0M | 27% |
TAP
Segment breakdown not available.
