How do RXO, Inc. and Tapestry, Inc. compare by revenue?

RXO, Inc. reported revenue of $1.5B in Q4 FY2025, while Tapestry, Inc. reported $2.5B in Q2 FY2026. Tapestry, Inc. is 1.7× larger by last-quarter revenue.

Which is growing revenue faster, RXO, Inc. or Tapestry, Inc.?

RXO, Inc.'s latest revenue grew -11.9% year-over-year, versus 14.0% for Tapestry, Inc.. Tapestry, Inc. is growing faster on a YoY basis.

Which has a higher net margin, RXO, Inc. or Tapestry, Inc.?

RXO, Inc.'s net margin is -3.1% vs Tapestry, Inc.'s 22.4%. Tapestry, Inc. has the higher bottom-line margin.

Which generates more free cash flow, RXO, Inc. or Tapestry, Inc.?

RXO, Inc. generated $-9.0M of free cash flow last quarter, versus $1.0B for Tapestry, Inc.. Free cash flow is operating cash flow minus capital expenditure — what's actually left for dividends, buybacks and debt repayment.

What is the 2-year revenue CAGR for RXO, Inc. vs Tapestry, Inc.?

Over the trailing 8 quarters, RXO, Inc. compounded revenue at roughly 26.8% per year, versus 29.9% for Tapestry, Inc.. Tapestry, Inc. has the faster medium-term growth trajectory.

Where does this RXO vs TPR data come from?

All figures are parsed directly from SEC EDGAR 10-Q / 10-K / 20-F / 6-K filings (for US-listed issuers) or EDINET filings (for Japanese issuers), then normalised into a common schema. Numbers update automatically as new filings are released.

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Side-by-side financial comparison of RXO, Inc. (RXO) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.

Tapestry, Inc. is the larger business by last-quarter revenue ($2.5B vs $1.5B, roughly 1.7× RXO, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs -3.1%, a 25.6% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs -11.9%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $-9.0M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 26.8%).

RXO, Inc.RXOEarnings & Financial Report

NYSE · Industrials · Transportation Services

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.

Tapestry, Inc.TPREarnings & Financial Report

NYSE · Consumer Discretionary · Apparel, Accessories & Luxury Goods

Tapestry, Inc. is a leading American multinational luxury fashion holding company. It owns three iconic lifestyle brands: Coach, Kate Spade New York, and Stuart Weitzman, offering premium handbags, apparel, footwear, accessories, and fragrances to global consumers via physical retail stores and e-commerce platforms.

RXO vs TPR — Head-to-Head

Bigger by revenue

TPR

1.7× larger

$2.5B

$1.5B

Growing faster (revenue YoY)

TPR

+25.9% gap

14.0%

-11.9%

Higher net margin

TPR

25.6% more per $

22.4%

-3.1%

More free cash flow

TPR

$1.0B more FCF

$1.0B

$-9.0M

Faster 2-yr revenue CAGR

TPR

Annualised

29.9%

26.8%

Income Statement — Q4 FY2025 vs Q2 FY2026

Metric	RXO	TPR
Revenue	$1.5B	$2.5B
Net Profit	$-46.0M	$561.3M
Gross Margin	—	75.5%
Operating Margin	-2.9%	28.6%
Net Margin	-3.1%	22.4%
Revenue YoY	-11.9%	14.0%
Net Profit YoY	-84.0%	80.8%
EPS (diluted)	$-0.28	$2.68

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.

Revenue

RXO

TPR

Q4 25	$1.5B	$2.5B
Q3 25	$1.4B	$1.7B
Q2 25	$1.4B	$1.7B
Q1 25	$1.4B	$1.6B
Q4 24	$1.7B	$2.2B
Q3 24	$1.0B	$1.5B
Q2 24	$930.0M	$1.6B
Q1 24	$913.0M	$1.5B

Net Profit

RXO

TPR

Q4 25	$-46.0M	$561.3M
Q3 25	$-14.0M	$274.8M
Q2 25	$-9.0M	$-517.1M
Q1 25	$-31.0M	$203.3M
Q4 24	$-25.0M	$310.4M
Q3 24	$-243.0M	$186.6M
Q2 24	$-7.0M	$159.3M
Q1 24	$-15.0M	$139.4M

Gross Margin

RXO

TPR

Q4 25	—	75.5%
Q3 25	—	76.3%
Q2 25	—	76.3%
Q1 25	—	76.1%
Q4 24	—	74.4%
Q3 24	—	75.3%
Q2 24	—	74.9%
Q1 24	—	74.7%

Operating Margin

RXO

TPR

Q4 25	-2.9%	28.6%
Q3 25	-0.5%	19.3%
Q2 25	—	-33.9%
Q1 25	-2.1%	16.0%
Q4 24	-1.4%	22.4%
Q3 24	-1.9%	16.7%
Q2 24	—	14.8%
Q1 24	-1.3%	13.8%

Net Margin

RXO

TPR

Q4 25	-3.1%	22.4%
Q3 25	-1.0%	16.1%
Q2 25	-0.6%	-30.0%
Q1 25	-2.2%	12.8%
Q4 24	-1.5%	14.1%
Q3 24	-23.4%	12.4%
Q2 24	-0.8%	10.0%
Q1 24	-1.6%	9.4%

EPS (diluted)

RXO

TPR

Q4 25	$-0.28	$2.68
Q3 25	$-0.08	$1.28
Q2 25	$-0.05	$-2.30
Q1 25	$-0.18	$0.95
Q4 24	$-0.17	$1.38
Q3 24	$-1.81	$0.79
Q2 24	$-0.06	$0.67
Q1 24	$-0.13	$0.60

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric	RXO	TPR
Cash + ST InvestmentsLiquidity on hand	$17.0M	$1.1B
Total DebtLower is stronger	$387.0M	$2.4B
Stockholders' EquityBook value	$1.5B	$551.2M
Total Assets	$3.3B	$6.5B
Debt / EquityLower = less leverage	0.25×	4.32×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments

RXO

TPR

Q4 25	$17.0M	$1.1B
Q3 25	$25.0M	$743.2M
Q2 25	$18.0M	$1.1B
Q1 25	$16.0M	$1.1B
Q4 24	$35.0M	$1.0B
Q3 24	$55.0M	$7.3B
Q2 24	$7.0M	$7.2B
Q1 24	$7.0M	$7.4B

Total Debt

RXO

TPR

Q4 25	$387.0M	$2.4B
Q3 25	$387.0M	$2.4B
Q2 25	$387.0M	$2.4B
Q1 25	$387.0M	$2.4B
Q4 24	$351.0M	$2.4B
Q3 24	$352.0M	$7.0B
Q2 24	$370.0M	$6.9B
Q1 24	$351.0M	$7.7B

Stockholders' Equity

RXO

TPR

Q4 25	$1.5B	$551.2M
Q3 25	$1.6B	$399.5M
Q2 25	$1.6B	$857.8M
Q1 25	$1.6B	$1.5B
Q4 24	$1.6B	$1.3B
Q3 24	$1.7B	$3.0B
Q2 24	$579.0M	$2.9B
Q1 24	$582.0M	$2.8B

Total Assets

RXO

TPR

Q4 25	$3.3B	$6.5B
Q3 25	$3.2B	$6.4B
Q2 25	$3.2B	$6.6B
Q1 25	$3.3B	$7.3B
Q4 24	$3.4B	$7.3B
Q3 24	$3.4B	$13.7B
Q2 24	$1.8B	$13.4B
Q1 24	$1.8B	$13.7B

Debt / Equity

RXO

TPR

Q4 25	0.25×	4.32×
Q3 25	0.24×	5.95×
Q2 25	0.24×	2.77×
Q1 25	0.24×	1.59×
Q4 24	0.22×	1.78×
Q3 24	0.21×	2.35×
Q2 24	0.64×	2.39×
Q1 24	0.60×	2.77×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric	RXO	TPR
Operating Cash FlowLast quarter	$7.0M	$1.1B
Free Cash FlowOCF − Capex	$-9.0M	$1.0B
FCF MarginFCF / Revenue	-0.6%	41.5%
Capex IntensityCapex / Revenue	1.1%	1.7%
Cash ConversionOCF / Net Profit	—	1.93×
TTM Free Cash FlowTrailing 4 quarters	$-8.0M	$1.6B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow

RXO

TPR

Q4 25	$7.0M	$1.1B
Q3 25	$23.0M	$112.6M
Q2 25	$23.0M	$446.8M
Q1 25	$-2.0M	$144.3M
Q4 24	$-7.0M	$506.0M
Q3 24	$-7.0M	$119.5M
Q2 24	$-5.0M	$256.0M
Q1 24	$7.0M	$97.8M

Free Cash Flow

RXO

TPR

Q4 25	$-9.0M	$1.0B
Q3 25	$9.0M	$80.2M
Q2 25	$9.0M	$411.5M
Q1 25	$-17.0M	$113.4M
Q4 24	$-19.0M	$475.1M
Q3 24	$-18.0M	$93.9M
Q2 24	$-16.0M	$209.8M
Q1 24	$-4.0M	$78.8M

FCF Margin

RXO

TPR

Q4 25	-0.6%	41.5%
Q3 25	0.6%	4.7%
Q2 25	0.6%	23.9%
Q1 25	-1.2%	7.2%
Q4 24	-1.1%	21.6%
Q3 24	-1.7%	6.2%
Q2 24	-1.7%	13.2%
Q1 24	-0.4%	5.3%

Capex Intensity

RXO

TPR

Q4 25	1.1%	1.7%
Q3 25	1.0%	1.9%
Q2 25	1.0%	2.0%
Q1 25	1.0%	2.0%
Q4 24	0.7%	1.4%
Q3 24	1.1%	1.7%
Q2 24	1.2%	2.9%
Q1 24	1.2%	1.3%

Cash Conversion

RXO

TPR

Q4 25	—	1.93×
Q3 25	—	0.41×
Q2 25	—	—
Q1 25	—	0.71×
Q4 24	—	1.63×
Q3 24	—	0.64×
Q2 24	—	1.61×
Q1 24	—	0.70×

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%