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Side-by-side financial comparison of RXO, Inc. (RXO) and Vertiv Holdings Co (VRT). Click either name above to swap in a different company.
Vertiv Holdings Co is the larger business by last-quarter revenue ($2.6B vs $1.5B, roughly 1.8× RXO, Inc.). Vertiv Holdings Co runs the higher net margin — 14.7% vs -3.1%, a 17.9% gap on every dollar of revenue. On growth, Vertiv Holdings Co posted the faster year-over-year revenue change (30.1% vs -11.9%). Vertiv Holdings Co produced more free cash flow last quarter ($652.8M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 16.5%).
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.
Vertiv is an American multinational provider of critical infrastructure and services for data centers, communication networks, and commercial and industrial environments.
RXO vs VRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $2.6B |
| Net Profit | $-46.0M | $390.1M |
| Gross Margin | — | 37.7% |
| Operating Margin | -2.9% | — |
| Net Margin | -3.1% | 14.7% |
| Revenue YoY | -11.9% | 30.1% |
| Net Profit YoY | -84.0% | 137.1% |
| EPS (diluted) | $-0.28 | $0.99 |
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 | — | $2.6B | ||
| Q4 25 | $1.5B | $2.9B | ||
| Q3 25 | $1.4B | $2.7B | ||
| Q2 25 | $1.4B | $2.6B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.0B | $2.1B | ||
| Q2 24 | $930.0M | $2.0B |
| Q1 26 | — | $390.1M | ||
| Q4 25 | $-46.0M | $445.6M | ||
| Q3 25 | $-14.0M | $398.5M | ||
| Q2 25 | $-9.0M | $324.2M | ||
| Q1 25 | $-31.0M | $164.5M | ||
| Q4 24 | $-25.0M | $147.0M | ||
| Q3 24 | $-243.0M | $176.6M | ||
| Q2 24 | $-7.0M | $178.1M |
| Q1 26 | — | 37.7% | ||
| Q4 25 | — | 38.9% | ||
| Q3 25 | — | 37.8% | ||
| Q2 25 | — | 34.0% | ||
| Q1 25 | — | 33.7% | ||
| Q4 24 | — | 37.1% | ||
| Q3 24 | — | 36.5% | ||
| Q2 24 | — | 38.0% |
| Q1 26 | — | — | ||
| Q4 25 | -2.9% | 20.1% | ||
| Q3 25 | -0.5% | 19.3% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | -2.1% | 14.3% | ||
| Q4 24 | -1.4% | 19.5% | ||
| Q3 24 | -1.9% | 17.9% | ||
| Q2 24 | — | 17.2% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | -3.1% | 15.5% | ||
| Q3 25 | -1.0% | 14.9% | ||
| Q2 25 | -0.6% | 12.3% | ||
| Q1 25 | -2.2% | 8.1% | ||
| Q4 24 | -1.5% | 6.3% | ||
| Q3 24 | -23.4% | 8.5% | ||
| Q2 24 | -0.8% | 9.1% |
| Q1 26 | — | $0.99 | ||
| Q4 25 | $-0.28 | $1.14 | ||
| Q3 25 | $-0.08 | $1.02 | ||
| Q2 25 | $-0.05 | $0.83 | ||
| Q1 25 | $-0.18 | $0.42 | ||
| Q4 24 | $-0.17 | $0.38 | ||
| Q3 24 | $-1.81 | $0.46 | ||
| Q2 24 | $-0.06 | $0.46 |
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 | $2.5B |
| Total DebtLower is stronger | $387.0M | $0 |
| Stockholders' EquityBook value | $1.5B | $4.2B |
| Total Assets | $3.3B | $13.4B |
| Debt / EquityLower = less leverage | 0.25× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $2.5B | ||
| Q4 25 | $17.0M | $1.7B | ||
| Q3 25 | $25.0M | $1.4B | ||
| Q2 25 | $18.0M | $1.6B | ||
| Q1 25 | $16.0M | $1.5B | ||
| Q4 24 | $35.0M | $1.2B | ||
| Q3 24 | $55.0M | $908.7M | ||
| Q2 24 | $7.0M | $579.7M |
| Q1 26 | — | $0 | ||
| Q4 25 | $387.0M | $2.9B | ||
| Q3 25 | $387.0M | $2.9B | ||
| Q2 25 | $387.0M | $2.9B | ||
| Q1 25 | $387.0M | $2.9B | ||
| Q4 24 | $351.0M | $2.9B | ||
| Q3 24 | $352.0M | $2.9B | ||
| Q2 24 | $370.0M | $2.9B |
| Q1 26 | — | $4.2B | ||
| Q4 25 | $1.5B | $3.9B | ||
| Q3 25 | $1.6B | $3.5B | ||
| Q2 25 | $1.6B | $3.1B | ||
| Q1 25 | $1.6B | $2.7B | ||
| Q4 24 | $1.6B | $2.4B | ||
| Q3 24 | $1.7B | $1.8B | ||
| Q2 24 | $579.0M | $1.5B |
| Q1 26 | — | $13.4B | ||
| Q4 25 | $3.3B | $12.2B | ||
| Q3 25 | $3.2B | $10.8B | ||
| Q2 25 | $3.2B | $10.4B | ||
| Q1 25 | $3.3B | $9.5B | ||
| Q4 24 | $3.4B | $9.1B | ||
| Q3 24 | $3.4B | $8.9B | ||
| Q2 24 | $1.8B | $8.1B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.25× | 0.74× | ||
| Q3 25 | 0.24× | 0.83× | ||
| Q2 25 | 0.24× | 0.93× | ||
| Q1 25 | 0.24× | 1.10× | ||
| Q4 24 | 0.22× | 1.20× | ||
| Q3 24 | 0.21× | 1.62× | ||
| Q2 24 | 0.64× | 1.91× |
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 | $-9.0M | $652.8M |
| FCF MarginFCF / Revenue | -0.6% | 24.6% |
| Capex IntensityCapex / Revenue | 1.1% | 4.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-8.0M | $2.3B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $7.0M | $978.9M | ||
| Q3 25 | $23.0M | $508.7M | ||
| Q2 25 | $23.0M | $322.9M | ||
| Q1 25 | $-2.0M | $303.3M | ||
| Q4 24 | $-7.0M | $425.2M | ||
| Q3 24 | $-7.0M | $378.2M | ||
| Q2 24 | $-5.0M | $378.4M |
| Q1 26 | — | $652.8M | ||
| Q4 25 | $-9.0M | $885.6M | ||
| Q3 25 | $9.0M | $463.5M | ||
| Q2 25 | $9.0M | $277.9M | ||
| Q1 25 | $-17.0M | $266.8M | ||
| Q4 24 | $-19.0M | $364.5M | ||
| Q3 24 | $-18.0M | $341.8M | ||
| Q2 24 | $-16.0M | $344.3M |
| Q1 26 | — | 24.6% | ||
| Q4 25 | -0.6% | 30.8% | ||
| Q3 25 | 0.6% | 17.3% | ||
| Q2 25 | 0.6% | 10.5% | ||
| Q1 25 | -1.2% | 13.1% | ||
| Q4 24 | -1.1% | 15.5% | ||
| Q3 24 | -1.7% | 16.5% | ||
| Q2 24 | -1.7% | 17.6% |
| Q1 26 | — | 4.2% | ||
| Q4 25 | 1.1% | 3.2% | ||
| Q3 25 | 1.0% | 1.7% | ||
| Q2 25 | 1.0% | 1.7% | ||
| Q1 25 | 1.0% | 1.8% | ||
| Q4 24 | 0.7% | 2.6% | ||
| Q3 24 | 1.1% | 1.8% | ||
| Q2 24 | 1.2% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.20× | ||
| Q3 25 | — | 1.28× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 1.84× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | — | 2.14× | ||
| Q2 24 | — | 2.12× |
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% |
VRT
Segment breakdown not available.
