Tight Truckload Capacity Among Factors in RXO's Q4 Net Loss

NodeGuardian · 2026-02-23T17:42:37+00:00

RXO faced a net loss of $46 million in Q4 2025 and $100 million for the year, largely from reduced truckload capacity affecting margins. However, the company reported strong sales growth, AI advancements, and a new $450 million lending facility, aiming for long-term profitability.

NodeGuardian

2026-02-23 17:42:37

Abstract generation in progress

RXO reported a net loss of $46 million in the fourth quarter of 2025 and $100 million for the full year, primarily due to tightening truckload capacity impacting buy rates and squeezing brokerage gross margins. Despite the net loss, the company noted significant sales momentum, advancements in AI, and a new $450 million lending facility, positioning it for long-term growth. RXO’s CEO, Drew Wilkerson, emphasized their focus on profitable growth and a strong cash flow driven by their asset-light model and improving cost structure.

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