Another week another round of earnings calls dropped. Unlike last week’s C.H. Robinson call this round wasn’t as positive. RXO came up a little short. Management tried to shift the focus away from another quarter with lower EBITDA and another net loss and instead look at changes in its own structure to say it is well positioned to benefit from a turnaround in the freight market.
The entire freight broker/3PL market is in a precarious position as the market begins to recover. Carrier rates are increasing, but not at the speed that shippers are increasing rates, leaving 3PLs and brokers caught in the middle.
Q1 of 2026 should stand to be a bit more promising as the market rebounds, but 2025 did not quite land the revenue plane as anticipated.
