RXO, Inc. (RXO) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the RxO Q4 2025 Earnings Conference Call and Webcast. My name is Ina, and I will be your operator for today's call. Please note that this conference is being recorded. During this call, the Committee will make certain forward-looking statements within the meaning of federal securities laws, which by the nature involve a number of risks, uncertainties, and other factors that could cause ASHA results to differ materially from those in the forward-looking statements. A discussion of factors that could cause actual results to differ materially is contained in the company's SEC filings as well as in its earnings release. You should refer to a copy of the company's earnings release in the Investor Relations section on the company's website for additional important information regarding forward-looking statements and disclosures and reconciliations of NANGA financial measures that the company uses when it's discussing its results. I will now turn the call over to Joe Wilkerson. Mr. Wilkerson, you may begin. Good morning, everyone. Thank you for joining today. With me here in Charlotte are RSO's Chief Financial Officer, Jamie Harris, and Chief Strategy Officer, Jared Weisfeld. This morning, I want to cover three key points. First, we continue to take decisive actions to mitigate the effects of the prolonged soft freight market and significant capacity reductions, which are squeezing our brokerage gross margin. We have a rigorous, disciplined approach to optimizing our cost structure and our gross profit per load. We're taking steps to augment our carrier base, grow brokerage volume, grow businesses that are stable sources of EBITDA, and leverage our deep customer relationships and last mile hub network to design unique solutions for customers. Second, we've got a ...