RXO, Inc.

Q3 2023 Earnings Conference Call

11/8/2023

speaker
Operator
Welcome to the RxO Q3 2023 earnings conference call and webcast. My name is Sindhu and I will be your operator for today's call. Please note that this conference is being recorded. During this call, the company will make certain forward-looking statements within the meaning of federal securities laws, which by their nature involve a number of risks, uncertainties, and other factors that could cause actual 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 non-GAAP financial measures that the company uses when discussing its results. I will now turn the call over to Drew Wilkerson. Mr. Wilkerson, you may begin.
speaker
Drew Wilkerson
Good morning, everyone. Thanks for joining today's earnings call. With me today in Charlotte are Chief Financial Officer Jamie Harris and Chief Strategy Officer Jared Weisfeld. I'm pleased with RxO's performance in the third quarter and what was and continues to be a soft freight market. We've seen this part of the freight cycle before. and know exactly what actions we need to take to fuel our continued growth and set us up for long-term success. In the third quarter, we accelerated our brokerage market share gains while maintaining strong brokerage gross margins. Brokerage volume grew by 18% year over year. For the first time, we've broken out brokerage volume performance between truckload and less than truckload for you. Both grew significantly. Full truckload volume grew by 13% year over year, and less than truckload volume grew by 55% year over year. We service our full truckload customers exceptionally well, and those customers continue to award us LTL freight, which is mostly contractual and highly automated. We expect continued growth in our LTL business. When LTL reaches full scale, It will add a meaningful source of earnings to our business and will be a platform for continued growth. In addition, total volume, quarterly loads per day, and monthly loads per day during the month of September all set new records. All major brokerage verticals grew on a year-over-year basis, and loads per day grew every month as the quarter progressed. The most important driver of that growth was contractual volume. which grew 30% year over year, faster than the 19% year over year growth we achieved last quarter. This result speaks to the significant trust our customers have in us. Securing contractual volume positions us to win even more spot volume and project loads when the market inflects. We expect to grow brokerage volumes again in the fourth quarter on a year over year basis. Jared will walk you through our volume trends in more detail shortly. Our market share gains continue to be profitable. We leverage our cutting-edge AI-enabled technology to improve our buy rates and our sell rates. The year-over-year decline in revenue per load in the third quarter eased when compared to the revenue per load decline we saw in the second quarter. Brokerage gross margin was strong at 15.1% in the quarter. We also saw momentum in our complimentary services. We achieved another quarter of synergy load growth and managed transportation and secured additional new business wins that were on board in 2024. Within Last Mile, we continued to take action to improve our profitability and still expect Last Mile to grow EBITDA year over year for 2023. The strategic pricing actions that we took earlier this year helped contribute to 90 basis points of year-over-year margin expansion for complimentary services. The investments we made in our cutting-edge AI-enabled technology helped fuel our business results. In the third quarter, 97% of our loads were created or covered digitally up from 81% in the third quarter of 2022. The team is executing very well and is growing our core truckload business, expanding and investing in additional services and capitalizing on powerful trends, including nearshoring. Let me give you some more details about how the quarter played out. Early in the third quarter, we experienced a squeeze on gross margin. This is typical for this part of the cycle. We believe July was the low point for brokerage gross profit per load for 2023, and that the third quarter marked the low point for adjusted EBITDA this year. The freight market and RxO's performance improved each month as the third quarter progressed. Many of the industry metrics we look at also improved. The load-to-truck ratio increased from less than 2 to 1 earlier in the year to approximately 3 to 1 at the end of the third quarter. Industry-wide tender rejections also moved higher to approximately 4%, and carrier exits continued, although at a slow pace. We also continue to hear from our retail and e-commerce customers that inventories are in a much better position heading into this year's holiday season. While I'm optimistic about the improvements we're seeing, the industry still faces some challenges, including uncertainty around consumer demand heading into the holidays and the rise in interest rates and increased fuel prices. That brings us to the month of October, where we did see some softening. Many bid activity increased and brokerage volume grew year over year, but the volume growth was at a slower rate in the third quarter. However, Despite the softening in the market, our brokerage gross profit per load remained resilient in October and was roughly flat compared to the month of September with a strong gross margin of 16%. Even though the pace of the recovery is uncertain, we will continue to run the playbook we've talked with you about all year. First and most important, we'll continue to stay close to our customers to ensure we can react quickly to the ever-changing market dynamics. We'll remain focused on the long term and continue to make strategic investments. In the third quarter, we added new team members to fuel continued brokerage growth, introduced new technology to support our customers and our people, and expanded the services we provide to customers. All of these investments increase the stickiness with our customers. And they're an important part of our strategy. So you'll hear both Jamie and Jared talk more about them later in the call. Many of the largest shippers continue to increase their share of wallet with RxO because we have a team that has delivered results for their transportation and logistics departments. Our exceptional service is supported by the best people, the best technology, a broad array of services, and a strong financial position. Our strategy is to invest across all parts of the freight cycle, and that's uncommon in our industry. While investing during the down cycle negatively impacts short-term profitability, it delivers outsized returns when the market improves. This is not the first time we've run this playbook. This was a winning strategy for us during COVID when we invested aggressively in our sales force. We see this down cycle as a similar opportunity to position us for robust growth over the long term. On the cost side, we'll continue to be disciplined. Doing so will provide significant operating leverage for us when the market inflects. Jamie will talk more about the actions we're taking in a few minutes. We believe this playbook will enable us to achieve the long-term target we laid out for you a year ago at our investor day. We anticipate delivering between $475 million and $525 million in EBITDA by the end of 2027. We have a winning strategy, an experienced leadership team, proven technology, and close customer relationships. RxO is in a great position to exit this soft rate cycle even stronger than we entered it. Now, I'll turn it over to Jamie, who will discuss our financial results in more detail. Jamie?
speaker
Jamie Harris
Thank you, Drew, and good morning to everyone. In the third quarter, we generated $1 billion in revenue compared to $1.1 billion in the third quarter of 2022. Gross margin of 17.7% was down 190 basis points year over year, solid performance for this stage of the freight cycle. Our adjusted EBITDA was $26 million in the quarter compared to $66 million in the third quarter of 2022. And our adjusted EBITDA margin was 2.7% down 310 basis points. The declines in these metrics were primarily due to lower freight rates and the moderation of brokerage gross profit for loads. We continued to optimize our cost structure while investing for growth, positioning us well to drive substantial operating marginal average when the cycle inflects. I'll touch on our year-to-date annualized cost savings shortly. Below the line, our interest expense for the quarter was $8 million. Our adjusted effective tax rate of 13% in the quarter was a function of an updated annual forecast of lower taxable income in addition to a small amount of discrete tax items. Our year-to-date adjusted effective tax rate is approximately 19%. Adjusted diluted earnings per share for the quarter was 5 cents, which includes approximately 1 cent of discrete tax benefits. You can find a bridge to adjusted EPS on slide seven of the earnings presentation. Moving to our lines of business. We continue to outperform the brokerage industry. We grew brokerage volume by 18% year-over-year. Brokerage gross margin remained strong at 15.1%, down 390 basis points year-over-year, while only down 30 basis points sequentially. Complementary services gross margin of 20% improved by 90 basis points year-over-year. Our last mile pricing initiatives were the biggest driver. Please turn to slide 8 as we discuss cash flow. Our adjusted pre-cash flow over the trailing six months was impacted by lower profitability levels, increased quick pay adoption by carriers, and timing related to $15 million of certain cash tax outflows, including cash taxes related to prior periods. With respect to quick pay, this service allows our carrier partners to get faster access to their cash payments, increases carrier retention, and generates a strong return on capital for RxO. We have an opportunity to drive increased carrier adoption of QuickPay across our business and we're investing accordingly. While increased QuickPay adoption will be a net use of working capital, it is a good strategic initiative with our carrier base with a good return on investment. QuickPay is a win-win for our carriers and RxO. Normalizing for the increased adoption of QuickPay and cash tax items, our adjusted free cash flow conversion over the trailing six-month period was approximately 45%, which we are pleased with at this point in the trade cycle. We remain comfortable with an annual adjusted cash conversion rate between 40 and 60% of adjusted EBITDA over the long term across market cycles. As we mentioned last quarter, accelerated growth as the cycle turns will result in a use of working capital. We continue to anticipate to use approximately 7 to 9% of each incremental revenue dollar. This can impact short-term cash conversion depending on the pace of recovery. Let's move on to our cash balance. We've also included a six-month cash bridge on slide eight. We ended the quarter with $104 million of cash on the balance sheet. The largest headwinds to cash in the six-month period were restructuring and spend-related cash outflows in the amount of $12 million. We continued to expect restructuring and spend-related charges to decline significantly in 2024. We also continued to settle RSU tax withholding obligations in cash to minimize solution, which was an outflow of $5 million in the period. Let's now discuss cash on a three-month view. As you'll recall, in second quarter, we collected approximately $15 million of receivables earlier than we expected. But considering these earlier collections, the normalized starting cash balance for the third quarter was approximately $109 million. In addition to the use of working capital for quick pay, we used cash of approximately $3 million for restructuring and approximately $3 million for RSU tax withholdings. Turning to cost, We took out additional costs in the quarter and achieved annualized run rate savings of approximately $3 million. We've now achieved year-to-date annualized run rate savings of approximately $31 million with associated restructuring charges of $12 million, a strong return. While the savings have been masked by the current freight cycle dynamics and the reduction in brokerage gross profit for load, they will create significant operating leverage when the cycle turns. We now expect lower restructuring and spend-related costs relative to our prior estimate. Specifically, we expect 2023 restructuring and spend-related costs of approximately $30 to $32 million compared to $35 million previously. Additionally, we now anticipate cash outflows associated with these restructuring and spend-related actions of approximately $25 million, $5 million lower than our prior estimate. As you can see on slide nine, our balance sheet remains healthy with net leverage at a quarter end at approximately 2.1 times trailing 12 months adjusted EBITDA. This is higher than the 1.6 times last quarter due to our cycling or prior year EBITDA. While our leverage is above our long-term target of one to two times, our liquidity position remained robust with $604 million of available liquidity at the end of the quarter. We will again cycle through a tough comparison in the fourth quarter and expect net leverage to move higher at year end. I'd also like to review our capital structure. In early November, we exercised the accordion feature under our existing revolving credit agreement that increased total revolver commitments from $500 to $600 million. We simultaneously repaid all outstanding obligations under our term loan credit agreement. Pro forma, these actions will yield annual interest savings of more than $1 million. Gross debt will decrease, and our net debt and liquidity positions remain unchanged. We've maintained the same liquidity with more flexibility at a lower cost. As you'd expect, at the end of the fourth quarter, you will initially see a lower cash balance as a result of the prepayment. Our customers want to work with strong partners that can perform and invest across all market cycles. And these actions highlight our financial and balance sheet strength. You can find our updated 2023 modeling assumptions on slide 15 of the deck. Capital expenditures are expected to be between $60 and $65 million. This includes $10 to $12 million of strategic investments in real estate to position us for additional growth in our brokerage business. This is down slightly from our prior estimate of $15 million due to some changes in project timing. Depreciation and amortization is expected to be approximately $70 million at the low end of our prior range. Stock-based compensation expense is expected to be between $20 and $22 million. Interest expense is expected to be between $32 and $33 million, which is slightly lower than our prior estimates. This is pro forma for the capital structure optimization and includes the fourth quarter benefit associated with the net interest expense savings I mentioned earlier. We continue to expect a full year 2023 adjusted effective tax rate of approximately 25%. You should also model an average diluted share count of approximately 120 million shares. This does not include any impact associated with potential share repurchases. Overall, given the current state of the freight cycle, we're pleased with our execution. We have a strong balance sheet, we're operating well, investing strategically while remaining disciplined on cost, and positioning RxO for the cycle inflection. Now, I'd like to turn it over to Chief Strategy Officer Jared Weisfeld, who will talk more about our outlook.
speaker
Drew
Thanks, Jamie, and good morning, everyone. We continue to outperform the market in the third quarter, growing brokerage volume by 18% year over year, with continued substantial profitable market share gains. enabled by our people and technology. Loads per day grew every month throughout the quarter. More specifically, we grew our core truckload volumes by 13% year over year and grew LTL volume by 55% year over year. Our full truckload customers continue to award us LTL loads because of our strong service and relationships. LTL now represents approximately 17% of brokerage volumes. From a vertical perspective, we saw growth in every major category. Specifically, retail and e-commerce volumes accelerated significantly, with volumes growing by 21% year over year, first 3% in the second quarter. Several existing customers awarded us new business in the quarter, but we also saw growth across the whole category. The food and beverage vertical also grew strongly. While industrial and manufacturing grew by low single digits year over year, the vertical decelerated from last quarter's growth rate. From a profitability perspective, we again delivered strong brokerage gross margin of 15.1% in the quarter, down just 30 basis points sequentially enabled by our technology. As Drew discussed earlier, July was a very difficult month for RxO. However, our performance improved as the quarter progressed. RxO brokerage key performance indicators improved every single month throughout the quarter, positioning us well into the fourth quarter. I'll discuss this in more detail shortly. In the third quarter, 97% of our loads were created or covered digitally versus 81% in the third quarter of 2022. Seven-day carrier retention was a strong 77% in the quarter compared to 75% in the third quarter of 2022. We launched several new features of RxO Connect in the quarter, including enhanced pricing algorithms. Additionally, we leveraged new natural language processing solutions for automated order creation. We also made specific generative AI investments in the quarter to improve employee productivity. In the third quarter, contractual volume represented 80% of our business, up 100 basis points sequentially and up 700 basis points when compared to the third quarter of 2022. Contract volume growth was up 30% year over year, accelerating from 19% in the prior quarter. We have not yet seen the spot market emerge, but because of our contractual business and our deep customer relationships, When the market turns, RxO will react quickly and be a prime beneficiary of spot volume. Before discussing market trends, I want to emphasize the strategic investments that Drew and Jamie referenced earlier. RxO continues to invest in the business across our people, service offerings, and our technology. We are building for the long term and are laying the foundation for the market inflection. Taken together, we estimate our 2023 strategic investments will total approximately $20 to $25 million. While these investments impact near-term profitability, we've run this playbook before, and we are investing countercyclically for the long term. Last quarter, we communicated that we believed we were approaching the bottom of the cycle. We now have further conviction in that view. Specifically, we believe that July's brokerage gross profit per load marked the low point for the year. I'd like to expand on our current view of the freight cycle, and I'll refer you to slides 11 through 13 of the presentation. Let's start with revenue per load. To get a better view of our consolidated year-over-year price declines on a per load basis, it's important to consider the impacts of length of haul, mix, and changes in fuel prices. When normalizing for those items, revenue per load was down approximately mid-teens percentage on a year-over-year basis in line with market pricing. As you can see on the chart, we generate strong gross margin across all different parts of the freight cycle by leveraging our proprietary technology and pricing algorithms to procure capacity at better than market rates. Moving to slide 12, let's continue to walk down the P&L and discuss recent brokerage gross margin trends. RxO's brokerage gross margin improved as the quarter progressed, given improved freight market conditions and RxO's specific levers. The national load to truck ratio moved higher as the quarter progressed, tender rejection rates increased, and carrier exits continued, albeit at a slow pace. We expect carriers to exit the market at an accelerated pace over the next three to six months. We also took further buy-side actions, leveraging our technology, resulting in significant improvement in our gross profit per load every month of the quarter. Specifically, our gross profit per load in the month of September improved by greater than 20% when compared to July's low. Let's go to slide 13 and look at RxO's brokerage gross profit per load on a quarterly basis. RxO's Q3 2023 gross profit per load declined moderated with continued significant volume growth, positioning us well for the inflection. The underlying inter-quarter improvement of the business that we just discussed is invisible in this chart since July's gross profit per load brought down the quarterly average. To put it in perspective, given the squeeze earlier in the quarter, July's gross profit per load was our lowest since Q2 of 2017. I'd now like to review the relationship between Q3 volume growth and adjusted EBITDA. Early in the third quarter, we experienced a squeeze on gross margin. The headwinds from the freight cycle were severe in the month of July, the most difficult month of the year, and that significantly impacted near-term profitability, despite improved volume growth. This is typical at this point in the cycle, with gross margins compressing as cost of transportation increased without a corresponding increase in sell rates. When those headwinds reverse, like they did as we exited July, our model delivers significant operating leverage. I'd now like to look forward and give you some more color on the puts and takes we're expecting in the fourth quarter. We typically see a seasonal uptick in all our lines of business in the fourth quarter, which we expect this year. Based on what we're hearing from our customers, we're assuming a muted peak season. We are staffed for growth and can respond quickly if a stronger peak season develops. Our brokerage sales pipeline remains robust and is up 115% on a two-year stack. This gives us confidence that we will again grow brokerage volume on a year-over-year basis in the fourth quarter. While October brokerage volumes still increased on a year-over-year basis, we did see year-over-year volume growth moderate when compared to the third quarter. We are assuming fourth quarter year-over-year brokerage volumes will grow, but at a slower pace than the third quarter. It's also important to note that we're coming off a very strong September, and Q4 had a tougher comp when compared to Q3. Brokerage revenue per load trends are encouraging, and we expect another moderation in year-over-year revenue per load declines in the fourth quarter. Moving to brokerage gross profit per load. While year-over-year volume growth moderated in October versus September, RxO's gross profit per load was resilient, roughly flat with September levels with strong gross margin of 16%. Putting it all together, we expect RxO company-wide adjusted EBITDA to grow sequentially into the fourth quarter. Over the last three years, on average, RxO adjusted EBITDA has grown by approximately 20% from the third quarter to the fourth quarter. We expect RxO company-wide adjusted EBITDA to grow roughly in line with that growth rate with strong company-wide contribution margins. As a reminder, historically, our adjusted EBITDA typically declines from the seasonally strong fourth quarter into the seasonally weak first quarter. We're continuing to gain market share profitably with another quarter of strong brokerage gross margin. We're optimizing our cost structure while strategically investing in the business and have a playbook to deliver rapid earnings growth when the market inflects. Our gross profit per load bottomed in July for calendar year 2023, and we're entering the fourth quarter with improved momentum. We're still operating in a soft part of the freight cycle, and the pace of the recovery will be subject to the broader macro environment, but we are making the right strategic moves to position us well for the long term. With that, I'll turn it over to the operator for Q&A.
speaker
Operator
Thank you. Ladies and gentlemen, we will now begin the question and answer session. Should you have a question, please press the star followed by the one on your touch-tone phone. Our first question comes from Ken Hexter from Bank of America. Please go ahead. Your line is open.
speaker
Ken Hexter
Great. Good morning, Drew, Jared, and Jamie. Maybe just talk about your outlook there, right? So you talked about slowing growth in October. some increased mini bids. Just what lends confidence that the third quarter is the EBITDA bottom? I guess you talked about confidence that, well, I'll stop there. Just what gives you the confidence that we're really seeing the bottom given that backdrop that October seems to be a bit more flattish?
speaker
Drew Wilkerson
Yeah, Ken, this is Drew. Good morning. The first thing that I'd point out is the improvement that we've seen in gross profit per load. If you look from July, gross profit per load improved by more than 20%, and it continued into October. So the biggest reason for optimism is what we've seen on the gross profit per load. The second thing is, as you look at what was impacting the second quarter, outside of gross profit per load, we had two other factors. One, last mile typically takes a step back seasonally from Q2 to Q3, but the cost to run the business doesn't change a ton there. And then the third is we're the largest manager of ground expedite shipments in the country, and that was largely built off of automotive customers. So while that was a headwind for us as we came out of Q2, as the plants come back online, that will be more of a tailwind for us.
speaker
Ken Hexter
Great. And just if I can do a follow-up. I guess you talked about customer inventories being, you're confident that they're lower and kind of set to face that rebound. Maybe talk about how you look at that given higher rates, the impact on consumer, just the economic backdrop. I don't know, maybe if loads are up, maybe because of the bankruptcy of Convoy, any thoughts there if you're seeing the benefit there or if this is really some sort of economic backdrop that you're seeing that's shifting?
speaker
Drew Wilkerson
Yeah, so two separate points there, you know, one on disruption in the market, one on peak season. The first point on peak season is we expect a muted peak season, but we do have some customers that are telling us that they will have a peak season, so we're still staffed for growth and prepared to handle that if the inflection occurs for those customers. The second point on the disruption in the market, you know, the competitor that went out of business was less than 1% of the overall brokerage market. So it wasn't a huge play on capacity, but it did create some disruption and some noise in the market. And that's a good thing for our business. Anytime that there's disruption or noise, our customers are going to come to us to create solutions in times of chaos for their business. And we've got a lot of experience doing that and delivering for them. And we expect, as the market inflects, they're going to come to us on spot loads, projects, and many bids as well.
speaker
Ken Hexter
Great. Appreciate the time and thoughts.
speaker
Drew Wilkerson
Thank you.
speaker
Operator
Thank you. Our next question comes from Christopher Coon from Benchmark Company. Please go ahead. Your line is open.
speaker
Christopher Coon
Yeah. Hi. Thanks for taking my question. Good morning, guys. One of the issues that comes up is that the spot price kind of stays where it is. Can you continue to grow your gross margin from here if spot is flat from here or slightly? It just goes up a little bit.
speaker
Drew Wilkerson
We think that spot loads are at or near the bottom and have been floating around there for some time. And when you look at what we're seeing from spot rates, we do not believe that carriers can continue running below operating costs for much longer. We think that over the next three to nine months, you'll see carrier rates actually accelerate if you do not see a demand inflection. And that would cause an increase in the overall spot market. But if things stay floating along the bottom, Our strategy has always been during this part of the cycle that we'll grow and we'll build our foundation, we'll continue to hone in our relationships with our customers, we'll make a fair margin, and we'll prepare ourselves for the inflection and to show the power of the model and the earnings when the market inflects.
speaker
Christopher Coon
Okay. Thanks, guys. Appreciate it.
speaker
Operator
Thank you. The next question comes from Stephanie Moore from Jefferies. Please go ahead. Your line is open.
speaker
Stephanie Moore
Hi, good morning. Thank you. Good morning, Stephanie. Appreciate the color you've given so far, particularly related to October, but I'm realizing this is a tough question to answer, but just given maybe what you're hearing from your customers, how early bid cycle are trending so far, maybe how this frames kind of your expectations for 2024 and just where we are in the cycle and the path to inflection at some point, maybe just your thoughts on when that might occur. Thanks.
speaker
Drew Wilkerson
Yeah, thank you Stephanie. We're just starting a lot of those conversations with customers and we expect those to pick up as they typically do over the next five months. And we're hearing different things from different customers. Some of these customers we're actually going to and we're seeing slight increases on a year-over-year basis. Some of them are slightly down. It depends on when they were bid and when they were put into place and what was going on with the market at that point in time. The biggest thing for our business though as we head into 2024 is We're going to hold the model. We're going to continue to build the foundation, grow the base, have strong relationships with our customers. And as the market starts to inflect, when spot loads come on, when projects start, we're going to be the first place that customers go. We've got great service. We've created solutions for them, and we've got the best technology in the industry.
speaker
Stephanie Moore
Great. Thank you so much.
speaker
Operator
Thank you. The next question comes from Scott Schneeberger from Oppenheimer. Please go ahead. Your line is open.
speaker
Scott Schneeberger
Thanks very much. Good morning. Drew, you gave some color on load to truck ratio. Could you just talk, put it into historical perspective, you know, where you see it right now, what you think it can be over the fourth quarter into next year? And what would be, more importantly, what would be triggers, what would be levels that would make you change behavior versus the mode you're in right now? Thanks.
speaker
Drew Wilkerson
Yeah. So right now, when you look at where load-to-truck ratio is, it's sitting roughly around 2 to 1 overall. And I've been doing this for 17 years, Scott. Anytime that it's gone below two to one, it hasn't stayed there for a sustained amount of time. You saw that whenever it went below two to one earlier this year, it quickly went to three, three and a half to one. So I do not expect it to hang down here for long because I do not think that carriers can continue to operate below what it costs them to run their, especially a small trucking company. So for us, when you're talking about will we continue, we've always invested in the business. That's not something that we anticipate slowing down. We don't look at this business quarter to quarter. We're looking at it over the long term. And we've laid out targets in the EBITDA from $475 to $525. And the investments that we're making right now, we're confident are going to help us achieve that.
speaker
Scott Schneeberger
Thanks, yeah, and you did mention acceleration of carrier exits in fourth quarter, and you are adding new team members. Maybe elaborate on where you're adding new team members and sneaking another one in, too. What are some areas of strength and weaknesses across your end market? I'm just curious where you're winning and losing there. Thanks.
speaker
Drew Wilkerson
I'll take the first part, and then I'll let Jared take the second part. The first part on where we're adding people is to talk to customers. We've got a lot of great relationships with existing customers, but we're also bringing on new customers. And to have those people come on and be trained up and learn the freight industry, learn the differentiators for RHO, takes some time. So we continue to invest in the people who are talking to customers and people who are building relationships with the carriers that we're partnering with.
speaker
Drew
And Scott, hey, it's Jared. Good morning. From a vertical perspective, all of our major verticals grew on a year-over-year basis in the quarter. Retail and e-com specifically was up 21% year-over-year, which accelerated pretty substantially from last quarter, attributable to not only overall vertical health, given the customer inventory levels that Drew talked about, but also RxO expanding business and existing customers. Additionally, food and beverage showed nice growth year-on-year. Industrial manufacturing did slow down year-on-year, but it did still grow relative to prior year.
speaker
Scott Schneeberger
Thanks, guys. Appreciate it.
speaker
Operator
Thank you. The next question comes from Jordan Alliger from Goldman Sachs. Please go ahead. Your line is open.
speaker
Jordan Alliger
Yeah. Hi, morning. I think you mentioned October, some softening in volume trends year over year. I'm curious, would you assess that that's more of an underlying demand softening, or could it be amped up competitive pressures as folks are other brokers are trying to stick around and go after the business harder.
speaker
Drew Wilkerson
It was more of a demand softening that we saw and it was broad based and it was really across all verticals. Obviously we did see an impact with the UAW strike, but it wasn't just limited to automotive. It was broad based across all verticals, but I do want to be clear. We are still growing volumes on a year over year basis in the fourth quarter and continue to take market share in this market.
speaker
Jordan Alliger
Okay. And then, thanks. And then, you know, I know it's still early on 2024. I think you mentioned the fourth quarter, though, expect sort of maybe usual seasonality on EBITDA growth. I mean, all things equal, do you think we could have normal seasonal sequential EBITDA patterns as we move through 2024? Or will there be times where, you know, could it be less earlier, more later? I mean, is there a way to think about that?
speaker
Drew Wilkerson
Jordan, I think there's still too many unknowns for 2024 to call that right now. You know, as we sit here today, we're not sure where interest rates are going. We're not sure what the Fed's going to do. We're not sure what fuel prices are going to do. And those are three big factors to be able to call out normal seasonality. So we're not at a point where we can call what's going to happen in 2024 yet. Great.
speaker
Jordan Alliger
Thank you.
speaker
Operator
Thank you. Our next question comes from Brandon Oglenski from Barclays. Please go ahead. Your line is open.
speaker
Brandon Oglenski
Hey, good morning, everyone, and thanks for taking my question. Jared or maybe Drew, you know, you guys did talk about normal seasonality, I think, coming off the fourth quarter being down from an EBITDA perspective. I know that's not necessarily guidance, but can you just help us? What is the normal step down in 1Q EBITDA? And then I guess maybe a longer-term follow-up to that, what's going to be really required here to demonstrate, you know, the operating leverage in the model, especially given, you know, that you think the bottom was set in July? So what incrementally do we need to see from here?
speaker
Drew
Sure. I can start, and if others want to chime in as well. So it's Jared. Good morning, Brandon. So you're right. From Q3 to Q4, we talked about three-year historical average growth has been about 20% on adjusted EBITDA sequentially. which we expect to achieve roughly that growth rate from Q3 to Q4. Heading into Q1, there's been a lot of variance. I mean, if you look back over the last three to five years, that range has been anywhere from, call it down mid-single digits to down, you know, call it low double digits. There's been a lot of variability over the last three to five years. But that's the appropriate range in terms of how to think about sort of the historical bridge from Q4 to Q1. In terms of incremental contribution margins, we touched about this a bit in the prepared remarks. You know, we expect strong company-wide contribution margins in in Q4 with that sequential EBITDA growth from Q3 to Q4. And longer term, you know, you think about what we're doing here in the business, not only are we continuing to strategically invest and we sized that opportunity at roughly $20 to $25 million of strategic investments in 2023, but we're also taking actions and year-to-date we've achieved cost savings of approximately $31 million on an annualized basis. That's going to drive really, really strong contribution margins going forward.
speaker
Brandon Oglenski
Okay, appreciate that, Jared. And then, Jamie, you know, talking about leverage, I'm looking at your chart in the presentation. I guess you have a net cash position now of $4 million. I mean, is that a proper level to run the business, or did you draw on the revolver since then?
speaker
Jamie Harris
Yeah, so, Brandon, we – When we redid our capital structure, updated our capital structure, really what we did is we increased our liquidity on our revolver. We had a somewhat inefficient use of cash. We took that cash, paid off the term debt, picked up, let's call it 130, 150 basis points of negative arbitrage on interest. We'll have an excess of a million dollars of cash savings a year on interest on a pre-tax basis. And so you feel like, you know, at the end of the day, we had a big pickup, nice pickup and interest savings kept the exact same liquidity. Our net leverage was the same. We feel like from a standpoint of running the business with that level of cash, you know, we'll, we'll dip into the revolver from time to time as the normal cyclicality of intra quarter cashflow occurs. Uh, but we continue to see a very strong cashflow business. You know, we've talked about 40 to 60%. We still believe that's a good number to use. In fact, it's been about 43% year-to-date of conversion. So we feel very comfortable with the optimized capital structure that we put in place in early November.
speaker
Brandon Oglenski
I appreciate that. Thank you.
speaker
Operator
Thank you. The next question comes from the Scott Group from Wharf Research. Please go ahead. Your line is open.
speaker
Scott
Hey, thanks. Good morning. just from the market overall, I'm curious, where do you, what kind of spread are you seeing between contract rate and spot rate right now? And how does that look versus normal? And then, you know, I guess what I'm trying to figure out is you guys are, we're talking about hopefully July being the bottom, you know, typically with brokers, when spot rates eventually spike, we get an incremental squeeze. Do you think that that is, Do you think we've already seen your squeeze or is there an incremental squeeze that comes whenever spot eventually spikes?
speaker
Drew Wilkerson
Yeah. Good morning, Scott. You're still at a point where spot rates are below contract rates at this point in the cycle. When you talk about the squeeze, we definitely saw a squeeze in July. I think that the squeeze can come at different points in the cycle and that's a good thing for the business. Whenever you get squeezed, that can last anywhere from a week to one to two months. It's not something that is a bad thing as you start to see a shift in the market. I don't think that the squeeze that we experienced in July was the broader turning of the market. I think that was more related to produce season. But on the other side of the squeeze is when you start to see the spot loads come in. And that's whenever you're going to see contract gross profit per load come down. But the spot gross profit per load will go up and more than offset and show the power of the earnings behind the business.
speaker
Scott
And then I know a lot of talk about the gross margin. But I want to ask, the net operating margins fell to 6% in the quarter last any color on how brokerage net operating margin is doing versus the rest of the business? And then ultimately, when we get this upcycle at some point, how should we think about where net operating margins can go?
speaker
Drew
Hey, Scott. It's Jared. A couple things on that point. So in terms of the sequential decline in net operating margins, we look at the business on an adjusted EBITDA and adjusted free cash flow basis. But You know, what you're calling out, I think I'd highlight a couple things. One, what Drew talked about earlier in terms of the seasonality and last mile from Q2 to Q3 is typically weaker with generally a fixed cost base that doesn't move that much in per quarter when you think about the movement from Q2 to Q3. So those decremental margins impacted the sequential move. And then also, you know, remember that, you know, the low point in gross profit per load was was in July. So the starting point for the quarter really felt the full run rate impact of the squeeze coming out of produce season. So I called those two factors out, as well as some of the impact that we talked about earlier with respect to managed transportation associated in the UAW strike. So combining all those factors, I think, largely explains the move that you're talking about. In terms of the incremental contribution margins from here, I'll hit on what I talked about earlier in terms of the cost optimizations that we're taking and the incremental margins that we're expecting. Last quarter, we talked about from the low point, brokerage contribution margins specifically can be pretty strong from the bottom of the cycle, certainly in excess of 50%. So that's how we're thinking about the business from a contribution margin standpoint.
speaker
Scott
Thank you, guys.
speaker
Operator
Thank you. Our next question comes from Jason Seidel from TD Cohen. Please go ahead. Your line is open.
speaker
Jason Seidel
Thank you, Robert. Good morning, gentlemen. You called for capacity to come out of the marketplace at a more material level over the next three to six months. Most people would have probably called for the same thing in the last couple quarters, to be fair. So what's giving you the confidence that now, finally, capacity is going to start coming out of the TL market?
speaker
Drew Wilkerson
Yeah, Jason, I said over the next three to nine months, and the biggest thing is... Sorry about that. No worries. The biggest thing on that is carriers right now, what it costs to run a small trucking company, spot rates are below that right now. So we do not think that the balance sheet that they build up during COVID can sustain much longer than where it's at right now.
speaker
Jason Seidel
Okay, fair enough. And you talked a little bit about some of your customers saying that sort of you're done with this sort of inventory drawdown. What are they saying about the restock going forward?
speaker
Drew
Hey Jason, it's Jared. Good morning. From a restock standpoint, we saw encouraging trends in Q3, specifically in the retail and e-commerce vertical, which was a continuation of the acceleration that we saw in the prior quarter as well. Some of that was expanding share of wallet and market share gains at RxO, but also indicative of the broader health of the vertical. So, like Drew said earlier, we are hearing different things from different customers. Some think that we're going to have a peak, some are more mixed on that view. I think what's important for us is to ensure that we are prepared for that. We are staffed for growth. We have the right investments. And we'll see as the rest of the quarter plays out whether or not we'll have a peak. But we did see encouraging trends with respect to the retail and e-com vertical during the quarter.
speaker
Jason Seidel
Appreciate the time, gentlemen.
speaker
Operator
Thank you. The next question comes from Tom Waterwood from UBS. Please go ahead. Your line is open.
speaker
Tom Waterwood
Yeah, good morning. Wanted to just, I guess, kind of a fine point first. You talked about the slowing in October, but didn't really quantify it. Can you give a little bit of a, you know, if truckload load growth is up, I think you said 13% for 3Q. Is it up like low single digits in October or, you know, is it, you know, 10% plus or is there any more kind of fine tuning on that you can give us just to understand how much slowing there is? yeah truck truckload volume was up let's call it mid single digits and overall volume was up double digits okay great yeah thank you for that um if I look at the um you know I I think you you had some questions on this and Scott asked about it and it seems to me like a significant kind of overhang on 2024 is just that you know transition process of eventually spot rates are going to go up right which i understand is ultimately good for the business you've got 80 on contract and so that's that's maybe you know that's a pretty heavy skew to contract uh i don't know if you do you think you'll be able to adjust the contract rates you know more quickly than prior cycles or would you say hey there is a fair bit of risk that if spot rates go up that we will have you know, a kind of a normal cycle period where we do get squeezed on the gross margin percent.
speaker
Drew Wilkerson
Tom, the first thing is I would remind you and everyone that this business can shift and shift quickly. So like I told Scott, the squeeze can be for a matter of weeks and you've seen this business shift its mix shift from contract to spot by more than a thousand basis points quarter over quarter. So while there would be a little bit of a squeeze, the other side of that is a good thing, and the squeeze doesn't have to last that long, depending on the capacity that's exiting the market as well as depending on demand.
speaker
Tom Waterwood
Okay, and if I could just one more quick one. On the attrition, you were asked about Convoy. I think that's high profile, but there have been a bunch of other kind of midsize brokers leaving. I think normally we focus on carrier attrition. How do you think about broker attrition today? And whether that's, you know, a significant enough factor to help you, you know, help the bigger brokers, help the stronger brokers like yourself as you go through the cycle, or is that just noise?
speaker
Drew Wilkerson
Tom, anytime there's disruption and a carrier is exiting a routing guide, that's a good thing for our business. It doesn't matter if it's an asset-based carrier or if it's a broker business. That is doing that so with the noise that has been there I would not call that as a ton of capacity this exiting market But it has created some noise which has created some many bids and obviously you followed us for a long time You know that we've got great relationships with our customers our largest customers have been with us for over 15 years on average and What they're going to do whenever they have disruption they're going to come to us and that's going to be the same thing for the prior question that we're talking about is as soon as there are spot loads and They're going to go to the people that have delivered for them time and time and time again, and that's all right so.
speaker
Tom Waterwood
Right. Okay. Great. Thanks for the time.
speaker
Operator
Thank you. Our next question comes from Allison Linea from Wells Fargo. Please go ahead. Your line is open.
speaker
Allison Linea
Good morning, guys. James on for Allison.
speaker
James
Just kind of wanted to follow up on this point around exits and the expectations for it to accelerate. Just like essentially sort of like what's the mechanism around it? I mean, it seems like there has been some level of improvement from a bottom in that market. Like, is there sort of a way where we could see sort of the improvement move to a place where the carriers might be encouraged to hang tough and we could see an elongation here or, and if that's the org is there really need to be in sort of another leg of spot rate pressure to sort of accelerate those exits.
speaker
Drew Wilkerson
I think the hanging tough is what you've seen over the last six to nine months. when carriers have already been running below the operating cost of what it takes them. So for us, we believe that you have seen the hang tough, and now it gets to the tougher time that they can actually go out and do something else and earn potential income for themselves.
speaker
James
And then you mentioned the LTL side of it. Any sense of the percentage of revenue and sort of what you could possibly see that growing to over sort of the next 12 months?
speaker
Drew
Hey, it's Jared. So we mentioned on the prepared remarks that it was about 17% of our total volume, and it continues to grow. It grew 55% year over year in the current quarter. When that business is at scale, it's going to provide a nice, stable learning stream for the business and really provide a nice opportunity for us to grow. We continue to get rewarded LTL freight from our largest TL customers based on the exceptional service and the customer relationships that we have, and we don't see that stopping us.
speaker
James
Any sense of percent of revenue or percent of profit? Thank you.
speaker
Drew
We're not talking about that as a percentage of revenue, but from a percentage of volume standpoint, it was 17% of the quarter, and we continue to expect that to increase. Thanks.
speaker
Operator
Thank you. Our next question comes from Bruce Chan from CFO. Please go ahead. Your line is open.
speaker
Bruce Chan
Hey, thanks, operator, and good morning, everybody. Drew, you talked about a very nice move up in loads fulfilled digitally versus last year. When you think about, you know, cycle recovery, can we maintain those levels of digital fulfillment or is there more manual touch that's required to onboard the spot business? And then, you know, maybe just a related question there. When you think about the headcount you've been adding here and investing aggressively, as you put it, do headcount additions need to accelerate even more as the cycle comes back?
speaker
Drew Wilkerson
Yeah, thank you. So when you look at the digital, we're at 97% created or covered. We have made significant progress with our customers, and we do not expect that to slow down. On the carrier side, we still got a lot of white space to go, and we do expect that to accelerate over the next six to 12 months. Your second question on headcount, we're investing appropriately in the business in terms of headcount. We've said before that we like to stay staffed for growth of 15% overnight if we need it, and that's the position we're in right now. When the market turns, as you've seen us do before, we'll be able to handle the volume. We did that during the early parts of COVID when we were growing volume 20% and 30% on a year-over-year basis. So we've got the team that's prepared to handle it and the customer relationships where we know that the volume will come our way when that time comes.
speaker
Bruce Chan
Okay, I appreciate that. And then just going back to the first question, when you think about the differences in the spot business versus the contract business, is it materially easier to create those loads digitally for contract versus spot or is there not an appreciable difference?
speaker
Drew Wilkerson
Well, on the customer side, it is easier for them to be created on a contract load than on a spot. You're right on that.
speaker
Bruce Chan
Okay, got it. Thank you.
speaker
Operator
Thank you. Our next question comes from Brian Ostenbach from J.P. Morgan. Please go ahead. Your line is open.
speaker
Brian Ostenbach
Hey, good morning. Thanks for taking the questions. Maybe for Drew, just to come back to the whole contract spot mix, I guess what gives you some of the confidence, maybe give us some conversations around this in terms of the confidence level in getting the big shippers to really provide the spillover freight, the spot loads, rather, when the market does turn. I imagine part of that depends on the strength and timing of the market turn. But just wondering how you can get some visibility or confidence that that happens, because I think in the past we've seen some of your peers expect something similar but ended up not quite living up to the turn they thought and ended up running lower for longer.
speaker
Drew Wilkerson
Yeah, Brian, this isn't our first rodeo. We've seen this before. You know, when you look at what has happened as the market has inflect, you're right. We don't know the shape and the timing of the recovery. But what we do know is we're talking to our customers every single day. We know that whenever there's opportunities right now in the market that we're in, when there's disruption, they're coming to us to create solutions. We know that we do business with 58 of the Fortune 100 and over 200 of the Fortune 500. We've got a lot of white space with customers that we don't do business with. Our pipeline is in very good position, so we're confident that not only will we get the contract piece of the business, but we'll be rewarded on the spot piece of the business. We've got great service, and our customers come back to us because we understand the blocking and tackling of picking up and delivering on time and showing them complete visibility of the loads.
speaker
Brian Ostenbach
Okay, so I guess when you think about cadence of renewals for next year, You know, with the mini bids and things have changed, and obviously the market is still quite dynamic, is that sort of normal? You know, most of them done in the fourth quarter and the first quarter. Do you expect that to stretch out into next year? And this, I know you mentioned it earlier, but just what are the initial indications in terms of where people expect rates to go? Do you feel like people are going to take, some shippers might take, you know, one more crack at this to get a lower rate and worry about what happens on the other side?
speaker
Drew Wilkerson
Yeah, so the bid season is typically in the latter part of Q4 and then through the first quarter of next year. And what we're seeing right now, we're starting those conversations with customers. And as I said earlier, some of the rates are coming in right in line. Some of them are slightly above. Some of them are slightly below. So I think that when you're talking about shippers taking another crack at it, what shippers want is people who are dependable, who provide good service, who have had partnerships for a number of years, and who are giving them a fair market price, which is what we've always done. For us, we'll go out there, we'll give them the fair market price, but when the market inflects and you start to see tender rejections creep up, that's when we're confident that we'll be the beneficiary of the spot loads that come out.
speaker
Brian Ostenbach
And just the timing of the renewals, is that going to be similar to what it's been in the past? Do you think that could be a little bit slower, maybe even faster?
speaker
Drew Wilkerson
I think it will be Q1 and the early parts of Q2.
speaker
Brian Ostenbach
Okay. Thanks, Drew. Appreciate it.
speaker
Drew Wilkerson
Thank you.
speaker
Operator
Thank you. Our last question comes from Beth Majors from Susquehanna. Please go ahead. Your line is open.
speaker
Beth Majors
Jamie, with the post-quarter-end debt paydown, it looks like you've gotten yourself a bit of breathing room with the 3.5 times leverage ratio covenant. Can you speak to that a little bit and whether or not you expect just cyclical draws on the credit line to put you back kind of closer to that? Thank you.
speaker
Jamie Harris
Yeah, so the capital work we did, again, the big picture is we saved over a million dollars of cash interest. kept the same liquidity. Derivative benefit, it did change the calculation of our covenant, but we had adequate headroom already. It gives us even more headroom. We will have a couple more cycles that we'll have to cycle through, but we feel very good about where we are on our covenants. In terms of draws, we'll use that revolver from time to time. Intra quarter, cyclicality, cash flow and cash outflow is not always perfect. So we do expect to go into the revolver occasionally. But we feel really good about the optimization work we did. And again, our liquidity is exactly the same as it would have been.
speaker
Beth Majors
Thank you for that. And on the transaction integration restructuring costs, you have seen that come down sequentially like you guys promised it would. Does that tail off close to zero next year? What are the early thoughts on how much of a long tail we have on that?
speaker
Jamie Harris
Yeah, it will go down. As you said, it has gone down significantly already this year. If you separate the two, the transaction and integration will continue to decelerate rapidly. There will be some P&L into 24, but it will be down significantly. On the restructure side, we have As Jared mentioned earlier, $31 million of annualized cost savings we spent for that 31, approximately 11. So the return on investment of that is significant. And again, if you go back to long term, we're trying to position ourselves on a cost structure and marketing flex that we really can leverage a lot of flow through. So we do see the restructure go down significantly in 24. But if we have an opportunity to have that type of annualized savings We're going to go for it because it's a good return.
speaker
Beth Majors
Thank you for that. And lastly, I'll close big picture here. A few people have asked about this, but if I look at the second half of this year, if you come in in the fourth quarter where you think you are, that's maybe $55 to $60 million in EBITDA. you know, call it run rate with no seasonal lift, 110, 120 million. If I look at sell side consensus for next year, it's roughly 200 million, but the range is really wide, you know, 140 something to 220 something. And I, you know, certainly wouldn't be eager to guide if I were in your seat three months earlier than I had to, but is there any sort of bookend you can put around, you know, what a reasonable expectation could be for next year or what a too high expectation could be for next year and just hope of, you know, having folks expect more of the same and be pleasantly surprised by the better rather than expect better and be disappointed by more of the same. Thank you.
speaker
Drew
Hey, Baskin. It's Jared. Good morning. You've covered us for a while. You know, we don't give annual guidance. You know, we wanted to give you some color into Q4 in terms of expecting positive seasonality and You know, roughly 20% sequential adjusted EBITDA growth, despite being in a soft market and despite being an expectation for a muted peak season. Heading into 2024, I think Drew summed it up perfectly earlier, you know, we are prepared in the near term in terms of staff for growth to the extent that a peak season emerges. Heading into 2024, you know, how we think about the business is over the long term, right? So we're making strategic investments now. We are focused on delivering the commitments that we gave at Investor Day to $475 to $525 million of adjusted EBITDA. You know, no matter what the market throws at us over a 12-month period, we are confident on sustained volume growth outperformance with best-in-class margins.
speaker
Beth Majors
Thank you.
speaker
Operator
Thank you. We have reached the end of our question and answer session. I'll hand the floor back to Joe Wilkerson for closing remarks.
speaker
Drew Wilkerson
Thank you, Cynthia. In the third quarter, RxO performed well in a soft rate environment with 18% brokerage volume growth and strong gross margins. We've got experience with this stage of the freight cycle, and we've got a winning strategy that positions RxO for future growth. We have a strong balance sheet and a disciplined focus on costs. At the same time, we continue to invest in our people, our service offerings, and our technology. We're staying close with our customers and providing them with unique solutions that help solve their toughest freight challenges. Thank you all for your time today. I look forward to seeing many of you in the coming weeks, and I hope you all have a great holiday season.
speaker
Operator
Thank you, ladies and gentlemen. This concludes your conference call for today. We thank you for participating and ask you please disconnect your lines.
Disclaimer

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