Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only RXO 1

UPSUnited Parcel Service of Americasupplier

Shared 0

No shared counterparties.

Only DAO 1

—Turnitinunlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

RXORXO, Inc.

27.44−0.77%· post 27.44

Mkt cap$4.5BRevenue$1.9BQ3 FY26Revenue$5.7BFY25

DAOYoudao, Inc.

20.36+5.49%· post 20.36

ClosedOct 30 '26

Mkt cap$2.4BRevenue—Revenue—

vs

Compare

ClosedOct 30 '26

RXORXO, Inc.

vs

DAOYoudao, Inc.

27.44−0.77%post 27.44

Price

20.36+5.49%post 20.36

$4.5B

Mkt cap

$2.4B

Q3 FY26$1.9B

Revenue

—

FY25$5.7B

Revenue

—

RXO compared with DAO: revenue, margins and what each company keeps, and the suppliers and customers both name