GXO Logistics Inc
NYSE:GXO

Watchlist Manager
GXO Logistics Inc Logo
GXO Logistics Inc
NYSE:GXO
Watchlist
Price: 52.33 USD -1.52% Market Closed
Market Cap: 6B USD

GXO Logistics Inc
Investor Relations

GXO Logistics Inc., spun off from XPO Logistics in 2021, has swiftly crafted its narrative as a singular force in the global supply chain and logistics arena. At its core, GXO is a contract logistics provider, specializing in designing and managing complex supply chain solutions for its clients. The company operates in a world where logistics have become increasingly critical, amidst a backdrop of evolving consumer expectations and technological advancements. With a geographic footprint that spans North America, Europe, and beyond, GXO leverages its substantial infrastructure and cutting-edge technology to create seamless, efficient, and adaptable supply chains. Whether handling e-commerce fulfillment, warehousing, or transportation management, GXO's operations are the backbone that enables retailers and manufacturers to deliver products swiftly and reliably.

The company's financial momentum rides on a business model rooted in long-term contracts with diverse industries, from retail giants to automotive leaders. This stable revenue stream, through multi-year contracts, provides GXO with a reliable cash flow, insulating it somewhat from economic volatility. Moreover, its innovative use of automation and robotics enhances efficiency and reduces costs, further optimizing its margins. By investing in technology and fostering strong partnerships, GXO not only addresses the current logistical needs of its clientele but also positions itself as a forward-thinking entity ready to tackle future challenges in the logistics landscape. In this world of rapid digitization, GXO’s evolutionary journey reflects both its adaptability and commitment to reshaping how goods move across the globe.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 5, 2025
AI Summary
Q3 2025

Record Revenue: GXO posted record quarterly revenue of $3.4 billion, up 8% year-over-year, with organic revenue growth in every region.

Margin Expansion: Adjusted EBITDA grew 13% to $251 million, with margins up 100 basis points sequentially and 30 basis points year-over-year.

Strong New Business Wins: New contract wins reached $280 million, up 24% year-over-year, and over $800 million year-to-date, providing solid visibility into 2026.

Wincanton Integration: The Wincanton acquisition is progressing well, with cost synergies on track for $60 million by the end of 2026 and early revenue synergies materializing.

Full Year Guidance Reaffirmed: GXO reaffirmed its 2025 guidance for 3.5%–6.5% organic revenue growth, $865–885 million adjusted EBITDA, and $2.43–2.63 adjusted EPS.

Technology and AI Focus: Over 15,000 automated units and 8 AI modules have been deployed, with automation and digital solutions seen as key drivers of growth and efficiency.

North America Opportunity: Management sees significant growth potential in North America, especially in high-margin sectors like aerospace, defense, life sciences, and data centers.

Key Financials
Revenue
$3.4B
Organic Revenue Growth
4%
Adjusted EBITDA
$251M
Net Income
$60M
Diluted EPS
$0.51
Adjusted Diluted EPS
$0.79
Free Cash Flow
$187M
New Business Wins
$280M
Sales Pipeline
$2.3B
Revenue Secured for 2026
$700M
Retention Rate
mid-90s %
Leverage (Net Debt to Adjusted EBITDA)
2.7x
Wincanton Run Rate Cost Synergy
$60M by end of 2026
Automated Units and Cobots Deployed
over 15,000
AI Modules Deployed
8
Earnings Call Recording
Other Earnings Calls

Management

Mr. Karlis P. Kirsis
Chief Legal Officer & Company Secretary
No Bio Available
Mr. Richard Cawston
Chief Revenue Officer & President of Europe
No Bio Available
Paul Blanchett
Chief Accounting Officer
No Bio Available
Mr. Nizar Trigui
Chief Technology Officer
No Bio Available
Ms. Meagan Fitzsimmons
Chief Compliance & ESG Officer
No Bio Available
Ms. Corinna Refsgaard
Chief Human Resources Officer
No Bio Available
Mr. Adrian Stoch
Chief Automation Officer
No Bio Available
Mr. Willem Veekens
Managing Director of Belgium & Netherlands
No Bio Available
Mr. Jorge Guanter
President of Americas & Asia Pacific Business
No Bio Available
Mr. Eric Spadafora
Head of Sales for Americas & Asia Pacific
No Bio Available

Contacts

Address
CONNECTICUT
Greenwich
Two American Lane
Contacts
+12034891287.0
gxo.com