GXO Logistics, Inc. Earnings Recaps
Q2 2026
Aug 8, 2026
Shares fell 10.2% following the Q2 report as investors reacted negatively to cautious margin outlook and the lack of clear margin expansion despite solid revenue growth and strong new business wins.
Key takeaways
- Revenue reached $3.4 billion, growing organically by 3.4% with contributions across all regions.
- Adjusted EBITDA was $219 million, with adjusted EPS at $0.59, reflecting stable but pressured profitability.
- New business wins totaled $410 million, up over 30% year-over-year, highlighting strong commercial momentum.
- Sales pipeline expanded to $2.7 billion post-quarter, supported by growth in strategic verticals like aerospace, defense, and data centers.
- Operational improvements and technology investments aimed at margin expansion are in early phases, with meaningful efficiency gains still to materialize.
Q1 2026
May 8, 2026
Shares rose 4.1% following GXO’s Q1 report, driven by raised full-year guidance, accelerating commercial momentum, and expanding margins that outpaced cautious expectations.
Key takeaways
- Revenue increased 11% year-over-year to $3.3 billion, with organic growth of 4% across all regions despite mixed vertical performance.
- Adjusted EBITDA rose 23% to $200 million, reflecting margin expansion initiatives underway.
- Adjusted diluted EPS surged 72% to $0.50, supported by operational improvements and favorable leverage.
- New business wins totaled $227 million, including strong contributions from aerospace and defense, technology (AI/cloud data centers), and consumer sectors (notably L’Oreal in Europe).
- Management raised full-year guidance for adjusted EBITDA and EPS, now targeting 22% EPS growth at midpoint, underpinned by a record-high sales pipeline and strategic investments in commercial execution and AI-driven automation.
Q3 2025
Nov 6, 2025
GXO Logistics reported a strong third quarter with record revenues of $3.4 billion and a 13% increase in adjusted EBITDA, driven by organic growth across all regions and significant new business wins.
Key takeaways
- Achieved $3.4 billion in quarterly revenue, marking all-time high performance.
- New business wins reached $280 million, up 24% year-over-year, showcasing robust demand.
- Nearly $700 million in revenue secured for 2026, reflecting an increase of almost 50% from the previous year.
- Integration of Wincanton is underway, expected to enhance growth in targeted sectors, particularly in Europe.
- Strategic focus on North American market growth with resource reallocation to sales and technological enhancements.