GXO Logistics, Inc. Q3 2026 Earnings Recap

GXO shares rose 9.5% after the company reported faster organic growth and 13% adjusted EPS growth, alongside stronger commercial momentum. Investors also got a record $3.1 billion pipeline and more than $850 million of incremental revenue from wins expected to carry into 2027.

Key Takeaways

• Q3 revenue was $3.6 billion, up 5.7%, with organic growth of 6.4%—the fastest pace in more than three years, according to management.
• Adjusted diluted EPS increased 13% year over year, while adjusted EBITDA was $251 million, in line with the prior year.
• New business wins reached $375 million, up 34% year over year; signed wins exceeded $1 billion through quarter-end.
• The sales pipeline rose more than 30% year over year to a record $3.1 billion; North America pipeline growth exceeded 80%.
• GXO expects to enter 2027 with more than $850 million of incremental revenue from new wins, versus $774 million entering 2026.