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GXOGXO Logistics, Inc.
$51.16$5.9B
Overview & Verdict
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GXO logoGXO Logistics, Inc.(GXO)Earnings, Financials & Key Ratios

GXO•NYSE
$51.28
183.1× P/E·Price updated Jul 2, 2026
SectorIndustrialsIndustryFreight & LogisticsSub-IndustryContract Logistics and Specialized Warehousing
AboutGXO Logistics, Inc., together with its subsidiaries, provides logistics services worldwide. The company provides warehousing and distribution, order fulfilment, e-commerce, and other supply chain services, as well as reverse logistics or returns management services. As of December 31, 2021, it operated in approximately 906 facilities. The company serves various customers in the e-commerce, omnichannel retail, consumer technology, food and beverage, industrial and manufacturing, and consumer packaged goods industries. GXO Logistics, Inc. was incorporated in 2021 and is headquartered in Greenwich, Connecticut.Show more
  • Revenue$13.18B+12.5%
  • EBITDA$882M+39.3%
  • Net Income$32M-76.1%
  • EPS (Diluted)0.28-75.0%
  • Gross Margin11.62%-5.6%
  • EBITDA Margin6.69%+23.8%
  • Operating Margin3.23%+73.2%
  • Net Margin0.24%-78.8%
  • ROE1.06%-76.4%

GXO Price & Volume

GXO Logistics, Inc. (GXO) stock price & volume — 10-year historical chart

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Margin Volatility Challenges GXO Logistics Growth Trajectory

Investment Thesis • Updated 2026Q1

VerdictNegative
Growth:Decelerating
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:High leverage and margins

Key Thesis Takeaways

  • GXO Logistics faces a complex outlook characterized by decelerating revenue growth, which slowed from 27.8% in 2024Q3 to 10.8% by 2026Q1, alongside persistent margin compression.
  • While the company pursues an aggressive inorganic growth strategy, the reliance on debt-funded expansion has pushed the debt-to-equity ratio to 1.98 as of 2026Q1.
  • Investors should remain cautious as the firm struggles to convert its $3.3 billion quarterly revenue into consistent net income, evidenced by a thin 0.24% net margin in 2026Q1.

Verdict Logic

the company's thin net margin of 0.24% and high debt-to-equity ratio of 1.98 suggest that the current forward P/E of 16.44 may not fully account for the risks associated with its capital-intensive business model.

GXO Growth Metrics

GXO Logistics, Inc. (GXO) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years16.3%
3 Years13.58%
TTM10.38%

Profit CAGR

10 Years-
5 Years-
3 Years-45.44%
TTM70.71%

EPS CAGR

10 Years-
5 Years-
3 Years-44.86%
TTM84.6%

Return on Capital

10 Years3.37%
5 Years4%
3 Years4.26%
Last Year5.16%

GXO Recent Earnings

GXO Logistics, Inc. (GXO) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
May 5, 2026
Metric
Actual
Est
EPS
$0.50+35.1%
$0.37
Rev
$3.3B+2.5%
$3.2B
Q1 2026
Feb 10, 2026
Metric
Actual
Est
EPS
$0.87+4.8%
$0.83
Rev
$3.5B+0.8%
$3.5B
Q4 2025
Nov 4, 2025
Metric
Actual
Est
EPS
$0.79+1.3%
$0.78
Rev
$3.4B-2.3%
$3.5B
Q3 2025
Aug 5, 2025
Metric
Actual
Est
EPS
$0.57+1.8%
$0.56
Rev
$3.3B+0.3%
$3.3B
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 5, 2026
$0.50vs $0.37+35.1%
$3.3Bvs $3.2B+2.5%
Q1 2026Feb 10, 2026
$0.87vs $0.83+4.8%
$3.5Bvs $3.5B+0.8%
Q4 2025Nov 4, 2025
$0.79vs $0.78+1.3%
$3.4Bvs $3.5B-2.3%
Q3 2025Aug 5, 2025
$0.57vs $0.56+1.8%
$3.3Bvs $3.3B+0.3%
Based on last 12 quarters of dataView full earnings history →

Latest GXO News

Recent stock market news and headlines for GXO Logistics, Inc. (GXO)

GlobeNewsWire·Jun 24, 2026
GXO renews long-term partnership with Carrefour in Belgium

ZELLIK, Belgium, June 24, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pureplay contract logistics provider, today announced the renewal of its long-standing partnership with Carrefour for frozen supply chain operations in Belgium and Luxembourg. This renewal agreement strengthens one of GXO's longest customer relationships in Belgium, a collaboration that has spanned almost 50 years and reaffirms Carrefour's role as a key strategic partner for GXO's operations in Zellik.

GlobeNewsWire·Jun 22, 2026
GXO to Support Action's Expansion Across Central and Southern Italy with New Distribution Center in Ferentino

New facility will be powered by GXO's retail logistics expertise with a commitment to sustainable, efficient operations

GlobeNewsWire·Jun 16, 2026
GXO Strengthens Aerospace & Defense Logistics Presence in Europe with DAP

MILAN, Italy, June 16, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, announced today that the Distretto Aerospaziale DAP, a leading aerospace association in Italy, has formally ratified its membership. GXO's membership reinforces its mission‑critical Aerospace & Defense capabilities and supports its continued growth ambitions.

Peers Comparison

Key metrics vs top competitors for GXO Logistics, Inc. (GXO)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
GXO logoGXOGXO Logistics, Inc.Current
$51.28$5.9B183.1412.55%0.24%1.06%—
XPO logoXPOXPO Logistics, Inc.
$207.06$24.31B78.431.05%4.19%19.04%—
CHRW logoCHRWC.H. Robinson Worldwide, Inc.
$191.27$22.69B39.60-8.42%3.7%33.32%—
EXPD logoEXPDExpeditors International of Washington, Inc.
$166.81$22.18B28.044.42%7.48%36.68%—
CEVA logoCEVACEVA, Inc.
$45.51$1.27B-103.432.49%-10.47%-3.89%—
RXO logoRXORXO, Inc.
$27.74$4.57B-47.0226.2%-1.83%-6.75%—

Compare GXO vs Peers

GXO Logistics, Inc. (GXO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs XPO

Most directly comparable listed peer for GXO.

Scale Benchmark

vs AMZN

Larger-name benchmark to compare GXO against a more recognizable public peer.

Peer Set

Compare Top 5

vs XPO, CHRW, EXPD, CEVA

GXO SEC Filings & Documents

GXO Logistics, Inc. (GXO) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 5, 2026·SEC

Material company update

May 5, 2026·SEC

Material company update

Mar 6, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 25, 2026·SEC

FY 2025

Feb 18, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

May 6, 2026·SEC

FY 2025

Nov 6, 2025·SEC

FY 2025

Aug 6, 2025·SEC

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GXO Frequently Asked Questions

GXO Logistics, Inc. (GXO) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is GXO Logistics, Inc.'s revenue?

GXO Logistics, Inc. (GXO) reported $13.50B in revenue for fiscal year 2025. This represents a 122% increase from $6.09B in 2019.

How fast is GXO Logistics, Inc. growing?

GXO Logistics, Inc. (GXO) grew revenue by 12.5% over the past year. This is steady growth.

Is GXO profitable?

Yes, GXO Logistics, Inc. (GXO) is profitable, generating $128.0M in net income for fiscal year 2025 (0.2% net margin).

Dividend & Returns
What is GXO's return on equity?

GXO Logistics, Inc. (GXO) has a return on equity (ROE) of 1.1%. This is below average, suggesting room for improvement.

What is GXO Logistics, Inc.'s free cash flow?

GXO Logistics, Inc. (GXO) generated $427.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in GXO back in 2019?

Total return calculator · dividends reinvested · 7+ years of data

See returns →