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GXO · NYSE · Integrated Freight & Logistics

GXO Logistics

Runs technology-enabled warehouse and fulfilment operations for outsourced supply chains.

$47.60

After-hours close+0.02 (+0.04%)

At close$47.58(−0.83%)

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Profile

GXO Logistics, Inc.GXOIndustrials

Provides outsourced warehousing, distribution, fulfilment, e-commerce and returns services for large corporations. Its single reportable segment uses customized, technology-enabled operations across the Americas, Asia-Pacific, the United Kingdom and Ireland, and continental Europe.

Operates outsourced warehousing, distribution, order fulfilment, e-commerce and returns operations for large corporations through customized, technology-enabled logistics solutions.

The single reportable segment serves retailers, technology and consumer-electronics companies, industrial and manufacturing businesses, food-and-beverage companies, and consumer-goods companies. Facilities are managed across the Americas and Asia-Pacific, the United Kingdom and Ireland, and continental Europe.

Its model depends on large customers outsourcing warehousing and related activities. Automation, data science and machine learning are stated elements of the operating approach, alongside predictive analytics.

The listed company was separated from XPO, and acquisitions of Clipper, PFSweb and Wincanton added United Kingdom and e-commerce capabilities.

Company facts

CEOPatrick Kelleher

ListedAug 2, 2021

ExchangeNYSE

HeadquartersGreenwich, CT

CountryUnited States

Employees154,000

CIK0001852244

ISINUS36262G1013

Key statistics

Market cap$5.48B

EPS (ttm)$1.13

P/E (ttm)41.96

ROE4.4%

P/B1.83

P/S0.4015

Dividend yield—

Beta1.52vs XLI 0.85

Year to date −12.4% · Average volume (30d) 1.5M

Analysts

Price target, next 12 months$66.50+39.7%Median of 18 analysts · vs the Aug 28 close

ConsensusBuy16 of 18 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $47.60

High$78.00+63.9%

Median$66.50+39.7%

Low$61.00+28.2%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Aug 6, 2026	Oppenheimer	Target			$70	$61
Jul 15, 2026	Citigroup	Initiate		Outperform
Jul 6, 2026	Morgan Stanley	Reiterate		Overweight	$75	$78
May 27, 2026	Barclays	Upgrade	Equal Weight	Overweight	$55	$65
May 7, 2026	Wells Fargo	Reiterate		Overweight	$70	$65

Earnings

EPS

Estimate$0.87

ReportedDue Nov 3, 2026

Revenue

Estimate$3.55B

ReportedDue Nov 3, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 4, 2026Q2 FY26	$0.58	$0.59	+1.2%	$3.46B	$3.44B	−0.6%	−9.07%
May 5, 2026Q1 FY26	$0.37	$0.50	+35.1%	$3.22B	$3.30B	+2.5%	+0.12%
Feb 10, 2026Q4 FY25	$0.83	$0.87	+4.8%	$3.48B	$3.51B	+0.8%	+9.22%
Nov 4, 2025Q3 FY25	$0.78	$0.79	+1.3%	$3.48B	$3.40B	−2.3%	−5.11%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$2.98B	$3.30B	$3.40B	$3.51B	$3.30B	$3.44B
Gross profit	$310.0M	$376.0M	$538.0M	$425.0M	$375.0M	$508.0M
Operating income	−$56.0M	$89.0M	$118.0M	$137.0M	$79.0M	$77.0M
Net income	−$96.0M	$26.0M	$59.0M	$43.0M	$4.0M	$25.0M
Diluted EPS	−$0.81	$0.23	$0.51	$0.37	$0.03	$0.22
Gross margin	10.4%	11.4%	15.8%	12.1%	11.4%	14.8%
Operating margin	-1.9%	2.7%	3.5%	3.9%	2.4%	2.2%

Fiscal years (4-quarter sums)FY21 $7.94B · FY22 $8.99B · FY23 $9.78B · FY24 $11.71B · FY25 $13.18B

Revenue by product · Q2 FY26

E-Commerce, Omnichannel And Consumer Technology$1.64B · 55%

Industrial And Manufacturing$408.0M · 14%

Food And Beverage$341.0M · 11%

Consumer Packaged Goods$331.0M · 11%

Product And Service, Other$285.0M · 9%

Revenue by geography · Q2 FY26

United Kingdom$1.68B · 49%

United States$782.0M · 23%

Netherlands$256.0M · 7%

France$213.0M · 6%

Other Geographical Areas$213.0M · 6%

Spain$181.0M · 5%

Italy$112.0M · 3%

Balance sheet, Jun 30, 2026Cash & short-term investments $769.0M · Total debt $6.12B · Total assets $12.37B · Shareholders' equity $2.99B

Dividends

No dividends on record.

Ownership

Institutions 111.67%Insiders 0.89%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 115.05M · Float 112.55M · 97.8% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Orbis Allan Gray Ltd	13.42M	11.67%	13F	Aug 14, 2026
Orbis Investment Management Limited	12.96M	11.30%	13G	Feb 17, 2026
BlackRock, Inc.	11.28M	9.80%	13F	Aug 7, 2026
Spruce House Investment Management LLC	6.00M	5.20%	13G	Jul 21, 2026
Vanguard Capital Management LLC	5.20M	4.52%	13F	Aug 13, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Nov 28, 2025	Todd C. Cooper	director	+6,000	$50.59