US · Industrials · Integrated Freight & Logistics
EPS came in at 0.89 against a street estimate of 0.86 — a beat of 3.5%.
Analysts rate GXO Logistics Inc a strong buy (17 buy, 0 hold, 0 sell out of 17) with an average price target of $68.47.
CONFIDENT GXO posted strongest commercial quarter in 3 years with $410M new wins (+30% YoY), $1B secured revenue for 2026, and pipeline rebounding to $2.7B. Organic growth 3.4%, margins flat at 6.4%. Management expects acceleration into 2027 via strategic verticals, GXO Way operational standardization, and AI deployment. Q2 2026 Broad-based organic growth 3.4% across all regions. North America acceleration is key strategic focus; Asia expansion planned for 2027. Analysts pressed on margin upside (timing, magnitude), competitive dynamics in data centers vs. forwarding-heavy peers, and Asia expansion timing. Management deferred specific margin targets to Investor Day Nov 16 but reaffirmed above-6% EBIT ambition and noted new strategic wins are accretive to current margins. Asia characterized as 'white space' requiring 2027 sales/ops investment. 2026-08-05…
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| Fund | Stake |
|---|---|
| Orbis Allan Gray Ltd | 11.71% |
| BlackRock Inc | 9.84% |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 4.58% |
| Vanguard Capital Management, LLC | 4.54% |
| Dimensional Fund Advisors, Inc. | 4.50% |
| Vanguard Portfolio Management, LLC | 4.29% |
| ClearBridge Advisors, LLC | 4.12% |
| FMR Inc | 3.62% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the quarter ended September 30, 2026, revenue was $3,590 million, up from $3,395 million in the same quarter of 2025. • Net i | 2026-11-04 |
| Reg FD disclosure · Q4 2026 OTHER NOTABLE POINTS • GXO Logistics filed a Form 8-K on November 3, 2026, reporting the release of an investor presentation. • The presentation is | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $3.6 billion, up 5.7% year over year; organic revenue growth was 6.4%, the highest in more than thr | 2026-11-03 |
| Board / officer change · Q3 2026 GXO LOGISTICS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Chief Accounting Officer appointed effective September 14, 2026 • Annual base salary: $475 | 2026-08-20 |
| Quarterly report · Q2 2026 GXO LOGISTICS, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $3,441 million (up 4.3% from $3,299 million in Q2 2025) • Six-Month 2 | 2026-08-05 |
| Reg FD disclosure · Q3 2026 GXO LOGISTICS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: August 4, 2026 • Company: GXO Logistics, Inc. (Ticker: GXO, NYSE listed) • He | 2026-08-04 |
| Results announced · Q3 2026 GXO LOGISTICS Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $3.4 billion, up 4.3% year-over-year; organic revenue growth 3.4% • Net income: $ | 2026-08-04 |
| Shareholder vote results · Q2 2026 GXO LOGISTICS, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 20, 2026 • 10 board members elected for term expiring | 2026-05-22 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.