GXO Logistics Inc
NYSE:GXO
GXO Logistics Inc
GXO Logistics Inc., spun off from XPO Logistics in 2021, has swiftly crafted its narrative as a singular force in the global supply chain and logistics arena. At its core, GXO is a contract logistics provider, specializing in designing and managing complex supply chain solutions for its clients. The company operates in a world where logistics have become increasingly critical, amidst a backdrop of evolving consumer expectations and technological advancements. With a geographic footprint that spans North America, Europe, and beyond, GXO leverages its substantial infrastructure and cutting-edge technology to create seamless, efficient, and adaptable supply chains. Whether handling e-commerce fulfillment, warehousing, or transportation management, GXO's operations are the backbone that enables retailers and manufacturers to deliver products swiftly and reliably.
The company's financial momentum rides on a business model rooted in long-term contracts with diverse industries, from retail giants to automotive leaders. This stable revenue stream, through multi-year contracts, provides GXO with a reliable cash flow, insulating it somewhat from economic volatility. Moreover, its innovative use of automation and robotics enhances efficiency and reduces costs, further optimizing its margins. By investing in technology and fostering strong partnerships, GXO not only addresses the current logistical needs of its clientele but also positions itself as a forward-thinking entity ready to tackle future challenges in the logistics landscape. In this world of rapid digitization, GXO’s evolutionary journey reflects both its adaptability and commitment to reshaping how goods move across the globe.
GXO Logistics Inc., spun off from XPO Logistics in 2021, has swiftly crafted its narrative as a singular force in the global supply chain and logistics arena. At its core, GXO is a contract logistics provider, specializing in designing and managing complex supply chain solutions for its clients. The company operates in a world where logistics have become increasingly critical, amidst a backdrop of evolving consumer expectations and technological advancements. With a geographic footprint that spans North America, Europe, and beyond, GXO leverages its substantial infrastructure and cutting-edge technology to create seamless, efficient, and adaptable supply chains. Whether handling e-commerce fulfillment, warehousing, or transportation management, GXO's operations are the backbone that enables retailers and manufacturers to deliver products swiftly and reliably.
The company's financial momentum rides on a business model rooted in long-term contracts with diverse industries, from retail giants to automotive leaders. This stable revenue stream, through multi-year contracts, provides GXO with a reliable cash flow, insulating it somewhat from economic volatility. Moreover, its innovative use of automation and robotics enhances efficiency and reduces costs, further optimizing its margins. By investing in technology and fostering strong partnerships, GXO not only addresses the current logistical needs of its clientele but also positions itself as a forward-thinking entity ready to tackle future challenges in the logistics landscape. In this world of rapid digitization, GXO’s evolutionary journey reflects both its adaptability and commitment to reshaping how goods move across the globe.
Record Results: GXO delivered record fourth quarter revenue of $3.5 billion and full year revenue of $13.2 billion, with both figures described as company records.
Profitability: Adjusted EBITDA reached $255 million for Q4 and $881 million for the year, both exceeding prior guidance.
2026 Guidance: Management expects 2026 organic revenue growth of 4%–5%, adjusted EBITDA of $930–$970 million (8% increase at midpoint), and adjusted diluted EPS growth of 20% at midpoint.
Strong Pipeline: New business wins totaled $1.1 billion in 2025, with $774 million of incremental revenue already secured for 2026—up 20% from last year.
Margin Expansion: The company expects EBITDA margin expansion of about 20 basis points in 2026 and is investing in technology and productivity to drive further gains.
AI & Automation: GXO is accelerating rollout of its AI-powered GXO IQ platform and expects to have nearly 20,000 robots in operation by end of 2026.
Wincanton Integration: The Wincanton acquisition is on track, with $60 million in cost synergies expected by end of 2026.
North America Focus: Management sees North America as its largest organic growth opportunity and is making strategic leadership hires to drive performance.
