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GXO reported third-quarter revenue of $3.6 billion, up 5.7%, with organic growth of 6.4%, the fastest in over three years; adjusted EPS rose 13%, and 2026 guidance was reiterated.
GXO Logistics reported revenue growth of 6.8% for the nine months ended September 30, 2026, an increase of $658 million, and net income of $97 million.
GXO Logistics, Inc. released a slide presentation on November 3, 2026, expected to be used in connection with certain future investor presentations.
GXO Logistics reported third-quarter revenue of $3.6 billion, up 5.7% year over year, and organic revenue growth of 6.4%, its highest in more than three years. It reported $65 million of net income and reaffirmed full-year 2026 guidance.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. GXO delivered 6.4% organic growth, 13% adjusted EPS growth, sharply higher business wins, a record $3.1 billion pipeline, reaffirmed guidance and expects to enter 2027 with more than $850 million of incremental revenue from new business wins. However, adjusted EBITDA was flat, year-over-year adjusted EBITDA margin, operating cash flow, free cash flow and operating income declined, and startup costs from new-business implementations pressured Q3 profitability.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Cash consideration | $658M | Three Months Ended June 30, 2026 filing | — |
| Receivables sold in period | $661M | Three Months Ended June 30, 2026 filing | — |
| Segment Adjusted EBITDA non-GAAP | $233M | Three Months Ended June 30, 2026 filing | — |
| Adjusted diluted EPS non-GAAP | $0.59 | the second quarter 2026 | — |
| Adjusted EBITA non-GAAP | 244M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITA margin non-GAAP | 3.8% | Three Months Ended June 30, 2026 | — |
| Adjusted EBITA, net of income taxes paid non-GAAP | 214M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA non-GAAP | $219M | the second quarter 2026 | — |
| Adjusted EBITDA margin non-GAAP | 6.4% | Three Months Ended June 30, 2026 | — |
| Cash and cash equivalents (excluding restricted cash) | $769M | As of June 30, 2026 | — |
| Cash flow from operations | $76M | the second quarter 2026 | — |
| Commercial pipeline | 2.7B | July 2026 | — |
| Free cash flow non-GAAP | -19M | Six Months Ended June 30, 2026 | — |
| Incremental 2026 revenue already secured | 1B | 2026 | — |
| Incremental 2027 revenue already secured | $353M | 2027 | — |
| Net debt non-GAAP | 2.4B | As of June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Total debt 3.2B
+1M Plus: Bank overdrafts (included in Other current liabilities)
-769M Less: Cash and cash equivalents (excluding restricted cash)
= Net debt 2.44B
|
|||
| New business wins | $410M | the second quarter 2026 | — |
| Operating return on invested capital non-GAAP | 43.2% | Trailing Twelve Months Ended June 30, 2026 | — |
| Organic revenue growth | 3.8% | Six Months Ended June 30, 2026 | — |
| Total debt outstanding | 3.2B | As of June 30, 2026 | — |
| Trailing twelve months adjusted EBITDA non-GAAP | 925M | June 30, 2026 | — |
| Trailing twelve months net income to average invested capital | 11.8% | Trailing Twelve Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GXO
this stock
GXO Logistics, Inc.
|
$6.17B | +3.8% | +12.5% | — | 6.6% |
|
UPS
United Parcel Service Inc
|
$95.71B | +13.3% | +8.2% | 21.6 | 3.1% |
|
FDX
Fedex Corp
|
$75.91B | — | +8.5% | — | 2.0% |
|
EXPD
Expeditors International Of Washington Inc
|
$25.15B | +30.7% | +13.5% | 24.7 | 3.8% |
|
JBHT
Hunt J B Transport Services Inc
|
$21.71B | +19.8% | +9.7% | 32.8 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GXO | -1.0% | +15.8% | +14.0% | +8.7% | +3.8% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -3.6% | +17.0% | +13.5% | +8.9% | -6.8% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
