GXO · GXO Logistics, Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. GXO reported Q2 revenue of $3.4 billion (up 4.3%, organic +3.4%), $410 million of new business wins (up 34%), and $1 billion of secured 2026 incremental revenue, while narrowing full-year adjusted EBITDA guidance to $945–$965M (from $935–$975M) and adjusted EPS to $2.95–$3.15 (from $2.90–$3.20), with management highlighting margin upside potential and accelerating organic growth into 2027.
- + Q2 revenue grew 4.3% to $3.4B with organic revenue growth of 3.4% across all three regions
- + New business wins of $410M were up 34% year over year and represent the strongest commercial performance in three years
- + Approximately $1 billion of incremental 2026 revenue (up 29%) and $353 million of incremental 2027 revenue already secured
- + Adjusted EBITDA rose to $219M (from $212M) and adjusted diluted EPS rose to $0.59 (from $0.57)
- + North America wins in 1H 2026 increased 85% year over year, validating a focus area for higher organic growth
- − GAAP net income declined slightly to $25M from $26M and diluted EPS to $0.22 from $0.23
- − Q2 free cash flow was only $12M and YTD free cash flow is negative $19M
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Integrated Freight & Logistics — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GXO
this stock
GXO Logistics, Inc.
|
$5.18B | -15.0% | +12.5% | — | 5.8% |
|
UPS
United Parcel Service Inc
|
$79.94B | -5.3% | +8.2% | — | 3.0% |
|
FDX
Fedex Corp
|
$67.63B | — | +8.5% | 15.3 | 2.0% |
|
EXPD
Expeditors International Of Washington Inc
|
$24.37B | +26.3% | +13.5% | 27.3 | 3.4% |
|
JBHT
Hunt J B Transport Services Inc
|
$21.17B | +18.0% | +9.7% | 32.0 | 2.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GXO | -2.2% | -6.2% | -21.0% | -6.2% | -15.0% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | -1.0% | -5.9% | -34.1% | -5.9% | -27.0% |
Capital returns
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.