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GXO Logistics (GXO)
NYSE:GXO
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GXO Logistics (GXO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 17, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.85
Last Year’s EPS
1
Same Quarter Last Year
Based on 12 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call was predominantly positive, with significant achievements in revenue growth, new business wins, and successful integration efforts. Although there were some challenges with softer volume trends and integration delays, the company remains confident in its growth trajectory and margin expansion plans for 2026.
Company Guidance
During the GXO Third Quarter 2025 Earnings Conference Call, the company provided guidance that emphasized strong financial performance and robust future prospects. GXO reported record quarterly revenue of $3.4 billion, marking an 8% year-over-year increase, with organic growth contributing 4%. Adjusted EBITDA grew by 13% from the previous year to $251 million, with margins expanding by 100 basis points sequentially and 30 basis points year-over-year. The company secured $280 million in new business wins, a 24% year-over-year increase, and highlighted a $700 million revenue visibility for 2026, indicating a nearly 50% increase compared to the previous year. For the full year 2025, GXO reaffirmed its guidance, projecting organic revenue growth of 3.5% to 6.5%, adjusted EBITDA between $865 million and $885 million, and adjusted diluted earnings per share ranging from $2.43 to $2.63. Additionally, the adjusted EBITDA to free cash flow conversion is expected to be between 25% and 35%. The integration of Wincanton is progressing well, with cost synergies of $60 million anticipated by the end of 2026. The company's strategic focus includes expanding in high-growth verticals such as aerospace, defense, and life sciences, leveraging technology and automation to drive operational efficiency and margins, and capitalizing on a strong sales pipeline to enhance long-term growth.
Record Quarterly Revenue
GXO achieved record quarterly revenue of $3.4 billion with organic revenue growth across every region. This marks an 8% increase year-over-year, with 4% being organic growth.
Strong Adjusted EBITDA Growth
Adjusted EBITDA grew by 13% from last year to $251 million, and margins expanded by 100 basis points sequentially and 30 basis points year-over-year.
New Business Wins
GXO secured $280 million in new business wins, up 24% year-over-year, contributing to over $800 million in year-to-date wins, with a clear line of sight to exceed $1 billion in 2025.
Wincanton Integration
The integration of Wincanton is underway, expected to unlock growth opportunities in Europe, particularly in industrial, aerospace, and defense sectors.
Strong Sales Pipeline
GXO's $2.3 billion sales pipeline is robust and well diversified across regions and verticals, with increased activity in strategic sectors like life sciences and aerospace and defense.
Successful NHS Contract Launch
The $2.5 billion, 10-year contract with the U.K.'s NHS supply chain launched flawlessly in early October, with potential for further expansion.

GXO Logistics (GXO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

GXO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 17, 2026
2025 (Q4)
0.85 / -
1
Nov 04, 2025
2025 (Q3)
0.78 / 0.79
0.790.00% (0.00)
Aug 05, 2025
2025 (Q2)
0.55 / 0.57
0.553.64% (+0.02)
May 07, 2025
2025 (Q1)
0.25 / 0.29
0.45-35.56% (-0.16)
Feb 12, 2025
2024 (Q4)
0.94 / 1.00
0.742.86% (+0.30)
Nov 04, 2024
2024 (Q3)
0.77 / 0.79
0.6914.49% (+0.10)
Aug 06, 2024
2024 (Q2)
0.55 / 0.55
0.7-21.43% (-0.15)
May 07, 2024
2024 (Q1)
0.42 / 0.45
0.49-8.16% (-0.04)
Feb 13, 2024
2023 (Q4)
0.68 / 0.70
0.83-15.66% (-0.13)
Nov 07, 2023
2023 (Q3)
0.66 / 0.69
0.75-8.00% (-0.06)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

GXO Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 04, 2025
$55.37$52.54-5.11%
Aug 05, 2025
$48.98$50.49+3.08%
May 07, 2025
$38.08$39.71+4.28%
Feb 12, 2025
$42.76$36.31-15.08%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does GXO Logistics (GXO) report earnings?
GXO Logistics (GXO) is schdueled to report earning on Feb 17, 2026, After Close (Confirmed).
    What is GXO Logistics (GXO) earnings time?
    GXO Logistics (GXO) earnings time is at Feb 17, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is GXO EPS forecast?
          GXO EPS forecast for the fiscal quarter 2025 (Q4) is 0.85.
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