Gxo Logistics Inc (GXO)
NYSE:GXO
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.58Last Year’s EPS
0.57Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: double-digit revenue growth, significant EBITDA and EPS expansion, a record pipeline and meaningful automation/AI rollout, coupled with upgraded EBITDA and EPS guidance. Negatives were limited to seasonal free cash flow outflow, relatively flat volumes (with softer retail/consumer mix), timing risk for some longer-term ramped revenues, deferred contract termination costs, and competitive noise from Amazon’s market moves. Overall the positives (robust growth metrics, profitable leverage, record pipeline and strategic initiatives) materially outweigh the identified risks.Company Guidance
Revenue Growth
Reported revenue of $3.3 billion in Q1 FY2026, up 10.8% year-over-year, driven by contributions from every region and 4.1% organic revenue growth.
Strong Profitability Improvement
Adjusted EBITDA of $200 million, up 22.7% year-over-year, with adjusted EBITDA margin of 6.1% (up 60 basis points); adjusted diluted EPS of $0.50, up 72.4% year-over-year; adjusted net income attributable to GXO of $58 million, up 70.6%.
Raised Full-Year Guidance
Management raised full-year guidance for adjusted EBITDA to $935–$975 million and adjusted diluted EPS to $2.90–$3.20 (approximately +22% at the midpoint); maintained organic revenue growth guidance of 4%–5% and free cash flow conversion target of 30%–40%.
Record Sales Pipeline and New Business Wins
Q1 new business wins of $227 million and a record pipeline of $2.7 billion; $870 million of expected incremental new business revenue already secured for 2026 (up 19% from prior year); 40% of wins in strategic growth verticals (aerospace & defense, industrial, life sciences, technology).
Commercial Momentum in North America and Strategic Verticals
North America pipeline grew 35% sequentially and overall pipeline accelerated ~20% from Q4; notable large win in aerospace & defense and new enterprise partnerships including expansions in AI cloud infrastructure and a Europe consumer partnership (L'Oréal).
Progress on Automation and AI (GXO IQ)
Scaling GXO IQ from pilot to rollout with deployments across new sites; targeting more than 50 GXO IQ sites by year-end; automation progress includes autonomous mobile robots, first auto-load solution in Europe and planned humanoid pilots in U.S. and Europe.
Balance Sheet and Liquidity Strength
Quarter-end cash of $794 million, total liquidity of $1.6 billion and leverage steady at 2.5x, supporting disciplined capital allocation and continued investment.
Wincanton Integration and Synergies
Integration progressing; on track to deliver run-rate cost synergies of $60 million by year-end 2026 and expecting further revenue synergy opportunities over time.
GXO Earnings History
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 |
|---|---|---|---|
May 05, 2026 | $49.85 | $49.91 | +0.12% |
Feb 10, 2026 | $58.00 | $63.35 | +9.22% |
Nov 04, 2025 | $55.37 | $52.54 | -5.11% |
Aug 05, 2025 | $48.98 | $50.49 | +3.08% |
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 Inc (GXO) report earnings?
Gxo Logistics Inc (GXO) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is Gxo Logistics Inc (GXO) earnings time?
Gxo Logistics Inc (GXO) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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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 2026 (Q2) is 0.58.