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GXO Logistics (DE:93N)
FRANKFURT:93N
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.32Last Year’s EPS
0.25Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a positive operational and financial momentum with record revenue, record adjusted EBITDA, strong new business wins, growing pipeline, improving leverage, and clear technology/automation roadmaps. Management provided conservative 2026 guidance that balances acceleration in organic growth and EPS (midpoint guidance shows meaningful EPS growth) with ongoing investments and integration work that will temper near-term margin expansion. Key near-term risks include modest organic growth rates, regionally softer volumes (Europe/UK), and the timing of integration and technology deployments, but the balance of record results, secured new business, and a credible pathway for margin improvement supports an overall constructive outlook.Company Guidance
Record Revenue and Adjusted EBITDA
Q4 2025 record revenue of $3.5 billion (up 7.9% YoY; 3.5% organic) and record Q4 adjusted EBITDA of $255 million. Full-year 2025 record revenue of $13.2 billion (up 12.5% YoY; 3.9% organic) and record full-year adjusted EBITDA of $881 million (up 8% YoY).
Strong New Business Wins and Pipeline
Full-year 2025 new business wins of $1.1 billion, Q4 wins of $248 million, and $774 million of incremental new business revenue already secured for 2026 (over 20% increase versus prior year at same point). Sales pipeline grew from $2.3 billion at exit-2025 to $2.5 billion.
2026 Financial Guidance Showing Acceleration
2026 guidance at midpoint implies organic revenue growth of 4%–5%, adjusted EBITDA $930M–$970M (≈8% increase at midpoint), adjusted diluted EPS $2.85–$3.15 (≈20% increase at midpoint), and adjusted EBITDA to free cash flow conversion of 30%–40%.
Cash Generation, Leverage Improvement and Capital Actions
Q4 free cash flow of $163 million; full-year target adjusted EBITDA to free cash flow conversion achieved. Net leverage improved to 2.5x net debt / adjusted EBITDA even after executing $200 million of share buybacks in 2025 (avg price $37.34). Completed EUR500 million bond offering to refinance maturities.
Wincanton Integration and Expected Synergies
Integration progressing with $15 million of integration benefits realized to date and run-rate cost synergies of $60 million expected by 2026, plus anticipated revenue synergies from combined capabilities.
Technology and Automation Leadership
Commitment to scale AI/automation: GXO IQ moving from pilot to >50 sites in 2026, expectation of nearly 20,000 robots in operation by 2026, and multiple humanoid pilots across regions; GXO positioned as early deployer of humanoid robotics.
Diversified Wins in High-Value Vertical Markets
Notable 2025 wins across life sciences, aerospace & defense (including Boeing, BAE Systems, Thales), data centers (five new contracts including multi-region hyperscaler deployments), and a global apparel brand — supporting expansion into higher-margin B2B verticals.
DE:93N 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
DE:93N Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | €48.20 | €48.40 | +0.41% |
Nov 04, 2025 | €46.00 | €47.40 | +3.04% |
Aug 05, 2025 | €41.20 | €40.20 | -2.43% |
May 07, 2025 | €32.80 | €34.60 | +5.49% |
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 (DE:93N) report earnings?
GXO Logistics (DE:93N) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is GXO Logistics (DE:93N) earnings time?
GXO Logistics (DE:93N) earnings time is at May 12, 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 the P/E ratio of GXO Logistics stock?
The P/E ratio of GXO Logistics is N/A.
What is DE:93N EPS forecast?
DE:93N EPS forecast for the fiscal quarter 2026 (Q1) is 0.32.