Financial PerformanceThe company has shown strong organic growth and EBITDA performance, exceeding expectations and providing a cushion for its full-year guidance.
Leadership And ManagementThe appointment of Patrick Kelleher as CEO is seen as a positive development, given his experience with advanced robotics and successful M&A transactions at DHL Supply Chain.
Revenue GrowthGXO has secured over $730mm in incremental 2025 revenue through new business wins, with the 10-year NHS Supply Chain contract being the largest.