Contract logistics provider GXO beats Q3 revenue estimates, reaffirms full-year guidance

GXO Logistics

04/11/2025 21:44

Overview

GXO Q3 revenue rose 8% to $3.4 bln, beating analyst expectations

Adjusted EPS for Q3 met analyst expectations at $0.79

Adjusted EBITDA for Q3 beat estimates, highlighting strong operational performance

Outlook

GXO reaffirms full-year 2025 guidance with organic revenue growth of 3.5% to 6.5%

Company expects adjusted EBITDA of $865 mln to $885 mln for 2025

GXO anticipates adjusted diluted EPS of $2.43 to $2.63 for full-year 2025

Result Drivers

NEW BUSINESS WINS - GXO reported a 24% increase in new business wins, contributing to revenue growth

WINCANTON INTEGRATION - Integration of Wincanton is progressing swiftly, with synergy realization on track

COMMERCIAL PIPELINE - GXO's commercial pipeline is strong at $2.3 bln, diversified across high-growth sectors

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$3.4 bln
$3.38 bln (14 Analysts)
Q3 Adjusted EPS
Meet
$0.79
$0.79 (16 Analysts)
Q3 EPS
$0.51
Q3 Net Income
$60 mln
Q3 Adjusted EBITDA
Beat
$251 mln
$242.20 mln (12 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the courier, postal, air freight & land-based logistics peer group is "buy"

Wall Street's median 12-month price target for GXO Logistics Inc is $64.00, about 13.5% above its November 3 closing price of $55.36

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nGNX7dRP5w

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)