GXO Logistics Q4 revenue slightly beats estimates on new business wins

GXO Logistics

10/02/2026 21:38

Overview

Contract logistics provider's Q4 revenue grew 7.9% yr/yr, slightly beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Adjusted EBITDA for Q4 slightly beat analyst estimates

Outlook

GXO expects 2026 organic revenue growth of 4% to 5%

Company projects 2026 adjusted EBITDA of $930 mln to $970 mln

GXO forecasts 2026 adjusted diluted EPS of $2.85 to $3.15

Result Drivers

NEW BUSINESS WINS - GXO achieved over $1 bln in new business wins for the third consecutive year, contributing to record revenue

REGIONAL GROWTH - GXO saw organic revenue growth in every region, reflecting strong demand in high-growth verticals

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$3.50 bln
$3.49 bln (13 Analysts)
Q4 Adjusted EPS
Beat
$0.87
$0.84 (15 Analysts)
Q4 EPS
$0.37
Q4 Net Income
$43 mln
Q4 Adjusted EBITDA
Slight Beat*
$255 mln
$252.47 mln (12 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 1 "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 $65.50, about 11.8% above its February 9 closing price of $58.60

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nGNX1KFpZD

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)