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GXO Logistics Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.370 |
| EPS actual | $0.500 |
| EPS Surprise | 35.14% |
| Revenue estimate | 3.219B |
| Revenue actual | 3.298B |
| Revenue Surprise | 2.46% |
| Release date | Feb 10, 2026 |
| EPS estimate | $0.83 |
| EPS actual | $0.87 |
| EPS Surprise | 4.82% |
| Revenue estimate | 3.478B |
| Revenue actual | 3.507B |
| Revenue Surprise | 0.83% |
| Release date | Nov 04, 2025 |
| EPS estimate | $0.780 |
| EPS actual | $0.790 |
| EPS Surprise | 1.28% |
| Revenue estimate | 3.476B |
| Revenue actual | 3.395B |
| Revenue Surprise | -2.34% |
| Release date | Aug 05, 2025 |
| EPS estimate | $0.560 |
| EPS actual | $0.570 |
| EPS Surprise | 1.79% |
| Revenue estimate | 3.291B |
| Revenue actual | 3.299B |
| Revenue Surprise | 0.250% |
Last 4 Quarters for GXO Logistics
Below you can see how GXO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $48.98 |
| EPS estimate | $0.560 |
| EPS actual | $0.570 |
| EPS surprise | 1.79% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $49.78 |
| Jul 31, 2025 | $49.71 |
| Aug 01, 2025 | $48.07 |
| Aug 04, 2025 | $48.47 |
| Aug 05, 2025 | $48.98 |
| Aug 06, 2025 | $50.49 |
| Aug 07, 2025 | $50.93 |
| Aug 08, 2025 | $50.33 |
| Aug 11, 2025 | $50.15 |
| 4 days before | -1.61% |
| 4 days after | 2.39% |
| On release day | 3.08% |
| Change in period | 0.743% |
| Release date | Nov 04, 2025 |
| Price on release | $55.37 |
| EPS estimate | $0.780 |
| EPS actual | $0.790 |
| EPS surprise | 1.28% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $54.02 |
| Oct 30, 2025 | $53.84 |
| Oct 31, 2025 | $56.21 |
| Nov 03, 2025 | $55.36 |
| Nov 04, 2025 | $55.37 |
| Nov 05, 2025 | $52.54 |
| Nov 06, 2025 | $50.82 |
| Nov 07, 2025 | $50.84 |
| Nov 10, 2025 | $51.02 |
| 4 days before | 2.50% |
| 4 days after | -7.87% |
| On release day | -5.11% |
| Change in period | -5.56% |
| Release date | Feb 10, 2026 |
| Price on release | $58.00 |
| EPS estimate | $0.83 |
| EPS actual | $0.87 |
| EPS surprise | 4.82% |
| Date | Price |
|---|---|
| Feb 04, 2026 | $58.20 |
| Feb 05, 2026 | $56.34 |
| Feb 06, 2026 | $58.91 |
| Feb 09, 2026 | $58.60 |
| Feb 10, 2026 | $58.00 |
| Feb 11, 2026 | $63.35 |
| Feb 12, 2026 | $64.29 |
| Feb 13, 2026 | $65.51 |
| Feb 17, 2026 | $65.36 |
| 4 days before | -0.344% |
| 4 days after | 12.69% |
| On release day | 9.22% |
| Change in period | 12.30% |
| Release date | May 05, 2026 |
| Price on release | $49.85 |
| EPS estimate | $0.370 |
| EPS actual | $0.500 |
| EPS surprise | 35.14% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $55.15 |
| Apr 30, 2026 | $57.13 |
| May 01, 2026 | $56.22 |
| May 04, 2026 | $46.27 |
| May 05, 2026 | $49.85 |
| May 06, 2026 | $49.91 |
| May 07, 2026 | $51.88 |
| May 08, 2026 | $51.61 |
| May 11, 2026 | $50.82 |
| 4 days before | -9.61% |
| 4 days after | 1.95% |
| On release day | 0.120% |
| Change in period | -7.85% |
GXO Logistics Earnings Call Transcript Summary of Q1 2026
GXO reported a strong start to 2026: revenue of $3.3B (up 11% YoY), adjusted EBITDA of $200M (up 23%), and adjusted EPS of $0.50 (up 72%). Organic revenue grew ~4%, with every region contributing. The company booked $227M of new business wins in Q1 and now has $870M of expected incremental revenue for 2026 (up 19% YoY). Management raised full‑year guidance for adjusted EBITDA ($935M–$975M) and adjusted diluted EPS ($2.90–$3.20) while keeping organic growth guidance at 4%–5% and free cash flow conversion at 30%–40%. Strategic priorities are: sharpen commercial execution (record $2.7B pipeline, greater focus on aerospace & defense, technology/data centers, life sciences, industrial), strengthen operational discipline via the “GXO Way,” and lead in AI/automation (scaling GXO IQ to >50 sites this year, autonomous robots, pilots for humanoids). Integration of Wincanton is on track for $60M run‑rate synergies by year‑end 2026. Balance sheet: $794M cash, $1.6B liquidity, leverage ~2.5x. Management emphasized resilience of contract logistics, differentiation from entrants (e.g., Amazon) based on bespoke solutions, data governance, long-term relationships and vertical expertise, and plans to provide more detailed 3‑year strategy/financials at an Investor Day after Q3.
