Sign in

Joe Hagan

Managing Director and Senior Equity Research Analyst at Jefferies

Joe Hagan is a Managing Director and Senior Equity Research Analyst at Jefferies, specializing in coverage of the energy sector with a particular focus on oil and gas exploration and production companies including ConocoPhillips, EOG Resources, and Devon Energy. Recognized for his in-depth industry analysis, Hagan has consistently delivered actionable investment recommendations, maintaining a success rate above 65% on platforms such as TipRanks and earning top analyst rankings for energy equities. He began his career in equity research in the early 2000s, previously holding key roles at Prudential Equity Group and JPMorgan before joining Jefferies in 2014. Joe Hagan holds FINRA Series 7, 63, 86, and 87 licenses, underscoring his credentials as a leading sector specialist and trusted advisor to institutional investors.

Joe Hagan's questions to GXO Logistics (GXO) leadership

Joe Hagan's questions to GXO Logistics (GXO) leadership • Q3 2024

Question

Joe Hagan of Jefferies inquired about organic growth trends across GXO's key geographies (Continental Europe, UK, US) and verticals (retail vs. industrial), and asked for a deeper explanation of the surprising strength in the aerospace sector.

Answer

CEO Malcolm Wilson confirmed positive growth across all regions, with Continental Europe leading due to a surge in Germany. He highlighted strong performance in aerospace, tech, and retail, with a notable resurgence in e-fulfillment projects. Wilson explained the aerospace strength stemmed from strategic sales investments in Europe and leveraging the Wincanton acquisition's expertise, leading to a new cornerstone deal with a U.S. aerospace provider.

Ask Fintool Equity Research AI