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Kevin Ganey

Senior Research Analyst at Thompson Davis

Kevin W. Gainey is a Senior Research Analyst at Thompson Davis & Co., specializing in the Transportation & Logistics sector while providing research support to Building Materials, Building Products, Engineering & Construction, and Telecom Equipment sectors. He has actively engaged with companies such as GXO Logistics for insights on North American expansion and Quanex Building Products on synergy timelines, though specific performance metrics like success rates or rankings on platforms such as TipRanks are not publicly available. Gainey joined Thompson Davis in 2016 as an associate research analyst after starting his finance career in 2013 as a financial services advisor at Union Bank & Trust and previously working as a sales associate at Fastenal Co. He holds bachelor’s degrees in Information Systems and Finance from Virginia Commonwealth University, along with a Master of Science in finance.

Kevin Ganey's questions to GXO Logistics (GXO) leadership

Question · Q4 2025

Kevin Ganey asked about GXO's perspective on North American expansion as an organic growth opportunity versus acquisition, and if it represents the most significant organic growth opportunity for the company. He also inquired about the confidence in raising the cash flow conversion guidance and the drivers behind it.

Answer

Patrick Kelleher (CEO, GXO) stated that North America is a priority for organic growth and will be the primary driver, seeing it as a significant opportunity where GXO is underrepresented. He clarified that M&A is selective, focused on North America and strategic verticals, but not in the short-term agenda, with capital allocation prioritizing organic growth and deleveraging. Baris Oran (CFO, GXO) attributed improved cash flow conversion to lower M&A transaction costs in 2026 and opportunities to improve working capital management, with CapEx as a percentage of revenue remaining stable.

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