Question · Q4 2025
Madison Osias, on behalf of Ravi Shanker, inquired about the timing of GXO's Investor Day and the macroeconomic assumptions embedded in the low, high, and midpoint of the 2026 guidance range, specifically regarding a continuation of current trends.
Answer
CEO Patrick Kelleher confirmed an Investor Day in 2026, with details forthcoming. CFO Baris Oran outlined 2026 guidance assumptions, including accelerated organic growth driven by $774 million in secured incremental revenue, steady retention and inflation pass-through rates, and a prudent assumption of flat volumes in existing operations.
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GXO's earnings beat/miss a week before the call