GXO Logistics (GXO) Company Report

GXO Logistics reported record revenue for both the fourth quarter and the full year 2025, with $3.5 billion in Q4 2025 and $13.2 billion for the full year 2025.
The company secured over $1 billion in new business wins for the third consecutive year, projecting an additional $774 million in revenue from new business for 2026.
For the full year 2025, adjusted EBITDA increased to $881 million from $815 million in 2024, and adjusted diluted earnings per share was $2.51.
GXO provided a 2026 outlook forecasting organic revenue growth of 4% to 5%, adjusted EBITDA between $930 million and $970 million, and adjusted diluted earnings per share between $2.85 and $3.15.

Feb 12, 2026, 2:12 PM

Press Release

GXO Logistics Reports Record Q4 and Full-Year 2025 Results and Provides 2026 Guidance

GXO

Earnings

Guidance Update

New Projects/Investments

GXO Logistics reported record revenue of $3.5 billion and adjusted EBITDA of $255 million for Q4 2025, contributing to record full-year 2025 revenue of $13.2 billion and adjusted EBITDA of $881 million.
The company issued 2026 guidance projecting 4%-5% organic revenue growth, adjusted EBITDA of $930 million-$970 million, and adjusted diluted EPS of $2.85-$3.15, which represents a 20% increase at the midpoint.
GXO has already secured $774 million in incremental new business revenue for 2026, an increase of over 20% year-over-year, and is strategically expanding in high-growth verticals like life sciences, aerospace and defense, and industrial (data centers).
Strategic initiatives include recent leadership changes, the Wincanton integration which is on track to deliver $60 million in run-rate cost synergies by the end of 2026, and significant investments in AI, automation, and GXO IQ to drive productivity and margin expansion.

Feb 11, 2026, 1:30 PM

Transcript

GXO Logistics Reports Record Q4 and Full Year 2025 Results, Issues Strong 2026 Guidance

GXO

Earnings

Guidance Update

M&A

GXO reported record revenue of $3.5 billion and adjusted EBITDA of $255 million for Q4 2025, contributing to record full-year 2025 revenue of $13.2 billion and adjusted EBITDA of $881 million.
For the full year 2025, Adjusted Diluted Earnings Per Share was $2.51.
The company provided 2026 guidance, projecting 4%-5% organic revenue growth, Adjusted EBITDA of $930 million-$970 million, and Adjusted Diluted EPS of $2.85-$3.15, which represents a 20% increase at the midpoint.
GXO secured $1.1 billion in new business wins for 2025, with $774 million in expected incremental revenue already secured for 2026, and the sales pipeline currently stands at $2.5 billion.
Strategic initiatives include new leadership appointments, the integration of Wincanton with $60 million in run rate cost synergies expected by the end of 2026, and the accelerated rollout of AI and automation technologies like GXO IQ to over 50 sites in 2026.

Feb 11, 2026, 1:30 PM

Transcript

GXO Logistics Reports Record Q4 and Full-Year 2025 Results, Issues 2026 Guidance

GXO

Earnings

Guidance Update

New Projects/Investments

GXO Logistics delivered record Q4 2025 revenue of $3.5 billion and record full-year 2025 revenue of $13.2 billion, with full-year Adjusted EBITDA reaching $881 million.
The company secured $1.1 billion in new business wins for 2025 and has $774 million in incremental new business revenue already secured for 2026, representing over a 20% increase from the prior year.
For 2026, GXO provided guidance including 4%-5% organic revenue growth, Adjusted EBITDA of $930 million-$970 million, and Adjusted Diluted EPS of $2.85-$3.15.
Strategic initiatives include new leadership appointments for Chief Operating Officer and Chief Commercial Officer roles, continued integration of Wincanton with $60 million in cost synergies expected by end of 2026, and investments in automation, AI, and high-growth verticals like life sciences, aerospace and defense, and data centers.

Feb 11, 2026, 1:30 PM

Transcript

GXO Logistics Announces Record Q4 and Full-Year 2025 Results and Provides 2026 Guidance

GXO

Earnings

Guidance Update

M&A

GXO Logistics reported record revenue of $3.5 billion and adjusted EBITDA of $255 million for Q4 2025, with full-year 2025 revenue reaching $13.2 billion and adjusted EBITDA at $881 million.
The company achieved $1.1 billion in new business wins in 2025 and generated FY 2025 free cash flow of $259 million.
GXO provided FY 2026 guidance, projecting organic revenue growth of 4%-5% and adjusted diluted EPS between $2.85 and $3.15.
The Wincanton integration is on track to deliver approximately $60 million in full run-rate synergies by the end of 2026.
As of December 31, 2025, the net leverage ratio was 2.5x.

Feb 11, 2026, 1:30 PM

Presentation

GXO Logistics, Inc. Reports Record Q4 and Full Year 2025 Results, Provides 2026 Guidance

GXO

Earnings

Guidance Update

M&A

GXO Logistics, Inc. reported record revenue of $3.5 billion and adjusted EBITDA of $255 million for Q4 2025, with organic revenue growth of 3.5%.
For the full year 2025, the company achieved record revenue of $13.2 billion and adjusted EBITDA of $881 million, securing $1.1 billion in new business wins.
The company issued FY 2026 guidance, forecasting organic revenue growth of 4% – 5%, adjusted EBITDA of $930 million – $970 million, and adjusted diluted EPS of $2.85 – $3.15.
The Wincanton integration is on track to deliver approximately $60 million in synergies by the end of 2026.

Feb 10, 2026, 10:13 PM

8-K

GXO Reports Fourth Quarter and Full Year 2025 Results

GXO

Earnings

Guidance Update

Revenue Acceleration/Inflection

GXO reported record revenue for both the fourth quarter and full year 2025, reaching $3.5 billion in Q4 2025 and $13.2 billion for the full year 2025.
The company achieved over $1 billion in new business wins for the third consecutive year, with incremental 2026 new business revenue projected at $774 million.
For the full year 2025, GXO's Adjusted EBITDA was $881 million and Adjusted diluted EPS was $2.51.
GXO announced 2026 guidance, forecasting organic revenue growth of 4% - 5%, Adjusted EBITDA between $930 million - $970 million, and Adjusted diluted EPS between $2.85 - $3.15.

Feb 10, 2026, 10:07 PM

8-K

GXO Logistics Reports Q4 and Full Year 2025 Results and Provides 2026 Guidance

GXO

Earnings

Guidance Update

Revenue Acceleration/Inflection

GXO Logistics reported record revenue for both Q4 2025 at $3.5 billion (up 7.9% year-over-year) and full year 2025 at $13.2 billion (up 12.5% year-over-year).
For full year 2025, Adjusted EBITDA was $881 million and Adjusted diluted EPS was $2.51.
The company achieved over $1 billion in new business wins for the third consecutive year, with incremental 2026 new business revenue projected at $774 million.
GXO provided 2026 guidance, forecasting organic revenue growth of 4% - 5%, Adjusted EBITDA between $930 million and $970 million, and Adjusted diluted EPS between $2.85 and $3.15.

Feb 10, 2026, 9:30 PM

Press Release

GXO Logistics Forms Defense Advisory Board

GXO

New Projects/Investments

Board Change

GXO Logistics announced the formation of a new Defense Advisory Board to guide the expansion of its advanced logistics solutions for the aerospace and defense industries, signaling a growth opportunity in this sector.
The newly appointed board includes Rob Dickerson, Kurt Gutierrez, Chad Hennings, and Rear Admiral Jonathan A. Yuen, bringing extensive military, leadership, and logistics expertise.
GXO is already a leading supply chain provider to the defense industry in North America and the UK, with recent agreements with BAE Systems, Pratt & Whitney, and Boeing, and is positioned for European growth following its acquisition of Wincanton.

Feb 9, 2026, 12:00 PM

Press Release

GXO selected to manage BMW Group's Swindon operations

GXO

New Projects/Investments

GXO Logistics has been selected by BMW Group to manage warehouse operations at its Swindon manufacturing plant.
This partnership marks GXO's expansion into the Industrial sector and strengthens its presence in the UK automotive sector.
GXO will focus on optimizing BMW Group's supply chain, enhancing automotive production resilience, and implementing smarter processes and technology at the Swindon site.

Feb 9, 2026, 10:00 AM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for GXO Logistics.

Q4 2025

Feb 11, 2026

→

Q3 2025

Nov 5, 2025

→

Q2 2025

Aug 6, 2025

→

View All Transcripts

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did Patrick Kelleher say about margins?What are GXO Logistics's strategic priorities?How is GXO Logistics positioned vs competitors?How did GXO Logistics do last quarter?

GXO Logistics (GXO)

Analyst Earnings Quarterly Reports

Q3 2025

Q2 2025

Q1 2025

Q4 2024

Executives

Patrick Kelleher

Baris Oran

Corinna Refsgaard

Karlis Kirsis

Michael Jacobs

Richard Cawston

Board Members

Brad Jacobs

Jason Papastavrou

Julio Nemeth

Kyle Wismans

Laura Wilkin

Marlene Colucci

Matthew Fassler

Todd Cooper

Torsten Pilz

Analyst Coverage

Scott Schneeberger

Ariel Rosa

Christian Wetherbee

Bascome Majors

Brian Ossenbeck

Stephanie Moore

Brandon Oglenski

David Zazula

Jason Seidl

Jeff Kauffman

Joseph Lawrence Hafling

Kevin Gainey

Madison Osias

Odai Khan

Patrick Creuset

Ravi Shanker

Richa Harned

Ryan Thomas

Christyne McGarvey

J. Bruce Chan

Jeffrey Kauffman

Joe Hagan

Kevin Ganey

Matthew Milask

Ravi Shankar

Tom Wadewitz

Uday Khanapurkar

Latest news

Earnings Transcripts

Q4 2025

Q3 2025

Q2 2025

Ask Fintool AI Agent