GXO Logistics (GXO) Company Report

GXO Logistics Capital B.V., an indirect wholly-owned subsidiary of GXO Logistics, Inc., issued €500,000,000 in 3.750% Senior Notes due 2030.
The notes were sold pursuant to an underwriting agreement dated November 18, 2025, with an expected settlement date of November 24, 2025.
The notes will mature on November 24, 2030, and accrue interest at a rate of 3.750% per year, payable annually starting November 24, 2026.
GXO Logistics, Inc. will fully and unconditionally guarantee the payment of principal and interest on these notes.

Nov 24, 2025, 9:45 PM

8-K

GXO Reports Record Q3 2025 Results and Reaffirms Full-Year Guidance

GXO

Earnings

Guidance Update

M&A

GXO reported record quarterly revenue of $3.4 billion in Q3 2025, an 8% increase year-over-year with 4% organic growth, and adjusted EBITDA grew 13% to $251 million.
The company reaffirmed its full-year 2025 guidance, projecting organic revenue growth of 3.5% to 6.5%, adjusted EBITDA between $865 million and $885 million, and adjusted diluted EPS of $2.43 to $2.63.
New business wins in Q3 2025 totaled $280 million, marking a 24% increase year over year, contributing to nearly $700 million of revenue already secured for 2026.
The integration of Wincanton is progressing as planned and is on track to deliver $60 million in run-rate cost synergies by the end of 2026.
New CEO Patrick Caleher, in his first 90 days, highlighted a strategic focus on profitable growth, operational discipline, and expanding into high-growth verticals such as life sciences, aerospace and defense, and data centers, particularly in North America.

Nov 5, 2025, 1:30 PM

Transcript

GXO Announces Q3 2025 Financial Results and Reaffirms Full-Year Guidance

GXO

Earnings

Guidance Update

M&A

GXO reported record quarterly revenue of $3.4 billion in Q3 2025, marking an 8% increase year over year, with organic revenue growing 4%.
For Q3 2025, the company achieved adjusted EBITDA of $251 million and adjusted diluted EPS of $0.79.
GXO secured new business wins totaling $280 million in annualized revenue during Q3 2025 and is progressing with the Wincanton integration, which is on track to deliver $60 million in cost synergies.
The company reaffirmed its full-year 2025 guidance, projecting organic revenue growth of 3.5% – 6.5%, adjusted EBITDA between $865 million and $885 million, and adjusted diluted EPS of $2.43 – $2.63.

Nov 5, 2025, 1:30 PM

Presentation

GXO Reports Record Q3 2025 Revenue and Reaffirms Full-Year Guidance

GXO

Earnings

Guidance Update

New Projects/Investments

GXO reported record quarterly revenue of $3.4 billion in Q3 2025, an 8% increase year-over-year (4% organic), and Adjusted EBITDA grew 13% to $251 million. The company also achieved adjusted diluted EPS of $0.79 and free cash flow of $187 million for the quarter.
The company reaffirmed its full-year 2025 guidance, expecting organic revenue growth of 3.5% to 6.5%, Adjusted EBITDA between $865 million and $885 million, and adjusted diluted EPS of $2.43 to $2.63.
New business wins in Q3 totaled $280 million, contributing to over $800 million in year-to-date wins, with a robust sales pipeline of $2.3 billion. GXO has already secured nearly $700 million in incremental revenue for 2026.
The integration of Wincanton is on track to deliver $60 million in run-rate cost synergies by 2026. GXO is strategically focusing on high-growth verticals such as Life Sciences, Aerospace & Defense, and Data Centers, highlighted by the landmark $2.5 billion ten-year UK NHS supply chain deal that went live in October.

Nov 5, 2025, 1:30 PM

Transcript

GXO Logistics, Inc. Announces Q3 2025 Results and Reaffirms Full-Year Guidance

GXO

Earnings

Guidance Update

New Projects/Investments

GXO Logistics, Inc. reported record quarterly revenue of $3.4 billion for Q3 2025, an 8% increase year over year, with net income of $60 million and diluted EPS of $0.51.
The company signed new business wins totaling $280 million in annualized revenue during Q3 2025, representing a 24% increase year over year, and has a sales pipeline of $2.3 billion.
GXO Logistics, Inc. reaffirmed its full-year 2025 guidance, expecting organic revenue growth of 3.5% – 6.5%, adjusted EBITDA between $865 million and $885 million, and adjusted diluted EPS of $2.43 – $2.63.
The integration of Wincanton is progressing, with the company on track to deliver $60 million in cost synergies.

Nov 4, 2025, 9:46 PM

8-K

GXO Logistics, Inc. Reports Strong Q3 2025 Results and Reaffirms Full-Year Guidance

GXO

Earnings

Guidance Update

Revenue Acceleration/Inflection

GXO Logistics, Inc. reported record quarterly revenue of $3.4 billion for the third quarter of 2025, an 8% increase year over year, with 4% organic revenue growth.
The company achieved $251 million in Adjusted EBITDA and $0.79 in Adjusted diluted EPS for Q3 2025.
GXO generated $232 million of operating cash flow and $187 million of free cash flow in Q3 2025.
New business wins increased 24% year over year to $280 million.
GXO reaffirmed its full-year 2025 guidance, including organic revenue growth of 3.5% to 6.5% and Adjusted EBITDA of $865 million to $885 million.

Nov 4, 2025, 9:41 PM

8-K

GXO Logistics Reports Third Quarter 2025 Results

GXO

Earnings

Guidance Update

Revenue Acceleration/Inflection

GXO Logistics reported record quarterly revenue of $3.4 billion for the third quarter of 2025, an 8% increase year over year, with 4% organic revenue growth.
Net income was $60 million and diluted earnings per share (EPS) was $0.51 for Q3 2025, while adjusted diluted EPS was $0.79.
The company generated $232 million in operating cash flow and $187 million in free cash flow during the third quarter of 2025.
GXO reaffirmed its full-year 2025 guidance, projecting organic revenue growth of 3.5% to 6.5%, adjusted EBITDA of $865 million to $885 million, and adjusted diluted EPS of $2.43 to $2.63.
New business wins increased by 24% year over year, totaling $280 million.

Nov 4, 2025, 9:30 PM

Press Release

GXO Logistics Announces Organizational Changes and New Leadership Appointment

GXO

Management Change

Executive Compensation

Revenue Acceleration/Inflection

GXO Logistics, Inc. announced organizational changes to accelerate growth, simplify its structure, and strengthen execution.
Michael Jacobs has been appointed President, Americas & Asia Pacific, effective November 3.
The company is simplifying its management structure, with the UK & Ireland and Continental Europe regions now reporting directly to the CEO.
Richard Cawston, President of Europe and Chief Revenue Officer, will depart in March 2026 and will receive severance payments, including two additional payments of $500,000 on the second and third anniversaries of his termination date. A new Chief Operating Officer role is also being established.

Oct 29, 2025, 8:16 PM

8-K

GXO Logistics Reports Q2 2025 Results and Updates Guidance

GXO

Earnings

Guidance Update

Management Change

GXO Logistics reported Q2 2025 revenue of $3.3 billion, a 16% increase year-over-year, with 6% organic revenue growth, which was the best result in nine quarters.
Adjusted EBITDA for Q2 2025 was $212 million, an increase of 13% year-over-year.
The company raised its full-year 2025 adjusted EBITDA forecast to a range of $865 million to $885 million.
GXO secured $307 million in new business wins during Q2 2025, representing a 13% increase year-over-year.
The company announced a CFO change, with Baris Oran planning to step down, and confirmed that Patrick Kelleher will assume the CEO role.

Aug 7, 2025, 5:46 PM

Press Release

GXO Logistics Inc. Reports Strong Q2 2025 Performance and Announces Leadership Transitions

GXO

Earnings

Guidance Update

Management Change

GXO Logistics Inc. reported record Q2 2025 revenue of $3.3 billion and adjusted EBITDA of $212 million, marking a 13% year-over-year increase in adjusted EBITDA.
The company raised its full-year 2025 guidance, with adjusted EBITDA now expected to be between $865 million and $885 million, and organic revenue growth projected at 3.5% to 6.5%.
Final regulatory approval was received for the Wincanton acquisition, with the "lion's share" of $60 million in run-rate synergies expected by 2026.
GXO repurchased 5.4 million shares in the first half of 2025 and achieved investment grade credit ratings from all three major agencies for the first time since its spin-off.
Both Chief Executive Officer Malcolm Wilson and Chief Financial Officer Boris Oran are stepping down from their roles.

Aug 6, 2025, 11:45 PM

Earnings Transcripts

Quarterly earnings call transcripts for GXO Logistics.

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