GXO Logistics, Inc. is the largest pure-play contract logistics provider in the world, specializing in high-value-added supply chain services. The company offers advanced warehousing, order fulfillment, e-commerce logistics, and customized solutions to optimize supply chains for over 1,000 customers globally. GXO leverages cutting-edge technology, including automation and robotics, to deliver efficient and tailored logistics services across diverse industries.
- Omnichannel Retail - Provides logistics solutions for retail and e-commerce businesses, including inventory management, order fulfillment, and delivery optimization.
- Technology and Consumer Electronics - Manages the storage, distribution, and returns of high-tech products and consumer electronics.
- Food and Beverage - Offers temperature-controlled logistics and supply chain solutions for food and beverage companies.
- Industrial and Manufacturing - Supports industrial and manufacturing clients with logistics services tailored to their production and distribution needs.
- Consumer Packaged Goods - Handles the logistics of packaged goods, ensuring efficient storage and delivery to meet consumer demand.
- Other Industries - Provides specialized logistics services for various other sectors, leveraging its expertise and global infrastructure.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Baris Oran Executive | Chief Financial Officer | None | CFO of GXO since 2021. Previously CFO of Sabanci Group. Brings extensive financial leadership experience. | |
Corinna Refsgaard Executive | Chief Human Resources Officer | None | Joined GXO in 2024. Previously Group Chief People and Culture Officer at ISS. Brings extensive HR leadership experience. | |
Karlis Kirsis Executive | Chief Legal Officer | None | Chief Legal Officer since GXO's inception. Previously held senior legal roles at XPO Logistics. | |
Malcolm Wilson Executive | Chief Executive Officer | None | CEO of GXO since its spin-off from XPO in 2021. Previously CEO of XPO Logistics Europe. Oversaw GXO's growth to $11 billion in revenue and key acquisitions like Clipper Logistics. | View Report → |
Richard Cawston Executive | Chief Revenue Officer | None | Chief Revenue Officer since 2023. Previously President of Europe at GXO. Played a key role in driving GXO's sales growth and operational excellence. | |
Brad Jacobs Board | Non-Executive Chairman | Executive Chairman at XPO, Non-Executive Chairman at RXO | Non-Executive Chairman of GXO since its spin-off. Founder of XPO Logistics and RXO. Brings extensive logistics and leadership experience. | |
Clare Chatfield Board | Director | Chairwoman at Chantiers de l’Atlantique, Director at Savencia S.A., Senior Partner at L.E.K. Consulting | Director since 2021. Brings expertise in finance, ESG, and corporate governance. | |
Gena Ashe Board | Director | Chief Legal & Sustainability Officer at United Rentals, Board Member at Skyward Specialty Insurance, Board Member at Executive Leadership Council | Director since 2021. Brings expertise in legal, sustainability, and corporate governance. | |
Jason Papastavrou Board | Director | Lead Independent Director at Chicago Atlantic Real Estate Finance, Chief Investment Officer at ARIS Capital Management | Director since 2021. Brings expertise in finance, risk management, and corporate governance. Chair of GXO's Compensation Committee. | |
Joli Gross Board | Director | Chief Legal & Sustainability Officer at United Rentals, Board Member at Family Centers and Mystic Aquarium | Director since 2021. Brings expertise in legal, sustainability, and corporate governance. | |
Marlene Colucci Board | Vice Chair of the Board | CEO of The Business Council, Board Member at National Endowment for Democracy | Vice Chair of GXO's Board since 2021. Brings expertise in public policy and corporate governance. | |
Matthew Fassler Board | Director | Managing Member at State Road Advisors, Chief Strategy Officer at Jacobs Private Equity | Director since 2023. Former Chief Strategy Officer at XPO. Brings expertise in strategy, capital structure, and market dynamics. | |
Oren Shaffer Board | Lead Independent Director | None | Lead Independent Director since 2021. Former CFO of Qwest Communications and Ameritech. Brings financial and operational expertise. |
- The capacity realignments with a few large customers are impacting your Q1 adjusted EBITDA significantly; how can you assure that similar issues won't recur in future quarters, and what steps are you taking to mitigate this risk long term?
- Given the delays in integrating Wincanton due to the CMA's regulatory review, how confident are you in realizing the anticipated $55 million in synergies, and what contingencies do you have if the integration is further postponed?
- With organic revenue growth guidance of 3% to 6% for 2025 and expectations of flat underlying customer volumes, what strategies are you implementing to accelerate growth and return to double-digit organic growth?
- As you pause M&A activity to focus on deleveraging, how do you plan to drive growth in North America organically, and could this shift impact your competitive position in key markets?
- Considering the $20 million FX and pension headwinds affecting 2025 compared to 2024, what measures are you taking to address these external pressures and protect your margins?
Research analysts who have asked questions during GXO Logistics earnings calls.
Ariel Rosa
Citigroup
3 questions for GXO
Bascome Majors
Susquehanna Financial Group
3 questions for GXO
Brian Ossenbeck
JPMorgan Chase & Co.
3 questions for GXO
Christian Wetherbee
Wells Fargo
3 questions for GXO
Scott Schneeberger
Oppenheimer & Co. Inc.
3 questions for GXO
Brandon Oglenski
Barclays
2 questions for GXO
Jason Seidl
TD Cowen
2 questions for GXO
Joseph Lawrence Hafling
Jefferies
2 questions for GXO
Ravi Shanker
Morgan Stanley
2 questions for GXO
Ari Rosa
Citigroup
1 question for GXO
Christyne McGarvey
Morgan Stanley
1 question for GXO
Chris Wetherbee
Wells Fargo
1 question for GXO
J. Bruce Chan
Stifel
1 question for GXO
Jeffrey Kauffman
Vertical Research Partners
1 question for GXO
Joe Hagan
Jefferies
1 question for GXO
Kevin Gainey
Thompson, Davis & Company, Inc.
1 question for GXO
Matthew Milask
Stifel Financial Corp.
1 question for GXO
Ravi Shankar
Morgan Stanley
1 question for GXO
Stephanie Moore
Jefferies
1 question for GXO
Tom Wadewitz
UBS Group
1 question for GXO
Uday Khanapurkar
TD Cowen
1 question for GXO
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
CEVA Logistics | Our competitors include local, regional, national and international companies that offer services similar to those we provide. |
DHL Group | Our competitors include local, regional, national and international companies that offer services similar to those we provide. |
DSV | Our competitors include local, regional, national and international companies that offer services similar to those we provide. |
GEODIS | Our competitors include local, regional, national and international companies that offer services similar to those we provide. |
ID Logistics Group | Our competitors include local, regional, national and international companies that offer services similar to those we provide. |
Kuehne + Nagel | Our competitors include local, regional, national and international companies that offer services similar to those we provide. |
Our competitors include local, regional, national and international companies that offer services similar to those we provide. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Wincanton plc | 2024 | GXO Logistics acquired Wincanton plc for approximately £762 million via a cash offer (605 pence per share), completing the deal on April 29, 2024. The move, financed through a bridge term loan, a term loan due 2027, and $1.1 billion in senior unsecured notes, was aimed at expanding GXO’s presence in key UK sectors (grocery, retail, manufacturing, ecommerce) and achieving around £45 million in annual net run-rate synergies, with regulatory review by the CMA initiated. |
PFSweb | 2023 | GXO Logistics acquired the US-based eCommerce order fulfillment platform PFSweb for an equity value of approximately $181 million in cash at $7.50 per share, with the transaction completed on October 23, 2023. This acquisition was strategically aimed at boosting GXO’s presence in North America and enhancing its capabilities in high-growth verticals such as health & beauty and luxury goods, leveraging PFSweb’s expertise in value-added fulfillment services. |
Clipper Logistics plc | 2022 | GXO Logistics acquired Clipper Logistics plc for a total purchase price of $1.103 billion (comprising $900 million in cash plus 3,749,266 GXO common shares valued at $203 million), with the deal completed on May 24, 2022. This acquisition expanded GXO’s geographic reach in Europe by adding over 50 sites, 10 million square feet of space, and 10,000 team members, while also enhancing its premium service and reverse logistics capabilities, with the deal financed through a Delayed Draw Term Loan and a Five-Year Term Loan. |
Recent press releases and 8-K filings for GXO.
- 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.
- 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.
- Full-year 2025 guidance raised: organic revenue growth to 3.5–6.5%, adjusted EBITDA to $860–$880 million, adjusted diluted EPS to $2.43–$2.63, and free cash flow conversion at 25–35%
- UK CMA cleared GXO’s £762 million acquisition of Wincanton, subject to divesting its dedicated grocery warehousing business and select grocery contracts to address competition concerns
- Integration of Wincanton’s operations is slated to begin in Q3 2025 following divestment conditions
- Immediate collaboration on specified UK aerospace and defense tenders is enabled under the clearance terms, expanding GXO’s strategic presence
- Revenue of $3 billion grew 21% YoY with a strong sales pipeline of $2.5 billion, driven by new business wins and robust organic growth.
- The company announced a landmark NHS deal in the healthcare sector with a lifetime value of approximately $2.5 billion, signaling strategic sector expansion.
- Progress on the Wincanton integration is on track with expected $58 million cost synergies and only minimal potential divestitures anticipated.
- A share buyback program was executed with purchases of 2.8 million shares (2.4% of float), highlighting disciplined capital allocation.
- GXO reported $3.0 billion in revenue in Q1 2025 with 3% organic growth and a 21% YoY increase .
- Secured $228 million in new business wins and built a $2.5 billion sales pipeline, marking a three-year high .
- Q1 adjusted EBITDA reached $163 million .
- Repurchased 2.8 million shares during the quarter, underscoring long-term confidence .
- FY 2025 guidance update: Organic revenue growth of 3%-6%, adjusted EBITDA of $840-$860 million, and EPS of $2.40-$2.60 .