Overview
Contract logistics provider's Q4 revenue grew 7.9% yr/yr, slightly beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Adjusted EBITDA for Q4 slightly beat analyst estimates
Outlook
GXO expects 2026 organic revenue growth of 4% to 5%
Company projects 2026 adjusted EBITDA of $930 mln to $970 mln
GXO forecasts 2026 adjusted diluted EPS of $2.85 to $3.15
Result Drivers
NEW BUSINESS WINS - GXO achieved over $1 bln in new business wins for the third consecutive year, contributing to record revenue
REGIONAL GROWTH - GXO saw organic revenue growth in every region, reflecting strong demand in high-growth verticals
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Slight Beat* | $3.50 bln | $3.49 bln (13 Analysts) |
Q4 Adjusted EPS | Beat | $0.87 | $0.84 (15 Analysts) |
Q4 EPS | $0.37 | ||
Q4 Net Income | $43 mln | ||
Q4 Adjusted EBITDA | Slight Beat* | $255 mln | $252.47 mln (12 Analysts) |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the courier, postal, air freight & land-based logistics peer group is "buy"
Wall Street's median 12-month price target for GXO Logistics Inc is $65.50, about 11.8% above its February 9 closing price of $58.60
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 19 three months ago
Press Release: ID:nGNX1KFpZD
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)