GXO Logistics, Inc.

GXO Industrials Integrated Freight & Logistics

GXO Logistics, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $13.2 billion, up 12.5% from fiscal 2024. In the quarter to June 2026, revenue grew 4.30%, EPS fell 4.35%, free cash flow grew 127.9% and total debt rose 19.2%, each against the same quarter a year earlier. Revenue growth for five consecutive years; insiders bought in the last twelve months.

50.38 0.45 +0.90%
Market cap
$5.7B
P/E
43.3×
Fwd P/E
29.7×
Dividend yield
—
F-score
6/9
Altman Z
1.56
Beneish M
−2.52
Dividend safety
n/a

Insider Decisions trades per month

Total buys 0.30
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy 1 — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 2.46%

Capital & Financial Ratios $m

Market Cap 5,730.00
Revenue 13,641.00
Net Income 135.00
Free Cash Flow 331.00
Net Debt 2,434.00
Current Ratio 0.79 (below 1: weak)
Debt/Equity 1.06
P/E ratio 43.33 (above 35: high)
Fwd P/E 29.70
P/S ratio 0.42
P/B ratio 1.90
Past 5Y EPS Growth —
This Y EPS Growth 20.40% (at or above 15%: strong)
Next Y EPS Growth 17.02% (at or above 15%: strong)
Next Y revenue growth 5.81%
Next 5Y EPS Growth 19.30% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 56.45%
10-year low 10-year high
P/S against its own 10 years 12.08%
10-year low 10-year high
P/B against its own 10 years 20.75%
10-year low 10-year high
EV/Sales against its own 10 years 11.47%
10-year low 10-year high
EV/FCF against its own 10 years 17.96%
10-year low 10-year high

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 468 413 854 769
Receivables 1,753 1,799 2,028 2,070
Inventory — — — —
Other 347 429 406 414
2,568 2,641 3,288 3,253
2023 2024 2025 Q'26
Payables 709 776 758 707
ST’ Debt 27 110 446 751
Other 327 385 434 439
2,626 3,189 3,875 4,121

Compound Annual Growth %

10y 5y 3y
Sales — 16.30% 13.58%
Cash Flow — 5.44% (7.14%)
Earnings — 0.00% (45.44%)
Book Value — 0.45% 4.03%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.03 0.22 — — —
’25 (0.81) 0.23 0.51 0.37 0.28
’24 (0.31) 0.32 0.28 0.83 1.12
’23 0.21 0.54 0.55 0.61 1.92
’22 0.32 0.44 0.53 0.39 1.67
’21 0.15 0.10 0.62 0.48 1.32
’20 (0.11) (0.57) 0.20 0.25 (0.27)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 3,298 3,441 — — —
’25 2,977 3,299 3,395 3,507 13,178
’24 2,456 2,846 3,157 3,250 11,709
’23 2,323 2,394 2,471 2,590 9,778
’22 2,083 2,156 2,287 2,467 8,993
’21 1,822 1,882 1,974 2,262 7,940
’20 1,440 1,405 1,584 1,766 6,195
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 31 76 — — —
’25 29 3 232 170 434
’24 50 115 198 186 549
’23 39 61 243 215 558
’22 46 154 116 226 542
’21 47 99 105 204 455
’20 41 191 154 (12) 333
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (31) 12 — — —
’25 (48) (43) 187 163 259
’24 (17) 31 110 127 251
’23 (43) 3 191 151 302
’22 (16) 68 47 141 240
’21 (20) 49 50 137 216
’20 41 95 102 (74) 123
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Price, $
Price, $ Low — — — — — 48.38 32.10 41.83 41.38 30.46 (10.9%) ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
High — — — — — 105.92 92.04 67.57 63.33 57.99 (14.0%) ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
People
People Employees — — — — — 120,000 135,000 131,000 152,000 154,000 +6.4% ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
Revenue/emp, $m — — 0.00 0.00 0.00 0.07 0.07 0.07 0.08 0.09 n/m ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
Income, $m
Income, $m Revenue — — 6,065 6,094 6,195 7,940 8,993 9,778 11,709 13,178 +11.7% 13,943 14,621 15,441 +5.4%
Gross margin, % — — 11.33 16.11 16.56 16.41 17.24 17.83 15.85 15.09 +3.8 pt
EBT — — 126 118 (6) 153 264 266 146 104 (2.7%)
EBT margin, % — — 2.08 1.94 (0.10) 1.93 2.94 2.72 1.25 0.79 (1.3) pt
Net income — 0 70 81 (22) 161 200 233 138 36 n/m
Depreciation — — 261 302 323 335 329 361 415 457 +8.3%
Per share, $
Per share, $ Revenue — — 54.15 53.16 54.05 69.27 76.83 82.23 98.05 113.92 +11.2%
Earnings — — 0.63 0.52 (0.27) 1.33 1.68 1.93 1.12 0.28 (10.9%)
Cash flow — — 2.99 1.27 2.91 3.97 4.63 4.69 4.60 3.75 +3.3%
Capex — — 0.00 (1.81) (1.83) (2.08) (2.58) (2.15) (2.50) (1.51) n/m
Free cash flow — — 2.99 (0.54) 1.07 1.88 2.05 2.54 2.10 2.24 (4.1%)
Book value — — 0.00 22.39 25.72 20.85 22.88 24.78 25.42 26.06 n/m
Shares, m — — 112 115 115 115 117 119 119 116 +0.5%
Valuation, ×
Valuation, × P/E — — 78.05 78.05 78.05 66.38 24.98 31.32 38.50 164.50 70.0
P/S — — 0.89 0.89 0.89 1.31 0.55 0.73 0.44 0.46 0.8
P/B — — 2.14 2.14 2.14 4.36 1.83 2.43 1.71 2.02 2.3
EV/Sales — — 0.93 0.93 0.93 1.39 0.69 0.85 0.63 0.63 0.9
EV/FCF — — 114.72 114.72 114.72 51.11 25.93 27.58 29.53 32.05 63.8
Cash, $m
Cash, $m Operating cash flow — — 335 145 333 455 542 558 549 434 +3.8%
Capex — — (270) (207) (210) (239) (302) (256) (298) (175) (6.0%)
Free cash flow — — 335 (62) 123 216 240 302 251 259 (3.6%)
Balance, $m
Balance, $m Working capital — — — 5 98 (230) (104) (58) (548) (587) n/m
Total debt — — — 2,133 673 961 1,806 1,647 2,631 3,065 +6.2%
Net debt — — — 1,933 345 628 1,311 1,179 2,218 2,211 +2.3%
Shareholders’ equity — — — 2,567 2,948 2,390 2,678 2,946 3,035 3,015 +2.7%
Returns, %
Returns, % ROA — — 0.00 0.00 (0.95) 2.21 2.39 2.45 1.29 0.27 +0.3 pt
ROIC — — — 2.08 0.30 3.13 3.79 4.82 2.59 2.93 +0.9 pt
ROE — — 0.00 2.23 (1.12) 5.73 7.77 8.14 4.48 1.06 +1.1 pt
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026 · fundamentals updated 25 Oct 2026

GXO Logistics, Inc. vs peers in Integrated Freight & Logistics (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
EXPD Expeditors International of Washington, Inc. $25.8B 28.7× 24.8× +32.07% (above 0%: growing) +50.37% (above 0%: growing) +2.03% (above 0%: growing) 30.99% 9.98% Compare
JBHT J.B. Hunt Transport Services, Inc. $20.7B 31.4× 31.2× +19.37% (above 0%: growing) +45.80% (above 0%: growing) +29.82% (above 0%: growing) 41.31% 7.42% Compare
FDXF FedEx Freight Holding Company Inc. $16.4B — — — — — — — Compare
CHRW C.H. Robinson Worldwide, Inc. $14.7B 23.9× 22.9× +19.28% (above 0%: growing) +24.41% (above 0%: growing) −91.47% (below 0%: shrinking) 14.96% 5.18% Compare
ZTO ZTO Express (Cayman) Inc. $10.9B 10.5× 10.0× +29.83% (above 0%: growing) +73.53% (above 0%: growing) +121.35% (above 0%: growing) 25.66% 22.19% Compare
GXO GXO Logistics, Inc. $5.7B 43.3× 29.7× +4.30% (above 0%: growing) −4.35% (below 0%: shrinking) +127.91% (above 0%: growing) 14.76% 2.24%
LSTR Landstar System, Inc. $4.8B 36.5× 27.9× +18.09% (above 0%: growing) +20.00% (above 0%: growing) −950.32% (below 0%: shrinking) 21.71% 4.62% Compare
PBI Pitney Bowes Inc. $2.3B 13.2× 11.3× −2.25% (below 0%: shrinking) +117.65% (above 0%: growing) +37.11% (above 0%: growing) 53.66% 23.66% Compare
HUBG Hub Group, Inc. $1.6B 15.3× 14.4× −5.31% (below 0%: shrinking) +23.08% (above 0%: growing) −37.43% (below 0%: shrinking) 26.84% 4.22% Compare
Median of peers $12.8B 23.9× 22.9× +19.28% +45.80% +2.03% 26.84% 7.42%

All 32 Integrated Freight & Logistics stocks →

Pay and ownership Proxy statement filed 22 April 2026

Ownership

Directors and executive officers, together 0.16%
Hamilton, Bermuda HM11 11.70%
New York, NY 9.20%
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

GXO Logistics, Inc. (GXO) Latest News

15 Oct

11 Aug

Impact 3 · transcript

8 Aug

Impact 3 · transcript
stockrow.com/GXO · Data as of Oct 25, 2026 · For information only; not investment advice. · © 2026 stockrow.com