GXO Logistics Experiences Strong Pre-Season Activity, Raises 2025 Outlook

GXO Logistics reported Q2 adjusted EPS of 57 cents, beating the consensus estimate. The company cited increased interest from e-commerce and reverse logistics companies for its new business wins. GXO inked $307 million in new deals during the quarter, pushing total business wins to $535 million in the first half of 2025. The company raised its 2025 outlook for organic revenue growth and adjusted EBITDA guidance.

GXO Logistics (GXO) reported its second-quarter 2025 earnings on July 2, 2025, exceeding analysts' expectations. The company's adjusted earnings per share (EPS) of $0.57 beat the Zacks Consensus Estimate of $0.56 [1]. This marks the fourth consecutive quarter in which GXO has surpassed consensus EPS estimates.

Revenue for the quarter ended June 2025 was $3.3 billion, a 16% year-over-year increase, and organic revenue growth reached 6%, the highest in nine quarters [3]. The company also reported adjusted EBITDA of $212 million, up 13% year-over-year. These results were driven by increased interest from e-commerce and reverse logistics companies, resulting in $307 million in new business wins during the quarter [3].

GXO's total business wins for the first half of 2025 reached $535 million, up 13% year-over-year. The company attributed this growth to its ability to attract new clients and expand its market reach [3]. Additionally, GXO received final regulatory approval for the Wincanton acquisition, which is expected to unlock growth opportunities in the UK and Europe [3].

The company also raised its full-year 2025 outlook for organic revenue growth to a range of 3.5% to 6.5%, adjusted EBITDA to $865 million to $885 million, and adjusted diluted EPS to $2.43 to $2.63 [3]. These guidance changes reflect GXO's strong performance and the company's confidence in its growth prospects.

GXO Logistics shares have added about 11.4% since the beginning of the year, outperforming the S&P 500's gain of 7.6% [1]. The company's stock is currently trading at an average analyst price target of $56.71, compared to the current share price of $48.07 [2].

Investors should closely monitor GXO's earnings call for more insights into the company's future growth prospects and any potential changes in its outlook. The company's strong performance and the positive outlook for the industry suggest that GXO Logistics is well-positioned to continue its growth trajectory.

References:
[1] https://finviz.com/news/129018/gxo-logistics-gxo-tops-q2-earnings-and-revenue-estimates
[2] https://markets.financialcontent.com/stocks/article/stockstory-2025-8-4-earnings-to-watch-gxo-logistics-gxo-reports-q2-results-tomorrow
[3] https://gxo.com/news_article/gxo-reports-second-quarter-2025-results/