GXO Logistics 2025 Q3 Earnings Surpasses Estimates with 71.4% Net Income Growth

GXO Logistics (GXO), ranked by market capitalization, reported its fiscal 2025 Q3 earnings on Nov 5, 2025, delivering results that exceeded expectations. The company reaffirmed its full-year guidance, maintaining its organic revenue growth and adjusted EBITDA targets despite softer volume trends anticipated in Q4.

Revenue

GXO Logistics’ total revenue surged 7.5% to $3.40 billion in 2025 Q3, up from $3.16 billion in 2024 Q3. Omnichannel retail led with $1.65 billion, while technology and consumer electronics contributed $420 million. Industrial and manufacturing added $386 million, and food and beverage accounted for $371 million. Consumer packaged goods brought in $324 million, with other segments rounding out the total at $249 million.

Earnings/Net Income

The company’s EPS jumped 85.7% to $0.52 in 2025 Q3 from $0.28 in 2024 Q3, driven by a 71.4% increase in net income to $60 million. This marked a significant profitability improvement, reflecting operational efficiency and strategic cost management.

Post-Earnings Price Action Review

GXO’s stock price demonstrated resilience, climbing 2.05% during the latest trading day, 2.08% over the previous week, and 3.05% month-to-date. The positive momentum aligns with the company’s strong earnings report and upbeat guidance, which reinforced investor confidence in its growth trajectory.

CEO Commentary

Patrick Kelleher, CEO, emphasized record revenue of $3.4 billion, 13% adjusted EBITDA growth, and $280 million in new business wins. Strategic priorities include expanding in North America’s logistics market, leveraging automation, and targeting high-growth sectors like aerospace and life sciences. The Wincanton integration is expected to unlock $60 million in cost synergies by 2026.

Guidance

GXO reaffirmed 2025 full-year guidance: organic revenue growth of 3.5%–6.5%, adjusted EBITDA of $865–885 million, and adjusted diluted EPS of $2.43–$2.63. Forward-looking targets include $700 million in 2026 revenue visibility and margin expansion through operational discipline.

Additional News

GXO announced $280 million in new business wins, a 24% year-over-year increase, and a $2.3 billion commercial pipeline. The company also executed a $200 million share buyback in H1 2025 and accelerated the integration of Wincanton, aiming for $60 million in cost synergies by 2026. Leadership changes included the appointment of Michael Jacobs as President of the Americas and Asia Pacific, alongside the introduction of a Chief Operating Officer role to scale operational excellence globally.

Earnings/Net Income

GXO’s 85.7% EPS growth and 71.4% net income increase underscored its ability to drive profitability, positioning the company as a leader in the logistics sector.