What guidance did GXO Logistics's management provide for the next earnings period?

What does GXO Logistics do and what are its main business segments?

What were the key takeaways from GXO Logistics's earnings call?

What factors drove the changes in GXO Logistics's revenue and profit?

What is the revenue and EPS growth rate for GXO Logistics year over year?

What is GXO Logistics's gross profit margin?

What is the market's earnings forecast for GXO Logistics next quarter?

What is GXO Logistics's latest dividend and current dividend yield?

- **Record Q3 Growth**: $3.4 billion revenue (8% YoY), $280 million new wins (24% YoY), and $700 million 2026 revenue secured.
- **Margin Expansion**: 100bps Q3 margin improvement; 2026 target for higher margins via automation (40%+ of revenue) and vertical diversification.
- **Strategic Wins**: NHS $2.5 billion deal and hyperscaler contracts drive Q4 growth; Wincanton integration on track for $60 million synergies by 2026.
- **North America Focus**: $250 billion TAM with aerospace/defense, life sciences, and industrial expansion; pipeline up 50% YoY.
- **Free Cash Flow**: $187 million Q3, 25-35% EBITDA conversion; 2.7x leverage with $200 million buyback completed.

**【CEO Opening Remarks】**
- **Record Q3 Revenue**: $3.4 billion (8% YoY growth, 4% organic), with every region showing organic growth.
- **New Business Wins**: $280 million (24% YoY), including a fully automated U.S. contract with a global sportswear brand.
- **Wincanton Integration**: Synergies on track for $60 million annual run rate by end-2026; first joint customer win secured.
- **2026 Outlook**: $700 million of 2026 revenue already secured, up 50% YoY, driven by high-growth verticals like aerospace/defense, life sciences, and data centers.
- **Strategic Focus**: North America expansion (total TAM $250 billion), automation adoption (15,000+ automated units), and margin expansion through vertical diversification.

**【CFO Financial Commentary】**
- **Adjusted EBITDA**: $251 million (13% YoY growth), with 100bps sequential margin improvement due to site productivity and automated contracts.
- **Free Cash Flow**: $187 million Q3, on track for 25-35% EBITDA conversion.
- **Guidance Reaffirmation**: Full-year organic growth 3.5-6.5%, EBITDA $865-885 million, EPS $2.43-2.63.
- **Leverage**: 2.7x net debt/EBITDA, with $200 million share buyback completed YTD.

**【Q&A Highlights】**
- **North America Growth**: New President Michael Jacobs to lead expansion in aerospace/defense, industrial, and life sciences (TAM $250 billion). 2026 revenue pipeline up 50% YoY.
- **Margin Expansion**: 2026 target for higher margins via automation (40%+ of revenue now automated), vertical diversification (e.g., life sciences TAM $34 billion), and Wincanton synergies.
- **Q4 Outlook**: NHS contract ramp-up ($2.5 billion 10-year deal) and hyperscaler wins to offset softer volume trends; confident in full-year guidance.
- **Wincanton Synergies**: $60 million cost savings by 2026; revenue synergies in aerospace/defense and industrial sectors expected to materialize post-2026.
- **Technology Investment**: GXO IQ AI platform rolled out to 8 modules; 30% QoQ growth in data center pipeline.


GXO

GXO fundamentals

You can ask Aime