GXO GXO Logistics
Price Chart
Executive Summary
GXO Logistics reported Q1 2026 adjusted diluted EPS of $0.50, well above the $0.37 consensus, and revenue of $3.3B (+10.8% YoY, organic +4.1%) versus $3.22B consensus. The company raised full-year 2026 adjusted EBITDA guidance to $935M-$975M and adjusted EPS to $2.90-$3.20, citing strong commercial momentum and a record $2.7B pipeline.
Key Financial Metrics
Actionable Insight
The strong beat and raised guidance, combined with record pipeline growth, signal accelerating momentum in higher-margin verticals. Watch for continued organic revenue acceleration and free cash flow conversion toward the 30-40% target; the stock should re-rate higher on improved visibility.
Key Facts
- Adjusted diluted EPS of $0.50 vs consensus $0.37 (35.1% beat)
- Revenue $3.3B vs consensus $3.22B, up 10.8% YoY; organic revenue growth 4.1%
- Raised FY2026 adjusted EBITDA guidance to $935M-$975M (from $930M-$970M)
- Raised FY2026 adjusted diluted EPS guidance to $2.90-$3.20 (from $2.85-$3.15)
- Record sales pipeline of $2.7B; North America pipeline grew 35% sequentially
- Adjusted EBITDA of $200M in Q1, up from $163M a year ago; margin expanded to 6.1% from 5.5%
- Net income of $5M vs net loss of $95M in prior year; GAAP EPS $0.03 vs -$0.81
- Free cash flow was a use of $31M vs use of $48M in Q1 2025
Financial Impact
EPS beat of $0.13 (35.1%) on consensus $0.37; revenue beat of ~$80M (2.5%) on consensus $3.22B; guidance raised by $25M at midpoint for EBITDA and $0.05 for EPS
Risk Factors
- GAAP EPS of $0.03 is thin; adjusted EPS relies on significant add-backs ($54M in adjustments)
- Free cash flow remains negative ($31M use) despite improvement; conversion target of 30-40% still distant
- Net debt of $2.3B and leverage ratio of 2.5x leave limited balance sheet flexibility
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3288311 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 13, 2026
10d ago
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DEFA14A
| — | awaiting T+5 | — | — |
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May 5, 2026
18d ago
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8-K
| $49.91 $50.34 | ▲ +0.86% | ▼ −0.27% | $47.47 (−4.89%) |
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May 5, 2026
18d ago
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8-K
| $49.91 $50.34 | ▲ +0.86% | ▼ −0.27% | $47.47 (−4.89%) |
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May 5, 2026
18d ago
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Press Release
| $49.91 $50.34 | ▲ +0.86% | ▼ −0.27% | $47.47 (−4.89%) |
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Apr 15, 2026
5w ago
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Press Release
| $55.76 $57.36 | ▲ +2.87% | ▲ +1.23% | $47.47 (−14.87%) |
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Apr 13, 2026
5w ago
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Press Release
| $56.60 $59.26 | ▲ +4.70% | ▲ +1.40% | $47.47 (−16.13%) |
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Apr 9, 2026
6w ago
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Press Release
| $55.99 $57.07 | ▲ +1.93% | ▼ −1.26% | $47.47 (−15.22%) |
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Apr 2, 2026
7w ago
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Press Release
| $53.08 $56.07 | ▲ +5.63% | ▲ +2.01% | $47.47 (−10.57%) |
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Mar 19, 2026
9w ago
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Press Release
| $51.27 $51.72 | ▲ +0.88% | ▲ +3.09% | $47.47 (−7.41%) |
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Mar 18, 2026
9w ago
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Press Release
| $53.24 $52.16 | ▼ −2.03% | ▼ −1.31% | $47.47 (−10.84%) |
US Market Status
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