GXO Logistics (NYSE:GXO) Issues FY 2026 Earnings Guidance

GXO Logistics (NYSE:GXO) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 2.950-3.150 for the period, compared to the consensus estimate of 3.060. The company issued revenue guidance of -.

Analyst Ratings Changes

GXO has been the subject of a number of recent research reports. Citigroup started coverage on GXO Logistics in a research note on Wednesday, July 15th. They set a “market outperform” rating for the company. Oppenheimer set a $61.00 price target on shares of GXO Logistics in a research report on Thursday. Truist Financial dropped their price target on shares of GXO Logistics from $70.00 to $55.00 and set a “buy” rating on the stock in a research note on Wednesday, July 15th. Stephens started coverage on GXO Logistics in a research note on Wednesday, July 8th. They issued an “overweight” rating and a $75.00 price objective for the company. Finally, Wells Fargo & Company assumed coverage on GXO Logistics in a report on Tuesday, July 28th. They issued an “overweight” rating and a $18.00 target price on the stock. Twelve research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $64.64.

GXO Logistics Trading Down 0.6%

Shares of NYSE:GXO traded down $0.31 on Thursday, hitting $47.31. 796,678 shares of the company’s stock were exchanged, compared to its average volume of 1,376,573. The stock has a market capitalization of $5.44 billion, a price-to-earnings ratio of 41.91, a price-to-earnings-growth ratio of 1.73 and a beta of 1.55. GXO Logistics has a 12 month low of $45.40 and a 12 month high of $66.85. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.85 and a quick ratio of 0.85. The business’s 50 day simple moving average is $50.72 and its two-hundred day simple moving average is $53.91.

GXO Logistics (NYSE:GXO) last posted its quarterly earnings results on Tuesday, August 4th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.58 by $0.01. GXO Logistics had a net margin of 0.96% and a return on equity of 10.59%. The company had revenue of $3.44 billion for the quarter, compared to the consensus estimate of $3.46 billion. During the same quarter last year, the firm posted $0.57 EPS. The firm’s revenue was up 4.3% compared to the same quarter last year. GXO Logistics has set its FY 2026 guidance at 2.950-3.150 EPS. Analysts anticipate that GXO Logistics will post 3.07 EPS for the current fiscal year.

Trending Headlines about GXO Logistics

Here are the key news stories impacting GXO Logistics this week:

• Positive Sentiment: Quarterly earnings beat estimates. GXO reported second-quarter adjusted EPS of $0.59, ahead of the $0.58 consensus and up from $0.57 a year earlier. Revenue increased 4.3% year over year to $3.44 billion, while North America was identified as the company’s fastest-growing market. GXO Logistics Beats Q2 Earnings Estimates North America Growth
• Positive Sentiment: Management is highlighting growth initiatives. GXO expects to establish approximately 50 GXO IQ automation sites and generate about $60 million in Wincanton synergies by year-end. CEO Patrick Kelleher also argued that Wall Street may be underestimating the company’s automation and long-term growth opportunity. 2026 Guidance and Wincanton Synergies CEO Interview
• Neutral Sentiment: FY 2026 guidance was maintained at $2.95-$3.15 EPS, broadly consistent with the roughly $3.06 analyst consensus. The range provides support for the outlook but does not represent a major upward revision. GXO Second-Quarter Results
• Negative Sentiment: Revenue missed expectations of $3.46 billion, and investors remain focused on GXO’s thin profitability and management’s commitment to close its margin gap with competitors. The post-earnings reaction suggests the market viewed the outlook and margin commentary as insufficient despite the EPS beat. GXO Margin Commentary
• Negative Sentiment: Susquehanna lowered its price target from $75 to $62, although it retained a positive rating. The reduced target reflects more cautious near-term expectations and reinforces investor concerns about valuation and execution. Susquehanna Price Target Update
• Negative Sentiment: GXO is transferring six UK grocery logistics sites to DP World, representing more than two million square feet and approximately 2,000 employees. The divestiture was required for UK regulatory approval of the Wincanton acquisition, limiting near-term network capacity and revenue even though it clears a merger-related condition. DP World Transfer of GXO Sites

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. Allworth Financial LP boosted its position in shares of GXO Logistics by 175.0% during the third quarter. Allworth Financial LP now owns 517 shares of the company’s stock worth $27,000 after buying an additional 329 shares during the period. Chapman Financial Group LLC purchased a new position in GXO Logistics in the 2nd quarter valued at approximately $34,000. Geneos Wealth Management Inc. grew its stake in shares of GXO Logistics by 4,775.6% in the first quarter. Geneos Wealth Management Inc. now owns 1,999 shares of the company’s stock worth $78,000 after acquiring an additional 1,958 shares in the last quarter. Danske Bank A S purchased a new stake in shares of GXO Logistics during the third quarter worth $79,000. Finally, CIBC Private Wealth Group LLC raised its stake in shares of GXO Logistics by 201.3% in the third quarter. CIBC Private Wealth Group LLC now owns 1,621 shares of the company’s stock valued at $86,000 after acquiring an additional 1,083 shares in the last quarter. 90.67% of the stock is owned by hedge funds and other institutional investors.

GXO Logistics Company Profile

GXO Logistics (NYSE: GXO) is a global contract logistics provider specializing in warehousing, distribution, and value-added supply chain services. Established in August 2021 as a spin-off from XPO Logistics, the company has built its reputation on integrating advanced technology and automation into traditional logistics operations. GXO’s core offerings include e-commerce fulfillment, inventory management, returns processing, and reverse logistics, supported by a network of fulfillment centers and distribution hubs designed to optimize order accuracy and delivery speed.

The company serves customers across a diverse array of industries, including retail, technology, consumer goods, automotive, industrial, and healthcare.