Added to YB: 2026-09-29
Pitch date: 2026-09-24
GXO [bullish]
GXO Logistics, Inc.
+5.34%
current return
Author Info
No bio for this author
Company Info
GXO Logistics, Inc., together with its subsidiaries, provides logistics services worldwide. It provides warehousing and distribution, order fulfilment, e-commerce, reverse logistics, and other supply chain services.
Market Cap
$5.2B
Pitch Price
$44.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.59
P/E
39.74
EV/Sales
0.77
Sector
Air Freight and Logistics
Category
growth
GXO Update
GXO (earnings): GXO’s strongest commercial quarter in three years outweighs Q2’s organic-growth miss, which management attributed to contract start-up timing: annualized wins rose 34% to $410M, securing more than $1B of incremental 2026 revenue. Adjusted EBITDA beat consensus, free cash flow improved $55M year over year, and FY26 guidance still implies roughly 5% second-half organic growth. At 13.9x forward earnings, the upside depends on signed contracts ramping and management delivering margin expansion.
Read full article (16 min)