GXO Logistics (NYSE:GXO) Announces Earnings Results, Beats Expectations By $0.01 EPS

GXO Logistics (NYSE:GXO) announced its earnings results on Tuesday. The company reported $0.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.58 by $0.01, FiscalAI reports. The firm had revenue of $3.44 billion during the quarter, compared to analysts’ expectations of $3.46 billion. GXO Logistics had a return on equity of 10.59% and a net margin of 0.96%.The business’s revenue was up 4.3% on a year-over-year basis. During the same period in the prior year, the firm earned $0.57 EPS. GXO Logistics updated its FY 2026 guidance to 2.950-3.150 EPS.

GXO Logistics Price Performance

GXO stock traded down $0.31 during trading on Thursday, reaching $47.31. 796,678 shares of the company were exchanged, compared to its average volume of 1,376,573. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.85 and a current ratio of 0.85. The stock’s 50 day moving average price is $50.72 and its 200 day moving average price is $53.91. GXO Logistics has a 52-week low of $45.40 and a 52-week high of $66.85. The company has a market cap of $5.44 billion, a P/E ratio of 41.91, a PEG ratio of 1.73 and a beta of 1.55.

Analyst Upgrades and Downgrades

GXO has been the topic of several recent research reports. Susquehanna dropped their price target on GXO Logistics from $75.00 to $62.00 and set a “positive” rating on the stock in a research report on Thursday. Morgan Stanley upped their price target on GXO Logistics from $75.00 to $78.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Citizens Jmp started coverage on shares of GXO Logistics in a research report on Wednesday, July 15th. They issued a “market perform” rating and a $80.00 price objective on the stock. Truist Financial dropped their price objective 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. Finally, Stephens began coverage on shares of GXO Logistics in a research note on Wednesday, July 8th. They issued an “overweight” rating and a $75.00 target price for the company. Twelve investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, GXO Logistics currently has an average rating of “Moderate Buy” and a consensus price target of $64.64.

Institutional Investors Weigh In On GXO Logistics

Institutional investors have recently modified their holdings of the company. Allworth Financial LP grew its holdings in shares of GXO Logistics by 175.0% in the 3rd quarter. Allworth Financial LP now owns 517 shares of the company’s stock worth $27,000 after acquiring an additional 329 shares during the period. Chapman Financial Group LLC purchased a new stake in GXO Logistics during the second quarter worth $34,000. Geneos Wealth Management Inc. grew its holdings in GXO Logistics by 4,775.6% in the first quarter. Geneos Wealth Management Inc. now owns 1,999 shares of the company’s stock valued at $78,000 after purchasing an additional 1,958 shares during the last quarter. Danske Bank A S acquired a new stake in GXO Logistics in the third quarter valued at $79,000. Finally, CIBC Private Wealth Group LLC increased its position 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 buying an additional 1,083 shares in the last quarter. Hedge funds and other institutional investors own 90.67% of the company’s stock.

GXO Logistics News Summary

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

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.