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

GXO Logistics (NYSE:GXO) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 2.90-3.200 for the period, compared to the consensus EPS estimate of 3.000. The company issued revenue guidance of -.

GXO Logistics Trading Up 7.6%

GXO opened at $49.79 on Wednesday. The company has a market cap of $5.73 billion, a P/E ratio of 165.95, a PEG ratio of 1.56 and a beta of 1.62. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.85 and a current ratio of 0.85. GXO Logistics has a one year low of $36.75 and a one year high of $66.85. The business’s 50-day simple moving average is $55.74 and its 200-day simple moving average is $55.14.

GXO Logistics (NYSE:GXO) last announced its earnings results on Tuesday, May 5th. The company reported $0.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.37 by $0.13. The firm had revenue of $3.30 billion during the quarter, compared to analysts’ expectations of $3.22 billion. GXO Logistics had a return on equity of 9.83% and a net margin of 0.24%.The business’s revenue was up 10.8% on a year-over-year basis. During the same period in the prior year, the firm earned $0.29 EPS. GXO Logistics has set its FY 2026 guidance at 2.90-3.200 EPS. As a group, equities research analysts expect that GXO Logistics will post 3 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. Morgan Stanley reaffirmed an “overweight” rating and set a $75.00 price objective on shares of GXO Logistics in a research report on Tuesday, February 17th. Stifel Nicolaus set a $70.00 price objective on GXO Logistics in a research report on Thursday, February 12th. Weiss Ratings cut GXO Logistics from a “sell (d+)” rating to a “sell (d)” rating in a research report on Monday. UBS Group increased their target price on GXO Logistics from $63.00 to $74.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, Oppenheimer reissued an “outperform” rating and set a $70.00 target price on shares of GXO Logistics in a research note on Thursday, February 12th. Ten research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $69.17.

Key GXO Logistics News

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

• Positive Sentiment: Q1 results beat expectations — GXO reported $0.50 EPS vs. $0.37 consensus and $3.30B revenue (up 10.8% y/y), signaling solid top-line growth and margin improvement. GXO Logistics (GXO) Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Raised FY 2026 outlook and business momentum — management raised adjusted EBITDA and adjusted diluted EPS guidance and highlighted a record $2.7B sales pipeline plus $227M of new business wins across strategic verticals. That supports longer-term revenue visibility. GXO Reports First Quarter 2026 Results
• Neutral Sentiment: FY EPS range mixed vs. street — management set FY 2026 EPS guidance of $2.90–3.20, which spans the consensus (~$3.00). The range gives upside but also leaves room for investor interpretation of conservatism vs. ambition. View Press Release / Guidance
• Negative Sentiment: Amazon’s logistics push is a direct competitive risk — news that Amazon is opening freight/supply-chain services to outside businesses triggered a broad selloff in logistics/shipping names and specifically rattled GXO, increasing investor concern about pricing pressure and lost market share. Amazon’s logistics push rattles GXO as retailers shift strategies One move from Amazon takes logistics stocks lower on Wall Street

Institutional Investors Weigh In On GXO Logistics

Several hedge funds have recently made changes to their positions in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in GXO Logistics by 29.7% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,867 shares of the company’s stock valued at $1,568,000 after acquiring an additional 9,134 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in GXO Logistics by 2.4% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 377,211 shares of the company’s stock valued at $14,741,000 after acquiring an additional 8,670 shares during the last quarter. Geneos Wealth Management Inc. boosted 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 acquiring an additional 1,958 shares during the last quarter. Hsbc Holdings PLC boosted its holdings in GXO Logistics by 2.0% in the second quarter. Hsbc Holdings PLC now owns 12,780 shares of the company’s stock valued at $622,000 after acquiring an additional 253 shares during the last quarter. Finally, M&T Bank Corp acquired a new position in GXO Logistics in the second quarter valued at $271,000. Institutional investors and hedge funds own 90.67% of the company’s stock.

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.