GXO Logistics (NYSE:GXO) Announces Earnings Results, Beats Estimates By $0.13 EPS

GXO Logistics (NYSE:GXO) posted its quarterly earnings results on Tuesday. The company reported $0.50 EPS for the quarter, topping analysts’ consensus estimates of $0.37 by $0.13, FiscalAI reports. GXO Logistics had a return on equity of 9.83% and a net margin of 0.24%.The business had revenue of $3.30 billion during the quarter, compared to analysts’ expectations of $3.22 billion. During the same quarter last year, the company posted $0.29 earnings per share. GXO Logistics’s quarterly revenue was up 10.8% on a year-over-year basis. GXO Logistics updated its FY 2026 guidance to 2.90-3.200 EPS.

GXO Logistics Price Performance

Shares of NYSE GXO traded up $3.52 during midday trading on Tuesday, reaching $49.79. The company’s stock had a trading volume of 4,155,996 shares, compared to its average volume of 1,203,428. 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 fifty-two week low of $36.75 and a fifty-two week high of $66.85. The business’s 50 day moving average price is $55.74 and its two-hundred day moving average price is $55.14. The company has a market cap of $5.73 billion, a P/E ratio of 165.95, a P/E/G ratio of 1.56 and a beta of 1.62.

Institutional Investors Weigh In On GXO Logistics

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Invesco Ltd. raised its position in shares of GXO Logistics by 18.8% in the fourth quarter. Invesco Ltd. now owns 420,138 shares of the company’s stock valued at $22,116,000 after buying an additional 66,633 shares in the last quarter. Corient Private Wealth LLC raised its position in shares of GXO Logistics by 3.0% in the fourth quarter. Corient Private Wealth LLC now owns 13,794 shares of the company’s stock valued at $726,000 after buying an additional 397 shares in the last quarter. SummitTX Capital L.P. acquired a new stake in shares of GXO Logistics in the fourth quarter valued at approximately $332,000. Susquehanna Fundamental Investments LLC raised its position in shares of GXO Logistics by 18.3% in the fourth quarter. Susquehanna Fundamental Investments LLC now owns 118,982 shares of the company’s stock valued at $6,263,000 after buying an additional 18,443 shares in the last quarter. Finally, Man Group plc acquired a new stake in shares of GXO Logistics in the fourth quarter valued at approximately $378,000. 90.67% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several brokerages have issued reports on GXO. Weiss Ratings downgraded shares of GXO Logistics from a “sell (d+)” rating to a “sell (d)” rating in a research report on Monday. Wells Fargo & Company raised their price objective on shares of GXO Logistics from $65.00 to $70.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. The Goldman Sachs Group downgraded shares of GXO Logistics from a “buy” rating to a “neutral” rating and set a $68.00 price objective for the company. in a research report on Wednesday, March 4th. Citigroup raised their price objective on shares of GXO Logistics from $66.00 to $68.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Finally, Truist Financial raised their price objective on shares of GXO Logistics from $65.00 to $70.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Ten investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, GXO Logistics presently has an average rating of “Moderate Buy” and an average target price of $69.17.

GXO Logistics News Roundup

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

• Positive Sentiment: Q1 earnings and revenue beat — GXO reported $0.50 EPS vs. a $0.37 consensus and revenue of $3.30B vs. $3.22B consensus, showing year-over-year revenue growth and an operating beat that supports valuation re-rating. GXO Logistics (GXO) Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Raised FY‑2026 guidance and outlook — management increased guidance for adjusted EBITDA and adjusted diluted EPS and set FY‑2026 EPS guidance at 2.90–3.20, signaling confidence in margin improvement and cash flow. GXO Reports First Quarter 2026 Results
• Positive Sentiment: New business wins and healthy pipeline — $227M in new wins (≈40% in strategic growth sectors) and a record $2.7B sales pipeline support future revenue visibility and potential margin expansion. GXO Reports First Quarter 2026 Results
• Neutral Sentiment: FY‑2026 EPS range versus street — the 2.90–3.20 guidance overlaps the consensus (~3.00), so while upside is possible, the range leaves room for investor interpretation about beat vs. just-in-line execution. GXO on MarketBeat
• Negative Sentiment: Sector shock from Amazon launch — Amazon’s announcement opening its freight/supply‑chain services to outside businesses triggered a selloff across logistics names, increasing competitive risk and pressuring short‑term sentiment for GXO and peers. One move from Amazon takes logistics stocks lower on Wall Street by up to 24%
• Negative Sentiment: Market‑structure and index attention — GXO’s intra‑day slide drew notice around Russell 1000 reweighting and index flows, which can amplify volatility even when fundamentals remain solid. GXO Logistics Slide Sparks Focus In Russell 1000 Index

About GXO Logistics

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.