Update shared on10 Aug 2025
Fair value Increased 5.77%Driven primarily by a notable upgrade in consensus revenue growth forecasts from 5.6% to 6.6% per annum, the analyst price target for GXO Logistics has increased from $57.12 to $60.41.
What's in the News
- Completed $200 million share buyback, repurchasing 4.53% of outstanding shares.
- Updated 2025 guidance to organic revenue growth of 3.5% to 6.5%, reflecting an upward revision.
- Announced appointment of Patrick Kelleher as new CEO effective August; CFO Baris Oran to step down after successor named.
- Launched GXO IQ, an AI-powered logistics platform, to be widely available in H2 2025; integrated PFSweb services into unified GXO Direct offering for midsize US companies.
- Secured and expanded major client partnerships, including renewals and growth with Pratt & Whitney, Huel, bioMerieux, Sky Italia, and new deal with Toolstation in the Netherlands.
Valuation Changes
Summary of Valuation Changes for GXO Logistics
- The Consensus Analyst Price Target has risen from $57.12 to $60.41.
- The Consensus Revenue Growth forecasts for GXO Logistics has significantly risen from 5.6% per annum to 6.6% per annum.
- The Future P/E for GXO Logistics has risen slightly from 18.37x to 18.94x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.