GXO Logistics (GXO) Aktienübersicht
GXO Logistics, Inc. bietet zusammen mit seinen Tochtergesellschaften weltweit Logistikdienstleistungen an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 1/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 4/6 |
| Finanzielle Gesundheit | 0/6 |
| Dividenden | 0/6 |
GXO Community Fair Values
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Analyst Price Targets
GXO Logistics, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$46.72 |
| 52-Wochen-Hoch | US$66.85 |
| 52-Wochen-Tief | US$39.33 |
| Beta | 1.68 |
| 1 Monat Veränderung | -20.30% |
| 3 Monate Veränderung | -28.77% |
| 1 Jahr Veränderung | 15.56% |
| 3 Jahre Veränderung | -17.13% |
| 5 Jahre Veränderung | n/a |
| Veränderung seit IPO | -14.28% |
Aktuelle Nachrichten und Updates
Narrativ-Update • May 17
GXO: Automation Wins And 2026 Execution Will Drive Further Upside
Analysts have trimmed their average price target on GXO Logistics by $5 to $68. This reflects updated views on sector relative upside, slightly below consensus long-term EBITDA estimates, and a modestly higher discount rate in valuation models.Seeking Alpha • May 11
GXO Logistics Is Improving But Faces Headwinds From Competition And The Macro
Summary GXO Logistics delivered positive 1Q'26 results, with 4% organic revenue growth and 22% adjusted EBITDA growth, raising full-year guidance. GXO is shifting focus to strategic verticals like aerospace, defense, and technology, but retail/consumer still accounts for two-thirds of revenue. Amazon's entry into third-party logistics increases competitive pressure, especially in GXO's core consumer segment, though GXO's European exposure offers some insulation. Despite a 9-10% stock price decline, GXO's 7% earnings yield and 4.5–5% distributable yield are not compelling given leverage, macro, and competitive risks; the Hold rating is maintained. Read the full article on Seeking Alpha
Narrativ-Update • May 01
GXO: Recent Execution And Automation Wins Will Support Upside Into 2026
Analysts have adjusted the GXO Logistics price target to $71.56, reflecting a blend of higher targets from firms citing solid recent results and unchanged or lower enthusiasm from others after the stock's strong share price run and more limited sector upside. Analyst Commentary Recent research on GXO Logistics shows a split between analysts who see more upside after recent results and those who are more cautious after the stock's strong run.Recent updates
Narrativ-Update • May 17
GXO: Automation Wins And 2026 Execution Will Drive Further Upside
Analysts have trimmed their average price target on GXO Logistics by $5 to $68. This reflects updated views on sector relative upside, slightly below consensus long-term EBITDA estimates, and a modestly higher discount rate in valuation models.Seeking Alpha • May 11
GXO Logistics Is Improving But Faces Headwinds From Competition And The Macro
Summary GXO Logistics delivered positive 1Q'26 results, with 4% organic revenue growth and 22% adjusted EBITDA growth, raising full-year guidance. GXO is shifting focus to strategic verticals like aerospace, defense, and technology, but retail/consumer still accounts for two-thirds of revenue. Amazon's entry into third-party logistics increases competitive pressure, especially in GXO's core consumer segment, though GXO's European exposure offers some insulation. Despite a 9-10% stock price decline, GXO's 7% earnings yield and 4.5–5% distributable yield are not compelling given leverage, macro, and competitive risks; the Hold rating is maintained. Read the full article on Seeking AlphaNarrativ-Update • May 01
GXO: Recent Execution And Automation Wins Will Support Upside Into 2026
Analysts have adjusted the GXO Logistics price target to $71.56, reflecting a blend of higher targets from firms citing solid recent results and unchanged or lower enthusiasm from others after the stock's strong share price run and more limited sector upside. Analyst Commentary Recent research on GXO Logistics shows a split between analysts who see more upside after recent results and those who are more cautious after the stock's strong run.Narrativ-Update • Apr 16
GXO: Recent Contract Wins And Execution Strength Will Drive Upside Into 2026
Analysts have nudged the fair value estimate for GXO Logistics higher to about $71.56 from $66.00, reflecting a series of recent price target increases across the Street, even as one firm shifted its rating to Neutral after share price outperformance. Analyst Commentary Recent research on GXO Logistics reflects a mix of optimism about execution and earnings quality alongside a more measured view on how much upside remains after the share price run.Narrativ-Update • Apr 02
GXO: Recent Contract Wins And 2026 Outlook Will Support Further Upside
GXO Logistics' analyst price targets have seen mixed adjustments, with several firms lifting their targets into the $66 to $80 range following record Q4 metrics and 2026 guidance viewed as cautious, while at least one major bank shifted to a Neutral stance, citing recent share price strength and more limited sector-relative upside. Analyst Commentary Recent research paints a mixed picture for GXO Logistics, with several Bullish analysts lifting price targets into the mid to upper $60s and $70s range, alongside a more cautious stance from Goldman Sachs, which moved to Neutral with a US$68 price target after a period of share price strength.
Narrativ-Update • Mar 19
GXO: Automation And Sector Caution Will Shape Mid Single Digit Organic Outlook
The analyst price target for GXO Logistics has narrowed slightly as fair value moved from about $58.96 to $58.04. This change reflects updated assumptions around growth, margins, and a higher future P/E, following a mix of recent target increases from several firms and a downgrade to Neutral from one major bank citing reduced upside after strong share price performance.Narrativ-Update • Mar 05
GXO: Recent Contracts And 2026 Guidance Will Support Further Share Gains
Analysts have modestly recalibrated their price outlook for GXO Logistics, balancing multiple recent target lifts toward the $70 to $80 range with at least one downgrade to Neutral at $68. They cite strong recent share performance and slightly lower sector-relative upside.Narrativ-Update • Feb 18
GXO: Record Q4 Execution And 2026 Guidance Will Support Higher Share Prices
Analysts have raised their price target on GXO Logistics from $67.00 to about $85.09, reflecting updated views on the stock's fair value after recent research highlighted record Q4 results, adjusted EBITDA performance, and refreshed 2026 outlooks across the transport and logistics peer group. Analyst Commentary Recent research on GXO Logistics centers on record Q4 revenue, adjusted EBITDA performance, and refreshed 2026 outlooks across the transports and logistics group.Narrativ-Update • Feb 04
GXO: Tighter Capacity And Truckload Recovery Setup Will Drive Upside Into 2026
Narrative Update on GXO Logistics Analysts have lifted GXO Logistics' price target into a range of roughly $66 to $80, citing sector wide 2026 outlook updates that reference tighter capacity, a truckload recovery on the supply side, and a generally more bullish valuation framework, with some caution around nearer term seasonality. Analyst Commentary Recent research on GXO Logistics clusters around a more constructive view into 2026, with price targets now referenced in a range of about $66 to $80.Narrativ-Update • Jan 21
GXO: Cost Discipline And Tighter Capacity Setup Will Drive Upside Into 2026
Analysts have nudged their price target on GXO Logistics higher from US$64.63 to US$66.00, citing sector wide target increases and upgraded views on the transports group as they factor in tighter capacity and a more supportive setup into 2026. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a US$64 to US$80 range, signaling higher conviction around GXO Logistics' ability to execute on its growth plans into 2026.Narrativ-Update • Jan 06
GXO: Cost Discipline And Network Efficiency Will Drive Upside As Freight Stabilizes
Analysts have nudged their fair value estimate for GXO Logistics to $64.63 from $63.94, as recent upgrades and higher price targets highlight growing confidence in the company’s positioning within a stabilizing freight market and its focus on cost discipline and network efficiency. Analyst Commentary Recent research updates point to a more constructive tone around GXO Logistics, with higher price targets and a fresh upgrade to Buy signaling increased confidence in how the company is positioned as the freight market steadies.Narrativ-Update • Dec 14
GXO: Mid Single Digit Organic Gains Will Test Automation Margin Upside
Analysts have raised their fair value estimate for GXO Logistics to approximately $59 per share from about $45, reflecting higher expected revenue growth and profit margins driven by stable mid single digit organic growth, new contract wins, and efficiencies from automation, as well as recent upgrades to Buy ratings and price targets in the low to high $60s. Analyst Commentary Recent research updates highlight a strengthening bullish consensus around GXO Logistics, with multiple price target increases into the low to high $60s and several upgrades to Buy ratings.Narrativ-Update • Nov 30
GXO: Contract Wins And Warehouse Automation Will Drive Upside As Market Recovers
Analysts have modestly raised their price target for GXO Logistics to $63.94, citing gradual improvements in market conditions, cost discipline, and potential upside from new contracts and operational efficiencies. Analyst Commentary Recent research updates on GXO Logistics reflect a cautiously optimistic stance among analysts, with upgrades to Buy, increased price targets, and a focus on operational execution and market recovery prospects.Narrativ-Update • Nov 16
GXO: New Contract Wins And Automation Will Drive Momentum Ahead
GXO Logistics' analyst price target has increased from $62.12 to $63.94. Analysts point to improving growth prospects, new contract wins, and ongoing operational efficiencies as factors driving a more optimistic outlook for the company.Analyseartikel • Nov 08
Analysts Are Updating Their GXO Logistics, Inc. (NYSE:GXO) Estimates After Its Third-Quarter Results
Shareholders might have noticed that GXO Logistics, Inc. ( NYSE:GXO ) filed its quarterly result this time last week...Narrativ-Update • Nov 01
GXO: Cost Discipline And Automation Will Drive Renewal Amid Freight Market Uncertainty
Narrative Update on GXO Logistics Analysts have slightly increased their average price target for GXO Logistics by approximately $0.18 per share, citing continued revenue growth, stabilization in the freight market, and improving prospects for organic expansion due to cost discipline and new contract wins. Analyst Commentary Recent analyst updates have highlighted both opportunities and challenges for GXO Logistics as it navigates a shifting freight and logistics landscape.Narrativ-Update • Oct 18
E-commerce And Automation Integration Will Transform Global Logistics
The average analyst price target for GXO Logistics has risen slightly to $61.94 from $61.53. Analysts cite stable freight market conditions, improved contract win momentum, and ongoing cost discipline among the key factors supporting their modest upgrades.Narrativ-Update • Oct 04
E-commerce And Automation Integration Will Transform Global Logistics
Analysts have raised their price target for GXO Logistics from approximately $60.41 to $61.53, citing improved organic growth prospects and stronger margin visibility. This outlook is driven by new contracts, acquisition synergies, and operational efficiencies.Narrativ-Update • Aug 10
E-commerce And Automation Integration Will Transform Global Logistics
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.Analyseartikel • Jul 09
The Return Trends At GXO Logistics (NYSE:GXO) Look Promising
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Analyseartikel • Jun 21
What Does GXO Logistics, Inc.'s (NYSE:GXO) Share Price Indicate?
GXO Logistics, Inc. ( NYSE:GXO ), might not be a large cap stock, but it saw a significant share price rise of 52% in...Analyseartikel • Jun 02
Calculating The Intrinsic Value Of GXO Logistics, Inc. (NYSE:GXO)
Key Insights GXO Logistics' estimated fair value is US$50.15 based on 2 Stage Free Cash Flow to Equity With US$41.14...Seeking Alpha • Apr 16
GXO Logistics: I Was Wrong, Not A Buy
Summary GXO Logistics faces a challenging landscape with high competition, macroeconomic pressures, and integration issues from its $1 billion Wincanton acquisition. Despite 3% organic growth and 20% total sales growth in 2024, net income fell due to transaction and litigation costs. The 2025 outlook is soft with modest EBITDA growth and EPS estimates lowered, compounded by macroeconomic uncertainties and realignment headwinds. Given the current valuation and limited upside until 2027, I downgrade GXO Logistics to a hold, noting potential long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
GXO Logistics: Short-Term Uncertainty Creates A Generational Buying Opportunity
Summary GXO Logistics’ recurring revenue, industry-leading automation, and defensive contract structures provide strong visibility, making it well-positioned to thrive across economic cycles. Organic growth is rebounding, margins are expanding, market share is increasing, and GXO remains on track to achieve its 2027 targets, fueled by e-commerce, automation, and outsourcing trends. Short-term uncertainty surrounding the new CEO, regulatory review, and rejected buyout bid has created a generational buying opportunity, despite having no tangible impact on GXO's underlying fundamentals. I rate GXO as a "Strong Buy" with a price target of $112, expecting significant upside from current levels. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
GXO Logistics: Buy The Dip For The Long-Term View
Summary GXO is down 24% YoY and 30% from its 2024 peak due to rising costs and CEO departure concerns. Despite challenges, GXO has strong top-line growth, with revenues up 28% YoY and a growing $2.4B backlog. Margins are under pressure from high CAPEX, acquisitions, and inflation, but technological investments aim to improve efficiency long-term. Discounted EPS valuation estimates GXO at $76/share with potential to reach $100/share by 2029, a 20% CAGR. Strong revenue growth, technological leadership, and opportunities in key markets, all with minimal risk, makes GXO Logistics a great buy opportunity. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
GXO Logistics: On Track To Achieve FY 2027 EBITDA Target
Summary I maintain a buy rating for GXO due to solid growth prospects, driven by new business wins and improving business confidence. GXO's Q3 revenue grew 27.8% y/y, with organic growth accelerating for the third consecutive quarter, signaling a strong FY25 outlook. The sales pipeline increased 30% y/y to $2.4 billion, with significant new business wins, particularly in eCommerce fulfillment. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
GXO Logistics: Four Reasons Why I Bought The Dip
Summary GXO's stock recently declined as a result of Q2-24 earnings, I view this as an opportunity to buy a high quality business ata great price. GXO is the global leader in logistics contracting serving 1,200 customers located in 27 countries and 30% of fortune 100% companies. GXO has an asset light business model, predictable cash flow generation, and is riding multiyear tailwinds. Using a 7-year DCF I arrive at a price per share of $75, implying a 19% upside, even with a 20% margin of safety, the stock is still cheap. Read the full article on Seeking Alpha
Neues Narrativ • Aug 29
Critical Acquisitions And Technological Innovations Promise To Redefine Global Logistics Growth
Expansion into new verticals and strategic acquisitions positions GXO for enhanced revenue diversity and growth in sectors like aerospace and defense.Seeking Alpha • Aug 13
GXO Logistics: Leading Indicators Suggest A Robust Growth Outlook
Summary GXO Logistics' 2Q24 performance showed strong revenue growth and organic growth acceleration, leading to a positive outlook for the company. Macro indicators such as improving retail sales and inventory levels support GXO's growth trajectory and confidence in meeting FY27 targets. Management's reaffirmation of guidance and focus on automation (positive for long-term margin expansion) further solidify the buy rating for GXO. Read the full article on Seeking AlphaAktionärsrenditen
| GXO | US Logistics | US Markt | |
|---|---|---|---|
| 7D | -6.4% | 2.3% | -0.3% |
| 1Y | 15.6% | 34.3% | 26.7% |
Rendite im Vergleich zur Industrie: GXO unter dem Niveau der Branche US Logistics , die im vergangenen Jahr eine Rendite von 34.3% erzielte.
Rendite vs. Markt: GXO hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 26.7 erzielte.
Preisvolatilität
| GXO volatility | |
|---|---|
| GXO Average Weekly Movement | 7.6% |
| Logistics Industry Average Movement | 9.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: GXO hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: GXODie wöchentliche Volatilität (8%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2021 | 105,000 | Patrick Kelleher | www.gxo.com |
GXO Logistics, Inc. bietet zusammen mit seinen Tochtergesellschaften weltweit Logistikdienstleistungen an. Das Unternehmen bietet Lagerhaltung und Distribution, Auftragsabwicklung, E-Commerce, Reverse-Logistik und andere Supply-Chain-Dienstleistungen an. Zum 31.
GXO Logistics, Inc.'s Grundlagenzusammenfassung
| GXO grundlegende Statistiken | |
|---|---|
| Marktanteil | US$5.47b |
| Gewinn(TTM) | US$132.00m |
| Umsatz(TTM) | US$13.50b |
40.7x
Kurs-Gewinn-Verhältnis 0.4x
Kurs-Umsatz-VerhältnisIst GXO zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| GXO Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$13.50b |
| Kosten der Einnahmen | US$11.42b |
| Bruttogewinn | US$2.08b |
| Sonstige Ausgaben | US$1.95b |
| Gewinn | US$132.00m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 1.15 |
| Bruttomarge | 15.44% |
| Nettogewinnspanne | 0.98% |
| Schulden/Eigenkapital-Verhältnis | 91.0% |
Wie hat sich GXO auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 23:12 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
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Analysten-Quellen
GXO Logistics, Inc. wird von 20 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |
| Ariel Rosa | Citigroup Inc |