GXO Logistics, Inc.

NYSE:GXO Rapport sur les actions

Capitalisation boursière : US$5.5b

GXO Logistics Croissance future

Future contrôle des critères 3/6

GXO Logistics devrait augmenter ses bénéfices et son chiffre d'affaires de 36% et de 4.9% par an respectivement. Le BPA devrait croître de de 36.6% par an. Le rendement des capitaux propres devrait être 12% dans 3 ans.

Informations clés

36.0%

Taux de croissance des bénéfices

36.61%

Taux de croissance du BPA

Logistics croissance des bénéfices9.9%
Taux de croissance des recettes4.9%
Rendement futur des capitaux propres12.04%
Couverture par les analystes

Good

Dernière mise à jour11 May 2026

Mises à jour récentes de la croissance future

Article d’analyse • 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...

Recent updates

Mise à jour du récit • 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
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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Nouveau récit • 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 Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:GXO - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202815,533324N/AN/A6
12/31/202714,78230035774413
12/31/202614,01221535865713
3/31/202613,499132125436N/A
12/31/202513,17832110434N/A
9/30/202512,9218977450N/A
6/30/202512,6836393416N/A
3/31/202512,23075164528N/A
12/31/202411,709134190549N/A
9/30/202411,049107254578N/A
6/30/202410,363140338623N/A
3/31/20249,911167313569N/A
12/31/20239,778229284558N/A
9/30/20239,655202261569N/A
6/30/20239,471199104442N/A
3/31/20239,233185167535N/A
12/31/20228,993197200542N/A
9/30/20228,788207211520N/A
6/30/20228,475216224509N/A
3/31/20228,201176206454N/A
12/31/20217,940153205455N/A
9/30/20217,444125-4239N/A
6/30/20217,0547149288N/A
3/31/20216,577-598339N/A
12/31/20206,195-31111333N/A
12/31/20196,09460N/A145N/A
12/31/20186,06570N/A335N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de GXO ( 36% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de GXO ( 36% par an) devraient croître plus rapidement que le marché US ( 16.7% par an).

Croissance élevée des bénéfices: Les bénéfices de GXO devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de GXO ( 4.9% par an) devrait croître plus lentement que le marché de US ( 11.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de GXO ( 4.9% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de GXO devrait être faible dans 3 ans ( 12 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 10:46
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

GXO Logistics, Inc. est couverte par 20 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Brandon OglenskiBarclays
Brandon OglenskiBarclays
Ariel RosaCitigroup Inc