View ValuationGXO Logistics 将来の成長Future 基準チェック /36GXO Logistics利益と収益がそれぞれ年間36%と4.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12% 36.6%なると予測されています。主要情報36.0%収益成長率36.61%EPS成長率Logistics 収益成長9.0%収益成長率4.9%将来の株主資本利益率12.04%アナリストカバレッジGood最終更新日11 May 2026今後の成長に関する最新情報Price Target Changed • Feb 13Price target increased by 8.0% to US$71.25Up from US$66.00, the current price target is an average from 16 analysts. New target price is 8.8% above last closing price of US$65.51. Stock is up 66% over the past year. The company is forecast to post earnings per share of US$2.04 for next year compared to US$0.28 last year.お知らせ • Feb 11GXO Logistics, Inc. Provides Earnings Guidance for the Year 2026GXO Logistics, Inc. provided earnings guidance for the year 2026. For the year, company expected Organic revenue growth of 4% to 5%.分析記事 • Nov 08Analysts Are Updating Their GXO Logistics, Inc. (NYSE:GXO) Estimates After Its Third-Quarter ResultsShareholders might have noticed that GXO Logistics, Inc. ( NYSE:GXO ) filed its quarterly result this time last week...お知らせ • Nov 05Gxo Logistics, Inc. Reaffirms Earnings Guidance for the Full Year 2025GXO Logistics, Inc. reaffirmed earnings guidance for the full year 2025. For the year, the company organic revenue growth of 3.5% to 6.5%.Price Target Changed • Sep 24Price target increased by 8.0% to US$61.24Up from US$56.71, the current price target is an average from 17 analysts. New target price is 20% above last closing price of US$50.96. Stock is down 0.2% over the past year. The company is forecast to post earnings per share of US$0.75 for next year compared to US$1.12 last year.Major Estimate Revision • Aug 27Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.875 to US$0.775 per share. Revenue forecast steady at US$13.2b. Net income forecast to grow 176% next year vs 11% growth forecast for Logistics industry in the US. Consensus price target of US$60.41 unchanged from last update. Share price was steady at US$53.35 over the past week.すべての更新を表示Recent updatesライブニュース • Jun 04GXO Logistics Names Roberto Pascual to Lead Spain and Portugal ExpansionGXO Logistics appointed Roberto Pascual as Managing Director for Spain and Portugal. Pascual brings over 25 years of contract logistics experience to the role. He will focus on intensifying customer-centricity, accelerating growth in key verticals, and deploying advanced automation in the region. This leadership change points to a clear focus on strengthening GXO’s Iberian operations and expanding services that rely more heavily on automation and tailored solutions for large customers. Investors may want to watch how this management shift in Spain and Portugal influences customer wins, contract renewals, and adoption of automation-backed logistics solutions in that region.ナラティブの更新 • Jun 01GXO: North American Contract Logistics Focus Will Support Upside Into 2026GXO Logistics' updated analyst price target of $70.67, down from $71.56, reflects a mix of optimism around U.S. growth and margin efforts, alongside tempered expectations from some analysts who have recently trimmed targets, despite one upgrade highlighting long term North American contract logistics potential. Analyst Commentary Recent Street research on GXO Logistics highlights a split view, with some analysts leaning into the long term growth story in North American contract logistics while others are resetting expectations after share price strength and sector concerns.お知らせ • May 25GXO Logistics, Inc. Approves Election of Patrick Kelleher as DirectorGXO Logistics, Inc. announced at annual meeting of stockholders held on May 20, 2026, approved election of Patrick Kelleher as director of the company.ナラティブの更新 • May 17GXO: Automation Wins And 2026 Execution Will Drive Further UpsideAnalysts 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 11GXO Logistics Is Improving But Faces Headwinds From Competition And The MacroSummary 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 AlphaReported Earnings • May 06First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.035 (up from US$0.81 loss in 1Q 2025). Revenue: US$3.30b (up 11% from 1Q 2025). Net income: US$4.00m (up US$100.0m from 1Q 2025). Profit margin: 0.1% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 73%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • May 04Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to US$46.27. The fair value is estimated to be US$62.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 42%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 55% per annum over the same time period.ナラティブの更新 • May 01GXO: Recent Execution And Automation Wins Will Support Upside Into 2026Analysts 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.お知らせ • Apr 23GXO Logistics, Inc., Annual General Meeting, May 20, 2026GXO Logistics, Inc., Annual General Meeting, May 20, 2026.ナラティブの更新 • Apr 16GXO: Recent Contract Wins And Execution Strength Will Drive Upside Into 2026Analysts 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.お知らせ • Apr 13GXO Logistics, Inc. to Report Q1, 2026 Results on May 05, 2026GXO Logistics, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026お知らせ • Apr 09GXO Logistics, Inc. Appoints Ajit Kara As Senior Vice President Of Account ManagementGXO Logistics, Inc. announced that Ajit Kara has joined GXO as Senior Vice President, Account Management, reporting to Chief Commercial Officer Karen Bomber. In this newly created role, Kara will lead the Account Management organization with responsibility for enabling scalable growth, value creation and strengthening long-term partnerships. He will be based at GXO’s headquarters in Greenwich, Connecticut. Kara brings more than 25 years of experience leading supply chain transformation and client account management across multiple sectors. Prior to joining GXO, Kara served as CEO of the Americas at Prose on Pixels, as CEO of Williams Lea Tag, a DHL-owned enterprise, and as Managing Director, Client Services at Williams Lea.ナラティブの更新 • Apr 02GXO: Recent Contract Wins And 2026 Outlook Will Support Further UpsideGXO 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.Buy Or Sell Opportunity • Mar 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to US$49.64. The fair value is estimated to be US$62.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 42%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 55% per annum over the same time period.ナラティブの更新 • Mar 19GXO: Automation And Sector Caution Will Shape Mid Single Digit Organic OutlookThe 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.お知らせ • Mar 06GXO Logistics, Inc. Appoints Mark Suchinski as Chief Financial Officer, Effective April 1, 2026GXO Logistics, Inc. on March 06, 2026 announced the appointment of Mark Suchinski as Chief Financial Officer, effective April 1, 2026. Suchinski is a seasoned financial leader with more than three decades in finance, operations and supply chain management, with significant experience in the aerospace and defense sector, a key growth vertical for GXO. He has a proven track record driving enterprise performance improvement in labor productivity, contracting, pricing and sourcing. Prior to GXO, Suchinski served as Chief Financial Officer for The GEO Group, Inc. Prior to that, he served as Chief Financial Officer of Spirit AeroSystems with responsibility for financial reporting, Treasury, Investor Relations and Strategy. Earlier in his career, he served as Chief Accounting Officer at Home Products International and Controller at US Freightways. He holds a Bachelor of Business Administration from DePaul University.ナラティブの更新 • Mar 05GXO: Recent Contracts And 2026 Guidance Will Support Further Share GainsAnalysts 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.ナラティブの更新 • Feb 18GXO: Record Q4 Execution And 2026 Guidance Will Support Higher Share PricesAnalysts 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.Price Target Changed • Feb 13Price target increased by 8.0% to US$71.25Up from US$66.00, the current price target is an average from 16 analysts. New target price is 8.8% above last closing price of US$65.51. Stock is up 66% over the past year. The company is forecast to post earnings per share of US$2.04 for next year compared to US$0.28 last year.Reported Earnings • Feb 11Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.28 (down from US$1.12 in FY 2024). Revenue: US$13.2b (up 13% from FY 2024). Net income: US$32.0m (down 76% from FY 2024). Profit margin: 0.2% (down from 1.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Feb 11GXO Logistics, Inc. Provides Earnings Guidance for the Year 2026GXO Logistics, Inc. provided earnings guidance for the year 2026. For the year, company expected Organic revenue growth of 4% to 5%.お知らせ • Feb 10GXO Logistics, Inc. Announces Formation of Defense Advisory BoardGXO Logistics, Inc. announced the formation of a new Defense Advisory Board to advise GXO as it expands its portfolio of advanced logistics solutions for the aerospace and defense industries. The Defense Advisory Board will provide actionable defense industry insights and strategic guidance on growth opportunities within the sector. Members of the newly appointed Defense Advisory Board include:Rob Dickerson – Dickerson works in government and military business development for aviation innovator Beta Technologies. A retired U.S. Army Colonel, he served in senior leadership roles including J-5 Division Chief, Brigade Commander of the 16th Combat Aviation Brigade and service with the 160th Special Operations Aviation Regiment. A West Point graduate and former All-American football player, Dickerson also served as Deputy Military Athletic Director at Army West Point and a National Security Fellow at the Harvard Kennedy School of Government.Kurt Gutierrez – Gutierrez is a managing partner and business leader with more than 25 years of executive experience across operations, finance, and sales. A West Point graduate and former U.S. Army officer with the 2nd Armored Cavalry Regiment, he combines military leadership with disciplined business execution. Gutierrez has extensive experience in scaling startups, growing mature organizations and expanding operations in both commercial and government environments. He is a crisis-tested leader known for driving sustainable growth and operational performance.Chad Hennings– Hennings is a former U.S.Air Force officer, entrepreneur and three-time Super Bowl champion with the Dallas Cowboys. A graduate of the U.S. Air Force Academy, he served as an A-10 pilot before transitioning to a successful professional football career. Hennings is the founder and president of Hennings Management Corporation and a nationally recognized speaker and author, leveraging an extensive network across military, business, and civic communities to support leadership, engagement and strategic partnerships.Rear Admiral Jonathan A. Yuen – Admiral Yuen is a senior logistics and supply chain leader and Senior Advisor at McKinsey & Company. Prior, he served as the 47th Chief of the U.S. Navy Supply Corps, overseeing global Navy logistics operations, including more than 20,000 personnel, 110 facilities and $33B in inventory while reporting directly to the Chief of Naval Operations. Admiral Yuen brings deep expertise in defense logistics, global supply chain strategy and operational transformation, including leading large-scale commercial logistics initiatives at Meta.ナラティブの更新 • Feb 04GXO: Tighter Capacity And Truckload Recovery Setup Will Drive Upside Into 2026Narrative 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.お知らせ • Jan 30GXO Logistics, Inc. Announces Executive ChangesOn January 23, 2026, Paul Blanchett, Chief Accounting Officer of GXO Logistics, Inc., notified the Company of his decision to resign from his position as Chief Accounting Officer, with his last working day being April 24, 2026. Mr. Blanchett resigned to pursue a new professional opportunity outside of the logistics industry, and there were no disagreements between the Company and Mr. Blanchett on any matter regarding its operations, policies, or practices. On January 29, 2026, the Company’s Board of Directors appointed Laura Bracken, the Company’s Vice President Controller, Americas and Asia Pacific, to also serve as the Company’s Interim Chief Accounting Officer (interim principal accounting officer), effective April 1, 2026. Ms. Bracken, 52, has served as the Company’s Vice President Controller, Americas and Asia Pacific since May 2024, after the Company's acquisition of PFSweb, Inc. (“PFS”). Prior to that time, Ms. Bracken served as Senior Vice President, Chief Accounting Officer, Head of Finance of PFS, beginning in March 2023. Prior to PFS, from September 2022 until March 2023, Ms. Bracken served as Chief Accounting Officer/Interim Chief Financial Officer of Aero Design Labs and in various roles at Home Group Inc., including Chief Accounting Officer from July 2020 until April 2022 and Vice President, Controller from April 2019 until July 2020. Prior to At Home Group Inc., Ms. Bracken served as a staff auditor with PricewaterhouseCoopers LLP and held various accounting roles with additional corporations. Ms. Bracken is a Certified Public Accountant.ナラティブの更新 • Jan 21GXO: Cost Discipline And Tighter Capacity Setup Will Drive Upside Into 2026Analysts 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.お知らせ • Jan 12GXO Logistics, Inc. to Report Q4, 2025 Results on Feb 10, 2026GXO Logistics, Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026ナラティブの更新 • Jan 06GXO: Cost Discipline And Network Efficiency Will Drive Upside As Freight StabilizesAnalysts 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.お知らせ • Dec 20Gxo Appoints Karen Bomber as Chief Commercial Officer, Effective January 26, 2026GXO Logistics, Inc. announced the appointment of Karen Bomber as Chief Commercial Officer, reporting to CEO Patrick Kelleher, effective January 26, 2026. Bomber will be responsible for GXO’s global go-to-market strategy, with a clear, unified approach to customer relationships and pricing and a particular focus on accelerating sales in high-growth segments, verticals and geographies. Bomber brings more than 25 years of experience in commercial strategy, transformation and growth across the energy, industrial automation and retail technology sectors. She has a proven track record building customer-centric commercial strategies, launching new revenue streams and forging strategic partnerships across industries. Most recently, Bomber served as Chief Commercial Officer for ABB’s Energy Industries division, a technology leader in electrification and automation. Prior to ABB, she held leadership roles at Honeywell, InVue Security Products and Tyco in Business Development, Marketing and Product Management.お知らせ • Dec 16GXO Logistics, Inc. Announces Board Changes, Effective December 31, 2025GXO Logistics, Inc. announced that Brad Jacobs will step down as Non-Executive Chairman of the Board, effective December 31, 2025. Patrick Byrne will assume the role of Non-Executive Chairman at that time. The chairman transition follows a period of significant transformation at GXO, including the appointment of CEO Patrick Kelleher, several additional senior leadership hires, the appointment of seven new, independent board members and regulatory approval of GXO’s acquisition of Wincanton. Byrne, who joined the GXO Board in July 2025, brings more than 30 years of experience in digital transformation and operational leadership. He previously served as CEO of GE Digital and Senior Vice President of Operational Transformation at General Electric, following senior leadership roles at Fortive, Danaher and Tektronix. Byrne currently serves as Non-Executive Chair of Diebold Nixdorf and Chair of Verra Mobility and previously served as an Independent Director at Micron Technology. In connection with the resignation of Mr. Jacobs, Patrick Byrne was appointed as the new Chairman of the Board and the size of the Board was reduced from ten directors to nine directors, in each case, effective as of Mr. Jacobs’ resignation.ナラティブの更新 • Dec 14GXO: Mid Single Digit Organic Gains Will Test Automation Margin UpsideAnalysts 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.お知らせ • Dec 12GXO Logistics, Inc. Appoints Bart Beeks as Chief Operating Officer, Effective January 2, 2026GXO Logistics, Inc. announced the appointment of Bart Beeks in the newly created role of Chief Operating Officer (COO), effective January 2, 2026. Beeks will lead GXO’s global operational excellence agenda through standardized global execution, reporting to CEO Patrick Kelleher. Prior to joining GXO, Beeks was at CEVA Logistics, where he rose from intern to Chief Operating Officer, managing operations in more than 170 countries. He has extensive experience in operations, implementation excellence, international and site-level management and building high-performing teams. As COO of CEVA, he significantly improved operating margin and revenue growth and led the integration of multiple acquisitions. Prior to his role as COO, he served as Executive Vice President in Benelux and Senior Vice President of Operational Excellence at CEVA. Before his career in logistics, Beeks served as a Commanding Officer in the Dutch Special Forces. Effective date: January 2, 2026.ナラティブの更新 • Nov 30GXO: Contract Wins And Warehouse Automation Will Drive Upside As Market RecoversAnalysts 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.ナラティブの更新 • Nov 16GXO: New Contract Wins And Automation Will Drive Momentum AheadGXO 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.分析記事 • Nov 08Analysts Are Updating Their GXO Logistics, Inc. (NYSE:GXO) Estimates After Its Third-Quarter ResultsShareholders might have noticed that GXO Logistics, Inc. ( NYSE:GXO ) filed its quarterly result this time last week...Reported Earnings • Nov 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.52 (up from US$0.28 in 3Q 2024). Revenue: US$3.40b (up 7.5% from 3Q 2024). Net income: US$59.0m (up 79% from 3Q 2024). Profit margin: 1.7% (up from 1.0% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Nov 05Gxo Logistics, Inc. Reaffirms Earnings Guidance for the Full Year 2025GXO Logistics, Inc. reaffirmed earnings guidance for the full year 2025. For the year, the company organic revenue growth of 3.5% to 6.5%.ナラティブの更新 • Nov 01GXO: Cost Discipline And Automation Will Drive Renewal Amid Freight Market UncertaintyNarrative 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.お知らせ • Oct 29GXO Logistics, Inc. Announces Executive ChangesGXO Logistics, Inc. announced the appointment of Michael Jacobs, formerly Senior Vice President of Supply Chain, Ferguson Enterprises, Inc., as President of the Americas and Asia Pacific, effective November 3, 2025. Jacobs brings more than three decades of experience in all aspects of supply chain operations with expertise spanning consumer packaged goods, retail and industrial. At Ferguson, Jacobs led the transformation of its supply chain -- improving service, increasing productivity through robotics and automation and enhancing demand forecasting and product transit predictability by leveraging AI. At Keurig, Inc., he led worldwide distribution and e-commerce fulfilment, achieving best-in-class operating levels. Prior, he led global supply chain operations at Toys “R” Us, Inc., across all divisions in 33 countries. Jacobs, who will be based in Dallas, succeeds Jorge Guanter whose leadership of the region since 2023 has set the stage for the next chapter of growth. The Company also announced that it is simplifying its management structure to strengthen execution. Effective immediately (October 29, 2025), the UK & Ireland and Continental Europe regions, led by Gavin Williams and Paul Mohan respectively, will report directly to the CEO. On October 24, 2025, the company and Richard Cawston mutually agreed that Mr. Cawston will depart from his employment as Chief Revenue Officer & President of Europe of the Company in March 2026. Mr. Cawston will continue to serve as Chief Revenue Officer & President of Europe until his departure or until such earlier date as a successful transition has occurred. Additionally, a new Chief Operating Officer role is being established, reporting to the CEO, with responsibility for driving operational excellence through standardized global execution.ナラティブの更新 • Oct 18E-commerce And Automation Integration Will Transform Global LogisticsThe 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.お知らせ • Oct 06GXO Logistics, Inc. to Report Q3, 2025 Results on Nov 04, 2025GXO Logistics, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025ナラティブの更新 • Oct 04E-commerce And Automation Integration Will Transform Global LogisticsAnalysts 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.Price Target Changed • Sep 24Price target increased by 8.0% to US$61.24Up from US$56.71, the current price target is an average from 17 analysts. New target price is 20% above last closing price of US$50.96. Stock is down 0.2% over the past year. The company is forecast to post earnings per share of US$0.75 for next year compared to US$1.12 last year.Major Estimate Revision • Aug 27Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.875 to US$0.775 per share. Revenue forecast steady at US$13.2b. Net income forecast to grow 176% next year vs 11% growth forecast for Logistics industry in the US. Consensus price target of US$60.41 unchanged from last update. Share price was steady at US$53.35 over the past week.ナラティブの更新 • Aug 10E-commerce And Automation Integration Will Transform Global LogisticsDriven 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.Reported Earnings • Aug 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.23 (down from US$0.32 in 2Q 2024). Revenue: US$3.30b (up 16% from 2Q 2024). Net income: US$26.0m (down 32% from 2Q 2024). Profit margin: 0.8% (down from 1.3% in 2Q 2024). Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Aug 06+ 1 more updateBaris Oran Steps Down from GXO Logistics, Inc. as Chief Financial OfficerGXO Logistics, Inc. announced that Baris Oran plans to step down from his role as Chief Financial Officer to pursue new opportunities. Mr. Oran will remain in his role until a successor is named to ensure a smooth transition.お知らせ • Jul 31GXO Logistics, Inc. Announces Board ChangesGXO Logistics, Inc. appointed Patrick Byrne and Michael Kneeland to its board of directors, effective July 31, 2025 . Additionally, Dr. Jason Papastavrou has stepped down from the board. These appointments follow the election of five new board members in May, bringing the total to ten directors, nine of whom are independent. Patrick Byrne – A digital leader for more than three decades, Byrne served as CEO of GE Digital and SVP of operational transformation at General Electric. He previously held senior leadership positions at Fortive, Danaher, and Tektronix. He serves as non-executive chair of Diebold Nixdorf and chair of Verra Mobility. Prior, he served as an independent director at Micron Technology. Michael Kneeland – Kneeland serves as chair of Gildan Activewear and as non-executive chair of United Rentals, following his retirement as CEO in 2019. Kneeland led United Rentals’ expansion over 26 years, including overseeing approximately $8 billion in acquisitions. He also held board positions at YRC Worldwide and Brinks Home Security.お知らせ • Jul 17GXO Logistics, Inc. to Report Q2, 2025 Results on Aug 05, 2025GXO Logistics, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Aug 05, 2025分析記事 • Jul 09The Return Trends At GXO Logistics (NYSE:GXO) Look PromisingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...お知らせ • Jun 26GXO Logistics, Inc. Launches GXO IQ, A First-Of-Its-Kind AI-First Platform to Power Global Supply Chain OperationsGXO Logistics, Inc. announced the launch of GXO IQ, the first AI-powered intelligent platform built for the logistics industry by logistics experts. GXO IQ will help businesses navigate the complexity of today's global supply chains by deploying AI capabilities that orchestrate more productive, more dynamic logistics operations. Informed by over 20 years of operational data, GXO IQ leverages a suite of proprietary AI algorithms that intelligently orchestrate millions of complex, multi-step actions across inventory distribution and movement, order picking and packing, shipping, and staffing. GXO IQ was designed by logistics experts and leverages a best-in-class technology stack including Google Cloud's Vertex AI and Snowflake Cortex AI. The tool also leverages Google Cloud's API management product Apigee to give customers secure and seamless access to critical warehouse data. GXO IQ is comprised of four layers that create a seamless, intelligent operating platform: Data Fabric Layer: GXO IQ utilizes GXO's operational expertise from 20 years of deploying supply chain solutions for customers, along with inputs from thousands of frontline operators, and a data lake that utilizes billions of transactions from GXO operations. Every day, over 200 million signals are streamed and organized to form the data fabric of the platform that trains powerful AI algorithms on every aspect of warehouse operations. AI Orchestration Layer: The AI algorithms are continuously running in the background, predicting demand shifts, anticipating inventory risks, proactively initiating inventory movement, and identifying the ideal pick, pack, and ship process of each order - all in real-time. End-to-End Execution Layer: The execution layer is comprised of a full suite of logistics management capabilities with marketplace integration and value-added micro-services, including order management, warehouse, returns, and transportation. Services are fully integrated into a cohesive end-to-end solution that can be customized to meet the evolving needs of each individual customer using the platform. Experience Layer: A unique, persona-based interface with a native, interactive AI agent called 'GIL' provides a single view to see what's important and help manage the entire process, from real-time order fulfilment status to exceptions management to inventory risk alerts. GXO IQ, which is powering GXO Direct for customers in the U.S., will be widely commercially available to customers in the second half of 2025.分析記事 • Jun 21What 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...お知らせ • Jun 20GXO Logistics, Inc. Announces the Appointment of Patrick Kelleher as Chief Executive Officer, Effective August 19, 2025GXO Logistics, Inc. announced the appointment of seasoned supply chain leader Patrick Kelleher as its new chief executive officer, effective August 19, 2025. Kelleher brings 33 years of global supply chain experience, strategic leadership and operational excellence to GXO, having held senior executive roles at DHL Supply Chain, a division of Deutsche Post DHL Group. Most recently, he served as CEO, North America, where he oversaw significant growth and operational improvements across the business. During his tenure at DHL, Kelleher was global chief development officer and CEO, Americas for Williams Lea Tag, when it operated under DHL’s ownership. He brings extensive expertise across many key verticals, including consumer goods, healthcare, technology, ecommerce, and manufacturing. He has also led strategic initiatives spanning transportation, supply chain planning, engineered solutions, and automation. Kelleher has a distinguished track record of operational excellence, with a metrics-driven leadership style rooted in execution and innovation. He has been at the forefront of DHL’s deployment of advanced robotics, including the Boston Dynamics Stretch Robot since 2023, and oversaw four M&A transactions in the past year alone. Kelleher will be based at GXO’s global headquarters in Greenwich, Connecticut. He will succeed Malcolm Wilson, who is retiring after a successful tenure leading GXO’s global growth strategy.お知らせ • Jun 19GXO Logistics, Inc. Revises Earnings Guidance for the Full Year 2025GXO Logistics, Inc. revised earnings guidance for the full year 2025. For the full year, the company's organic revenue growth of 3.5% to 6.5%, up from 3% to 6%.お知らせ • Jun 10GXO Logistics, Inc. Introduces Enhanced GXO Direct Solution in the U.SGXO Logistics, Inc. announced the launch of an enhanced offering for growing midsize companies in the United States by unifying the premier services platform it acquired through its acquisition of PFSweb (PFS) with GXO Direct, its multi-tenant warehousing solution. With fast onboarding, flexible space, cutting edge technology and a nationwide network of strategically located fulfillment centers, GXO Direct has been a go-to, cost-effective solution for omnichannel retail and ecommerce customers for several years. Now, GXO is integrating the key service capabilities it gained from its acquisition of PFS, including high touch contact center services, secure payments and fraud protection and distributed order orchestration systems, into a new unified solution. The enhanced GXO Direct U.S. product offers: Direct to consumer fulfillment: Custom scalable order fulfillment for all online channels and ecommerce marketplaces; Multi-tenant warehousing: A nationwide network of multi-tenant sites that offer shared infrastructure, overflow, equipment and workforce solutions; Business-to-business and retail: Solutions engineered specifically for the evolving challenges of B2B retail operations; Short-term storage & distribution: Immediate access to premium space for pop-up fulfillment, overflow storage or one-time projects; Value-added services: Personalized experiences that inspire brand loyalty, including personalization, gift box and gift wrapping, kitting and more; Transportation: A range of transport solutions, including negotiated parcel rates, dedicated fleet and freight brokerage, that leverage GXO's scale to reduce costs and enhance service levels; and Commerce Services: Complementary services native to the PFS platform, including contact center services, order management, fraud & chargeback dispute services.Board Change • Jun 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Todd Cooper was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • May 21Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at US$39.78. The fair value is estimated to be US$50.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 261% in the next 2 years.Major Estimate Revision • May 15Consensus EPS estimates fall by 38%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$12.5b to US$12.7b. EPS estimate fell from US$1.63 to US$1.01 per share. Net income forecast to grow 108% next year vs 14% growth forecast for Logistics industry in the US. Consensus price target up from US$50.47 to US$51.94. Share price rose 7.9% to US$41.07 over the past week.Reported Earnings • May 09First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.81 loss per share (further deteriorated from US$0.31 loss in 1Q 2024). Revenue: US$2.98b (up 21% from 1Q 2024). Net loss: US$96.0m (loss widened 160% from 1Q 2024). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • May 08GXO Logistics, Inc. Reaffirms Earnings Guidance for the Full Year 2025GXO Logistics, Inc. reaffirmed earnings guidance for the full year 2025. For the full year, the company's organic revenue growth of 3% to 6%.お知らせ • Apr 19GXO Logistics, Inc., Annual General Meeting, May 13, 2025GXO Logistics, Inc., Annual General Meeting, May 13, 2025.Seeking Alpha • Apr 16GXO Logistics: I Was Wrong, Not A BuySummary 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 AlphaValuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$31.53, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Logistics industry in the US. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$55.23 per share.お知らせ • Apr 04GXO Logistics, Inc. to Report Q1, 2025 Results on May 07, 2025GXO Logistics, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025Recent Insider Transactions Derivative • Mar 11CEO & Director exercised options and sold US$327k worth of stockOn the 10th of March, Malcolm Wilson exercised options to acquire 9k shares at no cost and sold these for an average price of US$38.33 per share. This trade did not impact their existing holding. For the year to December 2021, Malcolm's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Malcolm's direct individual holding has increased from 88.83k shares to 100.81k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Feb 25Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$2.33 to US$1.61 per share. Revenue forecast steady at US$12.7b. Net income forecast to grow 35% next year vs 22% growth forecast for Logistics industry in the US. Consensus price target down from US$63.93 to US$54.23. Share price was steady at US$41.30 over the past week.New Risk • Feb 19New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin).お知らせ • Feb 18GXO Logistics, Inc. (NYSE:GXO) announces an Equity Buyback for $500 million worth of its shares.GXO Logistics, Inc. (NYSE:GXO) announces a share repurchase program. Under the program, the company will repurchase up to $500 million of its shares. The company intends to fund the repurchases from existing cash, borrowings on company's revolving credit facility and/or other financing sources.Price Target Changed • Feb 14Price target decreased by 11% to US$56.81Down from US$63.93, the current price target is an average from 16 analysts. New target price is 44% above last closing price of US$39.41. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$1.74 for next year compared to US$1.12 last year.Reported Earnings • Feb 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$1.12 (down from US$1.93 in FY 2023). Revenue: US$11.7b (up 20% from FY 2023). Net income: US$134.0m (down 42% from FY 2023). Profit margin: 1.1% (down from 2.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.3%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 13GXO Logistics, Inc. Provides Earnings Guidance for the Year 2025GXO Logistics, Inc. provided earnings guidance for the year 2025. For the year, company expected Organic revenue growth of 3% to 6%.Seeking Alpha • Jan 27GXO Logistics: Short-Term Uncertainty Creates A Generational Buying OpportunitySummary 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お知らせ • Jan 24GXO Logistics, Inc. to Report Q4, 2024 Results on Feb 12, 2025GXO Logistics, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025Seeking Alpha • Jan 17GXO Logistics: Buy The Dip For The Long-Term ViewSummary 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お知らせ • Dec 04Malcolm Wilson to Retire as CEO of GXO Logistics, Inc. in 2025GXO Logistics, Inc. announced that Malcolm Wilson, chief executive officer, has informed the board of directors that he plans to retire in 2025. He will continue to lead the company during the executive search process for his successor. Since being named CEO in August 2021, Mr. Wilson has led GXO’s growth to 130,000 employees and more than 200 million square feet of facility space in the Americas, Europe and Asia Pacific.Buy Or Sell Opportunity • Dec 04Now 21% undervaluedOver the last 90 days, the stock has risen 6.7% to US$50.85. The fair value is estimated to be US$64.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 3.7%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.お知らせ • Dec 04GXO Logistics, Inc. Announces Retirement of Malcolm Wilson as DirectorGXO Logistics, Inc. announced that on December 3, 2024, Malcolm Wilson will retire as director of the company in 2025.Major Estimate Revision • Nov 12Consensus EPS estimates fall by 21%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$11.5b to US$11.7b. EPS estimate fell from US$1.46 to US$1.16 per share. Net income forecast to grow 140% next year vs 26% growth forecast for Logistics industry in the US. Consensus price target up from US$67.68 to US$69.12. Share price rose 4.0% to US$60.00 over the past week.Seeking Alpha • Nov 07GXO Logistics: On Track To Achieve FY 2027 EBITDA TargetSummary 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 AlphaBuy Or Sell Opportunity • Oct 22Now 20% undervaluedOver the last 90 days, the stock has risen 14% to US$60.63. The fair value is estimated to be US$76.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$58.07, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the Logistics industry in the US. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$72.01 per share.お知らせ • Oct 07GXO Logistics, Inc. to Report Q3, 2024 Results on Nov 04, 2024GXO Logistics, Inc. announced that they will report Q3, 2024 results After-Market on Nov 04, 2024Seeking Alpha • Aug 30GXO Logistics: Four Reasons Why I Bought The DipSummary 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新しいナラティブ • Aug 29Critical 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 13GXO Logistics: Leading Indicators Suggest A Robust Growth OutlookSummary 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業績と収益の成長予測NYSE:GXO - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202815,533324N/AN/A612/31/202714,7823003577441312/31/202614,012215358657133/31/202613,499132125436N/A12/31/202513,17832110434N/A9/30/202512,9218977450N/A6/30/202512,6836393416N/A3/31/202512,23075164528N/A12/31/202411,709134190549N/A9/30/202411,049107254578N/A6/30/202410,363140338623N/A3/31/20249,911167313569N/A12/31/20239,778229284558N/A9/30/20239,655202261569N/A6/30/20239,471199104442N/A3/31/20239,233185167535N/A12/31/20228,993197200542N/A9/30/20228,788207211520N/A6/30/20228,475216224509N/A3/31/20228,201176206454N/A12/31/20217,940153205455N/A9/30/20217,444125-4239N/A6/30/20217,0547149288N/A3/31/20216,577-598339N/A12/31/20206,195-31111333N/A12/31/20196,09460N/A145N/A12/31/20186,06570N/A335N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: GXOの予測収益成長率 (年間36% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: GXOの収益 ( 36% ) はUS市場 ( 16.9% ) よりも速いペースで成長すると予測されています。高成長収益: GXOの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: GXOの収益 ( 4.9% ) US市場 ( 11.8% ) よりも低い成長が予測されています。高い収益成長: GXOの収益 ( 4.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: GXOの 自己資本利益率 は、3年後には低くなると予測されています ( 12 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/08 09:32終値2026/06/08 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋GXO Logistics, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17 アナリスト機関Brandon OglenskiBarclaysAriel RosaCitigroup IncRicha HarnainDeutsche Bank14 その他のアナリストを表示
Price Target Changed • Feb 13Price target increased by 8.0% to US$71.25Up from US$66.00, the current price target is an average from 16 analysts. New target price is 8.8% above last closing price of US$65.51. Stock is up 66% over the past year. The company is forecast to post earnings per share of US$2.04 for next year compared to US$0.28 last year.
お知らせ • Feb 11GXO Logistics, Inc. Provides Earnings Guidance for the Year 2026GXO Logistics, Inc. provided earnings guidance for the year 2026. For the year, company expected Organic revenue growth of 4% to 5%.
分析記事 • Nov 08Analysts Are Updating Their GXO Logistics, Inc. (NYSE:GXO) Estimates After Its Third-Quarter ResultsShareholders might have noticed that GXO Logistics, Inc. ( NYSE:GXO ) filed its quarterly result this time last week...
お知らせ • Nov 05Gxo Logistics, Inc. Reaffirms Earnings Guidance for the Full Year 2025GXO Logistics, Inc. reaffirmed earnings guidance for the full year 2025. For the year, the company organic revenue growth of 3.5% to 6.5%.
Price Target Changed • Sep 24Price target increased by 8.0% to US$61.24Up from US$56.71, the current price target is an average from 17 analysts. New target price is 20% above last closing price of US$50.96. Stock is down 0.2% over the past year. The company is forecast to post earnings per share of US$0.75 for next year compared to US$1.12 last year.
Major Estimate Revision • Aug 27Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.875 to US$0.775 per share. Revenue forecast steady at US$13.2b. Net income forecast to grow 176% next year vs 11% growth forecast for Logistics industry in the US. Consensus price target of US$60.41 unchanged from last update. Share price was steady at US$53.35 over the past week.
ライブニュース • Jun 04GXO Logistics Names Roberto Pascual to Lead Spain and Portugal ExpansionGXO Logistics appointed Roberto Pascual as Managing Director for Spain and Portugal. Pascual brings over 25 years of contract logistics experience to the role. He will focus on intensifying customer-centricity, accelerating growth in key verticals, and deploying advanced automation in the region. This leadership change points to a clear focus on strengthening GXO’s Iberian operations and expanding services that rely more heavily on automation and tailored solutions for large customers. Investors may want to watch how this management shift in Spain and Portugal influences customer wins, contract renewals, and adoption of automation-backed logistics solutions in that region.
ナラティブの更新 • Jun 01GXO: North American Contract Logistics Focus Will Support Upside Into 2026GXO Logistics' updated analyst price target of $70.67, down from $71.56, reflects a mix of optimism around U.S. growth and margin efforts, alongside tempered expectations from some analysts who have recently trimmed targets, despite one upgrade highlighting long term North American contract logistics potential. Analyst Commentary Recent Street research on GXO Logistics highlights a split view, with some analysts leaning into the long term growth story in North American contract logistics while others are resetting expectations after share price strength and sector concerns.
お知らせ • May 25GXO Logistics, Inc. Approves Election of Patrick Kelleher as DirectorGXO Logistics, Inc. announced at annual meeting of stockholders held on May 20, 2026, approved election of Patrick Kelleher as director of the company.
ナラティブの更新 • May 17GXO: Automation Wins And 2026 Execution Will Drive Further UpsideAnalysts 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 11GXO Logistics Is Improving But Faces Headwinds From Competition And The MacroSummary 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
Reported Earnings • May 06First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.035 (up from US$0.81 loss in 1Q 2025). Revenue: US$3.30b (up 11% from 1Q 2025). Net income: US$4.00m (up US$100.0m from 1Q 2025). Profit margin: 0.1% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 73%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • May 04Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to US$46.27. The fair value is estimated to be US$62.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 42%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 55% per annum over the same time period.
ナラティブの更新 • May 01GXO: Recent Execution And Automation Wins Will Support Upside Into 2026Analysts 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.
お知らせ • Apr 23GXO Logistics, Inc., Annual General Meeting, May 20, 2026GXO Logistics, Inc., Annual General Meeting, May 20, 2026.
ナラティブの更新 • Apr 16GXO: Recent Contract Wins And Execution Strength Will Drive Upside Into 2026Analysts 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.
お知らせ • Apr 13GXO Logistics, Inc. to Report Q1, 2026 Results on May 05, 2026GXO Logistics, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
お知らせ • Apr 09GXO Logistics, Inc. Appoints Ajit Kara As Senior Vice President Of Account ManagementGXO Logistics, Inc. announced that Ajit Kara has joined GXO as Senior Vice President, Account Management, reporting to Chief Commercial Officer Karen Bomber. In this newly created role, Kara will lead the Account Management organization with responsibility for enabling scalable growth, value creation and strengthening long-term partnerships. He will be based at GXO’s headquarters in Greenwich, Connecticut. Kara brings more than 25 years of experience leading supply chain transformation and client account management across multiple sectors. Prior to joining GXO, Kara served as CEO of the Americas at Prose on Pixels, as CEO of Williams Lea Tag, a DHL-owned enterprise, and as Managing Director, Client Services at Williams Lea.
ナラティブの更新 • Apr 02GXO: Recent Contract Wins And 2026 Outlook Will Support Further UpsideGXO 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.
Buy Or Sell Opportunity • Mar 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to US$49.64. The fair value is estimated to be US$62.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 42%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 55% per annum over the same time period.
ナラティブの更新 • Mar 19GXO: Automation And Sector Caution Will Shape Mid Single Digit Organic OutlookThe 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.
お知らせ • Mar 06GXO Logistics, Inc. Appoints Mark Suchinski as Chief Financial Officer, Effective April 1, 2026GXO Logistics, Inc. on March 06, 2026 announced the appointment of Mark Suchinski as Chief Financial Officer, effective April 1, 2026. Suchinski is a seasoned financial leader with more than three decades in finance, operations and supply chain management, with significant experience in the aerospace and defense sector, a key growth vertical for GXO. He has a proven track record driving enterprise performance improvement in labor productivity, contracting, pricing and sourcing. Prior to GXO, Suchinski served as Chief Financial Officer for The GEO Group, Inc. Prior to that, he served as Chief Financial Officer of Spirit AeroSystems with responsibility for financial reporting, Treasury, Investor Relations and Strategy. Earlier in his career, he served as Chief Accounting Officer at Home Products International and Controller at US Freightways. He holds a Bachelor of Business Administration from DePaul University.
ナラティブの更新 • Mar 05GXO: Recent Contracts And 2026 Guidance Will Support Further Share GainsAnalysts 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.
ナラティブの更新 • Feb 18GXO: Record Q4 Execution And 2026 Guidance Will Support Higher Share PricesAnalysts 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.
Price Target Changed • Feb 13Price target increased by 8.0% to US$71.25Up from US$66.00, the current price target is an average from 16 analysts. New target price is 8.8% above last closing price of US$65.51. Stock is up 66% over the past year. The company is forecast to post earnings per share of US$2.04 for next year compared to US$0.28 last year.
Reported Earnings • Feb 11Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.28 (down from US$1.12 in FY 2024). Revenue: US$13.2b (up 13% from FY 2024). Net income: US$32.0m (down 76% from FY 2024). Profit margin: 0.2% (down from 1.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Feb 11GXO Logistics, Inc. Provides Earnings Guidance for the Year 2026GXO Logistics, Inc. provided earnings guidance for the year 2026. For the year, company expected Organic revenue growth of 4% to 5%.
お知らせ • Feb 10GXO Logistics, Inc. Announces Formation of Defense Advisory BoardGXO Logistics, Inc. announced the formation of a new Defense Advisory Board to advise GXO as it expands its portfolio of advanced logistics solutions for the aerospace and defense industries. The Defense Advisory Board will provide actionable defense industry insights and strategic guidance on growth opportunities within the sector. Members of the newly appointed Defense Advisory Board include:Rob Dickerson – Dickerson works in government and military business development for aviation innovator Beta Technologies. A retired U.S. Army Colonel, he served in senior leadership roles including J-5 Division Chief, Brigade Commander of the 16th Combat Aviation Brigade and service with the 160th Special Operations Aviation Regiment. A West Point graduate and former All-American football player, Dickerson also served as Deputy Military Athletic Director at Army West Point and a National Security Fellow at the Harvard Kennedy School of Government.Kurt Gutierrez – Gutierrez is a managing partner and business leader with more than 25 years of executive experience across operations, finance, and sales. A West Point graduate and former U.S. Army officer with the 2nd Armored Cavalry Regiment, he combines military leadership with disciplined business execution. Gutierrez has extensive experience in scaling startups, growing mature organizations and expanding operations in both commercial and government environments. He is a crisis-tested leader known for driving sustainable growth and operational performance.Chad Hennings– Hennings is a former U.S.Air Force officer, entrepreneur and three-time Super Bowl champion with the Dallas Cowboys. A graduate of the U.S. Air Force Academy, he served as an A-10 pilot before transitioning to a successful professional football career. Hennings is the founder and president of Hennings Management Corporation and a nationally recognized speaker and author, leveraging an extensive network across military, business, and civic communities to support leadership, engagement and strategic partnerships.Rear Admiral Jonathan A. Yuen – Admiral Yuen is a senior logistics and supply chain leader and Senior Advisor at McKinsey & Company. Prior, he served as the 47th Chief of the U.S. Navy Supply Corps, overseeing global Navy logistics operations, including more than 20,000 personnel, 110 facilities and $33B in inventory while reporting directly to the Chief of Naval Operations. Admiral Yuen brings deep expertise in defense logistics, global supply chain strategy and operational transformation, including leading large-scale commercial logistics initiatives at Meta.
ナラティブの更新 • Feb 04GXO: Tighter Capacity And Truckload Recovery Setup Will Drive Upside Into 2026Narrative 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.
お知らせ • Jan 30GXO Logistics, Inc. Announces Executive ChangesOn January 23, 2026, Paul Blanchett, Chief Accounting Officer of GXO Logistics, Inc., notified the Company of his decision to resign from his position as Chief Accounting Officer, with his last working day being April 24, 2026. Mr. Blanchett resigned to pursue a new professional opportunity outside of the logistics industry, and there were no disagreements between the Company and Mr. Blanchett on any matter regarding its operations, policies, or practices. On January 29, 2026, the Company’s Board of Directors appointed Laura Bracken, the Company’s Vice President Controller, Americas and Asia Pacific, to also serve as the Company’s Interim Chief Accounting Officer (interim principal accounting officer), effective April 1, 2026. Ms. Bracken, 52, has served as the Company’s Vice President Controller, Americas and Asia Pacific since May 2024, after the Company's acquisition of PFSweb, Inc. (“PFS”). Prior to that time, Ms. Bracken served as Senior Vice President, Chief Accounting Officer, Head of Finance of PFS, beginning in March 2023. Prior to PFS, from September 2022 until March 2023, Ms. Bracken served as Chief Accounting Officer/Interim Chief Financial Officer of Aero Design Labs and in various roles at Home Group Inc., including Chief Accounting Officer from July 2020 until April 2022 and Vice President, Controller from April 2019 until July 2020. Prior to At Home Group Inc., Ms. Bracken served as a staff auditor with PricewaterhouseCoopers LLP and held various accounting roles with additional corporations. Ms. Bracken is a Certified Public Accountant.
ナラティブの更新 • Jan 21GXO: Cost Discipline And Tighter Capacity Setup Will Drive Upside Into 2026Analysts 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.
お知らせ • Jan 12GXO Logistics, Inc. to Report Q4, 2025 Results on Feb 10, 2026GXO Logistics, Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026
ナラティブの更新 • Jan 06GXO: Cost Discipline And Network Efficiency Will Drive Upside As Freight StabilizesAnalysts 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.
お知らせ • Dec 20Gxo Appoints Karen Bomber as Chief Commercial Officer, Effective January 26, 2026GXO Logistics, Inc. announced the appointment of Karen Bomber as Chief Commercial Officer, reporting to CEO Patrick Kelleher, effective January 26, 2026. Bomber will be responsible for GXO’s global go-to-market strategy, with a clear, unified approach to customer relationships and pricing and a particular focus on accelerating sales in high-growth segments, verticals and geographies. Bomber brings more than 25 years of experience in commercial strategy, transformation and growth across the energy, industrial automation and retail technology sectors. She has a proven track record building customer-centric commercial strategies, launching new revenue streams and forging strategic partnerships across industries. Most recently, Bomber served as Chief Commercial Officer for ABB’s Energy Industries division, a technology leader in electrification and automation. Prior to ABB, she held leadership roles at Honeywell, InVue Security Products and Tyco in Business Development, Marketing and Product Management.
お知らせ • Dec 16GXO Logistics, Inc. Announces Board Changes, Effective December 31, 2025GXO Logistics, Inc. announced that Brad Jacobs will step down as Non-Executive Chairman of the Board, effective December 31, 2025. Patrick Byrne will assume the role of Non-Executive Chairman at that time. The chairman transition follows a period of significant transformation at GXO, including the appointment of CEO Patrick Kelleher, several additional senior leadership hires, the appointment of seven new, independent board members and regulatory approval of GXO’s acquisition of Wincanton. Byrne, who joined the GXO Board in July 2025, brings more than 30 years of experience in digital transformation and operational leadership. He previously served as CEO of GE Digital and Senior Vice President of Operational Transformation at General Electric, following senior leadership roles at Fortive, Danaher and Tektronix. Byrne currently serves as Non-Executive Chair of Diebold Nixdorf and Chair of Verra Mobility and previously served as an Independent Director at Micron Technology. In connection with the resignation of Mr. Jacobs, Patrick Byrne was appointed as the new Chairman of the Board and the size of the Board was reduced from ten directors to nine directors, in each case, effective as of Mr. Jacobs’ resignation.
ナラティブの更新 • Dec 14GXO: Mid Single Digit Organic Gains Will Test Automation Margin UpsideAnalysts 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.
お知らせ • Dec 12GXO Logistics, Inc. Appoints Bart Beeks as Chief Operating Officer, Effective January 2, 2026GXO Logistics, Inc. announced the appointment of Bart Beeks in the newly created role of Chief Operating Officer (COO), effective January 2, 2026. Beeks will lead GXO’s global operational excellence agenda through standardized global execution, reporting to CEO Patrick Kelleher. Prior to joining GXO, Beeks was at CEVA Logistics, where he rose from intern to Chief Operating Officer, managing operations in more than 170 countries. He has extensive experience in operations, implementation excellence, international and site-level management and building high-performing teams. As COO of CEVA, he significantly improved operating margin and revenue growth and led the integration of multiple acquisitions. Prior to his role as COO, he served as Executive Vice President in Benelux and Senior Vice President of Operational Excellence at CEVA. Before his career in logistics, Beeks served as a Commanding Officer in the Dutch Special Forces. Effective date: January 2, 2026.
ナラティブの更新 • Nov 30GXO: Contract Wins And Warehouse Automation Will Drive Upside As Market RecoversAnalysts 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.
ナラティブの更新 • Nov 16GXO: New Contract Wins And Automation Will Drive Momentum AheadGXO 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.
分析記事 • Nov 08Analysts Are Updating Their GXO Logistics, Inc. (NYSE:GXO) Estimates After Its Third-Quarter ResultsShareholders might have noticed that GXO Logistics, Inc. ( NYSE:GXO ) filed its quarterly result this time last week...
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.52 (up from US$0.28 in 3Q 2024). Revenue: US$3.40b (up 7.5% from 3Q 2024). Net income: US$59.0m (up 79% from 3Q 2024). Profit margin: 1.7% (up from 1.0% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Nov 05Gxo Logistics, Inc. Reaffirms Earnings Guidance for the Full Year 2025GXO Logistics, Inc. reaffirmed earnings guidance for the full year 2025. For the year, the company organic revenue growth of 3.5% to 6.5%.
ナラティブの更新 • Nov 01GXO: Cost Discipline And Automation Will Drive Renewal Amid Freight Market UncertaintyNarrative 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.
お知らせ • Oct 29GXO Logistics, Inc. Announces Executive ChangesGXO Logistics, Inc. announced the appointment of Michael Jacobs, formerly Senior Vice President of Supply Chain, Ferguson Enterprises, Inc., as President of the Americas and Asia Pacific, effective November 3, 2025. Jacobs brings more than three decades of experience in all aspects of supply chain operations with expertise spanning consumer packaged goods, retail and industrial. At Ferguson, Jacobs led the transformation of its supply chain -- improving service, increasing productivity through robotics and automation and enhancing demand forecasting and product transit predictability by leveraging AI. At Keurig, Inc., he led worldwide distribution and e-commerce fulfilment, achieving best-in-class operating levels. Prior, he led global supply chain operations at Toys “R” Us, Inc., across all divisions in 33 countries. Jacobs, who will be based in Dallas, succeeds Jorge Guanter whose leadership of the region since 2023 has set the stage for the next chapter of growth. The Company also announced that it is simplifying its management structure to strengthen execution. Effective immediately (October 29, 2025), the UK & Ireland and Continental Europe regions, led by Gavin Williams and Paul Mohan respectively, will report directly to the CEO. On October 24, 2025, the company and Richard Cawston mutually agreed that Mr. Cawston will depart from his employment as Chief Revenue Officer & President of Europe of the Company in March 2026. Mr. Cawston will continue to serve as Chief Revenue Officer & President of Europe until his departure or until such earlier date as a successful transition has occurred. Additionally, a new Chief Operating Officer role is being established, reporting to the CEO, with responsibility for driving operational excellence through standardized global execution.
ナラティブの更新 • Oct 18E-commerce And Automation Integration Will Transform Global LogisticsThe 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.
お知らせ • Oct 06GXO Logistics, Inc. to Report Q3, 2025 Results on Nov 04, 2025GXO Logistics, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
ナラティブの更新 • Oct 04E-commerce And Automation Integration Will Transform Global LogisticsAnalysts 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.
Price Target Changed • Sep 24Price target increased by 8.0% to US$61.24Up from US$56.71, the current price target is an average from 17 analysts. New target price is 20% above last closing price of US$50.96. Stock is down 0.2% over the past year. The company is forecast to post earnings per share of US$0.75 for next year compared to US$1.12 last year.
Major Estimate Revision • Aug 27Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.875 to US$0.775 per share. Revenue forecast steady at US$13.2b. Net income forecast to grow 176% next year vs 11% growth forecast for Logistics industry in the US. Consensus price target of US$60.41 unchanged from last update. Share price was steady at US$53.35 over the past week.
ナラティブの更新 • Aug 10E-commerce And Automation Integration Will Transform Global LogisticsDriven 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.
Reported Earnings • Aug 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.23 (down from US$0.32 in 2Q 2024). Revenue: US$3.30b (up 16% from 2Q 2024). Net income: US$26.0m (down 32% from 2Q 2024). Profit margin: 0.8% (down from 1.3% in 2Q 2024). Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Aug 06+ 1 more updateBaris Oran Steps Down from GXO Logistics, Inc. as Chief Financial OfficerGXO Logistics, Inc. announced that Baris Oran plans to step down from his role as Chief Financial Officer to pursue new opportunities. Mr. Oran will remain in his role until a successor is named to ensure a smooth transition.
お知らせ • Jul 31GXO Logistics, Inc. Announces Board ChangesGXO Logistics, Inc. appointed Patrick Byrne and Michael Kneeland to its board of directors, effective July 31, 2025 . Additionally, Dr. Jason Papastavrou has stepped down from the board. These appointments follow the election of five new board members in May, bringing the total to ten directors, nine of whom are independent. Patrick Byrne – A digital leader for more than three decades, Byrne served as CEO of GE Digital and SVP of operational transformation at General Electric. He previously held senior leadership positions at Fortive, Danaher, and Tektronix. He serves as non-executive chair of Diebold Nixdorf and chair of Verra Mobility. Prior, he served as an independent director at Micron Technology. Michael Kneeland – Kneeland serves as chair of Gildan Activewear and as non-executive chair of United Rentals, following his retirement as CEO in 2019. Kneeland led United Rentals’ expansion over 26 years, including overseeing approximately $8 billion in acquisitions. He also held board positions at YRC Worldwide and Brinks Home Security.
お知らせ • Jul 17GXO Logistics, Inc. to Report Q2, 2025 Results on Aug 05, 2025GXO Logistics, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Aug 05, 2025
分析記事 • Jul 09The Return Trends At GXO Logistics (NYSE:GXO) Look PromisingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
お知らせ • Jun 26GXO Logistics, Inc. Launches GXO IQ, A First-Of-Its-Kind AI-First Platform to Power Global Supply Chain OperationsGXO Logistics, Inc. announced the launch of GXO IQ, the first AI-powered intelligent platform built for the logistics industry by logistics experts. GXO IQ will help businesses navigate the complexity of today's global supply chains by deploying AI capabilities that orchestrate more productive, more dynamic logistics operations. Informed by over 20 years of operational data, GXO IQ leverages a suite of proprietary AI algorithms that intelligently orchestrate millions of complex, multi-step actions across inventory distribution and movement, order picking and packing, shipping, and staffing. GXO IQ was designed by logistics experts and leverages a best-in-class technology stack including Google Cloud's Vertex AI and Snowflake Cortex AI. The tool also leverages Google Cloud's API management product Apigee to give customers secure and seamless access to critical warehouse data. GXO IQ is comprised of four layers that create a seamless, intelligent operating platform: Data Fabric Layer: GXO IQ utilizes GXO's operational expertise from 20 years of deploying supply chain solutions for customers, along with inputs from thousands of frontline operators, and a data lake that utilizes billions of transactions from GXO operations. Every day, over 200 million signals are streamed and organized to form the data fabric of the platform that trains powerful AI algorithms on every aspect of warehouse operations. AI Orchestration Layer: The AI algorithms are continuously running in the background, predicting demand shifts, anticipating inventory risks, proactively initiating inventory movement, and identifying the ideal pick, pack, and ship process of each order - all in real-time. End-to-End Execution Layer: The execution layer is comprised of a full suite of logistics management capabilities with marketplace integration and value-added micro-services, including order management, warehouse, returns, and transportation. Services are fully integrated into a cohesive end-to-end solution that can be customized to meet the evolving needs of each individual customer using the platform. Experience Layer: A unique, persona-based interface with a native, interactive AI agent called 'GIL' provides a single view to see what's important and help manage the entire process, from real-time order fulfilment status to exceptions management to inventory risk alerts. GXO IQ, which is powering GXO Direct for customers in the U.S., will be widely commercially available to customers in the second half of 2025.
分析記事 • Jun 21What 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...
お知らせ • Jun 20GXO Logistics, Inc. Announces the Appointment of Patrick Kelleher as Chief Executive Officer, Effective August 19, 2025GXO Logistics, Inc. announced the appointment of seasoned supply chain leader Patrick Kelleher as its new chief executive officer, effective August 19, 2025. Kelleher brings 33 years of global supply chain experience, strategic leadership and operational excellence to GXO, having held senior executive roles at DHL Supply Chain, a division of Deutsche Post DHL Group. Most recently, he served as CEO, North America, where he oversaw significant growth and operational improvements across the business. During his tenure at DHL, Kelleher was global chief development officer and CEO, Americas for Williams Lea Tag, when it operated under DHL’s ownership. He brings extensive expertise across many key verticals, including consumer goods, healthcare, technology, ecommerce, and manufacturing. He has also led strategic initiatives spanning transportation, supply chain planning, engineered solutions, and automation. Kelleher has a distinguished track record of operational excellence, with a metrics-driven leadership style rooted in execution and innovation. He has been at the forefront of DHL’s deployment of advanced robotics, including the Boston Dynamics Stretch Robot since 2023, and oversaw four M&A transactions in the past year alone. Kelleher will be based at GXO’s global headquarters in Greenwich, Connecticut. He will succeed Malcolm Wilson, who is retiring after a successful tenure leading GXO’s global growth strategy.
お知らせ • Jun 19GXO Logistics, Inc. Revises Earnings Guidance for the Full Year 2025GXO Logistics, Inc. revised earnings guidance for the full year 2025. For the full year, the company's organic revenue growth of 3.5% to 6.5%, up from 3% to 6%.
お知らせ • Jun 10GXO Logistics, Inc. Introduces Enhanced GXO Direct Solution in the U.SGXO Logistics, Inc. announced the launch of an enhanced offering for growing midsize companies in the United States by unifying the premier services platform it acquired through its acquisition of PFSweb (PFS) with GXO Direct, its multi-tenant warehousing solution. With fast onboarding, flexible space, cutting edge technology and a nationwide network of strategically located fulfillment centers, GXO Direct has been a go-to, cost-effective solution for omnichannel retail and ecommerce customers for several years. Now, GXO is integrating the key service capabilities it gained from its acquisition of PFS, including high touch contact center services, secure payments and fraud protection and distributed order orchestration systems, into a new unified solution. The enhanced GXO Direct U.S. product offers: Direct to consumer fulfillment: Custom scalable order fulfillment for all online channels and ecommerce marketplaces; Multi-tenant warehousing: A nationwide network of multi-tenant sites that offer shared infrastructure, overflow, equipment and workforce solutions; Business-to-business and retail: Solutions engineered specifically for the evolving challenges of B2B retail operations; Short-term storage & distribution: Immediate access to premium space for pop-up fulfillment, overflow storage or one-time projects; Value-added services: Personalized experiences that inspire brand loyalty, including personalization, gift box and gift wrapping, kitting and more; Transportation: A range of transport solutions, including negotiated parcel rates, dedicated fleet and freight brokerage, that leverage GXO's scale to reduce costs and enhance service levels; and Commerce Services: Complementary services native to the PFS platform, including contact center services, order management, fraud & chargeback dispute services.
Board Change • Jun 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Todd Cooper was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • May 21Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at US$39.78. The fair value is estimated to be US$50.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 261% in the next 2 years.
Major Estimate Revision • May 15Consensus EPS estimates fall by 38%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$12.5b to US$12.7b. EPS estimate fell from US$1.63 to US$1.01 per share. Net income forecast to grow 108% next year vs 14% growth forecast for Logistics industry in the US. Consensus price target up from US$50.47 to US$51.94. Share price rose 7.9% to US$41.07 over the past week.
Reported Earnings • May 09First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.81 loss per share (further deteriorated from US$0.31 loss in 1Q 2024). Revenue: US$2.98b (up 21% from 1Q 2024). Net loss: US$96.0m (loss widened 160% from 1Q 2024). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • May 08GXO Logistics, Inc. Reaffirms Earnings Guidance for the Full Year 2025GXO Logistics, Inc. reaffirmed earnings guidance for the full year 2025. For the full year, the company's organic revenue growth of 3% to 6%.
お知らせ • Apr 19GXO Logistics, Inc., Annual General Meeting, May 13, 2025GXO Logistics, Inc., Annual General Meeting, May 13, 2025.
Seeking Alpha • Apr 16GXO Logistics: I Was Wrong, Not A BuySummary 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
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$31.53, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Logistics industry in the US. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$55.23 per share.
お知らせ • Apr 04GXO Logistics, Inc. to Report Q1, 2025 Results on May 07, 2025GXO Logistics, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025
Recent Insider Transactions Derivative • Mar 11CEO & Director exercised options and sold US$327k worth of stockOn the 10th of March, Malcolm Wilson exercised options to acquire 9k shares at no cost and sold these for an average price of US$38.33 per share. This trade did not impact their existing holding. For the year to December 2021, Malcolm's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Malcolm's direct individual holding has increased from 88.83k shares to 100.81k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Feb 25Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$2.33 to US$1.61 per share. Revenue forecast steady at US$12.7b. Net income forecast to grow 35% next year vs 22% growth forecast for Logistics industry in the US. Consensus price target down from US$63.93 to US$54.23. Share price was steady at US$41.30 over the past week.
New Risk • Feb 19New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin).
お知らせ • Feb 18GXO Logistics, Inc. (NYSE:GXO) announces an Equity Buyback for $500 million worth of its shares.GXO Logistics, Inc. (NYSE:GXO) announces a share repurchase program. Under the program, the company will repurchase up to $500 million of its shares. The company intends to fund the repurchases from existing cash, borrowings on company's revolving credit facility and/or other financing sources.
Price Target Changed • Feb 14Price target decreased by 11% to US$56.81Down from US$63.93, the current price target is an average from 16 analysts. New target price is 44% above last closing price of US$39.41. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$1.74 for next year compared to US$1.12 last year.
Reported Earnings • Feb 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$1.12 (down from US$1.93 in FY 2023). Revenue: US$11.7b (up 20% from FY 2023). Net income: US$134.0m (down 42% from FY 2023). Profit margin: 1.1% (down from 2.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.3%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 13GXO Logistics, Inc. Provides Earnings Guidance for the Year 2025GXO Logistics, Inc. provided earnings guidance for the year 2025. For the year, company expected Organic revenue growth of 3% to 6%.
Seeking Alpha • Jan 27GXO Logistics: Short-Term Uncertainty Creates A Generational Buying OpportunitySummary 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
お知らせ • Jan 24GXO Logistics, Inc. to Report Q4, 2024 Results on Feb 12, 2025GXO Logistics, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025
Seeking Alpha • Jan 17GXO Logistics: Buy The Dip For The Long-Term ViewSummary 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
お知らせ • Dec 04Malcolm Wilson to Retire as CEO of GXO Logistics, Inc. in 2025GXO Logistics, Inc. announced that Malcolm Wilson, chief executive officer, has informed the board of directors that he plans to retire in 2025. He will continue to lead the company during the executive search process for his successor. Since being named CEO in August 2021, Mr. Wilson has led GXO’s growth to 130,000 employees and more than 200 million square feet of facility space in the Americas, Europe and Asia Pacific.
Buy Or Sell Opportunity • Dec 04Now 21% undervaluedOver the last 90 days, the stock has risen 6.7% to US$50.85. The fair value is estimated to be US$64.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 3.7%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.
お知らせ • Dec 04GXO Logistics, Inc. Announces Retirement of Malcolm Wilson as DirectorGXO Logistics, Inc. announced that on December 3, 2024, Malcolm Wilson will retire as director of the company in 2025.
Major Estimate Revision • Nov 12Consensus EPS estimates fall by 21%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$11.5b to US$11.7b. EPS estimate fell from US$1.46 to US$1.16 per share. Net income forecast to grow 140% next year vs 26% growth forecast for Logistics industry in the US. Consensus price target up from US$67.68 to US$69.12. Share price rose 4.0% to US$60.00 over the past week.
Seeking Alpha • Nov 07GXO Logistics: On Track To Achieve FY 2027 EBITDA TargetSummary 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
Buy Or Sell Opportunity • Oct 22Now 20% undervaluedOver the last 90 days, the stock has risen 14% to US$60.63. The fair value is estimated to be US$76.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$58.07, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the Logistics industry in the US. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$72.01 per share.
お知らせ • Oct 07GXO Logistics, Inc. to Report Q3, 2024 Results on Nov 04, 2024GXO Logistics, Inc. announced that they will report Q3, 2024 results After-Market on Nov 04, 2024
Seeking Alpha • Aug 30GXO Logistics: Four Reasons Why I Bought The DipSummary 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
新しいナラティブ • Aug 29Critical 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 13GXO Logistics: Leading Indicators Suggest A Robust Growth OutlookSummary 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
