GXO Logistics 경영진
경영진 기준 점검 1/4
현재 CEO에 대한 정보가 충분하지 않습니다.
핵심 정보
Patrick Kelleher
최고경영자
US$7.6m
총 보수
| CEO 급여 비율 | 3.14% |
| CEO 재임 기간 | less than a year |
| CEO 지분 보유율 | n/a |
| 경영진 평균 재임 기간 | 1.6yrs |
| 이사회 평균 재임 기간 | 1.2yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Jun 29
GXO: North American Contract Logistics Expansion Will Shape Mid Single Digit Organic Outlook
Analysts have nudged their fair value estimate for GXO Logistics higher from $58.04 to $63.00, citing renewed focus on growth in the North American contract logistics market, margin improvement efforts under new leadership, and what they view as an opportunity created by recent share price underperformance. Analyst Commentary on GXO Logistics Recent research on GXO Logistics highlights a split view, with some firms pointing to potential upside in the North American contract logistics opportunity, while others are more cautious as they recalibrate expectations and price targets.
내러티브 업데이트 • Jun 15
GXO: North American Expansion And Automation Will Drive Future Upside
Analysts have modestly trimmed their fair value estimate for GXO Logistics by about $0.75 to $83.74. This reflects updated views on discount rates, revenue growth, profit margins and future P/E projections in light of recent research that highlights both renewed growth ambitions in North America and fresh competitive concerns.
내러티브 업데이트 • Jun 01
GXO: North American Contract Logistics Focus Will Support Upside Into 2026
GXO 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.내러티브 업데이트 • May 17
GXO: Automation Wins And 2026 Execution Will Drive Further Upside
Analysts have trimmed their average price target on GXO Logistics by $5 to $68. This reflects updated views on sector relative upside, slightly below consensus long-term EBITDA estimates, and a modestly higher discount rate in valuation models.Seeking Alpha • May 11
GXO Logistics Is Improving But Faces Headwinds From Competition And The Macro
Summary GXO Logistics delivered positive 1Q'26 results, with 4% organic revenue growth and 22% adjusted EBITDA growth, raising full-year guidance. GXO is shifting focus to strategic verticals like aerospace, defense, and technology, but retail/consumer still accounts for two-thirds of revenue. Amazon's entry into third-party logistics increases competitive pressure, especially in GXO's core consumer segment, though GXO's European exposure offers some insulation. Despite a 9-10% stock price decline, GXO's 7% earnings yield and 4.5–5% distributable yield are not compelling given leverage, macro, and competitive risks; the Hold rating is maintained. Read the full article on Seeking Alpha내러티브 업데이트 • May 01
GXO: Recent Execution And Automation Wins Will Support Upside Into 2026
Analysts have adjusted the GXO Logistics price target to $71.56, reflecting a blend of higher targets from firms citing solid recent results and unchanged or lower enthusiasm from others after the stock's strong share price run and more limited sector upside. Analyst Commentary Recent research on GXO Logistics shows a split between analysts who see more upside after recent results and those who are more cautious after the stock's strong run.내러티브 업데이트 • Apr 16
GXO: Recent Contract Wins And Execution Strength Will Drive Upside Into 2026
Analysts have nudged the fair value estimate for GXO Logistics higher to about $71.56 from $66.00, reflecting a series of recent price target increases across the Street, even as one firm shifted its rating to Neutral after share price outperformance. Analyst Commentary Recent research on GXO Logistics reflects a mix of optimism about execution and earnings quality alongside a more measured view on how much upside remains after the share price run.내러티브 업데이트 • Apr 02
GXO: Recent Contract Wins And 2026 Outlook Will Support Further Upside
GXO Logistics' analyst price targets have seen mixed adjustments, with several firms lifting their targets into the $66 to $80 range following record Q4 metrics and 2026 guidance viewed as cautious, while at least one major bank shifted to a Neutral stance, citing recent share price strength and more limited sector-relative upside. Analyst Commentary Recent research paints a mixed picture for GXO Logistics, with several Bullish analysts lifting price targets into the mid to upper $60s and $70s range, alongside a more cautious stance from Goldman Sachs, which moved to Neutral with a US$68 price target after a period of share price strength.내러티브 업데이트 • Mar 19
GXO: Automation And Sector Caution Will Shape Mid Single Digit Organic Outlook
The analyst price target for GXO Logistics has narrowed slightly as fair value moved from about $58.96 to $58.04. This change reflects updated assumptions around growth, margins, and a higher future P/E, following a mix of recent target increases from several firms and a downgrade to Neutral from one major bank citing reduced upside after strong share price performance.내러티브 업데이트 • Mar 05
GXO: Recent Contracts And 2026 Guidance Will Support Further Share Gains
Analysts have modestly recalibrated their price outlook for GXO Logistics, balancing multiple recent target lifts toward the $70 to $80 range with at least one downgrade to Neutral at $68. They cite strong recent share performance and slightly lower sector-relative upside.내러티브 업데이트 • Feb 18
GXO: Record Q4 Execution And 2026 Guidance Will Support Higher Share Prices
Analysts have raised their price target on GXO Logistics from $67.00 to about $85.09, reflecting updated views on the stock's fair value after recent research highlighted record Q4 results, adjusted EBITDA performance, and refreshed 2026 outlooks across the transport and logistics peer group. Analyst Commentary Recent research on GXO Logistics centers on record Q4 revenue, adjusted EBITDA performance, and refreshed 2026 outlooks across the transports and logistics group.내러티브 업데이트 • Feb 04
GXO: Tighter Capacity And Truckload Recovery Setup Will Drive Upside Into 2026
Narrative Update on GXO Logistics Analysts have lifted GXO Logistics' price target into a range of roughly $66 to $80, citing sector wide 2026 outlook updates that reference tighter capacity, a truckload recovery on the supply side, and a generally more bullish valuation framework, with some caution around nearer term seasonality. Analyst Commentary Recent research on GXO Logistics clusters around a more constructive view into 2026, with price targets now referenced in a range of about $66 to $80.내러티브 업데이트 • Jan 21
GXO: Cost Discipline And Tighter Capacity Setup Will Drive Upside Into 2026
Analysts have nudged their price target on GXO Logistics higher from US$64.63 to US$66.00, citing sector wide target increases and upgraded views on the transports group as they factor in tighter capacity and a more supportive setup into 2026. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a US$64 to US$80 range, signaling higher conviction around GXO Logistics' ability to execute on its growth plans into 2026.내러티브 업데이트 • Jan 06
GXO: Cost Discipline And Network Efficiency Will Drive Upside As Freight Stabilizes
Analysts have nudged their fair value estimate for GXO Logistics to $64.63 from $63.94, as recent upgrades and higher price targets highlight growing confidence in the company’s positioning within a stabilizing freight market and its focus on cost discipline and network efficiency. Analyst Commentary Recent research updates point to a more constructive tone around GXO Logistics, with higher price targets and a fresh upgrade to Buy signaling increased confidence in how the company is positioned as the freight market steadies.내러티브 업데이트 • Dec 14
GXO: Mid Single Digit Organic Gains Will Test Automation Margin Upside
Analysts have raised their fair value estimate for GXO Logistics to approximately $59 per share from about $45, reflecting higher expected revenue growth and profit margins driven by stable mid single digit organic growth, new contract wins, and efficiencies from automation, as well as recent upgrades to Buy ratings and price targets in the low to high $60s. Analyst Commentary Recent research updates highlight a strengthening bullish consensus around GXO Logistics, with multiple price target increases into the low to high $60s and several upgrades to Buy ratings.내러티브 업데이트 • Nov 30
GXO: Contract Wins And Warehouse Automation Will Drive Upside As Market Recovers
Analysts have modestly raised their price target for GXO Logistics to $63.94, citing gradual improvements in market conditions, cost discipline, and potential upside from new contracts and operational efficiencies. Analyst Commentary Recent research updates on GXO Logistics reflect a cautiously optimistic stance among analysts, with upgrades to Buy, increased price targets, and a focus on operational execution and market recovery prospects.내러티브 업데이트 • Nov 16
GXO: New Contract Wins And Automation Will Drive Momentum Ahead
GXO Logistics' analyst price target has increased from $62.12 to $63.94. Analysts point to improving growth prospects, new contract wins, and ongoing operational efficiencies as factors driving a more optimistic outlook for the company.분석 기사 • Nov 08
Analysts Are Updating Their GXO Logistics, Inc. (NYSE:GXO) Estimates After Its Third-Quarter Results
Shareholders might have noticed that GXO Logistics, Inc. ( NYSE:GXO ) filed its quarterly result this time last week...내러티브 업데이트 • Nov 01
GXO: Cost Discipline And Automation Will Drive Renewal Amid Freight Market Uncertainty
Narrative Update on GXO Logistics Analysts have slightly increased their average price target for GXO Logistics by approximately $0.18 per share, citing continued revenue growth, stabilization in the freight market, and improving prospects for organic expansion due to cost discipline and new contract wins. Analyst Commentary Recent analyst updates have highlighted both opportunities and challenges for GXO Logistics as it navigates a shifting freight and logistics landscape.내러티브 업데이트 • Oct 18
E-commerce And Automation Integration Will Transform Global Logistics
The average analyst price target for GXO Logistics has risen slightly to $61.94 from $61.53. Analysts cite stable freight market conditions, improved contract win momentum, and ongoing cost discipline among the key factors supporting their modest upgrades.내러티브 업데이트 • Oct 04
E-commerce And Automation Integration Will Transform Global Logistics
Analysts have raised their price target for GXO Logistics from approximately $60.41 to $61.53, citing improved organic growth prospects and stronger margin visibility. This outlook is driven by new contracts, acquisition synergies, and operational efficiencies.내러티브 업데이트 • Aug 10
E-commerce And Automation Integration Will Transform Global Logistics
Driven primarily by a notable upgrade in consensus revenue growth forecasts from 5.6% to 6.6% per annum, the analyst price target for GXO Logistics has increased from $57.12 to $60.41. What's in the News Completed $200 million share buyback, repurchasing 4.53% of outstanding shares.Seeking Alpha • Apr 16
GXO Logistics: I Was Wrong, Not A Buy
Summary GXO Logistics faces a challenging landscape with high competition, macroeconomic pressures, and integration issues from its $1 billion Wincanton acquisition. Despite 3% organic growth and 20% total sales growth in 2024, net income fell due to transaction and litigation costs. The 2025 outlook is soft with modest EBITDA growth and EPS estimates lowered, compounded by macroeconomic uncertainties and realignment headwinds. Given the current valuation and limited upside until 2027, I downgrade GXO Logistics to a hold, noting potential long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
GXO Logistics: Short-Term Uncertainty Creates A Generational Buying Opportunity
Summary GXO Logistics’ recurring revenue, industry-leading automation, and defensive contract structures provide strong visibility, making it well-positioned to thrive across economic cycles. Organic growth is rebounding, margins are expanding, market share is increasing, and GXO remains on track to achieve its 2027 targets, fueled by e-commerce, automation, and outsourcing trends. Short-term uncertainty surrounding the new CEO, regulatory review, and rejected buyout bid has created a generational buying opportunity, despite having no tangible impact on GXO's underlying fundamentals. I rate GXO as a "Strong Buy" with a price target of $112, expecting significant upside from current levels. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
GXO Logistics: Buy The Dip For The Long-Term View
Summary GXO is down 24% YoY and 30% from its 2024 peak due to rising costs and CEO departure concerns. Despite challenges, GXO has strong top-line growth, with revenues up 28% YoY and a growing $2.4B backlog. Margins are under pressure from high CAPEX, acquisitions, and inflation, but technological investments aim to improve efficiency long-term. Discounted EPS valuation estimates GXO at $76/share with potential to reach $100/share by 2029, a 20% CAGR. Strong revenue growth, technological leadership, and opportunities in key markets, all with minimal risk, makes GXO Logistics a great buy opportunity. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
GXO Logistics: On Track To Achieve FY 2027 EBITDA Target
Summary I maintain a buy rating for GXO due to solid growth prospects, driven by new business wins and improving business confidence. GXO's Q3 revenue grew 27.8% y/y, with organic growth accelerating for the third consecutive quarter, signaling a strong FY25 outlook. The sales pipeline increased 30% y/y to $2.4 billion, with significant new business wins, particularly in eCommerce fulfillment. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$132m |
| Dec 31 2025 | US$8m | US$240k | US$32m |
보상 대 시장: Patrick의 총 보수(USD7.63M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.35M) 수준입니다.
보상과 수익: Patrick의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.
CEO
Patrick Kelleher (57 yo)
less than a year
재임 기간
US$7,628,275
보수
Mr. Patrick Kelleher is Chief Executive Officer of GXO Logistics, Inc. from August 19, 2025 and serves as its Director since May 20, 2026. He was Chief Executive Officer of North America of DHL Supply Chai...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | less than a year | US$7.63m | 데이터 없음 | |
| Chief Legal Officer & Company Secretary | 4.9yrs | US$2.46m | 0.045% $ 2.7m | |
| Chief Human Resources Officer | 2.3yrs | US$2.87m | 0.0065% $ 385.3k | |
| Chief Financial Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief Operating Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Interim Chief Accounting Officer | less than a year | 데이터 없음 | 0.0026% $ 152.1k | |
| Chief Technology Officer | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Compliance & ESG Officer | no data | 데이터 없음 | 데이터 없음 | |
| Chief Communications Officer | 4.8yrs | US$1.45m | 0.014% $ 826.0k | |
| Advisor | less than a year | 데이터 없음 | 0.022% $ 1.3m | |
| Managing Director of Belgium & Netherlands | 2.8yrs | 데이터 없음 | 데이터 없음 | |
| Head of Sales for Americas & Asia Pacific | no data | 데이터 없음 | 데이터 없음 |
1.6yrs
평균 재임 기간
56yo
평균 나이
경험이 풍부한 관리: GXO의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.6 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | less than a year | US$7.63m | 데이터 없음 | |
| Independent Director | 1yr | US$178.81k | 0.0057% $ 341.7k | |
| Independent Chairman | 1yr | US$202.68k | 0.0028% $ 169.4k | |
| Independent Director | 2.8yrs | US$283.29k | 0.0094% $ 559.4k | |
| Independent Director | 1.2yrs | US$266.75k | 0.013% $ 780.1k | |
| Independent Director | 1.2yrs | US$266.75k | 0.0044% $ 260.0k | |
| Independent Director | 1.2yrs | US$254.06k | 0.0044% $ 260.0k | |
| Independent Director | 1.2yrs | US$266.75k | 0.0044% $ 260.0k | |
| Lead Independent Director | 4.9yrs | US$308.29k | 0.024% $ 1.4m | |
| Independent Director | 1.2yrs | US$269.92k | 0.0092% $ 551.1k | |
| Member of the Defense Advisory Board | less than a year | 데이터 없음 | 데이터 없음 | |
| Member of the Defense Advisory Board | less than a year | 데이터 없음 | 데이터 없음 |
1.2yrs
평균 재임 기간
60.5yo
평균 나이
경험이 풍부한 이사회: GXO의 이사회는 경험이 부족한 것으로 간주됩니다(평균 재임 1.2 년) — 신규 이사회일 가능성이 있습니다.
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/08 14:20 |
| 종가 | 2026/07/08 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
GXO Logistics, Inc.는 17명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brandon Oglenski | Barclays |
| Ariel Rosa | Citigroup Inc |
| Richa Harnain | Deutsche Bank |