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GXO Logistics, Inc. Stock Price

NYSE:GXO Community·US$5.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author

GXO Share Price Performance

US$47.98
-5.82 (-10.82%)
US$70.67
Fair Value
US$47.98
-5.82 (-10.82%)
32.1% undervalued intrinsic discount
US$70.67
Fair Value
Price US$47.98
AnalystConsensusTarget US$70.67
AnalystLowTarget US$55.00
AnalystHighTarget US$86.38

GXO Community Narratives

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Fair Value US$70.67 32.1% undervalued intrinsic discount

GXO: Cost Discipline And Automation Will Drive Renewal Amid Freight Market Uncertainty

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Fair Value US$55 12.8% undervalued intrinsic discount

AI Integration, Healthcare, And Aerospace Wins Will Create Future Opportunity

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Fair Value US$86.38 44.5% undervalued intrinsic discount

E-commerce And ESG Trends Will Strengthen Supply Chain Resilience

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US$86.38
44.5% undervalued intrinsic discount
Revenue
6.05% p.a.
Profit Margin
2.4%
Future PE
33.68x
Price in 2029
US$113.81
US$55
12.8% undervalued intrinsic discount
Revenue
4.91% p.a.
Profit Margin
2.42%
Future PE
22.39x
Price in 2029
US$72.42

Trending Discussion

No trending discussion available.

Updated Narratives

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GXO: Freight Cycle Recovery And North American Wins Will Drive Future Upside

Fair Value: US$86.38 44.5% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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GXO: Freight Recovery And AI Automation Will Shape Execution And Margin Trajectory

Fair Value: US$55 12.8% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
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GXO: North American Contract Logistics Focus Will Support Upside Into 2026

Fair Value: US$70.67 32.1% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Fair value with moderate growth potential.

2 Risks
4 Rewards

GXO Logistics, Inc. Key Details

US$13.6b

Revenue

US$11.6b

Cost of Revenue

US$2.1b

Gross Profit

US$2.0b

Other Expenses

US$131.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.14
15.26%
0.96%
90.3%
View Full Analysis

About GXO

Founded
2021
Employees
105000
CEO
Patrick Kelleher
WebsiteView website
www.gxo.com

GXO Logistics, Inc., together with its subsidiaries, provides logistics services worldwide. It provides warehousing and distribution, order fulfilment, e-commerce, reverse logistics, and other supply chain services. As of December 31, 2025, it operated in 1,043 facilities. The company serves a range of customers in the e-commerce, omnichannel retail, technology and consumer electronics, food and beverage, industrial and manufacturing, consumer packaged goods, and other industries. GXO Logistics, Inc. was incorporated in 2021 and is headquartered in Greenwich, Connecticut.

Recent GXO News & Updates

Seeking Alpha Aug 11

GXO Logistics Is Gaining Business At Lower Incremental Margins, Signaling Model Challenges

Summary GXO Logistics reported 2Q26 results showing strong commercial wins but stagnant margins and minimal operating leverage. GXO's organic revenue grew 3.4%, but profits and margins remained flat, highlighting cost absorption issues despite new business signings. Management aspires to 6% EBIT margins, yet the current valuation already prices in this optimistic scenario at over 10x earnings. I maintain a Hold rating, as capital-intensive growth and limited margin expansion constrain upside despite a slightly cheaper stock. Read the full article on Seeking Alpha
Narrative Update Aug 06

GXO: Freight Cycle Recovery And North American Wins Will Drive Future Upside

GXO Logistics sees its analyst-derived fair value updated from $83.74 to $86.38, as analysts point to slightly firmer revenue growth and profit margin assumptions in a recovering freight cycle that supports constructive multi-year earnings expectations. Analyst Commentary Recent Street research on GXO Logistics centers on how the company could benefit from a freight cycle that many see as progressing into an early recovery phase.

Recent updates

No updates