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GXO Logistics, Inc. Stock Price

NYSE:GXO Community·US$6.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 16 Fair Values set on narratives written by author

GXO Share Price Performance

US$52.80
2.51 (4.99%)
US$70.67
Fair Value
US$52.80
2.51 (4.99%)
25.3% undervalued intrinsic discount
US$70.67
Fair Value
Price US$52.80
AnalystConsensusTarget US$70.67
AnalystLowTarget US$55.00
AnalystHighTarget US$83.74

GXO Community Narratives

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Fair Value US$70.67 25.3% undervalued intrinsic discount

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

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Fair Value US$55 4.0% undervalued intrinsic discount

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

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Fair Value US$83.74 37.0% undervalued intrinsic discount

E-commerce And ESG Trends Will Strengthen Supply Chain Resilience

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US$55
4.0% undervalued intrinsic discount
Revenue
4.91% p.a.
Profit Margin
2.42%
Future PE
22.39x
Price in 2029
US$72.42
US$83.74
37.0% undervalued intrinsic discount
Revenue
5.98% p.a.
Profit Margin
2.29%
Future PE
34.99x
Price in 2029
US$110.3

Trending Discussion

No trending discussion available.

Updated Narratives

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GXO: Freight Recovery And AI Automation Will Shape Execution And Margin Trajectory

Fair Value: US$55 4.0% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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GXO: North American Expansion And Automation Will Drive Future Upside

Fair Value: US$83.74 37.0% undervalued intrinsic discount
0 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 25.3% 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

Proven track record with moderate growth potential.

2 Risks
3 Rewards

GXO Logistics, Inc. Key Details

US$13.5b

Revenue

US$11.4b

Cost of Revenue

US$2.1b

Gross Profit

US$2.0b

Other Expenses

US$132.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 04, 2026
1.15
15.44%
0.98%
91.0%
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

Narrative Update Jul 15

GXO: Freight Recovery And AI Automation Will Shape Execution And Margin Trajectory

Analysts have trimmed the fair value estimate for GXO Logistics to $55 from $63, reflecting updated assumptions around discount rates, growth, margins and P/E multiples, while still citing sector research that points to an early stage recovery in freight and logistics and continued interest in the stock among covering firms. Analyst Commentary Recent Street research on GXO Logistics reflects a mix of optimism about the broader freight and logistics backdrop and a more measured stance on valuation, growth assumptions and execution risk.

Recent updates

No updates