GXO Logistics Management

Management criteria checks 0/4

GXO Logistics' CEO is Malcolm Wilson, appointed in Aug 2021, has a tenure of 2.75 years. total yearly compensation is $6.73M, comprised of 12.3% salary and 87.7% bonuses, including company stock and options. directly owns 0.076% of the company’s shares, worth €4.29M. The average tenure of the management team and the board of directors is 0.7 years and 2.8 years respectively.

Key information

Malcolm Wilson

Chief executive officer

US$6.7m

Total compensation

CEO salary percentage	12.3%
CEO tenure	2.8yrs
CEO ownership	0.08%
Management average tenure	less than a year
Board average tenure	2.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Malcolm Wilson's remuneration changed compared to GXO Logistics's earnings?
Date	Total Compensation	Salary	Company Earnings
Mar 31 2024	n/a	n/a	US$167m
Dec 31 2023	US$7m	US$827k	US$229m
Sep 30 2023	n/a	n/a	US$202m
Jun 30 2023	n/a	n/a	US$199m
Mar 31 2023	n/a	n/a	US$185m
Dec 31 2022	US$5m	US$661k	US$197m
Sep 30 2022	n/a	n/a	US$207m
Jun 30 2022	n/a	n/a	US$216m
Mar 31 2022	n/a	n/a	US$176m
Dec 31 2021	US$10m	US$537k	US$153m

Compensation vs Market: Malcolm's total compensation ($USD6.73M) is above average for companies of similar size in the German market ($USD3.28M).

Compensation vs Earnings: Malcolm's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.

CEO

Malcolm Wilson (65 yo)

2.8yrs

Tenure

US$6,733,662

Compensation

Mr. Malcolm Wilson is Chief Executive Officer and Director at GXO Logistics, Inc. since August 2, 2021. He served as Chairman of the Executive Board at XPO Logistics Europe SA (formerly known as Norbert De...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Malcolm Wilson	CEO & Director	2.8yrs	US$6.73m	0.076% $ 4.3m
Baris Oran	Chief Financial Officer	2.8yrs	US$3.41m	0.0088% $ 495.8k
Karlis Kirsis	Chief Legal Officer & Company Secretary	2.8yrs	US$2.48m	0.029% $ 1.7m
Richard Cawston	Chief Revenue Officer & President of Europe	less than a year	US$3.14m	0.078% $ 4.4m
Elizabeth Fogarty	Chief Commercial Officer	no data	US$1.45m	0.0027% $ 152.9k
Paul Blanchett	Chief Accounting Officer	no data	no data	0.011% $ 640.7k
Nizar Trigui	Chief Technology Officer	less than a year	no data	no data
Meagan Fitzsimmons	Chief Compliance & ESG Officer	no data	no data	no data
Corinna Refsgaard	Chief Human Resources Officer	less than a year	no data	no data
Adrian Stoch	Chief Automation Officer	less than a year	no data	no data
Willem Veekens	Managing Director of Belgium & Netherlands	less than a year	no data	no data
Jorge Guanter	President of Americas & Asia Pacific Business	less than a year	no data	no data

0.7yrs

Average Tenure

51.5yo

Average Age

Experienced Management: 93N's management team is not considered experienced ( 0.7 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
Malcolm Wilson	CEO & Director	2.8yrs	US$6.73m	0.076% $ 4.3m
Bradley Jacobs	Non-Executive Chairman of the Board	2.8yrs	US$453.70k	0.33% $ 18.7m
Oren Shaffer	Lead Independent Director	2.8yrs	US$316.85k	0.030% $ 1.7m
Jason Papastavrou	Independent Director	2.8yrs	US$100.00k	0.16% $ 8.8m
Matthew Fassler	Non-Independent director	less than a year	US$186.85k	0.00074% $ 41.7k
Joli Gross	Independent Director	2.8yrs	US$286.85k	0.0069% $ 386.4k
Clare Chatfield	Independent Director	2.8yrs	US$124.62k	0.0046% $ 261.1k
Gena Ashe	Independent Director	2.8yrs	US$266.85k	no data
Marlene Colucci	Independent Vice Chair of the Board	2.8yrs	US$291.85k	0.0059% $ 335.0k

2.8yrs

Average Tenure

61yo

Average Age

Experienced Board: 93N's board of directors are not considered experienced ( 2.8 years average tenure), which suggests a new board.

GXO Logistics Management

Management criteria checks 0/4

Key information

Recent management updates

GXO Logistics, Inc. Announces the Appointment of Corinna Refsgaard as Chief Human Resources Officer

GXO Logistics, Inc. Announces the Appointment of Kristine Kubacki as Chief Strategy Officer, Effective April 1

Independent Director recently sold €827k worth of stock

GXO Logistics, Inc. Appoints Nizar Trigui as Chief Technology Officer

GXO Logistics, Inc Appoints Richard Cawston as Chief Revenue Officer

GXO Logistics, Inc. Appoints Jorge Guanter as President of Americas and Asia Pacific

Recent updates

Gxo Logistics, Inc. Reiterates Standalone Earnings Guidance for the Year 2024

First quarter 2024 earnings released: US$0.31 loss per share (vs US$0.21 profit in 1Q 2023)

GXO Logistics, Inc. (NYSE:GXO) completed the acquisition of Wincanton plc (LSE:WIN) from Threadneedle Asset Management Ltd, Aberforth Partners LLP, Polar Capital Funds Plc - Uk Value Opportunities Fund (ISE:) managed by Polar Capital LLP, The Wellcome Trust Limited and others.

GXO Logistics, Inc. Provides Earnings Guidance for the First Quarter Ended March 31, 2024 and Full Year of 2024

GXO Logistics, Inc. Announces the Appointment of Corinna Refsgaard as Chief Human Resources Officer

GXO Logistics, Inc. to Report Q1, 2024 Results on May 07, 2024

GXO Logistics, Inc. Announces the Appointment of Kristine Kubacki as Chief Strategy Officer, Effective April 1

Independent Director recently sold €827k worth of stock

GXO Logistics, Inc. Appoints Nizar Trigui as Chief Technology Officer

GXO Logistics Reportedly to Be Third Party Eyeing Wincanton Bid

GXO Logistics, Inc. Provides Earnings Guidance for the Year 2024

Full year 2023 earnings released: EPS: US$1.93 (vs US$1.68 in FY 2022)

GXO Logistics, Inc. to Report Q4, 2023 Results on Feb 13, 2024

GXO Logistics, Inc Appoints Richard Cawston as Chief Revenue Officer

GXO Logistics, Inc. Appoints Jorge Guanter as President of Americas and Asia Pacific

Gxo Logistics, Inc. Conducting Pilot of Human-Centric Robot

GXO Logistics, Inc. Revises Earnings Guidance for the Full Year of 2023

Third quarter 2023 earnings released: EPS: US$0.56 (vs US$0.53 in 3Q 2022)

GXO Logistics, Inc. Announces Maryclaire Hammond No Longer Serve as Chief Human Resources Officer, Effective as of November 3, 2023

GXO Logistics, Inc. (NYSE:GXO) completed the acquisition of PFSweb, Inc. (NasdaqCM:PFSW ) from transcosmos inc. (TSE:9715) and others.

GXO Logistics, Inc. Appoints Matthew J. Fassler to the Board as A Non-Independent Director

GXO Logistics, Inc. to Report Q3, 2023 Results on Nov 07, 2023

GXO Logistics, Inc. Appoints Willem Veekens as New Managing Director for Belgium and the Netherlands

GXO Logistics, Inc. (NYSE:GXO) entered into a definitive agreement pursuant to acquire PFSweb, Inc. (NasdaqCM:PFSW ) from shareholders for approximately $180 million.

GXO Logistics, Inc. Provides Organic Revenue Guidance for the Full Year 2023

Second quarter 2023 earnings released: EPS: US$0.55 (vs US$0.44 in 2Q 2022)

GXO Logistics, Inc. Appoints Adrian Stoch as Chief Automation Officer

GXO Logistics, Inc. (NYSE:GXO) acquired Service Control Inhome B.V.

GXO Logistics, Inc. to Report Q2, 2023 Results on Aug 02, 2023

GXO Logistics, Inc. Provides Organic Revenue Guidance for the Full Year 2023

First quarter 2023 earnings released: EPS: US$0.21 (vs US$0.32 in 1Q 2022)

High number of new and inexperienced directors

GXO Logistics, Inc. Provides Earnings Guidance for the Year 2023

High number of new and inexperienced directors

GXO Logistics, Inc. to Report Q4, 2022 Results on Feb 14, 2023

High number of new and inexperienced directors

CEO & Director recently bought €177k worth of stock

High number of new and inexperienced directors

Third quarter 2022 earnings released: EPS: US$0.53 (vs US$0.63 in 3Q 2021)

GXO Logistics, Inc. Reiterates Earning Guidance for the Year 2022

GXO Logistics, Inc. to Report Q3, 2022 Results on Nov 08, 2022

Now 23% undervalued after recent price drop

GXO Logistics, Inc.(NYSE:GXO) dropped from FTSE All-World Index (USD)

Now 22% undervalued after recent price drop

Now 20% undervalued after recent price drop

Second quarter 2022 earnings released: EPS: US$0.44 (vs US$0.096 in 2Q 2021)

GXO Logistics, Inc. Updates Revenue Guidance for Full-Year

Now 22% undervalued after recent price drop

GXO Logistics, Inc. to Report Q2, 2022 Results on Aug 02, 2022

Now 20% undervalued after recent price drop

GXO Logistics, Inc. (NYSE:GXO) completed the acquisition of Clipper Logistics plc (LSE:CLG) from a group of shareholders.

Now 21% undervalued after recent price drop

GXO Logistics, Inc. (NYSE:GXO) completed the acquisition of Clipper Logistics plc (LSE:CLG) from a group of shareholders.

First quarter 2022 earnings released

GXO Logistics, Inc. Raises Earnings Guidance for the Year 2022

High number of new and inexperienced directors

GXO Logistics, Inc., Annual General Meeting, May 24, 2022

GXO Logistics, Inc. to Report Q1, 2022 Results on May 04, 2022

Now 24% undervalued after recent price drop

Investor sentiment improved over the past week

Independent Director recently sold €254k worth of stock

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Investor sentiment deteriorated over the past week

Now 22% undervalued after recent price drop

GXO Deploys Display Wearable Scanners That Boost Productivity

High number of new and inexperienced directors

CEO Compensation Analysis

CEO

Tenure