Inferra AI / Company / GXO

Gxo Logistics, Inc.

GXO · Industrials

Last earnings Aug 4, 2026

Key results

Revenuequarter

$3.3 billion

Malcolm Wilson, chief executive officer of GXO, said, In the second quarter, we generated revenue of $3.3 billion, up 16% year over year, produced our highest organic revenue growth in nine quarters, and delivered $212 million in adjusted EBITDA, up 13% year over year.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Growthquarter

up 16%

Malcolm Wilson, chief executive officer of GXO, said, In the second quarter, we generated revenue of $3.3 billion, up 16% year over year, produced our highest organic revenue growth in nine quarters, and delivered $212 million in adjusted EBITDA, up 13% year over year.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Second Quarter 2025 Results Revenue increased to $3.3 billion, up 16% year over year, compared with $2.8 billion for the second quarter 2024.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Organic revenuequarter

6%

Organic revenue 1 grew by 6%.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Net incomequarter

$28 million

Net income was $28 million, compared with $39 million for the second quarter 2024.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

EPSquarter

$0.23

Diluted earnings per share ( EPS ) was $0.23, compared with $0.32 for the second quarter 2024.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Adjusted EPSquarter

$0.57

Adjusted diluted EPS 1 was $0.57, compared with $0.55 for the second quarter 2024.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Free cash flowquarter

$43 million

In the second quarter of 2025, GXO used $43 million of free cash flow 1 , compared with 1 For definitions of non-GAAP measures see the Non-GAAP Financial Measures section in this press release.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

$31 million of free cash flow 1 generated for the second quarter 2024.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

AI analysis

Q2 2025 · reported Aug 5, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2025
$3.3B
EX-99 · Aug 5, 2025
EPS · Q2 2025
$0.23
EX-99 · Aug 5, 2025
Free cash flow · Q2 2025
$43M
EX-99 · Aug 5, 2025
Net income · Q2 2025
$28M
EX-99 · Aug 5, 2025

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Aug 5, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$3.3 billion——
Growthup 16%——
Organic revenue6%——
Net income$28 million——
EPS$0.23——
Adjusted EPS$0.57——
Free cash flow$43 million——

EX-99 · Aug 5, 2025

Guidance · company-stated

Direction: Raised

Revenue$3.3 billion

“htm EX-99.1 Document Exhibit 99.1 GXO Reports Second Quarter 2025 Results Delivered second quarter revenue of $3.3 billion, up 16% year over year, with organic revenue growth of 6%, the highest result in nine quarters Signed new business wins of $307 million, up 13% year over year Raises full-year 2025 adjusted EBITDA guidance Announces CFO transition GREENWICH, Conn.”

Revenue

“Given our better-than-expected performance in the first half of the year, we are again raising our full-year adjusted EBITDA guidance, following our guidance raise in June for organic revenue growth, adjusted EBITDA and adjusted diluted earnings per share.”

Midpoint vs latest-quarter revenue0.0%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Free cash flow$43M

Capital allocation

Cash Balances and Outstanding Debt As of June 30, 2025, cash and cash equivalents (excluding restricted cash), debt outstanding and net debt 1 were $205 million, $2.7 billion and $2.5 billion, respectively.

2 GXO s non-GAAP financial measures in this press release include adjusted earnings before interest, taxes, depreciation and amortization ( adjusted EBITDA ), adjusted EBITDA margin, adjusted earnings before interest, taxes and amortization ( adjusted EBITA ), adjusted EBITA, net of income taxes paid, adjusted EBITA margin, adjusted net income attributable to GXO, adjusted earnings per share (basic and diluted) ( adjusted EPS ), free cash flow, free cash flow conversion, organic revenue, organic revenue growth, net leverage ratio, net debt, and operating return on invested capital ( ROIC ).

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue 0.0% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Lastly, we announced in June that seasoned supply chain leader Patrick Kelleher will take the helm of GXO as CEO later this month

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “htm EX-99.1 Document Exhibit 99.1 GXO Reports Second Quarter 2025 Results Delivered second quarter revenue of $3.3 billion, up 16% year over year, with organic revenue growth of 6%, the highest result in nine quarters Signed new business wins of $307 million, up 13% year over year Raises full-year 2025 adjusted EBITDA guidance Announces CFO transition GREENWICH, Conn.”

Revenue: “Given our better-than-expected performance in the first half of the year, we are again raising our full-year adjusted EBITDA guidance, following our guidance raise in June for organic revenue growth, adjusted EBITDA and adjusted diluted earnings per share.”

Revenue — Raised (“Raises”)
“htm EX-99.1 Document Exhibit 99.1 GXO Reports Second Quarter 2025 Results Delivered second quarter revenue of $3.3 billion, up 16% year over year, with organic revenue growth of 6%, the highest result in nine quarters Signed new business wins of $307 million, up 13% year over year Raises full-year 2025 adjusted EBITDA guidance Announces CFO transition GREENWICH, Conn.”

Revenue — Raised (“raising”)
“Given our better-than-expected performance in the first half of the year, we are again raising our full-year adjusted EBITDA guidance, following our guidance raise in June for organic revenue growth, adjusted EBITDA and adjusted diluted earnings per share.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Cash Balances and Outstanding Debt As of June 30, 2025, cash and cash equivalents (excluding restricted cash), debt outstanding and net debt 1 were $205 million, $2.7 billion and $2.5 billion, respectively.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

2 GXO s non-GAAP financial measures in this press release include adjusted earnings before interest, taxes, depreciation and amortization ( adjusted EBITDA ), adjusted EBITDA margin, adjusted earnings before interest, taxes and amortization ( adjusted EBITA ), adjusted EBITA, net of income taxes paid, adjusted EBITA margin, adjusted net income attributable to GXO, adjusted earnings per share (basic and diluted) ( adjusted EPS ), free cash flow, free cash flow conversion, organic revenue, organic revenue growth, net leverage ratio, net debt, and operating return on invested capital ( ROIC ).

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

We believe that free cash flow and free cash flow conversion are important measures of our ability to repay maturing debt or fund other uses of capital that we believe will enhance stockholder value.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

We calculate free cash flow as cash flow from operations less capital expenditures plus proceeds from sale of property and equipment.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

We believe that net debt and net leverage ratio are important measures of our overall liquidity position and are calculated by adding bank overdrafts and removing cash and cash equivalents (excluding restricted cash) from our total debt and net debt as a ratio of our trailing twelve months adjusted EBITDA.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

(2) Net of unamortized discount and debt issuance costs of $ 5 million and $ 6 million as of June 30, 2026 and December 31, 2025, respectively.

SEC original ↗Gxo Logistics, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Strategy & priorities

We re kicking off the integration in the coming weeks and the GXO and Wincanton teams are already collaborating on a range of strategic tenders.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Restructuring costs primarily relate to severance costs associated with business optimization initiatives.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Restructuring Costs and Other Restructuring costs and other primarily consisted of severance paid to exiting members of the Company s leadership team and to individuals as part of an initiative to optimize corporate expenses.

SEC original ↗Gxo Logistics, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Restructuring costs primarily consisted of severance paid to exiting members of the Company s leadership team and to individuals as part of an initiative to optimize corporate expenses.

SEC original ↗Gxo Logistics, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Our principal uses of cash in the future will be primarily to fund our operations, working capital needs, capital expenditures, repayment of borrowings and strategic business development transactions.

SEC original ↗Gxo Logistics, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Risks & headwinds

The company serves the world s leading blue-chip companies to solve complex logistics challenges with technologically advanced supply chain and ecommerce solutions, at scale and with speed.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Adjusted EBITDA, adjusted EBITA, adjusted net income attributable to GXO and adjusted EPS include adjustments for transaction and integration costs, regulatory matters and litigation expenses as well as restructuring costs and other adjustments as set forth in the attached financial tables.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Regulatory matters and litigation expenses relate to the settlement of regulatory and legal matters.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

These forward-looking statements are subject to known and unknown risks, uncertainties and assumptions that may cause actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by such forward-looking statements.

SEC original ↗Gxo Logistics, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Legal Proceedings 31 Item 1A.

SEC original ↗Gxo Logistics, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Commitments and Contingencies The Company is involved, and will continue to be involved, in numerous legal proceedings arising from the conduct of its business.

SEC original ↗Gxo Logistics, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

30 documents

Earnings releases

7 documents

Presentations

0 documents

No presentations for Gxo Logistics, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Gxo Logistics, Inc. are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Gxo Logistics, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.