earnings
confidence high
sentiment positive
materiality 0.70
GXO Q2 2026 revenue $3.4B (+4.3% YoY); adjusted EPS $0.59 vs $0.57; new wins up 34%
GXO Logistics, Inc.
- Revenue $3.4B, up 4.3% YoY; organic growth 3.4%.
- Net income $27M ($0.22 diluted EPS) vs $28M ($0.23); adjusted diluted EPS $0.59 vs $0.57.
- New business wins $410M, up 34% YoY; ~40% in strategic verticals (aerospace, defense, tech, industrial, life sciences).
- Full-year 2026 guidance: organic revenue growth 4-5%; adjusted EBITDA $945-965M; adjusted EPS $2.95-3.15; FCF conversion 30-40%.
- Cash $769M, total debt $3.2B, net debt $2.4B; $1B incremental 2026 revenue already secured.