GXO Logistics' fourth-quarter performance exceeded expectations, and the stock price declined slightly

LootboxPhobia · 2026-02-13T22:37:20+00:00

GXO Logistics announced its Q4 earnings, with an adjusted EPS of $0.87 and revenue of $3.5 billion, surpassing expectations. Free cash flow and EBITDA both increased, and organic revenue is expected to grow by 4% to 5% in 2026. The CEO stated that they will increase deployment of artificial intelligence and robotics technology, expressing strong confidence in the future.

LootboxPhobia

2026-02-13 22:37:20

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Greenwich, Connecticut – GXO Logistics, Inc. (NYSE:GXO), the world’s largest pure-play logistics contract service provider, reported fourth-quarter earnings that exceeded analyst expectations. Despite strong performance, the stock fell 0.8% after the announcement.

The company posted adjusted earnings per share of $0.87, surpassing the consensus estimate of $0.83. Revenue reached a record $3.5 billion, slightly above the $3.48 billion forecast, representing a 7.9% year-over-year increase. Organic revenue, excluding the effects of acquisitions and currency fluctuations, grew 3.5% year-over-year.

GXO CEO Patrick Kelleher stated, “We achieved record revenue in both the fourth quarter and the full year, with organic growth across all regions, confirming the value we create for our customers and the resilience of our business model.”

In the fourth quarter, the company generated $163 million in free cash flow, up from $127 million in the same period last year. Adjusted EBITDA increased from $251 million to $255 million year-over-year.

GXO achieved over $1 billion in new business orders for the third consecutive year, with incremental new business revenue of $774 million in 2026, a 20% increase year-over-year.

Looking ahead, the company issued guidance for fiscal 2026, expecting organic revenue growth of 4% to 5%, and adjusted EPS between $2.85 and $3.15, in line with the analyst consensus of $3.00. GXO projects adjusted EBITDA of $930 million to $970 million, representing a median growth of 8%.

Kelleher added, “In 2026, we will steadily increase deployment of artificial intelligence and robotics within our network, both of which are expected to be long-term drivers of efficiency and performance. We are entering the new year with confidence, and our full-year guidance reflects our belief in achieving further profitable growth.”

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