GXO Logistics (NYSE:GXO) Updates FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance: GXO set EPS guidance of 2.90–3.20, roughly in line with the consensus of 3.00, and did not provide revenue guidance.
• Recent quarter beat: GXO reported $0.50 EPS (vs. $0.37 consensus) and $3.30B in revenue (vs. $3.22B consensus) for the quarter ended May 5.
• Market reaction and outlook: Shares rose to $49.79 on heavy volume, the company has a ~$5.73B market cap, and analysts maintain a Moderate Buy consensus with an average $69.17 price target.

GXO Logistics (NYSE:GXO - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 2.90-3.200 for the period, compared to the consensus earnings per share estimate of 3.000. The company issued revenue guidance of -.

GXO Logistics Stock Performance

GXO stock traded up $3.52 during mid-day trading on Tuesday, hitting $49.79. The company had a trading volume of 4,155,996 shares, compared to its average volume of 1,321,553. The firm has a market cap of $5.73 billion, a PE ratio of 165.95, a price-to-earnings-growth ratio of 1.90 and a beta of 1.62. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.85 and a current ratio of 0.85. GXO Logistics has a 12 month low of $36.75 and a 12 month high of $66.85. The stock's fifty day moving average price is $56.05 and its two-hundred day moving average price is $55.17.

GXO Logistics (NYSE:GXO - Get Free Report) last posted its earnings results on Tuesday, May 5th. The company reported $0.50 earnings per share for the quarter, topping the consensus estimate of $0.37 by $0.13. The firm had revenue of $3.30 billion during the quarter, compared to the consensus estimate of $3.22 billion. GXO Logistics had a net margin of 0.24% and a return on equity of 9.83%. GXO Logistics has set its FY 2026 guidance at 2.90-3.200 EPS. On average, analysts forecast that GXO Logistics will post 3 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on GXO shares. Oppenheimer reiterated an "outperform" rating and issued a $70.00 target price on shares of GXO Logistics in a research note on Thursday, February 12th. Susquehanna reiterated a "positive" rating and issued a $82.00 target price on shares of GXO Logistics in a research note on Thursday, February 12th. Stifel Nicolaus set a $70.00 target price on shares of GXO Logistics in a research note on Thursday, February 12th. Morgan Stanley reaffirmed an "overweight" rating and set a $75.00 price objective on shares of GXO Logistics in a research note on Tuesday, February 17th. Finally, Citigroup boosted their price objective on shares of GXO Logistics from $66.00 to $68.00 and gave the company a "buy" rating in a research note on Wednesday, February 11th. Ten research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $69.17.

Hedge Funds Weigh In On GXO Logistics

Several hedge funds have recently bought and sold shares of the company. Orbis Allan Gray Ltd grew its stake in GXO Logistics by 0.3% during the fourth quarter. Orbis Allan Gray Ltd now owns 13,424,844 shares of the company's stock valued at $706,684,000 after acquiring an additional 37,035 shares in the last quarter. Dimensional Fund Advisors LP grew its stake in GXO Logistics by 6.9% during the fourth quarter. Dimensional Fund Advisors LP now owns 4,495,476 shares of the company's stock valued at $236,646,000 after acquiring an additional 289,142 shares in the last quarter. Alliancebernstein L.P. grew its stake in GXO Logistics by 9.0% during the second quarter. Alliancebernstein L.P. now owns 2,736,892 shares of the company's stock valued at $133,287,000 after acquiring an additional 225,603 shares in the last quarter. Parsifal Capital Management LP lifted its position in GXO Logistics by 77.5% during the third quarter. Parsifal Capital Management LP now owns 1,482,957 shares of the company's stock valued at $78,434,000 after purchasing an additional 647,457 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in GXO Logistics by 1.1% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 1,221,820 shares of the company's stock valued at $64,317,000 after purchasing an additional 13,831 shares during the last quarter. Hedge funds and other institutional investors own 90.67% of the company's stock.

GXO Logistics Company Profile

GXO Logistics NYSE: GXO is a global contract logistics provider specializing in warehousing, distribution, and value-added supply chain services. Established in August 2021 as a spin-off from XPO Logistics, the company has built its reputation on integrating advanced technology and automation into traditional logistics operations. GXO’s core offerings include e-commerce fulfillment, inventory management, returns processing, and reverse logistics, supported by a network of fulfillment centers and distribution hubs designed to optimize order accuracy and delivery speed.

The company serves customers across a diverse array of industries, including retail, technology, consumer goods, automotive, industrial, and healthcare.

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