GXO Logistics Inc

Latest Results (20.11.2025):

GXO Logistics Inc reported third quarter 2025 results, delivering record revenue of $3.4 billion (up 8% year‑over‑year; organic revenue +4%) and improved profitability, with net income of $60 million and diluted EPS of $0.51. The company posted adjusted EBITDA of $251 million, strong cash generation, and reaffirmed full‑year 2025 guidance.

Revenue

Record quarterly revenue of $3.4 billion in Q3 2025, up 8% YoY; organic revenue growth was 4% versus Q3 2024.

Profitability

Net income rose to $60 million (Q3 2025) from $35 million a year earlier; diluted EPS was $0.51 vs $0.28. Adjusted EBITDA was $251 million, up from $223 million; adjusted diluted EPS remained $0.79 year‑over‑year.

Cash Flow

Operating cash flow was $232 million in Q3 2025 and free cash flow was $187 million, up materially from $110 million in Q3 2024.

New Business & Pipeline

Signed $280 million of new business in the quarter (up 24% YoY). Commercial pipeline stands at $2.3 billion, diversified and focused on high‑growth sectors.

Balance Sheet

As of Sept 30, 2025, cash and cash equivalents were $339 million, total debt $2.7 billion and net debt $2.4 billion.

Guidance

GXO reaffirmed full‑year 2025 targets: organic revenue growth 3.5%–6.5%; adjusted EBITDA $865M–$885M; adjusted diluted EPS $2.43–$2.63; adjusted EBITDA→FCF conversion 25%–35%.

M&A / Integration

The integration of Wincanton is progressing “swiftly,” with synergy realization on track according to management comments in the Q3 2025 release.

Management Commentary

CEO Patrick Kelleher highlighted record revenue, double‑digit adjusted EBITDA growth, and priorities to accelerate growth and expand margins, noting strong operations after joining GXO in August 2025.