Full-year 2025 performance
For the 12 months ended 31 December 2025, GXO generated revenue of $13.2 billion, a 12.5% increase from the prior year’s $11.73 billion. Adjusted EBITDA advanced to $881 million from $815 million in 2024, and free cash flow improved to $259 million, up from $251 million. The company said it booked more than $1 billion in new business for the third consecutive year, reinforcing the appeal of its contract logistics model among retailers, e-commerce platforms, industrial manufacturers and consumer-goods companies.
Chief Executive Officer Patrick Kelleher noted that GXO added senior leadership talent in commercial and operational roles during the past quarter, with particular emphasis on North America, the company’s largest geographic market. The new hires are expected to support further penetration in high-growth verticals such as omnichannel retail, food and beverage, and technology hardware.
Automation and artificial intelligence initiatives
GXO reiterated its plan to expand the deployment of robotics, vision systems and machine-learning algorithms across its warehouse network in 2026. Management described AI and advanced automation as “long-term drivers of efficiency,” predicting that greater use of intelligent sorting, automated storage and predictive analytics will enhance throughput, reduce error rates and optimize labor utilization.
Industry data support the growing role of automation in logistics. The International Federation of Robotics estimates that global installations of industrial robots exceeded 500,000 units in 2024, with logistics representing one of the fastest-expanding application areas.
GXO already counts more than 6,000 pieces of robotic and automation equipment in operation and intends to increase that figure steadily over the next several quarters. The company said automation investments tend to deliver quick payback periods while improving service levels for customers seeking faster order cycle times and greater inventory visibility.
Wincanton integration on track
The company continued to integrate the assets of Wincanton, the United Kingdom-based contract logistics firm it acquired earlier in 2025. Management reported that integration milestones remain on schedule, with combined commercial teams cross-selling services to legacy clients of both organizations. The acquisition expanded GXO’s footprint in the U.K. and continental Europe, added specialized expertise in grocery distribution and e-fulfillment, and provided additional scale in high-barrier sectors such as defense logistics.
2026 guidance targets mid-single-digit organic growth
Looking ahead, GXO issued 2026 guidance that calls for:
- Organic revenue growth of 4% to 5% versus 2025.
- Adjusted EBITDA in a range of $930 million to $970 million.
- Adjusted diluted earnings per share between $2.85 and $3.15.
The company defined “organic growth” as revenue expansion excluding the impact of currency fluctuations, mergers and acquisitions, and pass-through revenue from customer-funded capital projects. Management said the forecast reflects expectations for consistent demand from existing customers and contributions from recent contract wins scheduled to ramp up throughout the year.
Imagem: Internet
Capital expenditures in 2026 are projected to remain broadly in line with 2025 levels, with a continued focus on automation, technology upgrades and facility enhancements. Free cash flow is expected to trend higher, supported by earnings growth and disciplined working-capital management.
Market environment and demand drivers
Macro-economic conditions remain mixed in several key regions, but GXO cited ongoing secular trends that favor third-party logistics providers. Retailers and manufacturers continue to migrate from legacy, in-house warehousing models to outsourced solutions that offer variable cost structures and access to advanced technology. E-commerce volumes, while moderating from the extraordinary growth rates recorded during the pandemic, are still expanding faster than traditional retail channels.
In addition, near-shoring and supply-chain diversification are prompting manufacturers to re-evaluate network design, creating opportunities for logistics partners with multi-country footprints and expertise in inventory positioning. GXO’s global presence allows it to bid on complex, multi-site contracts that require standardized processes and consistent service levels across borders.
Upcoming investor events
The company will host a conference call with analysts at 8:30 a.m. Eastern Time on Wednesday to review the fourth-quarter results and discuss the 2026 outlook. A live webcast and supporting slide deck will be made available in the investor relations section of GXO’s corporate website. Replays will be accessible for approximately 30 days.
As of 31 December 2025, GXO’s total liquidity, including cash on hand and committed revolving credit facilities, was approximately $1.5 billion. Net leverage, measured as net debt to adjusted EBITDA, remained within the company’s targeted range of 1.5x to 2.0x, leaving capacity for potential bolt-on acquisitions or incremental share repurchases, subject to market conditions.
About GXO Logistics
GXO Logistics Inc. ranks among the world’s largest pure-play contract logistics providers. The company designs, implements and operates warehousing and distribution solutions tailored to individual customer requirements. Its service portfolio includes e-commerce and omnichannel fulfillment, reverse logistics, supply-chain optimization, inbound to manufacturing, and value-added warehousing. GXO’s facilities incorporate a broad array of automation technologies, including goods-to-person robots, autonomous mobile robots, automated guided vehicles and advanced sortation systems.
GXO shares trade on the New York Stock Exchange under the ticker symbol “GXO.” Following the after-hours release of quarterly results, the stock moved modestly higher in extended trading, reflecting investor reception to the earnings beat and forward guidance. Market reaction during the regular session will provide further insight into investor sentiment regarding the company’s growth trajectory and capital deployment plans.
Crédito da imagem: GXO Logistics
