GXO Logistics Reports Strong Q1 Results, Raises Full-Year Adjusted EPS and EBITDA Guidance
GXO sits 37% above its 52-week low of $36.75 on elevated volume (3.0× avg).
Summary
GXO Logistics reported strong first-quarter 2026 results, with significant revenue growth and a return to net income, leading the company to raise its full-year adjusted EBITDA and EPS guidance.
Key Events · Earnings and Guidance · GXO
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Strong Q1 2026 Financial Performance
Revenue increased 10.8% year-over-year to $3.3 billion, with organic revenue growth of 4.1%. The company reported a net income of $5 million, a significant improvement from a net loss of $95 million in Q1 2025.
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Significant Adjusted Earnings Growth
Adjusted diluted EPS rose to $0.50 from $0.29 in the prior year quarter, and adjusted EBITDA increased to $200 million from $163 million.
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Full-Year Guidance Raised
GXO Logistics raised its full-year 2026 guidance for adjusted EBITDA to a range of $935 million to $975 million and adjusted diluted EPS to $2.90 to $3.20, reflecting better-than-expected Q1 performance and accelerating demand.
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Record Sales Pipeline
The company achieved $227 million in new business wins and reported a record sales pipeline of $2.7 billion, indicating strong commercial momentum, particularly in strategic growth sectors.
Analysis · GXO · Energy & Transportation
GXO Logistics delivered a robust first quarter, demonstrating strong operational performance and commercial momentum. The significant increase in revenue and the turnaround from a net loss to net income in Q1 2025 highlight the company's improved financial health. The decision to raise full-year guidance for both adjusted EBITDA and adjusted diluted EPS signals management's confidence in continued growth and profitability, especially following a challenging 2025. Investors should view this as a strong positive indicator for the company's trajectory.
At the time of this filing, GXO was trading at $50.39 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $5.7B. The 52-week trading range was $36.75 to $66.85. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.