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Mar 31, 2024

GXO Logistics Q1 2024 Earnings Report

GXO Logistics reported a revenue increase and strategic acquisition, but experienced a net loss due to litigation expenses.

Key Takeaways

GXO Logistics reported a 6% increase in revenue to $2.5 billion in Q1 2024. However, the company experienced a net loss of $36 million due to a $63 million expense associated with legacy litigation. Despite the net loss, the company reiterated its full-year guidance and completed the acquisition of Wincanton.

Revenue increased by 6% year over year to $2.5 billion.

Organic revenue growth was 1%.

New business wins totaled approximately $250 million in annualized revenue, up 55% year over year.

Net loss was $36 million, impacted by a $63 million litigation expense.

Total Revenue
$2.5B
Previous year: $2.32B
+7.6%
EPS
$0.45
Previous year: $0.49
-8.2%
Adjusted EBITDA
$154M
Previous year: $158M
-2.5%
Organic revenue growth
1%
Previous year: 6.6%
-84.8%
Gross Profit
$308M
Previous year: $334M
-7.8%
Cash and Equivalents
$423M
Previous year: $426M
-0.7%
Free Cash Flow
-$17M
Previous year: -$43M
-60.5%
Total Assets
$9.38B
Previous year: $9.09B
+3.2%

GXO Logistics

GXO Logistics

GXO Logistics Revenue by Segment

GXO Logistics Revenue by Geographic Location

Forward Guidance

The company reiterated its guidance for the full year 2024 and its 2027 financial targets.

Positive Outlook

  • Organic revenue growth of 2% to 5%.
  • Adjusted EBITDA of $760 million to $790 million on a standalone basis.
  • Adjusted EBITDA of $805 million to $835 million including the expected impact of Wincanton acquisition.
  • Adjusted diluted EPS of $2.70 to $2.90 on a standalone basis.
  • Free cash flow conversion of 30% to 40% of adjusted EBITDA.

Revenue & Expenses

Visualization of income flow from segment revenue to net income