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Mar 31
GXO Logistics Q1 2025 Earnings Report
Reported strong first quarter 2025 results with increased revenue and reaffirmed full-year guidance.
Key Takeaways
GXO Logistics reported a strong first quarter for 2025, with revenue increasing 21% year over year to $3 billion. Despite a net loss of $95 million, the company saw growth in adjusted EBITDA and organic revenue. They also grew their sales pipeline and secured significant new business wins, including a landmark contract with England's National Health Service Supply Chain. The company reaffirmed its full-year 2025 guidance for organic revenue growth and adjusted EBITDA.
First quarter 2025 revenue increased 21% year over year to $3 billion.
Organic revenue grew by 3% in the first quarter.
Adjusted EBITDA was $163 million for the first quarter.
Full-year 2025 guidance for organic revenue growth and adjusted EBITDA was reaffirmed.
GXO Logistics
GXO Logistics
GXO Logistics Revenue by Segment
GXO Logistics Revenue by Geographic Location
Revenue by Segment
Omnichannel retail Revenue
CapyFin.comTechnology and consumer electronics Revenue
CapyFin.comIndustrial and manufacturing Revenue
CapyFin.comFood and beverage Revenue
CapyFin.comConsumer packaged goods Revenue
CapyFin.comOther Revenue
CapyFin.comRevenue by Geographic Location
United Kingdom Revenue
CapyFin.comUnited States Revenue
CapyFin.comNetherlands Revenue
CapyFin.comFrance Revenue
CapyFin.comSpain Revenue
CapyFin.comItaly Revenue
CapyFin.comOther Revenue
CapyFin.com Forward Guidance
GXO Logistics reaffirmed its full-year 2025 guidance, expecting continued organic revenue growth and strong adjusted EBITDA performance.
Positive Outlook
- Reaffirmed full-year 2025 organic revenue growth guidance of 3% to 6%.
- Reaffirmed full-year 2025 adjusted EBITDA guidance of $840 million to $860 million.
- Reaffirmed full-year 2025 adjusted diluted EPS guidance of $2.40 to $2.60.
- Reaffirmed full-year 2025 adjusted EBITDA to free cash flow conversion guidance of 25% to 35%.
- Sales pipeline grew to a three-year high of $2.5 billion (excluding Wincanton).
Challenges Ahead
- Guidance reflects current foreign exchange rates, which can fluctuate.
- Variability and complexity of reconciling non-GAAP measures to GAAP measures makes a reconciliation unavailable without unreasonable effort.
- Subject to known and unknown risks, uncertainties, and assumptions that may cause actual results to differ materially.
- Economic conditions generally could impact results.
- Supply chain challenges, including labor shortages, could impact results.