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Mar 31, 2025
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.
Revenue by Segment
Revenue by Geographic Location
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.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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