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Jun 30, 2024

GXO Logistics Q2 2024 Earnings Report

GXO Logistics reported record revenue and strong free cash flow, driven by new business wins and growth in key markets.

Key Takeaways

GXO Logistics announced strong second-quarter results, with record revenue of $2.8 billion, a 19% increase year-over-year. The company saw growth in new business wins and reaffirmed its full-year 2024 guidance.

Revenue increased 19% year-over-year to a record $2.8 billion.

Organic revenue grew by 2%.

New business wins totaled approximately $270 million in annualized revenue.

The sales pipeline increased to a new twelve-month high of $2.3 billion.

Total Revenue
$2.85B
Previous year: $2.39B
+18.9%
EPS
$0.55
Previous year: $0.7
-21.4%
Adjusted EBITDA
$187M
Previous year: $190M
-1.6%
Organic revenue growth
2%
Previous year: 3%
-33.3%
Cash flow from operations
$115M
Previous year: $61M
+88.5%
Gross Profit
$358M
Previous year: $353M
+1.4%
Cash and Equivalents
$469M
Previous year: $305M
+53.8%
Free Cash Flow
$31M
Previous year: $3M
+933.3%
Total Assets
$11.4B
Previous year: $9.13B
+24.5%

GXO Logistics

GXO Logistics

GXO Logistics Revenue by Segment

GXO Logistics Revenue by Geographic Location

Forward Guidance

The company reaffirms its guidance for the full year 2024.

Positive Outlook

  • Organic revenue growth of 2% to 5%
  • Adjusted EBITDA of $805 million to $835 million
  • Adjusted diluted EPS of $2.73 to $2.93
  • Free cash flow conversion of 30% to 40% of adjusted EBITDA
  • Strengthening consumer demand in the UK and European markets

Revenue & Expenses

Visualization of income flow from segment revenue to net income