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Dec 31, 2025
GXO Logistics Q4 2025 Earnings Report
GXO Logistics reported record revenue for both the fourth quarter and full year 2025, with organic growth across all regions. The company also achieved over $1 billion in new business wins for the third consecutive year.
Key Takeaways
GXO Logistics delivered a strong performance in Q4 2025, with revenue increasing by 7.9% year-over-year to $3.5 billion. Organic revenue grew by 3.5%. Net income was $43 million, and diluted EPS was $0.37. Adjusted EBITDA reached $255 million, up from $251 million in Q4 2024. The company also announced positive 2026 guidance, including organic revenue growth of 4%-5% and adjusted diluted EPS of $2.85-$3.15.
Record revenue achieved for both the fourth quarter and full year 2025, demonstrating strong market performance.
Over $1 billion in new business wins for the third consecutive year, with incremental 2026 new business revenue up 20% year-over-year.
Strengthened leadership across Americas & Asia Pacific, Commercial and Operations functions to accelerate growth and expand margins.
Announced positive 2026 guidance, including an 8% increase in Adjusted EBITDA at the mid-point and a 20% increase in Adjusted diluted EPS at the mid-point.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
GXO Logistics provided a positive outlook for 2026, anticipating continued growth in organic revenue, Adjusted EBITDA, and Adjusted diluted EPS, with synergy realization from the Wincanton integration on track.
Positive Outlook
- Organic revenue growth projected to be 4% - 5%.
- Adjusted EBITDA expected to be $930 million - $970 million, an 8% increase at the mid-point.
- Adjusted diluted EPS forecast to be $2.85 - $3.15, a 20% increase at the mid-point.
- Adjusted EBITDA to free cash flow conversion expected to be 30% to 40%.
- Wincanton integration is underway with synergy realization on track.
Challenges Ahead
- No specific negative guidance points were highlighted in the provided text for 2026.
- The variability and complexity of reconciling items make a GAAP reconciliation for forward-looking non-GAAP measures unavailable without unreasonable effort.
- Economic conditions generally could impact performance.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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