GXO Logistics (NYSE:GXO) Updates FY 2026 Earnings Guidance

GXO Logistics (NYSE:GXO) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 2.950-3.150 for the period, compared to the consensus earnings per share estimate of 3.060. The company issued revenue guidance of -.

GXO Logistics Stock Performance

GXO Logistics stock traded down $5.38 during midday trading on Wednesday, reaching $46.99. 2,735,665 shares of the company traded hands, compared to its average volume of 1,360,891. GXO Logistics has a 12 month low of $45.40 and a 12 month high of $66.85. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.85 and a quick ratio of 0.85. The business has a 50 day moving average of $50.78 and a two-hundred day moving average of $53.98. The firm has a market capitalization of $5.41 billion, a price-to-earnings ratio of 41.16, a price-to-earnings-growth ratio of 1.67 and a beta of 1.55.

GXO Logistics (NYSE:GXO) last posted its earnings results on Tuesday, August 4th. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.58 by $0.01. The business had revenue of $3.44 billion during the quarter, compared to the consensus estimate of $3.46 billion. GXO Logistics had a net margin of 0.98% and a return on equity of 10.55%. The firm’s revenue was up 4.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.57 EPS. GXO Logistics has set its FY 2026 guidance at 2.950-3.150 EPS. As a group, research analysts predict that GXO Logistics will post 3.07 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on GXO shares. Wall Street Zen cut GXO Logistics from a “buy” rating to a “hold” rating in a report on Saturday, July 4th. Morgan Stanley raised their target price on shares of GXO Logistics from $75.00 to $78.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Truist Financial dropped their price target on shares of GXO Logistics from $70.00 to $55.00 and set a “buy” rating for the company in a research report on Wednesday, July 15th. Citizens Jmp began coverage on shares of GXO Logistics in a research note on Wednesday, July 15th. They issued a “market perform” rating and a $80.00 price objective for the company. Finally, Stifel Nicolaus decreased their price objective on shares of GXO Logistics from $71.00 to $70.00 and set a “buy” rating on the stock in a research report on Wednesday, July 15th. Twelve research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $66.71.

Hedge Funds Weigh In On GXO Logistics

A number of hedge funds have recently added to or reduced their stakes in the stock. Orbis Allan Gray Ltd lifted its position in shares of GXO Logistics by 0.3% in the 4th quarter. Orbis Allan Gray Ltd now owns 13,424,844 shares of the company’s stock worth $706,684,000 after purchasing an additional 37,035 shares during the period. Dimensional Fund Advisors LP raised its holdings in GXO Logistics by 6.9% in the fourth quarter. Dimensional Fund Advisors LP now owns 4,495,476 shares of the company’s stock worth $236,646,000 after purchasing an additional 289,142 shares in the last quarter. Alliancebernstein L.P. lifted its position in shares of GXO Logistics by 9.0% during the second quarter. Alliancebernstein L.P. now owns 2,736,892 shares of the company’s stock valued at $133,287,000 after buying an additional 225,603 shares during the last quarter. Parsifal Capital Management LP raised its stake in shares of GXO Logistics by 77.5% during the 3rd quarter. Parsifal Capital Management LP now owns 1,482,957 shares of the company’s stock worth $78,434,000 after acquiring an additional 647,457 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its holdings in GXO Logistics by 1.1% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 1,221,820 shares of the company’s stock worth $64,317,000 after purchasing an additional 13,831 shares during the last quarter. 90.67% of the stock is currently owned by institutional investors.

About GXO Logistics

GXO Logistics (NYSE: GXO) is a global contract logistics provider specializing in warehousing, distribution, and value-added supply chain services. Established in August 2021 as a spin-off from XPO Logistics, the company has built its reputation on integrating advanced technology and automation into traditional logistics operations. GXO’s core offerings include e-commerce fulfillment, inventory management, returns processing, and reverse logistics, supported by a network of fulfillment centers and distribution hubs designed to optimize order accuracy and delivery speed.

The company serves customers across a diverse array of industries, including retail, technology, consumer goods, automotive, industrial, and healthcare.