GXO Logistics Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 11% to $3.3B with adjusted EBITDA up 23% and EPS up 72%. Guidance for 2026 was raised on strong new business wins, a record pipeline, and accelerating AI and automation initiatives. Integration of Wincanton and strategic verticals drive confidence in long-term growth.
Fiscal Year 2025
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Record 2025 results with $13.2B revenue and $881M adjusted EBITDA, driven by strong organic growth and strategic wins in high-value verticals. 2026 guidance targets further margin expansion, robust cash flow, and accelerated AI-driven productivity, with North America as a key growth lever.
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Record Q3 revenue and EBITDA growth were driven by strong organic performance and new business wins, with robust momentum in high-growth verticals and successful Wincanton integration. Guidance for 2025 is reaffirmed, with margin expansion expected in 2026 as synergies materialize.
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Record Q2 revenue and EBITDA growth led to raised full-year guidance. Strong new business wins, robust pipeline, and successful Wincanton acquisition position the company for continued growth, with automation and e-commerce as key drivers.
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Q1 2025 revenue grew 21% year-over-year to $3B, with strong adjusted EBITDA and a record sales pipeline. Major wins include a $2.5B NHS contract and continued expansion in healthcare and Europe. Guidance for 2025 is reaffirmed despite macro volatility, with Wincanton integration and AI-driven productivity gains expected to drive further growth.
Fiscal Year 2024
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Record 2024 results with 20% revenue growth, strong new business wins, and major expansion in Germany and healthcare. 2025 guidance anticipates 3%-6% organic growth and $840-$860M adjusted EBITDA, with Q1 impacted by customer realignments and ongoing Wincanton integration.
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Record Q3 revenue and EBITDA were driven by strong organic growth, automation, and new business wins, with a robust sales pipeline and reaffirmed multi-year guidance. Margin expansion and cash flow conversion remain strong, while integration of recent acquisitions and tech leadership support future growth.
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Record Q2 revenue and strong new business wins underpin reaffirmed 2024 guidance and robust 2027 targets. Wincanton acquisition expands UK/Europe presence, while automation and AI initiatives drive efficiency and future growth.