Pulling SEC filings + quote and writing the call…

GXO Logistics, Inc.
Next earnings Aug 3, 2026 · consensus $0.60 EPS, $3.50B rev
Last earnings +7.7% on 2026-05-05
World's largest contract-logistics player growing 13% at 0.4x sales; net income masked by Wincanton integration and one-off costs.
Sources: SEC EDGAR (CIK 0001852244, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:57:39 PM.
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The fundamentals carry the rating, but the price is rich (~96% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
GXO is the largest pure-play contract logistics provider in the world, running 1,043 facilities and ~221 million square feet of technology-enabled warehousing for blue-chip customers under mostly long-term contracts. The business model is asset-light with high revenue visibility, and it rides two durable tailwinds: e-commerce/omnichannel fulfillment and the secular outsourcing of logistics. FY2025 revenue grew 13% to $13.2B — including $655M from the Wincanton acquisition plus new contract wins and pricing — and operating income rose 12.4% to $245M, so the core operation is expanding healthily.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $7.94B | $8.99B | $9.78B | $11.7B | $13.2B |
| Gross profit | — | — | — | — | — |
| Operating income | $151M | $242M | $318M | $218M | $245M |
| Net income | $153M | $197M | $229M | $134M | $32.0M |
| Diluted EPS | $1.32 | $1.67 | $1.92 | $1.12 | $0.28 |
| Net margin | 1.9% | 2.2% | 2.3% | 1.1% | 0.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1070 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.