Transportation Services · SIC 4700

GXO Logistics, Inc.

GXO

Watch

Latest revenue

$3.30B

as of 2026-03-31

Latest net income

$4.0M

as of 2026-03-31

Net margin

0.1%

as of 2026-03-31

Price · 5Y

-4.7% / yr 18.5 pts / yr vs S&P 500 20.9% total
Compare:

Live market

delayed ≤15 min
$47.47
1.61%
Market cap
$5.46B
Enterprise value
$5.46B
P/E (trailing)
170.7×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$66.85
52-wk low
$39.90
Beta
Shares out
115.0M

5-year trend

What this company does

AI

Item 1. Business. Company Overview GXO Logistics, Inc., together with its subsidiaries (“GXO,” the “Company,” “our,” or “we”), is the largest pure-play contract logistics provider in the world and a foremost innovator in the industry. We provide our customers with high-value-added warehousing and distribution, order fulfillment, e-commerce, reverse logistics and other supply chain services differentiated by our ability to deliver technology-enabled, customized solutions at scale. As of December 31, 2025, our approximately 154,000 team members operated in 1,043 facilities worldwide totaling approximately 221 million square feet of space, primarily on behalf of large corporations that have…

AI summary unavailable — showing raw filing excerpt

Generated from GXO's filing dated 2026-02-25

Key risks

AI

Item 1A. Risk Factors. The following are important factors that could affect our financial performance and could cause actual results for future periods to differ materially from our anticipated results or other expectations, including those expressed in any forward-looking statements made in this Annual Report or our other filings with the SEC or in oral presentations such as telephone conferences and webcasts open to the public. You should carefully consider the following factors in conjunction with “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in Item 7 and our Consolidated Financial Statements and related Notes in Item 8. Risks Related to Our…

AI summary unavailable — showing raw filing excerpt

Generated from GXO's filing dated 2026-02-25

Profitability

Operating margin

1.9%

0.1%

Net margin

0.2%

78.8%

Return on equity

1.1%

76.0%

Return on assets

0.3%

78.1%

Leverage

Debt / equity

3.11×

13.0%

Long-term debt / equity

0.88×

4.6%

Debt / assets

75.7%

3.2%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$3.30B+10.8%$4.0M+104.2%0.1%

Q4 2025

2025-12-31

$3.51B+7.9%$113.0M-17.5%3.2%

Q3 2025

2025-09-30

$3.40B+7.5%$-11.0M-133.3%-0.3%

Q2 2025

2025-06-30

$3.30B+15.9%$26.0M+2500.0%0.8%

Q1 2025

2025-03-31

$2.98B+21.2%$-96.0M-159.5%-3.2%

Q4 2024

2024-12-31

$3.25B$137.0M4.2%

Q3 2024

2024-09-30

$3.16B+27.8%$33.0M-50.0%1.0%

Q2 2024

2024-06-30

$2.85B+18.9%$1.0M-98.5%0.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Transportation Services · SIC 4700

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Insider activity

Insider buying

$303.5K

Insider selling

$0

Net activity

+$303.5K

Distinct insiders

1

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns GXO

Institutional value

$2.71B

Total shares held

52.9M

Distinct holders

314

-47 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.10.3M$535.4M+306.4K (+3.1%)Added
2VANGUARD CAPITAL MANAGEMENT LLC5.1M$266.7MNew
3VANGUARD PORTFOLIO MANAGEMENT LLC4.9M$255.9MNew
4DIMENSIONAL FUND ADVISORS LP4.9M$252.3M+371.4K (+8.3%)Added
5Clearbridge Investments, LLC4.7M$245.2M-12.8K (-0.3%)Trimmed
6River Road Asset Management, LLC3.5M$183.6M+598.3K (+20.3%)Added
7Swedbank AB1.5M$76.2M-1.9M (-56.8%)Trimmed
8Global Alpha Capital Management Ltd.929.5K$48.2M+53.0K (+6.1%)Added
9SUMMITRY LLC856.6K$44.4M-37.9K (-4.2%)Trimmed
10JUPITER ASSET MANAGEMENT LTD833.5K$43.2MNew
11UBS Group AG757.1K$39.3MNew
12Bank of New York Mellon Corp713.8K$37.0M+2.4K (+0.3%)Added
13VANGUARD FIDUCIARY TRUST CO711.0K$36.9MNew
14SG Capital Management LLC549.9K$28.5M+236.1K (+75.3%)Added
15Perpetual Ltd528.7K$27.4MNew
16Nuveen, LLC515.6K$26.7M-18.2K (-3.4%)Trimmed
17PRINCIPAL FINANCIAL GROUP INC441.3K$22.9M+17.9K (+4.2%)Added
18Invesco Ltd.399.9K$20.7M-20.2K (-4.8%)Trimmed
19Legal & General Group Plc375.0K$19.4M+12.9K (+3.6%)Added
20Douglas Lane & Associates, LLC333.6K$17.3MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once GXO's latest filing finishes processing.