GXO Reports Third Quarter 2026 Results
GXO posted Q3 2026 revenue of $3.6 billion, up 5.7% year-over-year, with organic growth of 6.4% — its fastest in more than three years. GAAP diluted EPS was $0.56 and adjusted diluted EPS rose to $0.89 from $0.79. Growth indicators were strong: $375 million of new business wins (up 34% YoY), year-to-date wins above $1 billion, and a record $3.1 billion sales pipeline, up more than 30% year-over-year. However, adjusted EBITDA was flat at $251 million and free cash flow fell to $85 million from $187 million a year ago, with operating margin declining to 2.7% from 3.5%.
Key figures
- Eps
- 0.56
- Revenue
- 3590000000
- Guidance
- FY26 reaffirmed: organic revenue growth 4%-5%; adjusted EBITDA $945M-$965M; adjusted diluted EPS $2.95-$3.15; free cash flow conversion 30%-40%
- Revenue Yoy
- 5.7%
- Fcf
- 85000000
- Net debt
- 2480000000
- Net income
- 65000000
- Q3 buybacks
- 84000000
- Adjusted eps
- 0.89
- Ytd buybacks
- 100000000
- Sales pipeline
- 3100000000
- Adjusted ebitda
- 251000000
- Net leverage ratio
- 2.7x
- Operating cash flow
- 156000000
- New business wins q3
- 375000000
- Ytd new business wins
- $1 billion+
- Adjusted ebitda margin
- 7.0%
- Organic revenue growth
- 6.4%
AI analysis
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