GXO Logistics, Inc. (GXO) Form 8-K — Nov 3, 2026
GXO Logistics reported 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. Net income rose to $65 million ($0.56 diluted EPS) from $60 million, and adjusted diluted EPS climbed to $0.89 from $0.79. Momentum indicators were strong: new business wins of $375 million were up 34% year over year, the sales pipeline hit a record $3.1 billion (up 30%+), and the company repurchased $84 million of stock in the quarter. Full-year 2026 guidance was reaffirmed, including adjusted EBITDA of $945-965 million.
Key figures
- Eps
- 0.56
- Revenue
- 3590000000
- Guidance
- Reaffirmed FY2026: organic revenue growth 4-5%, adjusted EBITDA $945-965 million, adjusted diluted EPS $2.95-3.15, free cash flow conversion 30-40%
- Net Income
- 65000000
- Total Debt
- 2818000000
- Revenue Yoy
- 5.7%
- Cash Position
- 340000000
- Net debt
- $2.5 billion
- Sales pipeline
- $3.1 billion, up more than 30% YoY
- Free cash flow q3
- $85 million vs $187 million prior year
- Adjusted ebitda q3
- $251 million (flat YoY)
- Net leverage ratio
- 2.7x
- New business wins q3
- $375 million, up 34% YoY
- Q3 share repurchases
- $84 million; YTD $100 million (2.1 million shares at avg $47.46)
- Organic revenue growth
- 6.4%
- Adjusted diluted eps q3
- $0.89 vs $0.79 prior year
- Repurchase authorization remaining
- $200 million
AI analysis
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