The strong Q1 beat and upward guidance revision signal accelerating momentum; monitor Q2 phasing (22.5% of FY adjusted EBITDA) and pipeline conversion for continued outperformance.
Price Chart
Executive Summary
GXO Logistics reported strong Q1 2026 results with revenue of $3.3B (up 10.8% YoY, 4.1% organic), adjusted EBITDA of $200M, and adjusted diluted EPS of $0.50. The company raised FY2026 guidance for adjusted EBITDA to $935-$975M and adjusted diluted EPS to $2.90-$3.20. The sales pipeline hit a record $2.7B, up 20% QoQ.
Key Facts
- Q1 2026 revenue $3.3B, up 10.8% YoY (4.1% organic)
- Q1 2026 adjusted EBITDA $200M vs $163M YoY
- Q1 2026 adjusted diluted EPS $0.50 vs $0.29 YoY
- FY2026 adjusted EBITDA guidance raised to $935-$975M (prior $930-$970M)
- FY2026 adjusted diluted EPS guidance raised to $2.90-$3.20 (prior $2.85-$3.15)
- Sales pipeline record $2.7B, up 20% QoQ
- New business wins $227M annualized revenue in Q1
Financial Impact
Q1 revenue $3.3B, adjusted EBITDA $200M, adjusted EPS $0.50; FY guidance raised by ~$5M at midpoint for EBITDA and $0.05 for EPS
Risk Factors
- Economic slowdown or labor cost inflation could pressure margins
- Integration risks from Wincanton acquisition
- Foreign exchange headwinds (GBP/USD, EUR/USD)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001852244-26-000010 |
| Document: gxofirstquarter2026resul.htm | 0001852244-26-000010 |
| Document: 0001852244-26-000010-index-headers.html | 0001852244-26-000010 |
| Document: 0001852244-26-000010-index.html | 0001852244-26-000010 |
| Document: 0001852244-26-000010.txt | 0001852244-26-000010 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | Press Release | $47.18 $46.56 | ▼ −1.31% | ▼ −0.13% | $46.56 (−1.31%) |
Sep 2, 2026 4w ago | Court Ruling | $46.37 $44.45 | ▼ −4.14% | ▼ −3.81% | $46.56 (+0.41%) |
Aug 20, 2026 6w ago | 8-K | $45.72 $45.40 | ▼ −0.70% | ▼ −0.17% | $46.56 (+1.84%) |
Aug 17, 2026 6w ago | Press Release | $47.32 $46.60 | ▼ −1.52% | ▲ +0.46% | $46.56 (−1.61%) |
Aug 4, 2026 8w ago | Press Release | $47.62 $46.37 | ▼ −2.62% | ▼ −2.02% | $46.56 (−2.23%) |
Jul 15, 2026 11w ago | Press Release | $52.29 $47.98 | ▼ −8.24% | ▼ −10.58% | $46.56 (−10.96%) |
Jun 30, 2026 13w ago | Press Release | $50.70 $53.29 | ▲ +5.11% | ▲ +6.14% | $46.56 (−8.17%) |
Jun 24, 2026 14w ago | Press Release | $49.98 $54.01 | ▲ +8.06% | ▲ +6.13% | $46.56 (−6.84%) |
Jun 22, 2026 14w ago | Press Release | $49.73 $54.05 | ▲ +8.69% | ▲ +8.83% | $46.56 (−6.37%) |
Jun 11, 2026 16w ago | Institutional Cluster | $49.81 $51.72 | ▲ +3.83% | ▲ +1.94% | $46.56 (−6.52%) |
US Market Status
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