The slight revenue miss is offset by strong new business wins (+34% YoY) and maintained guidance, suggesting the miss is noise rather than a trend. Watch for Q3 results and the November 16 Investor Day for long-term strategy details; the expanded commercial pipeline ($2.7B in July vs $2.3B at quarter-end) supports the 2027 revenue visibility narrative.
Price Chart
Executive Summary
GXO Logistics reported Q2 2026 adjusted diluted EPS of $0.59, beating the $0.58 consensus estimate by 1.7%, while revenue of $3.44B missed the $3.46B consensus by 0.6%. The company maintained its full-year 2026 adjusted EBITDA guidance midpoint at $955M and adjusted EPS midpoint at $3.05, with strong new business wins of $410M (+34% YoY) and over $1B of incremental 2026 revenue already secured, signaling solid commercial momentum despite a slight revenue miss.
Key Financial Metrics
Key Facts
- Revenue of $3.44B, up 4.3% YoY, slightly below $3.46B consensus
- Adjusted diluted EPS of $0.59, up 3.5% YoY, above $0.58 consensus
- GAAP diluted EPS of $0.22 vs $0.23 YoY, net income $27M vs $28M YoY
- New business wins of $410M, up 34% YoY, with ~40% in strategic growth verticals
- Full-year 2026 guidance maintained: adjusted EBITDA $945M-$965M, adjusted EPS $2.95-$3.15
- Organic revenue growth of 3.4% in Q2; full-year organic growth guidance maintained at 4%-5%
- Cash flow from operations $76M vs $3M YoY; free cash flow $12M vs -$43M YoY
- Net debt $2.4B, net leverage ratio 2.6x
Financial Impact
Q2 revenue $3.44B vs $3.46B consensus (-0.6% miss); adjusted EPS $0.59 vs $0.58 consensus (+1.7% beat); full-year guidance maintained at $945M-$965M adjusted EBITDA midpoint $955M
Risk Factors
- Revenue miss of 0.6% vs consensus may pressure near-term sentiment
- GAAP net income flat YoY at $27M, with operating income declining to $77M from $89M
- Net debt of $2.4B and net leverage of 2.6x leave limited balance sheet flexibility
- Organic revenue growth of 3.4% is below the full-year guidance range of 4%-5%
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3338868 |
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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