The strong beat and raised guidance, combined with record pipeline growth, signal accelerating momentum in higher-margin verticals. Watch for continued organic revenue acceleration and free cash flow conversion toward the 30-40% target; the stock should re-rate higher on improved visibility.
Price Chart
Executive Summary
GXO Logistics reported Q1 2026 adjusted diluted EPS of $0.50, well above the $0.37 consensus, and revenue of $3.3B (+10.8% YoY, organic +4.1%) versus $3.22B consensus. The company raised full-year 2026 adjusted EBITDA guidance to $935M-$975M and adjusted EPS to $2.90-$3.20, citing strong commercial momentum and a record $2.7B pipeline.
Key Financial Metrics
Key Facts
- Adjusted diluted EPS of $0.50 vs consensus $0.37 (35.1% beat)
- Revenue $3.3B vs consensus $3.22B, up 10.8% YoY; organic revenue growth 4.1%
- Raised FY2026 adjusted EBITDA guidance to $935M-$975M (from $930M-$970M)
- Raised FY2026 adjusted diluted EPS guidance to $2.90-$3.20 (from $2.85-$3.15)
- Record sales pipeline of $2.7B; North America pipeline grew 35% sequentially
- Adjusted EBITDA of $200M in Q1, up from $163M a year ago; margin expanded to 6.1% from 5.5%
- Net income of $5M vs net loss of $95M in prior year; GAAP EPS $0.03 vs -$0.81
- Free cash flow was a use of $31M vs use of $48M in Q1 2025
Financial Impact
EPS beat of $0.13 (35.1%) on consensus $0.37; revenue beat of ~$80M (2.5%) on consensus $3.22B; guidance raised by $25M at midpoint for EBITDA and $0.05 for EPS
Risk Factors
- GAAP EPS of $0.03 is thin; adjusted EPS relies on significant add-backs ($54M in adjustments)
- Free cash flow remains negative ($31M use) despite improvement; conversion target of 30-40% still distant
- Net debt of $2.3B and leverage ratio of 2.5x leave limited balance sheet flexibility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3288311 |
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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