Overview

* GXO Q3 revenue rose 8% to $3.4 bln, beating analyst expectations

* Adjusted EPS for Q3 met analyst expectations at $0.79

* Adjusted EBITDA for Q3 beat estimates, highlighting strong operational performance

Outlook

* GXO reaffirms full-year 2025 guidance with organic revenue growth of 3.5% to 6.5%

* Company expects adjusted EBITDA of $865 mln to $885 mln for 2025

* GXO anticipates adjusted diluted EPS of $2.43 to $2.63 for full-year 2025

Result Drivers

* NEW BUSINESS WINS - GXO reported a 24% increase in new business wins, contributing to revenue growth

* WINCANTON INTEGRATION - Integration of Wincanton is progressing swiftly, with synergy realization on track

* COMMERCIAL PIPELINE - GXO's commercial pipeline is strong at $2.3 bln, diversified across high-growth sectors

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $3.4 bln $3.38

Revenue bln (14

Analysts

)

Q3 Meet $0.79 $0.79

Adjusted (16

EPS Analysts

)

Q3 EPS $0.51

Q3 Net $60 mln

Income

Q3 Beat $251 mln $242.20

Adjusted mln (12

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the courier, postal, air freight & land-based logistics peer group is "buy"

* Wall Street's median 12-month price target for GXO Logistics Inc ( GXO ) is $64.00, about 13.5% above its November 3 closing price of $55.36

* The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)