Overview

* GXO Q2 revenue rises 16% yr/yr, beating analyst expectations, per LSEG data

* Adjusted EPS and EBITDA for Q2 beat consensus, indicating operational efficiency

* Co announces that

Outlook

* GXO raises full-year 2025 adjusted EBITDA guidance to $865 mln to $885 mln

* Company expects 2025 organic revenue growth of 3.5% to 6.5%

* GXO forecasts 2025 adjusted diluted EPS of $2.43 to $2.63

* Company anticipates 2025 adjusted EBITDA to free cash flow conversion of 25% to 35%

Result Drivers

* NEW BUSINESS WINS - GXO signed $307 mln in new business, up 13% yr/yr, contributing to revenue growth

* WINCANTON ACQUISITION - Completion of acquisition expected to unlock growth opportunities in UK and Europe

* ORGANIC REVENUE GROWTH - Achieved 6% organic revenue growth, highest in nine qtrs

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $3.30 $3.10

Revenue bln bln (14

Analysts

)

Q2 Beat $0.57 $0.54

Adjusted (16

EPS Analysts

)

Q2 EPS $0.23

Q2 Net $28 mln

Income

Q2 Beat $212 mln $201.50

Adjusted mln (12

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 4 "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 $58.00, about 16.4% above its August 4 closing price of $48.47

* The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release:

(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.)