Overview

• Contract logistics provider's Q4 revenue grew 7.9% yr/yr, slightly beating analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Adjusted EBITDA for Q4 slightly beat analyst estimates

Outlook

• GXO expects 2026 organic revenue growth of 4% to 5%

• Company projects 2026 adjusted EBITDA of $930 mln to $970 mln

• GXO forecasts 2026 adjusted diluted EPS of $2.85 to $3.15

Result Drivers

• NEW BUSINESS WINS - GXO achieved over $1 bln in new business wins for the third consecutive year, contributing to record revenue

• REGIONAL GROWTH - GXO saw organic revenue growth in every region, reflecting strong demand in high-growth verticals

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 1 "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 is $65.50, about 11.8% above its February 9 closing price of $58.60

• The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nGNX1KFpZD

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