NYSE$GXO

GXO Logistics Inc. · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

GXO Logistics reported Q1 2026 revenue of $3.30B with net income of $5M and diluted EPS of $0.03.

Revenue rose 11% to $3.30 billion while operating income swung to $39 million from a $56 million loss a year ago when results included a large regulatory charge. Net income was $5 million, or $0.03 per diluted share, compared with a $95 million net loss and $(0.81) per share in Q1 2025.

  • Revenue $3.30B (+11% YoY).
  • Operating income $39M vs $(56)M prior year.
  • Net income $5M; diluted EPS $0.03.
  • Prior year included $66M regulatory matter charge.

Headline financials

Total Revenue

$3.3B

Previous: $2.98B+10.8%
EPS (adj)

$0.03

Previous: -$0.81+103.7%
Capital Expenditures

-$65M

Previous: -$78M+16.7%
Net Income

$4M

Previous: -$96M+104.2%
Operating Income

$39M

Previous: -$56M+169.6%

Revenue & EPS history

GXO Logistics · Revenue · Quarterly

$3.3B

Q1 2026+10.8%vs Q1 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

GXO Logistics · $2.27B total across 5 segments · Q3 2023

  • Omnichannel retail
    $1.05B+14.4%
  • Food and beverage
    $362M+8.1%
  • Technology and consumer electronics
    $360M+6.5%
  • Industrial and manufacturing
    $263M-4.4%
  • Consumer packaged goods
    $231M+1.8%

Forward guidance

Management discusses warehouse automation wins, contract renewals, and macro demand without formal quarterly EPS targets in the filing.

Tailwinds

  • Return to profitability with margin expansion.
  • Revenue growth across key verticals.

Headwinds

  • Restructuring and integration costs continue.
  • Labor availability and e-commerce volume volatility.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.0%

Avg return

Earnings day

+4.5%

Avg return

5 days after

+2.8%

Avg return

30 days after

63%

15 / 24 earnings

Positive

+9.2%

Q4 2025

Best reaction

-15.1%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.0%+0.8%-2.6%
Q4 2025+9.2%+12.9%-9.5%
Q3 2025-5.0%-7.9%-5.1%
Q1 2025+4.1%+6.5%+10.8%
Q4 2024-15.1%-3.7%-6.1%
Q3 2024-1.5%+2.0%-13.2%
Q2 2024-3.9%-3.2%-3.4%
Q1 2024-1.0%+3.5%-1.1%
Q4 2023-4.6%-3.4%-12.1%
Q3 2023+3.1%+1.4%+8.7%
Q2 2023-4.0%-2.2%-1.5%
Q1 2023+2.8%+5.5%+16.4%
Q4 2022-5.3%-6.6%-13.6%
Q3 2022+2.2%+24.1%+21.2%
Q2 2022+4.5%-3.6%-12.8%
Q1 2021-2.1%-8.2%-11.8%
Q1 2022+4.1%-7.8%-9.1%
Q4 2021+4.3%-1.3%-8.9%
Q3 2020+8.8%+2.9%+1.4%
Q3 2021+6.8%+5.3%+3.6%
Q2 2020+3.0%+22.6%+29.1%
Q2 2021+3.0%+22.6%+29.1%
Q4 2020+3.0%+22.6%+29.1%
Q4 2019+3.0%+22.6%+29.1%
Q1 2020

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