NYSE$GXO

GXO Logistics Inc. · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

GXO Logistics Inc. reported Q2 2025 results showing revenue growth from the Wincanton acquisition and organic expansion.

Revenue reached $3.299 billion for the quarter, up 16% year-over-year. Operating income was $89 million and net income was $28 million. Adjusted EBITDA increased to $227 million amid continued integration of recent acquisitions.

  • Revenue grew 16% to $3.299 billion, including $168 million from Wincanton.
  • Adjusted EBITDA rose to $227 million with margin expansion in core operations.
  • Net income attributable to GXO was $26 million or $0.23 per diluted share.
  • Company repurchased $91 million of common stock under the $500 million authorization.

Headline financials

Total Revenue

$3.3B

Previous: $2.85B+15.9%
EPS (adj)

$0.23

Previous: $0.32-28.1%
Adjusted EBITDA

$227M

No prior period
Capital Expenditures

-$125M

Previous: -$161M+22.4%
Net Income

$26M

Previous: $38M-31.6%
Operating Income

$89M

Previous: $75M+18.7%
Cash & Equivalents

$205M

Previous: $469M-56.3%

Revenue & EPS history

GXO Logistics · Revenue · Quarterly

$3.3B

Q2 2025+15.9%vs Q2 2024
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

GXO Logistics · $3.3B total across 6 segments · Q2 2025

  • Omnichannel retail
    $1.63B
  • Industrial and manufacturing
    $403M
  • Technology and consumer electronics
    $402M
  • Food and beverage
    $359M
  • Consumer packaged goods
    $290M
  • Other
    $219M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q2 2025
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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