NYSE$GXO
GXO Logistics Inc. · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
GXO Logistics reported its highest-ever quarterly revenue and adjusted EBITDA for the fourth quarter of 2021.
GXO Logistics reported strong Q4 2021 results, with revenue increasing to $2.3 billion, up 28% year-over-year, and adjusted EBITDA increasing to $167 million. The company's organic revenue growth was 19% for the quarter. New customer wins in 2021 are expected to contribute approximately $830 million in incremental revenue in 2022.
- Q4 revenue of $2.3 billion, up 28% year-over-year, including organic revenue growth of 19%.
- Net income attributable to common shareholders of $56 million.
- Adjusted EBITDA of $167 million.
- E-commerce revenue up 45% and reverse logistics revenue up 28%.
Headline financials
Revenue & EPS history
GXO Logistics · Revenue · Quarterly
$2.26B
Revenue by segment
GXO Logistics · $2.26B total across 5 segments · Q4 2021
- Omnichannel retail$1.2B—53.1%
- Food and beverage$356M+56.1%15.7%
- Consumer packaged goods$260M+35.4%11.5%
- Industrial and manufacturing$251M+3.7%11.1%
- Other$193M+32.2%8.5%
Forward guidance
GXO announced its full year 2022 financial outlook as follows:
Tailwinds
- Organic revenue growth of 8% to 12%
- Adjusted EBITDA of $707 million to $742 million
- Adjusted EBITDAR of $1.5 billion to $1.6 billion
- Free Cash Flow of approximately 30% of adjusted EBITDA
- Net capital expenditures of approximately 3% of sales.
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 Q4 2021
+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
| Quarter | Report date | Reaction (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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