NYSE$GXO

GXO Logistics Inc. · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

GXO Logistics delivered record revenue of $3.25 billion in Q4 2024, reflecting a 25.48% YoY increase. Net income rose by 36.99% YoY, and adjusted EPS increased by 42.86%. Organic revenue growth was 3.9%, driven by strong performance in omnichannel retail and industrial manufacturing.

Headline financials

Total Revenue

$3.25B

Previous: $2.59B+25.5%
EPS (adj)

$1.00

Previous: $0.70+42.9%
Adjusted EBITDA

$251M

No prior period
Organic revenue growth

3.9%

No prior period
Cash flows from operations

$186M

No prior period
Adjusted EBITDA margin

7.7%

No prior period
Net Income

$100M

Previous: $73M+37.0%
Operating Income

$101M

Previous: $87M+16.1%

Revenue & EPS history

GXO Logistics · Revenue · Quarterly

$3.25B

Q4 2024+25.5%vs Q4 2023
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

GXO expects organic revenue growth between 3% and 6% in 2025, supported by a strong sales pipeline and continued expansion in key markets. Adjusted EBITDA is projected between $840 million and $860 million, with a focus on automation and operational efficiencies.

Tailwinds

  • Strong sales pipeline with 15% YoY increase
  • Expansion in health sciences with a $2.5B contract
  • Growth in key verticals and geographic markets like Germany
  • Continued momentum in automation and outsourcing trends
  • Improving customer satisfaction with high retention rates

Headwinds

  • Foreign exchange rate volatility may impact revenue
  • Higher interest expenses due to increased debt levels
  • Regulatory review delays for the Wincanton acquisition
  • Lower free cash flow conversion compared to last year
  • Competitive pricing pressures in core markets

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 2024

Historical avgQ4 2024

+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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