NYSE$GXO

GXO Logistics Inc. · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

GXO Logistics reported Q4 2025, revenue of $774M, net income of $100M, diluted EPS of $0.37.

For Q4 2025, GXO Logistics reported revenue of $774M, net income of $100M, diluted EPS was $0.37, adjusted diluted EPS was $0.85. The filing discusses segment performance, liquidity, capital actions, and management priorities for upcoming periods.

  • Revenue $774M.
  • Net income $100M.
  • Diluted EPS $0.37.
  • Adjusted diluted EPS $0.85.

Headline financials

Total Revenue

$774M

Previous: $3.25B-76.2%
EPS (adj)

$0.85

Previous: $1.00-15.0%
Free Cash Flow

$163M

No prior period
Net Income

$100M

Previous: $100M+0.0%
Operating Income

$94M

Previous: $101M-6.9%

Revenue & EPS history

GXO Logistics · Revenue · Quarterly

$774M

Q4 2025-76.2%vs Q4 2024
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

The release discusses GXO Logistics's outlook, including operating priorities, capital returns, and sector risks relevant to upcoming periods.

Tailwinds

  • GXO Logistics cites execution on strategic priorities and demand trends in the release.
  • Capital allocation and balance-sheet actions support growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • One-time items and segment mix may affect quarter-to-quarter comparability.

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 2025

Historical avgQ4 2025

+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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