GXO Logistics, Inc. (GXO) Earnings History

GXO Logistics, Inc. - Q3 FY2025 Earnings

Filed at: Nov 4, 2025, 3:41 PM EST|Read from source

EXECUTIVE SUMMARY

GXO Logistics reported record quarterly revenue and double-digit adjusted EBITDA growth, driven by strong new business wins and progress on the Wincanton integration. The company reaffirmed its full-year guidance, signaling confidence in its business model and strategic priorities.

POSITIVE HIGHLIGHTS

  • •

    Record quarterly revenue of $3.4 billion, up 8% year over year.

    positive
  • •

    New business wins increased 24% year over year to $280 million.

    positive
  • •

    Generated $232 million of operating cash flow and $187 million of free cash flow.

    positive
  • •

    Adjusted EBITDA grew to $251 million from $223 million year over year.

    positive

CONCERNS & RISKS

  • •

    Organic revenue growth was 4%, which is lower than the reported total revenue growth of 8%.

    attention
  • •

    Adjusted diluted EPS remained flat at $0.79 compared to the prior year.

    attention
  • •

    The company's net debt was $2.4 billion as of September 30, 2025.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$3.40B
+7.5%
Prior year: $3.16B
Net Income
Quarterly
$60.00M
+71.4%
Prior year: $35.00M
EPS (Diluted)
Quarterly
$0.51
+82.1%
Prior year: $0.28
Operating Income
Quarterly
$118.00M
+45.7%
Prior year: $81.00M
EPS (Basic)
Quarterly
$0.52
+85.7%
Prior year: $0.28

MARGIN ANALYSIS

Operating Margin
Current Quarter
3.5%
Prior Year
2.6%
YoY Change
+91 bps
Net Margin
Current Quarter
1.8%
Prior Year
1.1%
YoY Change
+66 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT GUIDANCE

FY 2025

organic_revenue_growth
$3.5M—$6.5M
Mid-point: $5.0M
adjusted_ebitda
865,000,000—885,000,000
Mid-point: 875,000,000
adjusted_diluted_eps
$2.43—$2.63
Mid-point: $2.53
adjusted_ebitda_to_free_cash_flow_conversion
25—35
Mid-point: 30

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

Delivered record revenue and double-digit adjusted EBITDA growth, underscoring the strength and resilience of GXO’s business model.

— GXO Logistics, Inc., Q3 FY2025 2025 Earnings Call

New business wins rose 24% year-over-year, and the commercial pipeline stands strong at $2.3 billion.

— GXO Logistics, Inc., Q3 FY2025 2025 Earnings Call

Integration of Wincanton is progressing swiftly, with synergy realization on track.

— GXO Logistics, Inc., Q3 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Organic Revenue Growth
4
Prior year: 4.1
percent

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.