First‑time outsourced operations for Europe’s leading lingerie brand, delivering a streamlined, technology‑driven, multi‑channel logistics solution ALMERE, The Netherlands, Feb. 25, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world’s largest pure‑play contract logistics provider, today announced the successful launch of its new partnership with Hunkemöller, one of Europe’s leading lingerie brands. GXO began managing Hunkemöller’s logistics operations in Almere as of January 1, 2026, markin ...

Core Insights - GXO Logistics, Inc. has announced a 10-year extension of its partnership with Greene King, reinforcing a relationship that has lasted over two decades [1] - The partnership involves over 700 GXO employees delivering food, drink, and equipment to Greene King's network of more than 2,600 pubs across the UK [1] Group 1: Partnership Details - The renewed agreement allows GXO to consolidate food and drink distribution across England, Scotland, and Wales, enhancing the flexibility and scalability of the supply chain [2] - Both companies emphasize their commitment to sustainability and operational efficiencies, aiming to optimize the supply network and unlock benefits for reinvestment in the business [2] Group 2: Operational Improvements - GXO plans to leverage its expertise in automation and technology within the food and beverage sector to drive continuous operational improvements [3]

Core Viewpoint - GXO Logistics has shown resilience and growth potential despite a challenging macroeconomic environment, particularly following its recent earnings report which exceeded expectations [2][3]. Group 1: Company Overview - GXO Logistics is the largest pure-play contract logistics company globally, having been spun off from XPO in 2021 and has since made several acquisitions, including Clipper Logistics and Wincanton [1]. - The company has experienced organic growth, but its stock performance has been relatively stagnant due to broader economic conditions [1]. Group 2: Financial Performance - In its fourth-quarter earnings report, GXO reported organic revenue growth of 3.5% and overall revenue growth of 7.9%, reaching $3.51 billion, surpassing estimates of $3.48 billion [2]. - Adjusted earnings per share decreased from $1.00 to $0.87, influenced by a prior year’s $30 million in other income, yet still exceeded estimates of $0.83 [2]. Group 3: Strategic Direction - Under new CEO Patrick Kelleher, GXO is shifting its strategy from acquisitions to consolidating its business and globalizing operations through best practices and advanced technology [5]. - The company aims for margin expansion, targeting organic revenue growth of 4%-5% and adjusted EBITDA growth of 8%, projecting adjusted earnings per share growth of 20% to a range of $2.85-$3.15 by 2026 [6]. Group 4: Technological Advancements - GXO is investing in new technologies, including its AI-powered warehouse operating system, GXO IQ, which enhances labor planning and inventory management [7]. - The company is also testing humanoid robots in collaboration with various robotics firms, which are anticipated to significantly impact the logistics industry [7]. Group 5: Market Position and Customer Base - GXO is making strides in key customer sectors such as aerospace, defense, life sciences, and technology, recently adding a hyperscaler customer [8].

Core Viewpoint - GXO Logistics, Inc. is a significant player in the logistics industry, focusing on supply chain management and transportation services, and is recognized for its innovative solutions and operational efficiency [1] Group 1: Financial Performance - GXO's Q4 2025 earnings call provided insights into its financial health and strategic plans, which are essential for investors to understand the company's achievements and future direction [3][6] - The company's stock is currently priced at $65.97, reflecting a 4.14% increase today, with a rise of $2.62 [4][6] - GXO's market capitalization is approximately $7.55 billion, with a trading volume of 244,371 shares today, indicating active investor interest [5] Group 2: Stock Performance and Analyst Insights - Oppenheimer has set a new price target of $70 for GXO, suggesting a potential increase of 5.18% from its current price of $66.55 [2][6] - The stock has fluctuated between $64 and $66.85, with the latter being its highest price over the past year, indicating volatility and active trading [4][6] - Over the past year, GXO's stock has seen a low of $30.46, highlighting its growth potential [5]

Core Insights - GXO Logistics reported record fourth-quarter and full-year results for 2025, with a strong emphasis on accelerating organic growth and expanding profitability in 2026 [4][3] Financial Performance - In Q4 2025, GXO generated $163 million of free cash flow and achieved a targeted adjusted EBITDA-to-free-cash-flow conversion for the full year [1] - Full-year revenue increased by 12.5%, with adjusted EBITDA growing by 8% [2] - Adjusted diluted EPS for 2025 was $2.51, with adjusted net income of $292 million [2] - Q4 revenue rose by 7.9% year over year, with net income of $43 million and adjusted net income of $101 million [2] Business Growth and Strategy - The company secured $1.1 billion in new business wins for 2025, with $774 million of incremental revenue already secured for 2026 [5][9] - The sales pipeline exiting 2025 was reported at $2.3 billion, which has since grown to $2.5 billion [9] - GXO plans to scale its GXO IQ technology to over 50 sites and target nearly 20,000 robots by the end of 2026 [5][15] 2026 Guidance - For 2026, GXO is guiding for 4-5% organic revenue growth, adjusted EBITDA of $930-970 million, and adjusted diluted EPS of $2.85-3.15 [6][25] - The company expects an adjusted EBITDA-to-free-cash-flow conversion of 30-40% [25] Leadership and Operational Changes - New leadership appointments have been made to standardize operations globally and enhance commercial execution [4][11] - The company aims to improve operational performance and labor productivity, particularly in North America, which is identified as a priority for organic growth [13] Technology and Automation Initiatives - GXO is focusing on automation and AI as key differentiators, with plans to accelerate these initiatives in 2026 [14] - The company has begun pilots of its AI-powered warehouse operating system, GXO IQ, which is expected to scale across more than 50 sites in 2026 [15][16] Integration and Synergies - The integration of Wincanton is progressing well, with expectations to deliver $60 million in run-rate cost synergies by the end of 2026 [17] - Integration benefits totaling about $15 million were realized by the end of 2025 [17]

Core Insights - GXO Logistics Inc. identifies North America as a significant opportunity for organic growth, with expectations for revenue and margin expansion driven primarily by the U.S. market in 2026 and beyond [1] - The company reported a 7.9% increase in quarterly revenue, reaching $3.5 billion, compared to $3.25 billion in the same period last year [3] - Adjusted earnings per share for the fourth quarter were 87 cents, surpassing Wall Street expectations of 83 cents per share [4] North American Market Focus - CEO Patrick Kelleher emphasized that North America is a primary focus for the company, with a total addressable market of approximately $250 billion [1] - The company acknowledges being underrepresented in North America compared to its presence in the U.K. and Europe, expressing confidence in growth potential [2] Performance and Projections - North American performance in Q4 was stronger than that of parts of Europe, with a conservative outlook for 2026 assuming flat volumes across existing operations [5] - The company has secured $774 million in incremental revenue for 2026 and has a global pipeline of $2.5 billion, indicating growth momentum in strategic sectors [6] Strategic Initiatives - Newly appointed North America leader Michael Jacobs is reallocating resources towards solution design, sales, and digital marketing to enhance pipeline conversion in the U.S. [7]

Financial Data and Key Metrics Changes - For Q4 2025, the company reported record revenue of $3.5 billion, a year-over-year increase of 7.9%, with 3.5% being organic growth [6][19] - Full year 2025 revenue reached a record $13.2 billion, growing 12.5%, with 3.9% organic growth [7][18] - Adjusted EBITDA for Q4 was $255 million, exceeding guidance, while full year Adjusted EBITDA was $881 million, an 8% increase [6][19] - Adjusted Diluted EPS for the full year was $2.51, with an expected increase of 20% for 2026 [18][21] - Free Cash Flow in Q4 was $163 million, maintaining strong operating Return on Invested Capital [20] Business Line Data and Key Metrics Changes - New business wins totaled $1.1 billion in 2025, with significant contracts in life sciences, aerospace, and defense sectors [7][24] - Incremental new business revenue of $774 million is already secured for 2026, representing over 20% growth compared to the previous year [7][26] - The company is focusing on high-growth verticals such as life sciences, aerospace and defense, and technology, particularly data centers [24][25] Market Data and Key Metrics Changes - The company noted strong performance across all regions, with organic revenue growth in every area [19] - The total addressable market for contract logistics exceeds $500 billion, with significant opportunities identified in priority B2B verticals [14][41] Company Strategy and Development Direction - The company aims to accelerate organic growth and expand margins through leadership changes and operational improvements [9][17] - A focus on automation, robotics, and AI is central to the company's strategy, with plans to deploy nearly 20,000 robots by the end of 2026 [11][27] - The integration of Wincanton is progressing, with expected cost synergies of $60 million by the end of 2026 [21][78] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's resilient business model and its ability to navigate a dynamic macro environment [7][23] - The company anticipates a solid foundation for growth in 2026 and beyond, driven by a robust sales pipeline and strategic focus on high-value verticals [16][26] - Management highlighted the increasing demand for contract logistics outsourcing as a viable alternative for customers facing economic challenges [97] Other Important Information - The company has a strong balance sheet, having executed $200 million in share buybacks and completed a European bond offering [20] - The company is committed to maintaining disciplined capital expenditure and working capital management to support long-term growth [20] Q&A Session Summary Question: Can you speak to your overall philosophy on ensuring GXO's value is recognized by customers? - Management emphasized the importance of client-aligned solutions to deliver value and enhance pricing power in strategic verticals [30][31] Question: Can you walk through how we should think about the cadence through 2026? - Management indicated that EBITDA phasing will reflect project timing, with high visibility due to new business wins [32][33] Question: What does the second half run rate look like as we exit 2026 into 2027? - Management noted that the sales cycle is 6-9 months, with a ramp-up period for new operations, expecting benefits from new business wins to accelerate in the fourth quarter [39][40] Question: What are the macro assumptions baked into the guidance range? - Management expects flat volumes in operations, with a conservative view on customer volumes, while anticipating organic growth to drive top-line performance [49][50] Question: What are the key items that could impact the high and low ends of the guidance range? - Management highlighted the speed of new business implementation and productivity improvements as key factors influencing guidance [54][56]

Financial Data and Key Metrics Changes - For Q4 2025, the company reported record revenue of $3.5 billion, a year-over-year increase of 7.9%, with 3.5% being organic growth [6][19] - Full-year 2025 revenue reached a record $13.2 billion, growing 12.5%, with 3.9% organic growth [7][18] - Adjusted EBITDA for Q4 was $255 million, exceeding guidance, while full-year Adjusted EBITDA was $881 million, an 8% increase [6][19] - Adjusted Diluted Earnings Per Share for the full year was $2.51, with an expected increase of 20% for 2026 [18][21] Business Line Data and Key Metrics Changes - New business wins totaled $1.1 billion in 2025, with significant contracts in life sciences, aerospace, and defense sectors [7][24] - Incremental new business revenue of $774 million is already secured for 2026, representing over 20% growth compared to the previous year [7][26] - The company is focusing on high-growth verticals such as life sciences, aerospace, and technology, with a robust sales pipeline of $2.3 billion [24][26] Market Data and Key Metrics Changes - The company noted strong performance across all regions, with organic revenue growth highlighting the resilience of its contractual business model [19] - The North American market is identified as a key growth lever, with a total addressable market of $250 billion [16][73] - The company is experiencing increased demand in the U.S. market, particularly in strategic verticals [16][73] Company Strategy and Development Direction - The company aims to accelerate organic growth and expand margins through leadership changes and operational improvements [9][17] - A focus on automation, robotics, and AI is central to the company's strategy, with plans to deploy nearly 20,000 robots by the end of 2026 [11][27] - The integration of Wincanton is expected to deliver $60 million in cost synergies by the end of 2026, enhancing operational efficiency [21][76] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a dynamic macro environment, emphasizing the value proposition of contract logistics [96] - The company anticipates a solid foundation for growth in 2026, with a focus on high-margin verticals and improved customer engagement [16][75] - Management highlighted the importance of leveraging AI and automation to drive productivity and cost efficiency [11][84] Other Important Information - The company completed a European bond offering of EUR 500 million to refinance upcoming maturities, strengthening its balance sheet [20] - The company is committed to maintaining disciplined capital expenditure and working capital management to support long-term growth [20] Q&A Session Summary Question: Can you speak to your overall philosophy on ensuring GXO's value is recognized by customers? - Management emphasized the importance of client-aligned solutions to deliver value and pricing power in strategic verticals [30][31] Question: Can you walk through how we should think about the cadence through 2026? - Management indicated that EBITDA phasing reflects project timing, with high visibility due to new business wins [32][33] Question: What does the second half run rate look like as we exit 2026 into 2027? - Management noted a strong pipeline and expects benefits from new business wins to accelerate in the fourth quarter and into 2027 [39][40] Question: What are your macro assumptions baked into the guidance range? - Management is assuming flat volumes in operations for 2026, reflecting a conservative view of the macroeconomic situation [48][49] Question: What are the key items that could impact the high and low ends of your guidance? - Management highlighted the speed of new business implementation and productivity improvements as key factors influencing guidance [53][56]

Financial Data and Key Metrics Changes - For Q4 2025, the company reported record revenue of $3.5 billion, a year-over-year increase of 7.9%, with 3.5% being organic growth [18] - Full year 2025 revenue reached a record $13.2 billion, growing 12.5%, with 3.9% organic growth [17] - Adjusted EBITDA for Q4 was $255 million, exceeding guidance, while full year Adjusted EBITDA was $881 million, an 8% increase [17][18] - Adjusted Diluted EPS for the full year was $2.51, with an expected increase of 20% in 2026 [20] Business Line Data and Key Metrics Changes - New business wins totaled $1.1 billion in 2025, with significant contracts in life sciences, aerospace, and defense sectors [5][24] - The company secured $774 million in expected incremental new business revenue for 2026, representing over 20% growth compared to the previous year [5][26] Market Data and Key Metrics Changes - The company highlighted strong performance across all regions, with every region delivering organic revenue growth [18] - The North American market is identified as a key growth lever, with a total addressable market of $250 billion [15][70] Company Strategy and Development Direction - The company aims to accelerate organic growth and expand margins through leadership changes and operational improvements [4][8] - Focus areas include enhancing automation, robotics, and AI capabilities, with plans to deploy nearly 20,000 robots by the end of 2026 [10][27] - The company is targeting high-growth verticals such as life sciences, aerospace, and technology, with a robust sales pipeline of $2.3 billion [26][40] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's resilient business model despite macroeconomic challenges, emphasizing the value of contract logistics [92] - The company anticipates a solid foundation for growth in 2026, with a focus on profitable growth and operational excellence [16][20] Other Important Information - The integration of Wincanton is progressing well, with expected cost synergies of $60 million by the end of 2026 [20][73] - The company has a strong balance sheet, with improved leverage levels and disciplined capital expenditure [19] Q&A Session Summary Question: How does GXO ensure its value is recognized by customers? - Management emphasized the importance of client-aligned solutions in specific verticals to enhance pricing power and organic growth [31] Question: What is the expected cadence of growth and EBITDA through 2026? - Management indicated that growth and EBITDA will reflect the timing of project startups and exits, with high visibility on new business wins [32] Question: What are the macro assumptions in the guidance? - The company assumes flat volumes in operations for 2026, reflecting a conservative view of the macroeconomic situation [48] Question: What are the key factors that could impact the guidance range? - The speed of new business implementation and profitability realization are critical for the low end of the range, while successful execution of new wins could drive the high end [52] Question: When will the Investor Day be held? - Management confirmed that the Investor Day will take place in 2026, with a date to be announced soon [46] Question: What is the outlook for margin improvement? - Management believes there is a structural margin opportunity, with expected benefits from the Wincanton integration and productivity initiatives [72]

February 10, 2026 Fourth quarter and full year 2025 results © GXO Logistics, Inc. Disclaimer Non-GAAP Financial Measures: As required by the rules of the Securities and Exchange Commission ("SEC"), we provide reconciliations of the non-GAAP financial measures contained in this presentation to the most directly comparable measure under GAAP, which are set forth in the financial tables included in the attached appendix. GXO's non-GAAP financial measures in this presentation include: adjusted earnings before i ...