Core Insights - GXO Logistics, Inc. reported second quarter 2025 revenue of $3.3 billion, a 16% increase year over year, with organic revenue growth of 6%, marking the highest growth in nine quarters [1][4][9] - The company signed $307 million in new business wins during the second quarter, bringing total new business wins for the first half of 2025 to over $500 million [2][9] - GXO raised its full-year adjusted EBITDA guidance due to better-than-expected performance in the first half of the year [3][9] Financial Performance - Net income for the second quarter was $28 million, down from $39 million in the same quarter of 2024, with diluted earnings per share (EPS) at $0.23 compared to $0.32 [5][9] - Adjusted EBITDA for the second quarter was $212 million, up from $187 million year over year, with adjusted diluted EPS increasing to $0.57 from $0.55 [5][9] - Cash flow from operations was $3 million, significantly lower than $115 million in the second quarter of 2024, with free cash flow showing a usage of $43 million compared to a generation of $31 million in the prior year [6][9] Balance Sheet and Debt - As of June 30, 2025, GXO had cash and cash equivalents of $205 million, total debt of $2.7 billion, and net debt of $2.5 billion [8][50] - The company’s net leverage ratio stood at 3.0x, indicating its debt levels relative to trailing twelve months adjusted EBITDA [52] Guidance and Leadership Transition - The company updated its full-year 2025 guidance, projecting organic revenue growth of 3.5% to 6.5% and adjusted EBITDA between $865 million and $885 million [10][19] - A leadership transition is underway, with Patrick Kelleher set to take over as CEO, succeeding Malcolm Wilson [4][11]

GREENWICH, Conn. — August 5, 2025 — GXO Logistics, Inc. (NYSE: GXO) today announced results for the second quarter 2025. Malcolm Wilson, chief executive officer of GXO, said, "In the second quarter, we generated revenue of $3.3 billion, up 16% year over year, produced our highest organic revenue growth in nine quarters, and delivered $212 million in adjusted EBITDA, up 13% year over year. "We signed $307 million of new business wins, bringing new business wins in the first half of the year to over half a bi ...

GXO has managed Pratt & Whitney's warehouse operations in Oklahoma City since 2018 GREENWICH, Conn., Aug. 04, 2025 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, today announced the renewal of its agreement with Pratt & Whitney, an RTX business. GXO will continue to provide warehouse and HMC management out of Pratt & Whitney's operations facility in Oklahoma City, Okla., the business's largest military engines field location. "Pratt & Whitney' ...

Industry Overview - The Zacks Transportation sector is diverse, including airlines, railroads, package delivery companies, and truckers. The S&P 500 members of this sector are expected to see a 4.7% decline in second-quarter 2025 earnings year over year, with revenues estimated to decrease by 0.5% [1]. Earnings Outlook - Several companies in the sector, such as Expeditors International of Washington (EXPD), GXO Logistics (GXO), and ZIM Integrated Shipping Services (ZIM), are anticipated to report better-than-expected earnings despite challenges like weak freight demand, tariff-induced uncertainty, inflation, and supply chain disruptions [2]. - The decline in oil prices, which fell by 6% in the April-June period, is expected to positively impact the bottom-line growth of transportation companies due to reduced fuel expenses [3]. Cost Management and E-commerce - Companies are likely benefiting from cost control measures aimed at improving profitability amid weak freight demand. The ongoing strength of e-commerce is also a positive factor for the sector [4]. Airline and Shipping Company Performance - U.S. airline companies are experiencing stabilization in air travel demand despite economic uncertainties, which is a favorable sign. Shipping companies are showing resilience, particularly those focusing on growth and operational efficiency, despite facing high inflation and tariff-related challenges [5]. Company-Specific Insights - **Expeditors International of Washington (EXPD)**: The company has an Earnings ESP of +0.11% and a Zacks Rank of 3. It is expected to report its second-quarter 2025 results on August 5. Despite weak volumes in air-freight and ocean containers, cost-cutting efforts are likely to support its bottom line. EXPD has beaten the Zacks Consensus Estimate in the last four quarters, averaging a 13.3% beat [9][10]. - **GXO Logistics (GXO)**: GXO has an Earnings ESP of +8.33% and a Zacks Rank of 3, with results scheduled for August 5. Increased e-commerce, automation, and outsourcing are expected to enhance its performance, alongside cost-cutting measures. The company has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average beat of 3.9% [11][12]. - **ZIM Integrated Shipping Services (ZIM)**: ZIM boasts an Earnings ESP of +20.66% and a Zacks Rank of 3, with results due on August 20. Its asset-light model allows for rapid capacity adjustments, and its focus on niche markets helps maintain strong pricing power. ZIM has consistently beaten the Zacks Consensus Estimate in the last four quarters, averaging a 34.5% beat [13][14].

GREENWICH, Conn., July 31, 2025 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, today appointed Patrick Byrne and Michael Kneeland to its board of directors, effective immediately. Additionally, Dr. Jason Papastavrou has stepped down from the board. These appointments follow the election of five new board members in May, bringing the total to ten directors, nine of whom are independent. Brad Jacobs, GXO's chairman, said, "With a new CEO set to ...

"Our partnership with Huel is six years strong," said Martin Cooper, Managing Director of Technology and Consumer Goods at GXO. We're proud to have enabled Huel to meet the rapidly growing global consumer demand that is fuelling the amazing growth of this British company. "By using the right adaptive technology to drive efficiencies of scale and monitoring sales and forward planning with the Huel team, we've kept pace with the company's rapid domestic and international growth while transitioning Huel into a ...

Market Overview - Volatility in the U.S. stock market is expected to continue due to uncertainty regarding interest rate cuts, new tariffs, and geopolitical tensions, complicating portfolio management for individual investors [1] Investment Strategy - Selecting inappropriate stocks can negatively affect returns, undermining investment goals; adhering to broker advice is suggested as brokers possess extensive knowledge of stocks and the broader economy [2] Recommended Stocks - Broker-friendly stocks identified for potential healthy returns include BrightSpring Health Services (BTSG), GXO Logistics (GXO), BrightView Holdings (BV), Bloomin' Brands (BLMN), and Archer Daniels Midland Company (ADM) [3][9] Screening Methodology - A screening strategy was developed to identify stocks based on improving broker recommendations and upward revisions in earnings estimates over the past four weeks, incorporating the price/sales ratio as a valuation metric [4] Screening Criteria - The screening criteria include: - Top 75 companies with net upgrades in broker ratings over the last four weeks [5] - Top 10 stocks with positive earnings estimate revisions for the upcoming quarter [5] - Bottom 10% of stocks based on price/sales ratio [5] - Stocks priced above $5 to attract investor interest [5] - Average daily volume exceeding 100,000 shares over the last 20 trading days [6] - Top 3000 stocks by market capitalization [6] Company Highlights - **BrightSpring Health Services (BTSG)**: Expected earnings growth rate of 55.4% for 2025, with a projected revenue increase of 9.1% over 2024; currently holds a Zacks Rank 2 (Buy) [7][9] - **GXO Logistics (GXO)**: Benefits from increased e-commerce and cost-cutting efforts; projected revenue growth of 9.9% for 2025; currently holds a Zacks Rank 3 (Hold) [10][11] - **BrightView Holdings (BV)**: Largest commercial landscaper in the U.S., with expected earnings growth of 10.5% for 2025; currently holds a Zacks Rank 3 [12][13] - **Bloomin' Brands (BLMN)**: Performance driven by off-premise channels and technology upgrades; Zacks Consensus Estimate for 2025 earnings revised upward by 1.7% [14][15] - **Archer Daniels Midland Company (ADM)**: Focus on flexitarian diets and sustainable materials; currently holds a Zacks Rank 3 [16][17]

Company Information - GXO Logistics, Inc. is the world's largest pure-play contract logistics provider [3] - The company has over 150,000 team members across more than 1,000 facilities, totaling over 200 million square feet [3] - GXO serves leading blue-chip companies, providing technologically advanced supply chain and ecommerce solutions [3] Upcoming Earnings Conference - GXO will hold its second quarter 2025 earnings conference call on August 6, 2025, at 8:30 a.m. Eastern Time [1] - The earnings results will be released after market close on August 5, 2025 [1] - A live webcast of the conference call will be available on investors.gxo.com [2] Access Information - U.S./Canada callers can access the conference call toll-free at 877-407-8029, while international callers can dial +1 201-689-8029 [2] - The conference ID for the call is 13754139 [2] - A replay of the conference call will be available until August 20, 2025 [2]

Core Insights - GXO Logistics has signed a multi-year agreement with Sky Italia to manage its supply chain, including storage of Sky's core products and merchandising [1][2] - The Colleferro warehouse, operational since 2010, spans 30,000 square meters and can store over 1 million Sky products, providing a scalable solution for peak business periods [2][3] - GXO's focus on innovation and direct staffing model were key factors in Sky's decision to partner with them, enhancing operational efficiency [3] Company Overview - GXO Logistics is the world's largest pure-play contract logistics provider, with over 150,000 employees across more than 1,000 facilities totaling over 200 million square feet [4] - The company specializes in solving complex logistics challenges for leading blue-chip companies, leveraging advanced technology in supply chain and e-commerce solutions [4]

Core Insights - GXO Logistics, Inc. has launched GXO IQ, the first AI-powered intelligent platform specifically designed for the logistics industry, aimed at enhancing productivity and managing complex supply chains [2][3] - The platform leverages over 20 years of operational data and proprietary AI algorithms to orchestrate millions of actions across various logistics operations, including inventory distribution, order picking, and staffing [3][7] - GXO IQ will be commercially available in the second half of 2025, initially powering GXO Direct for U.S. customers [5] Company Overview - GXO Logistics is the world's largest pure-play contract logistics provider, with over 150,000 employees across more than 1,000 facilities, totaling over 200 million square feet [8] - The company focuses on solving complex logistics challenges for leading blue-chip companies through advanced supply chain and e-commerce solutions [8] Technology and Innovation - GXO IQ consists of four layers: Data Fabric Layer, AI Orchestration Layer, End-to-End Execution Layer, and Experience Layer, each contributing to a seamless and intelligent logistics operating platform [4][7] - The platform utilizes Google Cloud's Vertex AI and Snowflake Cortex AI, transforming logistics operations into an intelligent, interconnected ecosystem [4][3] - The AI algorithms within GXO IQ continuously predict demand shifts, manage inventory risks, and optimize order processes in real-time [7]