Investment Thesis - The analyst recommends a buy rating for GXO (NYSE: GXO) due to expectations of continued growth driven by robust organic business wins and positive macroeconomic indicators [1] - The analyst employs a fundamentals-based approach to value investing, focusing on companies with steady long-term growth, no cyclicality, and a strong balance sheet [1] - The analyst disagrees with the notion that low multiple stocks are inherently cheap, instead seeking companies offering the best long-term durability at affordable prices [1] - The analyst acknowledges that investing in successful companies carries risks, particularly the risk of overpaying, but believes that in some cases, the growth potential is so significant that price becomes less relevant in the short term [1] Analyst's Position - The analyst has no stock, option, or derivative positions in any of the mentioned companies and no plans to initiate such positions within the next 72 hours [2] - The article represents the analyst's own opinions and is not influenced by any compensation or business relationships with the mentioned companies [2]
GXO Logistics: On Track To Achieve FY 2027 EBITDA Target