GXO Reports Third Quarter 2025 Results

Core Insights - GXO Logistics reported record revenue of $3.4 billion for Q3 2025, an 8% increase year over year, with organic revenue growth of 4% [3][4][7] - The company achieved a net income of $60 million, up from $35 million in Q3 2024, with diluted earnings per share (EPS) rising to $0.51 from $0.28 [4][7] - Adjusted EBITDA for the quarter was $251 million, compared to $223 million in the same period last year, reflecting strong operational performance [4][7] Financial Performance - Revenue for Q3 2025 was $3.4 billion, an increase of 8% from $3.2 billion in Q3 2024, with organic revenue growth of 4% [3][4] - Net income rose to $60 million from $35 million year over year, with diluted EPS increasing to $0.51 from $0.28 [4][7] - Adjusted EBITDA was $251 million, up from $223 million in Q3 2024, indicating a solid growth trajectory [4][7] Cash Flow and Debt - GXO generated $232 million in cash flow from operations, compared to $198 million in Q3 2024, and free cash flow was $187 million, up from $110 million [5][7] - As of September 30, 2025, the company had cash and cash equivalents of $339 million, total debt of $2.7 billion, and net debt of $2.4 billion [6][49] Business Development - New business wins increased by 24% year over year, totaling $280 million, with a commercial pipeline of $2.3 billion [2][7] - The integration of Wincanton is progressing well, with synergy realization on track [2][7] Guidance - The company reaffirmed its full-year guidance for 2025, expecting organic revenue growth of 3.5% to 6.5%, adjusted EBITDA between $865 million and $885 million, and adjusted diluted EPS of $2.43 to $2.63 [8][7]