Stocks Consumer discretionary GXO
NYSE · Consumer discretionaryGXO Logistics, Inc. (GXO)
GXO Logistics, Inc. brought in $13.8B of revenue over the twelve months to September 30, 2026, up 7.1% from a year earlier. Net income was $136M, a net margin of 1.0%. Operating cash flow minus capital spending left $110M of free cash flow in fiscal 2025. At September 30, 2026 it held $340M in cash against $2.8B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about GXO Logistics, Inc.
- Net worth
- GXO Logistics, Inc. has a market value (market cap) of $6.4B at the latest share price, and shareholders' equity of $3B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $13.2B (+12.5% year on year), with net income of $32M. Over the 12 months to September 30, 2026: revenue $13.8B, net income $136M.
- Cash flow
- In fiscal 2025 operations brought in $434M of cash; after $324M of capital spending, free cash flow was $110M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- GXO Logistics, Inc.'s next report is expected around February 9, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What GXO Logistics, Inc. does
GXO Logistics, Inc. is registered with the SEC under industry code SIC 4700 (Transportation Services). Its shares trade on NYSE under the ticker GXO.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $13.2B | $32M | $0.28 | $110M |
| 2024 | $11.7B | $134M | $1.12 | $190M |
| 2023 | $9.8B | $229M | $1.92 | $284M |
| 2022 | $9B | $197M | $1.67 | $200M |
| 2021 | $7.9B | $153M | $1.32 | $205M |
| 2021 | $6.2B | -$31M | -$0.27 | $111M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where GXO ranks in Consumer discretionary
Latest SEC filings
What GXO Logistics, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 5.7% to $3.6B versus the same quarter last year; diluted EPS $0.56 versus $0.51.
- November 3, 2026
- November 3, 2026
- August 20, 2026
- August 5, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 4.3% to $3.4B versus the same quarter last year; diluted EPS $0.22 versus $0.23.
- August 4, 2026
- August 4, 2026
- July 21, 2026Passive stake (5% or more) SCHEDULE 13G
- May 22, 2026
- May 13, 2026Additional proxy material DEFA14A
What is GXO worth? A DCF from its reported cash flow
Insider trades
What the people running GXO Logistics, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 2 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| August 20, 2026 | Kelleher Patrick MichaelChief Executive Officer | Shares withheld for tax | 4,604 | $214.7K |
| August 19, 2026 | Kelleher Patrick MichaelChief Executive Officer | Exercised options | 9,935 | - |
| July 1, 2026 | Bracken Laura L.Interim CAO | Exercised options | 3,063 | - |
| July 1, 2026 | Bracken Laura L.Interim CAO | Shares withheld for tax | 746 | $37.8K |
| May 13, 2026 | Kneeland MichaelDirector | Exercised options | 2,915 | - |
| May 13, 2026 | Byrne Patrick JDirector | Exercised options | 2,926 | - |
| May 13, 2026 | Byrne Patrick JDirector | Exercised options | 339 | - |
| May 13, 2026 | Nemeth Julio NDirector | Exercised options | 5,012 | - |
Who owns GXO
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Orbis Investment Management Limited13G, passive with 2 related filers | 11.3% | February 17, 2026 |
| Vanguard Capital Management13G, passive | 5.24% | April 30, 2026 |
| Spruce House Investment Management LLC13G, passive with 4 related filers | 5.2% | July 21, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 479 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Orbis Allan Gray Ltd | 13,424,844 | 0 |
| BlackRock, Inc. | 11,280,366 | +953,758 |
| Spruce House Investment Management LLC | 5,250,000 | +2,000,000 |
| Vanguard Capital Management LLC | 5,201,222 | +57,367 |
| Dimensional Fund Advisors LP | 5,164,894 | +298,027 |
| Vanguard Portfolio Management LLC | 4,915,008 | -21,269 |
| Clearbridge Investments, LLC | 4,721,626 | -6,510 |
| Fmr LLC | 4,148,859 | +742,413 |
| State Street Corp | 3,837,044 | +219,927 |
| River Road Asset Management, LLC | 3,262,754 | -278,387 |
| Khrom Capital Management LLC | 2,853,117 | +864,734 |
| Neuberger Berman Group LLC | 2,357,217 | -17,652 |
| Alliancebernstein L.P. | 2,287,205 | -13,339 |
| Geode Capital Management, LLC | 2,133,849 | +35,027 |
| Focus Partners Wealth | 2,070,094 | -2,115,181 |
| Morgan Stanley | 1,785,231 | -469,096 |
| Charles Schwab Investment Management Inc | 1,246,465 | +1,328 |
| Brown Brothers Harriman & Co | 1,216,483 | -151,802 |
| Summitry LLC | 1,148,726 | +291,929 |
| Rokos Capital Management LLP | 1,110,869 | +699,896 |
Insiders
17 insiders reported holding 306,790 shares in total, about $17M at the last price.
| Holder | Shares |
|---|---|
| Cawston RichardChief Revenue Officer | 71,940 |
| Kirsis KarlisChief Legal Officer | 52,229 |
| Oran BarisChief Financial Officer | 36,430 |
| Colucci Marlene MDirector | 27,908 |
| Blanchett PaulChief Accounting Officer | 25,290 |
| Fogarty ElizabethChief Communications Officer | 15,929 |
| Cooper Todd CDirector | 15,052 |
| Fassler Matthew J.Director | 10,794 |
| Wismans KyleDirector | 10,630 |
| Refsgaard CorinnaChief Human Resources Officer | 7,437 |
Questions about GXO
What does GXO Logistics, Inc. do?
GXO Logistics, Inc. is a company in the Consumer discretionary sector, listed on NYSE as GXO. Its shares trade on NYSE under the ticker GXO.
What is GXO Logistics, Inc.'s net worth?
GXO Logistics, Inc. has a market value (market cap) of $6.4B at the latest share price, and shareholders' equity of $3B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is GXO Logistics, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $136M on revenue of $13.8B, a net margin of 1.0%.
How much revenue does GXO Logistics, Inc. make?
Over the twelve months to September 30, 2026 GXO Logistics, Inc. reported revenue of $13.8B. That is 7.1% more than a year earlier.
When did GXO Logistics, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026.
When is GXO Logistics, Inc.'s next earnings report?
GXO Logistics, Inc.'s next report is expected around February 9, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values GXO Logistics, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.