GXO Logistics Monthly Analysis (March 2026)

GXO Logistics

NYSE:GXO

$ 49,64

$-2,08 (-4,02%)

49,64 $

$-2,08 (-4,02%)

End-of-day quote: 03/27/2026

GXO Logistics Stock Value

Analysts currently see NYSE:GXO at the level of Buy.

Buy

GXO Logistics Company Info

EPS Growth 5Y

-32,13%

Market Cap

$5,93 B

Long-Term Debt

$2,62 B

Short Interest

2,71%

Quarterly earnings

05/06/2026 (E)

Dividend

$0,00

Dividend Yield

0,00%

Founded

2021

Industry

Industrials

Country

United States

ISIN Number

US36262G1013

Website

http://www.gxo.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$70,00

41.02%

Last Update: 03/26/2026

Analysts: 16

Highest Price Target $90,00

Average Price Target $70,00

Lowest Price Target $58,00

In the last five quarters, GXO Logistics’s Price Target has risen from $64,17 to $68,20 - a 6,28% increase. Thridteen analysts predict that GXO Logistics’s share price will increase in the coming year, reaching $70,00. This would represent an increase of 41,02%.

Top growth stocks in the industrials sector (5Y.)

What does GXO Logistics do?

GXO Logistics, Inc., together with its subsidiaries, operates as a pure-play contract logistics provider worldwide. The company provides its customers with high-value-added warehousing and distribution, order fulfillment, e-commerce, reverse logistics, and other supply chain services differentiated by its ability to deliver technology-enabled, customized solutions at scale. As of December 31, 2024, the company approximately 152,000 team members operated in 1,030 facilities worldwide totaling ap...

GXO Logistics, Inc., together with its subsidiaries, operates as a pure-play contract logistics provider worldwide.

The company provides its customers with high-value-added warehousing and distribution, order fulfillment, e-commerce, reverse logistics, and other supply chain services differentiated by its ability to deliver technology-enabled, customized solutions at scale. As of December 31, 2024, the company approximately 152,000 team members operated in 1,030 facilities worldwide totaling approximately 218 million square feet of space, primarily on behalf of large corporations that have outsourced their warehousing, distribution, and other related activities to it.

The company’s revenue is diversified among over one thousand customers, including many multinational corporations, across numerous verticals. Its customers rely on the company to move their goods, with high efficiency, through their supply chains — from the moment goods arrive at its warehouses through fulfillment and distribution, and the management of returned products. The company’s customer base includes many blue-chip leaders in sectors that demonstrate high growth and/or durable demand, with significant growth potential through customer outsourcing of logistics services.

Strategy

The company designs and operates the most advanced warehouse solutions in the world. Its strategy is to help its customers manage their warehouse needs for optimal efficiency, using its network of people, technology and other physical assets. The company delivers value to customers in the form of technological innovations, process efficiencies, cost efficiencies and reliable outcomes. Its services are highly responsive to customer goals, such as increasing visibility in the supply chain, decreasing fulfillment times and mitigating environmental impacts, while being proactive in identifying potential improvements.

The company’s strategy addresses growth and optimization by focusing on core verticals that demonstrate enduring demand over time and where it already has a deep presence. The company integrates best practices to drive productivity, with a focus on automation and other levers of profitable growth.

Customers and Markets

The company provides its customers with high-value-added warehousing and distribution, order fulfillment, e-commerce, reverse logistics, and other supply chain services. It provides services to customers globally, including Fortune 100 companies in the U.S., Fortune Global 500 companies in the world, European multinational market leaders, and other renowned global brands. The customers it serves are primarily in North America and Europe; and operates in every major industry. In 2024, the company’s top five customers combined accounted for no more than 20% of its total revenue.

The company’s revenue is highly diversified due to its expertise across multiple verticals, reflecting its customers’ principal industry sectors. In 2024, 46% of its revenue was from omnichannel retail, 13% from technology and consumer electronics, 11% from industrial and manufacturing, 11% from food and beverage, 11% from consumer packaged goods, and 8% from other industries, with the vast majority of its revenue generated in the United Kingdom, the United States, the Netherlands, France, Spain, and Italy.

Acquisitions

On April 29, 2024, the company completed the acquisition of Wincanton plc (Wincanton), a logistics company based in Chippenham, United Kingdom (the Wincanton Acquisition). Wincanton is a logistics provider specializing in warehousing and transportation solutions in the U.K. and Ireland. Wincanton services industries in grocery, retail and manufacturing, consumer goods, e-commerce, healthcare, defense, industrial, and energy. The Wincanton Acquisition is subject to a review by the Competition and Markets Authority (the CMA) in the U.K.

Seasonality

During the fourth quarter (year ended December 31, 2024), the company’s business benefits from strong positioning in the e-commerce sector, where demand is characterized by surges in activity associated with the holiday season. Its revenue and profitability are typically lower in the first quarter of the calendar year relative to other quarters. This is due in part to seasonality, namely the post-holiday reduction in demand experienced by many of its customers, which leads to less use of the logistics services it provides.

Competition

The company’s competitors include CEVA Logistics, DHL Group, DSV, GEODIS, ID Logistics Group, Kuehne + Nagel, and Ryder Systems.

Government Regulations

The company’s operations are regulated and licensed by various governmental agencies in the U.S. at the local, state, and federal levels and in other countries where it conducts business. These regulations impact the company directly and indirectly when they regulate third parties with which it arranges or contract services. In addition, the company is subject to a variety of other U.S. and foreign laws and regulations, including but not limited to, the Foreign Corrupt Practices Act and other anti-bribery and anti-corruption statutes.

History

GXO Logistics, Inc. was incorporated as a Delaware corporation in 2021.

GXO Logistics Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by industry:** - Retail and E-commerce: approx. 40% - Technology: approx. 20% - Food and Beverage: approx. 15% - Consumer Goods: approx. 10% - Other Industries: approx. 15% **TOP 3 Markets:** - USA: approx. 50% - Europe: approx. 30% - Asia-Pacific: approx. 10% GXO Logistics,...

At which locations are the company’s products manufactured?

**Production:** GXO Logistics, Inc. does not produce its own products. GXO Logistics, Inc. is a leading provider of logistics services specializing in warehousing, transportation management, and other logistical solutions. The company does not operate its own production facilities but supports othe...

What strategy does GXO Logistics pursue for future growth?

**Revenue Growth:** Estimated 10-12% per year (2025) **Strategic Focus Areas:** 1. **Technology and Automation:** GXO Logistics is heavily investing in advanced technologies and automation to increase efficiency and scalability. This includes the use of robotics and AI-driven systems in their wareh...

Which raw materials are imported and from which countries?

**Imported Materials:** Packaging materials, warehouse equipment, IT hardware **Countries of Origin:** China, Germany, USA GXO Logistics, Inc. is a leading company in the field of logistics services specializing in supply chain optimization. The company mainly imports packaging materials, warehous...

How strong is the company’s competitive advantage?

**Market share:** 5% (estimated, 2025) **EBITDA margin:** 8.5% (2024) **Customer retention rate:** 90% (2024) GXO Logistics, Inc. has established itself as a leading provider of logistics solutions, especially in the field of contract logistics. The company's competitive advantage lies in...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approx. 85% (2025, estimated based on historical data) **Insider Buys/Sells:** No significant transactions in the last year (2025, estimated) GXO Logistics, Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large inves...

What percentage market share does GXO Logistics have?

**Market share of GXO Logistics, Inc.:** Estimate 4-5% (2025) **Top competitors and their market shares:** 1. **DHL Supply Chain & Global Forwarding:** Estimate 10-12% 2. **Kuehne + Nagel:** Estimate 8-10% 3. **DB Schenker:** Estimate 7-9% 4. **XPO Logistics:** Estimate 6-8% 5. **C.H. Robinson:...

Is GXO Logistics stock currently a good investment?

**Revenue Growth:** 10% (2024) **Operating Margin:** 6.5% (2024) **Free Cash Flow:** $450 million USD (2024) GXO Logistics, Inc. recorded a revenue growth of 10% in 2024, attributed to strong demand for logistics solutions and successful expansion into new markets. The operating margin of 6.5% indi...

Does GXO Logistics pay a dividend – and how reliable is the payout?

**Dividend payment:** No dividend (as of 2023) GXO Logistics, Inc. currently does not pay a dividend to its shareholders. The company is focusing on growth and reinvesting in its business activities to strengthen its market position and support future expansions. The decision not to distribute a d...

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GXO Logistics Stock Value

GXO Logistics Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does GXO Logistics do?

GXO Logistics Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

GXO Logistics Stock Value

GXO Logistics Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does GXO Logistics do?

GXO Logistics Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.