GXO Logistics, Inc. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
GXO Logistics reported Q2 2026 total revenue of $3.4B (up 4% YoY; organic +3.4%), adjusted EBITDA of $219M (up 3% YoY), and adjusted diluted EPS of $0.59 (up 4% YoY). The company secured $410M in new quarterly sales wins with incremental 2026 revenues exceeding $1B (29% higher than prior year). Full-year 2026 guidance was narrowed: adjusted EBITDA midpoint unchanged at $955M (prior $955M), adjusted diluted EPS narrowed to $2.95–$3.15 from $2.90–$3.20, with organic revenue growth and free cash flow conversion guidance maintained at 4–5% and 30–40% respectively.
Why this rating
Modest organic growth (3.4%), strong pipeline ($2.7B), but guidance narrowing and lower EPS range suggest near-term margin pressure offsetting commercial strength for ~$5.5B company.
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