StockWatch
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Transportation Services
Quarterly ResultAug 6, 2026, 08:18 AM

GXO Q2 Revenue $3.4B, New Contracts $410M; Confirms FY26 Guidance

AI Summary

GXO Logistics reported strong second-quarter 2026 results, with revenue increasing 4.3% year-over-year to $3.4 billion and organic revenue growth of 3.4%. The company achieved its best new contract signings in three years, totaling $410 million, a 34% increase from the prior year, driven by strategic growth sectors. Adjusted EBITDA rose to $219 million and adjusted diluted EPS reached $0.59. GXO also confirmed the mid-points of its full-year 2026 adjusted EBITDA and adjusted diluted EPS guidance, while revising the ranges slightly and lowering free cash flow conversion expectations.

Key Highlights

  • Q2 2026 Revenue: $3.4 billion, a 4.3% increase year-over-year.
  • Organic Revenue Growth: 3.4% in Q2 2026.
  • New Contracts Signed: $410 million, a 34% increase year-over-year.
  • Q2 2026 Adjusted EBITDA: $219 million, up from $212 million in Q2 2025.
  • Q2 2026 Adjusted Diluted EPS: $0.59, compared to $0.57 in Q2 2025.
  • Operating Cash Flow: $76 million in Q2 2026, significantly up from $3 million in Q2 2025.
  • Full-year 2026 Adjusted EBITDA guidance: revised to $945 million - $965 million.
  • Full-year 2026 Adjusted Diluted EPS guidance: revised to $2.95 - $3.15.