| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 3.6K | 4.3% | 5.7% |
| Total Income | 3.6K | 4.3% | 5.7% |
| Expenditure | 3.5K | 3.9% | 6.6% |
| PBT | 72.00 | 50.0% | 18.2% |
| Net Profit | 64.00 | 156.0% | 8.5% |
| OPM | 2.67% | 0.44pp | 0.80pp |
| NPM | 1.78% | 1.06pp | 0.04pp |
| EPS | 0.56 | 154.6% | 7.7% |
GXO Logistics Reports Q3 2026 Results: Revenue Up 5.7% YoY to $3.6 Billion, Highest Organic Growth in Over Three Years
04 Nov 2026 · 4 Nov, 3:21 am
Summary
GXO Logistics reported strong third quarter 2026 results, with revenue growing 5.7% year over year to $3.6 billion, achieving its highest organic growth rate in over three years. The company saw a significant increase in new business wins, up 34% year over year, and a record sales pipeline. Management reaffirmed full-year 2026 guidance, expressing confidence in the new strategy and future growth. Net income rose to $65 million, and adjusted diluted EPS increased to $0.89.
Key Highlights
- 1
Revenue for the third quarter of 2026 reached $3.6 billion, an increase of 5.7% year over year, driven by organic revenue growth of 6.4%, the highest in more than three years.
- 2
New business wins totaled $375 million in the quarter, up 34% year over year, marking the second consecutive quarter of growth above 30%.
- 3
Year-to-date new business wins exceeded $1 billion, with a record sales pipeline of $3.1 billion, up more than 30% year over year.
- 4
The company repurchased $84 million of shares in the third quarter, bringing year-to-date repurchases to $100 million.
- 5
GXO reaffirmed its full-year 2026 guidance, anticipating organic revenue growth of 4% to 5% and adjusted EBITDA between $945 million and $965 million.
- 6
Net income for the third quarter was $65 million, an increase from $60 million in the prior year's third quarter.
- 7
Adjusted diluted earnings per share increased to $0.89 in Q3 2026, compared to $0.79 in Q3 2025.
Management Comments
Patrick Kelleher
The new strategy we put in motion over the past year is delivering results: In the third quarter, we generated our fastest organic growth in more than three years, increased new business wins by more than 30% for the second consecutive quarter, and expanded our sales pipeline to a record level. Across our strategic growth verticals and core markets, we are winning more business, converting opportunities more quickly and building greater visibility into future revenue. With our pipeline up more than 30% year over year and year-to-date wins already above $1 billion, nearly matching all of 2025 with a quarter still to go, we are entering 2027 from a position of strength. At the same time, we are improving execution across the business, particularly in North America, and advancing the productivity initiatives that will support future margin expansion, including the rollout of a unified labor management system and the continued deployment of GXO IQ across our global footprint. We are pleased to reaffirm our full-year guidance and look forward to sharing more about our long-term strategy and growth outlook at our Investor Day on November 16 at the New York Stock Exchange.
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