GXO Logistics Q1 Earnings Call Highlights

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GXO Logistics (NYSE:GXO) reported a stronger archetypal 4th of 2026 and raised its full-year nett outlook, arsenic executives pointed to maturation successful caller concern wins, a grounds income pipeline and aboriginal advancement connected operational and exertion initiatives.

Chief Executive Officer Patrick Kelleher said the declaration logistics supplier generated first-quarter gross of $3.3 billion, up 11% from the anterior year, with integrated gross maturation of 4%. Adjusted EBITDA roseate 23% to $200 million, portion adjusted diluted net per stock accrued 72% to $0.50.

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“Organic gross maturation was 4% successful the quarter, with each portion contributing, demonstrating the resilience and planetary spot of our concern exemplary successful a dynamic geopolitical environment,” Kelleher said.

GXO Raises 2026 Earnings Outlook

Chief Financial Officer Mark Suchinski, who joined the institution precocious and participated successful his archetypal net telephone arsenic CFO, said GXO delivered adjusted EBITDA borderline of 6.1% successful the quarter, up 60 ground points year-over-year. The institution reported nett income of $5 cardinal and adjusted nett income attributable to GXO of $58 million, up 70.6% from the anterior year.

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Operating currency travel was $31 cardinal successful the quarter, portion escaped currency travel was an outflow of $31 million, which Suchinski said was successful enactment with emblematic seasonality. GXO ended the 4th with $794 cardinal successful currency and $1.6 cardinal successful liquidity. Leverage remained dependable astatine 2.5 times.

Following the first-quarter performance, GXO raised its full-year 2026 guidance for adjusted EBITDA and adjusted diluted EPS. The institution present expects:

• Organic gross maturation of 4% to 5%, unchanged from anterior guidance;

• Adjusted EBITDA of $935 cardinal to $975 million;

• Adjusted diluted EPS of $2.90 to $3.20, up 22% astatine the midpoint;

• Free currency travel conversion of 30% to 40%, unchanged.

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Suchinski said the institution outperformed its first-quarter guidance, benefiting from beardown show successful the halfway concern arsenic good arsenic definite declaration termination costs that had been expected successful the archetypal 4th but are present anticipated implicit the remainder of the year.

Record Pipeline and Strategic Verticals Drive Visibility

Kelleher said GXO secured $227 cardinal successful caller concern wins during the 4th crossed respective verticals, including aerospace and defense, technology, AI unreality infrastructure with hyperscalers, an enlargement with the NHS successful the U.K. and a caller concern with L’Oréal successful Europe.