GXO

GXO Logistics, Inc. ( GXO ) Q3 2026 Earnings Call November 4, 2026 8:30 AM EST Company Participants Patrick Kelleher - CEO & Director Mark Suchinski - Chief Financial Officer Kristine Kubacki - Chief Strategy Officer Conference Call Participants Stephanie Benjamin Moore - Jefferies LLC, Research Division Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Ariel Rosa - Citigroup Inc., Research Division Richa Talwar - Deutsche Bank AG, Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division Ravi Shanker - Morgan Stanley, Research Division Jason Seidl - TD Cowen, Research Division Scott Schneeberger - Oppenheimer & Co. Inc., Research Division Andrew Baxter Cox - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Welcome to the GXO Third Quarter 2026 Earnings Conference Call and Webcast. My name is Kevin, and I'll be your operator for today's call.

GREENWICH, Conn., Nov. 03, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO) today announced results for the third quarter 2026.

GXO Logistics (GXO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Supply chain automation is rapidly shifting from pilot programs to measurable line items on corporate balance sheets. For years, the logistics sector has grappled with the compounding pressures of wage inflation, chronic labor shortages, and rising debt-servicing costs.

Located in the Johor-Singapore Special Economic Zone, the Medini site expands GXO's presence in Asia Pacific and provides enhanced flexibility across regional supply chains

GXO Logistics, Inc. remains a Buy, though I lower my price target and remove share repurchase assumptions to prioritize balance sheet flexibility. Q3 revenue and EPS expectations have softened, reflecting cautious sentiment, but consensus still implies mid-single-digit growth and no full-year miss. Guidance was tightened but not raised at the midpoint; margin recovery is expected to accelerate as integration benefits materialize and contract quality improves.

Third GXO distribution center for Action in France will support up to 1,000 jobs and serve as many as 290 stores across France and Belgium PARIS, France, Oct. 15, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, today announced the expansion of its partnership with Action, the European non-food discounter, through the operation of Action's new distribution center in Onnaing, northern France. The facility is the third distribution center managed by GXO for Action in France.

The improving freight scenario and cost-cutting actions bode well for the Zacks Transportation-Air Freight and Cargo industry. UPS, FDX and GXO are well-poised to capitalize on the tailwinds.

America's economy runs on trucks. Nearly everything consumers purchase, from groceries and household essentials to construction materials and electronics, spends at least part of its journey traveling on the nation's highways.

Strategic partnership delivers operational continuity today and a multi-year plan to strengthen Columbia Sportswear's European supply chain PARIS, France, Sept. 29, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, today announced the launch of a new 10-year strategic relationship with Columbia Sportswear Company, a global leader in outdoor, active and lifestyle products.