Welcome to our dedicated page for GXO Logistics SEC filings (Ticker: GXO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
GXO Logistics, Inc. filings document a public contract logistics company with NYSE-listed common stock and 3.750% notes due 2030. The company’s Form 8-K reports cover material events, operating and financial results, capital-structure disclosure, governance matters and executive or board leadership changes.
GXO’s proxy materials describe shareholder voting matters, director elections, board oversight, executive compensation, equity awards and related governance disclosures. The filing record also reflects the company’s public-company reporting framework for its warehouse, distribution, ecommerce fulfillment and supply-chain logistics operations.
GXO Logistics, Inc. (GXO) reported equity compensation activity for Chief Executive Officer Patrick Michael Kelleher. On August 19, 2026, 9,935 Restricted Stock Units (RSUs) vested and were converted into the same number of shares of common stock, part of an award that vests in three equal annual installments on August 19, 2026, 2027, and 2028. Following this vesting, Kelleher held 19,870 RSUs. On August 20, 2026, 4,604 common shares were withheld by GXO at $46.63 per share to fund tax liability related to the RSU vesting; no shares were sold in the open market and there were no discretionary transactions.
GXO Logistics, Inc. appointed Christina Carvalho as chief accounting officer (principal accounting officer), effective September 14, 2026, replacing interim chief accounting officer Laura Bracken in that role. Carvalho brings extensive accounting and finance experience from prior senior roles at Amer Sports, Booking Holdings, Blue Buffalo, Carter’s and PricewaterhouseCoopers, and is a Certified Public Accountant.
Under an offer letter dated August 18, 2026, Carvalho will receive an annual base salary of $475,000, a target annual bonus equal to 75% of base salary, and eligibility for 2027 annual equity awards with a target grant date value of at least $400,000. She will also receive a sign-on award of restricted stock units valued at $1,000,000, vesting in equal annual installments over two years, with vesting generally conditioned on continued service and subject to certain protections upon qualifying termination, including following a change of control. She will participate in the GXO Logistics, Inc. Severance Plan, standard executive benefits, and will enter into a Confidential Information Protection Agreement with restrictive covenants.
GXO Logistics reported modest top-line growth and a return to profitability in the first half of 2026. Q2 revenue was $3.44 billion, up 4% year over year, with net income attributable to GXO of $25 million. For the first six months, revenue reached $6.74 billion, up 7%, and net income was $32 million versus a $67 million loss a year earlier.
First-half operating income rose to $116 million from $33 million, helped by business growth, a $30 million net benefit from a real estate lease termination and the absence of a prior-year $65 million regulatory charge, partly offset by $23 million of additional impairment tied to the planned Wincanton grocery-contract divestiture.
Cash from operations improved to $107 million from $32 million despite higher working-capital use. GXO ended June 30, 2026 with $769 million of cash, $3.20 billion of total debt and $793 million of available revolver capacity, and repurchased 332 thousand shares for $16 million under its $500 million authorization.
Bracken Laura L. reported acquisition or exercise transactions in this Form 4 filing.
GXO Logistics, Inc. reported a grant of 2,991 Restricted Stock Units to Interim CAO Laura L. Bracken. Each RSU represents a contingent right to receive either one share of GXO common stock or a cash payment equal to its fair market value, vesting in three equal annual installments beginning August 1, 2027, subject to continued employment.
GXO Logistics, Inc. reported second quarter 2026 revenue of $3.4 billion, up 4% year over year, with 3.4% organic revenue growth. Adjusted EBITDA was $219 million and adjusted diluted EPS $0.59, both slightly higher than in the prior-year quarter.
Operating cash flow improved to $76 million and free cash flow to $12 million from a prior-year outflow, while the net leverage ratio declined to 2.6x. For full-year 2026, GXO targets organic revenue growth of 4–5%, adjusted EBITDA of $945–$965 million, adjusted diluted EPS of $2.95–$3.15, and free cash flow conversion of 30–40%.
The company highlights commercial momentum, with $410 million of quarterly new business wins and more than $1 billion of expected incremental 2026 revenue, supported by a sales pipeline of roughly $2.7 billion as of July 29, 2026.
GXO Logistics, Inc. reported second quarter 2026 revenue of $3.4 billion, up 4.3% year over year, with 3.4% organic revenue growth. New business wins totaled $410 million, up 34%, and management highlighted about $1 billion of incremental 2026 revenue and $353 million of incremental 2027 revenue already secured, concentrated in strategic verticals such as aerospace & defense, technology, industrial and life sciences.
Net income was $27 million and diluted EPS $0.22, slightly below the prior year, while adjusted EBITDA increased to $219 million and adjusted diluted EPS to $0.59. Cash flow improved meaningfully: cash from operations was $76 million versus $3 million a year earlier, and free cash flow turned positive at $12 million versus a $43 million use. As of June 30, 2026, cash was $769 million, total debt $3.2 billion and net debt $2.4 billion, implying a net leverage ratio of 2.6x.
For full-year 2026, GXO guides to 4%–5% organic revenue growth, $945–$965 million of adjusted EBITDA, adjusted diluted EPS of $2.95–$3.15, and free cash flow conversion of 30%–40%, maintaining the midpoints of its prior outlook.
Spruce House Investment Management LLC, Spruce House Capital LLC, The Spruce House Partnership LLC, Zachary Sternberg and Benjamin Stein report beneficial ownership of GXO Logistics, Inc. common stock. Each reporting person is listed as beneficially owning 6,003,988 shares, representing 5.2% of the outstanding common stock.
All reported shares are held directly by The Spruce House Partnership LLC, with the other entities and individuals having shared power to vote and dispose of these shares and no sole voting or dispositive power. The reporting persons state that this filing should not be deemed an admission of beneficial ownership beyond any pecuniary interest they may have.
GXO Logistics interim CAO Laura L. Bracken reported routine equity compensation activity. On July 1, 2026, 3,063 Restricted Stock Units vested and were converted into GXO common shares as scheduled. GXO withheld 746 shares to cover tax liability associated with this vesting, and no shares were sold on the open market. Following these transactions, Bracken directly holds 2,932 shares of GXO common stock.
Wismans Kyle reported acquisition or exercise transactions in this Form 4 filing.
GXO Logistics director Kyle Wismans received a grant of 3,837 Restricted Stock Units (RSUs). Each RSU represents a right to receive either one share of GXO common stock or a cash amount equal to its fair market value.
The RSUs will vest on the earlier of May 20, 2027 or the date of GXO’s next annual meeting of stockholders, as long as Wismans continues to serve on the Board of Directors through that vesting date. Following this award, he holds 3,837 RSUs directly.
Fassler Matthew J. reported acquisition or exercise transactions in this Form 4 filing.
GXO Logistics director Matthew J. Fassler received a grant of 3,837 Restricted Stock Units as equity compensation. Each RSU represents a contingent right to receive either one share of GXO common stock or a cash payment equal to its fair market value. The RSUs are scheduled to vest on the earlier of May 20, 2027, or the date of GXO’s next annual stockholder meeting, provided he continues to serve on the Board through that vesting date. Following this award, Fassler holds 3,837 RSUs directly, reflecting a routine compensation grant rather than an open-market transaction.