Welcome to our dedicated page for Gxo Logistics Incorporated 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. reported that Chief Accounting Officer Paul Blanchett acquired 4,944 Restricted Stock Units as equity compensation. These units were earned from Performance Share Units granted on March 7, 2023, after performance criteria were certified as achieved effective March 1, 2026. The earned PSUs converted into time-based RSUs that are scheduled to vest on January 15, 2027, contingent on his continued employment with GXO. Each RSU represents either one share of GXO common stock or an equivalent cash payment based on its fair market value.
GXO Logistics, Inc. reported that Chief Commercial Officer Karen Bellum Bomber acquired 3,979 Restricted Stock Units on March 1, 2026 as a compensation award. Each RSU represents a right to receive one share of GXO common stock or a cash payment equal to its fair market value. These RSUs vest in three equal annual installments on March 1, 2027, March 1, 2028, and March 1, 2029, contingent on her continued employment.
Beeks Bart Johan reported acquisition or exercise transactions in this Form 4 filing.
GXO Logistics, Inc. Chief Operating Officer Bart Johan Beeks reported an equity compensation grant of 5,969 Restricted Stock Units (RSUs) on March 1, 2026. The RSUs were awarded at a price of $0.00 per unit as part of his compensation, bringing his direct RSU holdings to 5,969 units.
Each RSU represents a contingent right to receive either one share of GXO common stock or a cash payment equal to the fair market value of one share. The award vests in three equal annual installments on March 1, 2027, March 1, 2028, and March 1, 2029, subject to his continued employment with GXO.
GXO Logistics Chief Financial Officer Oran Baris reported an acquisition of 24,916 Restricted Stock Units. These RSUs were earned from Performance Share Units granted on March 7, 2023, after performance criteria were certified effective March 1, 2026. The earned PSUs converted into time-based RSUs that are scheduled to vest on January 15, 2027, contingent on Baris’s continued employment. Each RSU represents the right to receive one share of GXO common stock or an equivalent cash amount.
GXO Logistics Chief Communications Officer Elizabeth Fogarty reported awards of restricted stock units (RSUs). On March 1, 2026 she acquired 5,933 RSUs tied to performance share units granted in 2023 that were earned based on certified performance and converted to time-based RSUs vesting on January 15, 2027. She also received a separate grant of 5,969 RSUs that will vest in three equal annual installments on March 1, 2027, March 1, 2028, and March 1, 2029, in each case contingent on continued employment.
Refsgaard Corinna reported acquisition or exercise transactions in this Form 4 filing.
GXO Logistics reported that Chief Human Resources Officer Corinna Refsgaard received a grant of 7,958 Restricted Stock Units on March 1, 2026. Each RSU represents either one share of GXO common stock or a cash amount equal to its fair market value. These RSUs vest in three equal annual installments on March 1, 2027, March 1, 2028, and March 1, 2029, contingent on her continued employment with GXO.
GXO Logistics reported 2025 revenue of $13.2 billion, up 13% from 2024, driven by the Wincanton acquisition, new customer contracts and favorable currency movements. Direct operating expenses rose to $11.2 billion, reflecting higher labor costs and added scale.
Operating income increased to $245 million, but net income dropped to $36 million from $138 million, mainly due to higher interest expense, foreign‑exchange losses and a $65 million regulatory charge plus a $34 million divestiture loss. GXO ended the year with $854 million in cash and $794 million of undrawn revolver capacity.
The company operates 1,043 facilities totaling about 221 million square feet and employs roughly 154,000 people across 26 countries. Management highlights heavy use of automation, AI and predictive analytics, while also disclosing extensive risk factors around competition, labor costs, regulation, cybersecurity and integration of the Wincanton acquisition.
GXO Logistics’ institutional holders report an 11.7% stake in the company’s common stock. As of 12/31/2025, Orbis Investment Management Limited, Allan Gray Australia Pty Ltd, and Orbis Investment Management (U.S.), L.P. together beneficially owned 13,424,844 GXO shares.
The firms report sole voting and dispositive power over their respective holdings, with Orbis Investment Management Limited accounting for most of the position. They state the shares are held in the ordinary course of business, not for changing or influencing control of GXO, and they file on a passive Schedule 13G basis.
GXO Logistics furnished an investor presentation outlining record results for 4Q and full-year 2025 and providing 2026 guidance. Fourth-quarter revenue reached $3.5 billion, up 7.9% year over year, with organic revenue growth of 3.5%. Net income was $43 million, diluted EPS was $0.37, and adjusted EBITDA was $255 million, supporting adjusted diluted EPS of $0.87 and free cash flow of $163 million.
For 2025, revenue was $13.2 billion, net income $36 million, adjusted EBITDA $881 million, adjusted diluted EPS $2.51, and free cash flow $259 million with 29% free cash flow conversion. GXO reported $1.1 billion in new business wins and expects $774 million of incremental 2026 revenue from contracts signed through 4Q 2025, alongside a 52% operating return on invested capital and a net leverage ratio of 2.5x.
For 2026, the company targets 4%–5% organic revenue growth, adjusted EBITDA of $930–$970 million, adjusted diluted EPS of $2.85–$3.15, and free cash flow conversion of 30%–40%, while integrating the Wincanton acquisition and aiming for about $60 million of cost synergies by the end of 2026.
GXO Logistics reported record revenue for both fourth quarter and full year 2025, but lower profit. Q4 revenue rose to $3.5 billion, up 7.9% year over year, while net income fell to $43 million and diluted EPS to $0.37.
For 2025, revenue grew 12.5% to $13.2 billion, but net income declined to $36 million and diluted EPS to $0.28. Adjusted EBITDA increased to $881 million and free cash flow to $259 million, reflecting stronger cash generation.
The company booked over $1 billion in new business wins for the third straight year and ended 2025 with net debt of $2.2 billion and a net leverage ratio of 2.5x. For 2026, GXO guides to 4%–5% organic revenue growth and mid‑point increases of about 8% in adjusted EBITDA and 20% in adjusted diluted EPS.