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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.
GXO Logistics Chief Accounting Officer Paul Blanchett reported routine equity compensation activity involving restricted stock units (RSUs) and related tax withholding.
On January 31, 2026, 2,750 RSUs were converted into the same number of GXO common shares at an exercise price of $0. Following this, on February 2, 2026, 1,275 common shares were withheld by GXO at $56.59 per share to cover tax liabilities tied to the RSU vesting and settlement, with no discretionary sales or open market transactions. After these events, Blanchett beneficially owned 20,769 GXO common shares directly and 5,501 RSUs, which continue to vest in three equal annual installments on January 31, 2026, 2027, and 2028, subject to his continued employment.
GXO Logistics, Inc. reported that Chief Accounting Officer Paul Blanchett has decided to resign, with his last working day on April 24, 2026, citing a new opportunity outside the logistics industry and no disagreements with the company.
The Board appointed Laura Bracken, currently Vice President Controller for Americas and Asia Pacific, as Interim Chief Accounting Officer effective April 1, 2026. Her annual base salary remains $300,900, and she will receive a $6,000 monthly responsibility allowance for at least six months.
Subject to a successful transition, Bracken is eligible for a restricted stock unit award with a grant date value of $150,000 on August 1, 2026, vesting in three equal annual installments, contingent on continued employment and other plan conditions.
GXO Logistics Chief Commercial Officer Karen Bomber Bellum reported an equity compensation award in the form of 3,507 restricted stock units (RSUs) granted on January 26, 2026. Each RSU represents the right to receive either one share of GXO common stock or a cash amount equal to its fair market value.
The 3,507 RSUs vest in three equal annual installments on January 26, 2027, January 26, 2028, and January 26, 2029, contingent on her continued employment with GXO. Following this grant, she beneficially owns 3,507 derivative securities directly.
GXO Logistics, Inc. disclosed an initial ownership report for its Chief Commercial Officer, Bomber Karen Bellum. As of becoming an officer on 01/26/2026, the filing states that this person did not beneficially own, directly or indirectly, any GXO securities. The Form 3 is signed by attorney-in-fact Karlis P. Kirsis.
GXO Logistics Chief Legal Officer reports RSU vesting and tax withholding. On January 15, 2026, Chief Legal Officer Karlis Kirsis had 5,906 Restricted Stock Units convert into an equal number of GXO common shares at an exercise price of $0. These RSUs were earned from previously granted performance share units after performance criteria were certified in March 2025.
To cover related tax obligations, 2,776 shares were withheld by GXO at a price of $56.93 per share, and the footnotes state that no shares were sold by the reporting person in the market and there were no discretionary transactions. After these transactions, Kirsis directly owned 44,092 shares of GXO common stock.
GXO Logistics Chief Communications Officer Elizabeth Fogarty reported equity award activity tied to previously granted performance-based awards. On January 15, 2026, 3,544 restricted stock units (RSUs) converted into an equal number of GXO common shares at an exercise price of $0, reflecting the vesting of PSUs granted in March 2022 that had met their performance criteria and then became time-based RSUs.
On the same date, 1,796 shares of common stock were withheld by GXO at $56.93 per share to cover tax obligations related to this vesting, and the filing states that no shares were sold and there were no open market or discretionary transactions. After these events, Fogarty directly held 8,133 shares of GXO common stock.
GXO Logistics, Inc. reported that Chief Accounting Officer Paul Blanchett settled 2,953 Restricted Stock Units into an equal number of common shares on January 15, 2026, following performance-based PSUs granted March 30, 2022 and certified March 6, 2025. GXO withheld 1,495 shares at $56.93 per share to cover tax liability related to this vesting, with no open-market sales or discretionary trades. After these transactions, he holds 19,294 shares of GXO common stock directly.
GXO Logistics Chief Revenue Officer Richard Cawston reported the vesting and settlement of 11,165 restricted stock units on January 15, 2026. These RSUs, originally granted as performance share units in March 2022 and earned based on certified performance in March 2025, converted into time-based RSUs that vested as scheduled. Upon vesting, 11,165 shares of GXO common stock were issued at an exercise price of $0 per share. Of these, 5,248 shares were withheld by GXO at $56.93 per share to cover tax liabilities, with no discretionary transactions or open market sales. Following these transactions, Cawston directly owned 71,940 shares of GXO common stock.