GXO Logistics (GXO)
Runs technology-enabled warehouse and fulfilment operations for outsourced supply chains.
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Provides outsourced warehousing, distribution, fulfilment, e-commerce and returns services for large corporations. Its single reportable segment uses customized, technology-enabled operations across the Americas, Asia-Pacific, the United Kingdom and Ireland, and continental Europe.
Operates outsourced warehousing, distribution, order fulfilment, e-commerce and returns operations for large corporations through customized, technology-enabled logistics solutions.
The single reportable segment serves retailers, technology and consumer-electronics companies, industrial and manufacturing businesses, food-and-beverage companies, and consumer-goods companies. Facilities are managed across the Americas and Asia-Pacific, the United Kingdom and Ireland, and continental Europe.
Its model depends on large customers outsourcing warehousing and related activities. Automation, data science and machine learning are stated elements of the operating approach, alongside predictive analytics.
The listed company was separated from XPO, and acquisitions of Clipper, PFSweb and Wincanton added United Kingdom and e-commerce capabilities.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Oppenheimer | Target | Target: $70 | Target: $61 |
| Jul 15, 2026 | Citigroup | Initiate | Rating: — | |
| Jul 6, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $75 | Target: $78 |
| May 27, 2026 | Barclays | Upgrade | Target: $55 | Target: $65 |
| May 7, 2026 | Wells Fargo | Reiterate | Rating: —Target: $70 | Target: $65 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $769.0M · Total debt $6.12B · Total assets $12.37B · Shareholders' equity $2.99B
- Revenue
- $3.44B
- Operating income
- $77.0M
- Net income
- $25.0M
No dividends on record.
| Institutions | ≥ 106.42% | 122.05M shares | |
|---|---|---|---|
| 498 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.89% | 1.03M shares | |
| 24 holders · as of Aug 21, 2026 | |||
| Strategic holders | 15.22% | 17.46M shares | |
| 2 holders · as of Jan 25, 2024 | |||
| Adds to | 122.53% | ||
114.68M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Institutional filings for GXO/30 (100% of the company) are not on file here, so the institutional figure is a floor.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 122.53%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Orbis Allan Gray LtdInstitution | 11.71% | 13.42M | as of Jun 30, 2026 |
Orbis Investment Management LimitedInstitution | 11.30% | 12.96M | filed Feb 17, 2026 |
BlackRock, Inc.Institution | 9.84% | 11.28M | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 9.24% | 10.60M | filed Jan 25, 2024 |
Jacobs Private Equity, LLC1Strategicdirector | 5.98% | 12.30M | filed Apr 14, 2022 |
- Jacobs Private Equity, LLC's transaction reports restate only vehicles that traded; the 2022 ownership statement (12.30M) less the 5.45M net shares sold since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 28, 2025 | Todd C. Cooper | director | +6,000 | $50.59 |
- Ryder System
North American warehousing, distribution and omnichannel logistics provider
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| GXO Logistics | $45.67 | −0.23% | $5.27B | 40.3 | 13.8 | 0.4 | +4.3% |
| Ryder System | $238.06 | +0.66% | $9.07B | 19.2 | 14.6 | 0.7 | +5.0% |
| Median | 19.2 | 14.6 | 0.7 | +5.0% |