Air Freight and Logistics

GXO Logistics

GXO Logistics Reports Strong Q1 2026 Earnings and Raises Full-Year Profit Forecast

Stifel Nicolaus analyst maintains a Buy Rating for GXO Logistics

GXO Logistics released FY2026 Q1 earnings on May 5 After-Market (EST), actual revenue USD 3.298 B (forecast USD 3.219 B), actual EPS USD 0 (forecast USD 0.1123)

GXO Logistics to Release FY2026 Q1 Earnings on May 5 After-Market EST, Forecast Revenue USD 3.219 B, EPS USD 0.1123

GXO Logistics Inc and Hasbro Open Flagship US Distribution Center

Morgan Stanley Raises GXO Logistics EPS Projections for 2026-2028

GXO Logistics relative strength rating upgrade

GXO Logistics released FY2025 Q4 earnings on February 10 After-Market EST, actual revenue USD 3.507 B (forecast USD 3.478 B), actual EPS USD 0.372 (forecast USD 0.6008)

GXO Logistics released FY2025 earnings on February 10 After-Market EST, actual revenue USD 13.18 B (forecast USD 13.15 B), actual EPS USD 0.2766 (forecast USD 0.5572)

GXO Logistics announces the establishment of a Defense Advisory Board

GXO Logistics to Release FY2025 Q4 Earnings on February 10, 2026 After-Market EST, Forecast Revenue USD 3.478 B, EPS USD 0.6008

Citibank Analyst Maintains Buy Rating for GXO Logistics

GXO Logistics released FY2025 Q3 earnings on November 4 After-Market (EST), actual revenue USD 3.395 B (forecast USD 3.382 B), actual EPS USD 0.51 (forecast USD 0.553)

GXO Logistics released FY2025 9 Months earnings on November 4 After-Market (EST), actual revenue USD 9.671 B, actual EPS USD -0.0735

GXO Logistics to Release FY2025 Q3 Earnings on November 4 After-Market (EST), Forecast Revenue USD 3.382 B, EPS USD 0.553

Analyst Gives GXO Logistics Buy Rating

Ossenbeck Recommends Buying GXO Logistics Stock

Oppenheimer Raises GXO Logistics Price Target to $62

GXO Logistics released FY2025 Q2 earnings on August 5 After-Market EST, actual revenue USD 3.299 B (forecast USD 3.1 B), actual EPS USD 0.2264 (forecast USD 0.33)

GXO Logistics released FY2025 Semi-Annual earnings on August 5 After-Market EST, actual revenue USD 6.276 B, actual EPS USD -0.6

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AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

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AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

GXO Logistics (NYSE:GXO) reported a strong Q1 2026, with revenue of $3.3 billion, an 11% increase from the previous year. The company raised its full-year profit outlook, citing growth in new business, a record sales pipeline, and progress in operational and technology initiatives, according to CEO Patrick Kelleher.

GXO Logistics Q1 earnings call highlights

GXO Logistics Inc reported strong Q1 results, with revenue of $3.3 billion, a 10.8% year-over-year increase. Adjusted EBITDA rose 22.7% to $200 million, and adjusted EPS jumped 72.4% to $0.50. The company raised its full-year adjusted EBITDA guidance to $935-$975 million and EPS to $2.90-$3.20. A record sales pipeline of $2.7 billion was noted, with significant new business wins. Despite seasonal cash outflows and flat volumes, GXO emphasized profitable growth and ongoing investments in automation and AI.

Tip Ranks

L'Oréal S.A.

Wincanton plc

GXO Logistics Lifts 2026 Outlook After Strong Q1

Stifel Nicolaus analyst J. Bruce Chan has maintained a Buy rating on GXO Logistics (GXO) with a price target of $71.00. Chan, who covers the Industrials sector, has an average return of 4.7% and a 52.73% success rate on his stock recommendations. Additionally, GXO received a Buy rating from TD Cowen’s Jason Seidl, while Goldman Sachs maintained a Hold rating on the stock.

Stifel Financial

SAIA

FedEx

Knight-Swift Transportation

Goldman Sachs

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

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GXO Logistics (GXO) Gets a Buy from Stifel Nicolaus

Harel Insurance Investments & Financial Services Ltd. reduced its stake in GXO Logistics, Inc. by 98.4% in Q4, now holding 12,500 shares valued at $658,000. Other institutional investors have also adjusted their positions, with significant increases in holdings. Analysts maintain a positive outlook on GXO, with a consensus rating of "Moderate Buy" and a target price of $69.17. Recent Q1 results exceeded expectations, showing improved profitability, while management raised FY-2026 guidance. However, competitive risks from Amazon's logistics expansion pose challenges for the sector.

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Morgan Stanley

Oppenheimer

Citigroup

Amazon

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

Harel Insurance Investments & Financial Services Ltd. Has $658,000 Stake in GXO Logistics, Inc. $GXO

SUPL

AMZZ

AMZW

AMZU

GXO Logistics reported strong first-quarter earnings, beating estimates with $3.3 billion in revenue and an adjusted EPS increase from $0.29 to $0.50. Despite a significant stock drop following Amazon's entry into logistics, CEO Patrick Kelleher dismissed the threat, emphasizing GXO's specialized solutions. He noted the contract logistics market's size allows for new entrants without disruption. GXO raised its full-year guidance for adjusted EBITDA and EPS, expecting organic growth of 4%-5%. Kelleher believes the stock's recent decline presents a buying opportunity as the company aims for faster growth.

nasdaq

Proshares Supply Chain Logistics ETF

GraniteShares 2x Long AMZN Daily ETF

Roundhill AMZN WeeklyPay ETF

Direxion Daily AMZN Bull 2X Shares

Procter & Gamble

American Eagle Outfitters

Did Amazon Just Give This Logisitcs Stock a No-Brainer Buying Opportunity?

Jason Seidl from TD Cowen has reaffirmed a Buy rating on GXO Logistics, maintaining a price target of $69. The decision is based on GXO's strong execution and growth outlook, highlighted by first-quarter adjusted EPS exceeding expectations. Factors contributing to this include new business wins, steady organic growth, and a larger sales pipeline. Seidl notes GXO's unique logistics niche and limited competition from Amazon, which bolsters confidence in future revenues and supports the Buy recommendation.

GXO: Buy Rating Reaffirmed on Strong Execution and Growth Outlook; $69 Price Target Maintained

PENG

SOLS

Noteworthy options trading activity was observed in three companies from the Russell 3000 index. Penguin Solutions Inc. (PENG) saw 19,771 contracts traded, representing 2.0 million underlying shares, with significant volume in the $45 call option. Solstice Advanced Materials Inc. (SOLS) had 19,343 contracts, equating to 1.9 million shares, with high activity in the $65 put option. GXO Logistics Inc. (GXO) recorded 13,015 contracts, about 1.3 million shares, with notable trading in the $45 put option. These volumes indicate substantial interest in these stocks' options.

Penguin Solutions

Solstice Advanced Materials

S&P 500

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Solstice Advanced Materials - WI

Noteworthy Wednesday Option Activity: PENG, SOLS, GXO

YMX Logistics has been awarded the 2026 ACT Expo Fleet Award for its leadership in electric yard operations. The recognition highlights the company's rapid expansion of electric yard truck deployments across the U.S., particularly in states like California and Texas. YMX's approach integrates electric vehicles into full production environments, focusing on operational efficiency and sustainability. The award reflects a broader trend in logistics where successful electrification depends on effective operational models rather than just technology deployment. YMX aims to enhance throughput and reduce emissions through its Yard Operating System (YOS).

MorningStar

Anheuser-Busch InBev NV

PepsiCo

Unilever

Unilever PLC

YMX Logistics Receives 2026 ACT Expo Fleet Award for Leadership in Electric Yard Operations

YMX Logistics has been awarded the 2026 ACT Expo Fleet Award for its leadership in electric yard operations. The recognition highlights the company's rapid expansion of electric yard truck operations across the U.S. and its tech-enabled approach to sustainable logistics. YMX's Yard Operating System (YOS) integrates labor planning and technology to optimize asset utilization and improve operational outcomes. The award reflects a shift in the logistics industry towards sustainable fleet management tied to operational discipline rather than just technology deployment.

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12:12 ETYMX Logistics Receives 2026 ACT Expo Fleet Award for Leadership in Electric Yard Operations

GXO Logistics released its Q1 2026 results on May 5, highlighting non-GAAP performance metrics such as adjusted EBITDA and organic revenue growth. The company emphasized the importance of these metrics for internal planning and performance evaluation, while also addressing adjustments related to acquisitions and restructuring. GXO aims to enhance transparency for stakeholders regarding its financial health and growth. Analysts rate GXO stock as a Buy with a $75 price target, though concerns about profitability and cash flow persist. The company focuses on technology-enabled logistics solutions and reports under both GAAP and non-GAAP metrics.

GXO Logistics Highlights Q1 2026 Non-GAAP Performance Metrics

GXO Logistics(GXO.US)