Jun 2026 (Q2 FY26) — Aug 5, 2026
GXO Logistics Q2 FY26 — Strong Commercial Momentum and Margin Expansion Outlook
Read the full callGXO Logistics (GXO) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
GXO Logistics earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 3,441 | +4.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 2.2 | −0.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 25.0 | −3.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$47.51 +0.70% · +$0.33
Performance −14.0% 1Y
1Y: $55.22 on 17 Oct 2025 → $47.51. High $65.59 (20 Feb 2026), low $44.17 (24 Sept 2026).
- Previous close
- $47.18
- 52-week range
- $44.17 – $65.59
- One year
- −13.35%
Overview
- Symbol
- GXO
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
GXO Logistics earnings calls (GXO)
Financials
What the filings say
Net profit, year on year: −4% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 3,157 | 3,250 | 2,977 | 3,299 | 3,395 | 3,507 | 3,298 | 3,441 |
| Operating profit | 81 | 101 | -56 | 89 | 118 | 94 | 39 | 77 |
| Operating margin | 2.6% | 3.1% | −1.9% | 2.7% | 3.5% | 2.7% | 1.2% | 2.2% |
| Interest | 33 | 34 | 32 | 36 | 35 | 30 | 32 | 35 |
| Profit before tax | 42 | 97 | -93 | 43 | 88 | 66 | 17 | 48 |
| Tax rate | 16.7% | −3.1% | −2.1% | 34.9% | 31.8% | 34.9% | 70.6% | 43.8% |
| Net profit | 33 | 100 | -96 | 26 | 59 | 43 | 4 | 25 |
| EPS ($ per share) | 0.28 | — | -0.81 | 0.23 | 0.52 | — | 0.03 | 0.22 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 1 | 1 | 1 | 1 | 1 |
| Reserves | — | 0 | 126 | 323 | 552 | 686 | 718 |
| Total liabilities | — | 3,600 | 4,881 | 6,541 | 6,561 | 8,231 | 9,247 |
| Fixed assets | — | 770 | 863 | 960 | 953 | 1,160 | 1,151 |
| Total assets | — | 6,548 | 7,271 | 9,219 | 9,507 | 11,266 | 12,262 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | 145 | 333 | 455 | 542 | 558 | 549 | 434 |
| Cash from investing | -147 | -280 | -207 | -1,149 | -410 | -1,157 | -196 |
| Cash from financing | -102 | 67 | -241 | 787 | -186 | 636 | 111 |
| Net cash flow | -101 | 128 | 5 | 162 | -25 | 15 | 372 |
| Capital expenditure | -222 | -222 | -250 | -342 | -274 | -359 | -324 |
| Free cash flow | -77 | 111 | 205 | 200 | 284 | 190 | 110 |
GXO revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | — | — | 100% | 100% | 100% | 100% | 100% | 100% | +4.3% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- GB 49%
- US 23% ↓ 2 pt
- NL 7%
- FR 6%
- Other Geographical Areas 6% ↑ 1 pt
- ES 5% ↑ 1 pt
- IT 3%
As GXO cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
54 filings between Nov 28, 2025 and Aug 20, 2026.
Open market
decisions to buy or sellPurchases
$303.5K
1 purchase by 1 insider
Sales
None
No insider sold shares.
Compensation
not trading decisions- 37
- Option exercise — converted options into shares
- 16
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Cooper Todd C | $303.5K | — | Nov 28, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 20, 2026 | Kelleher Patrick Michael Chief Executive Officer | Tax withheld | 4,604 | $214.7K |
| Aug 19, 2026 | Kelleher Patrick Michael Chief Executive Officer | Option exercise | 9,935 | $0 |
| Jul 1, 2026 | Bracken Laura L. Interim CAO | Tax withheld | 746 | $37.8K |
| Jul 1, 2026 | Bracken Laura L. Interim CAO | Option exercise | 3,063 | $0 |
| May 13, 2026 | Cooper Todd C Director | Option exercise | 5,012 | $0 |
| May 13, 2026 | Nemeth Julio N Director | Option exercise | 5,012 | $0 |
| May 13, 2026 | Byrne Patrick J Director | Option exercise | 339 | $0 |
| May 13, 2026 | Colucci Marlene M Director | Option exercise | 5,012 | $0 |
| May 13, 2026 | Wismans Kyle Director | Option exercise | 5,012 | $0 |
| May 13, 2026 | Wilkin Laura A. Director | Option exercise | 5,012 | $0 |
| May 13, 2026 | KNEELAND MICHAEL Director | Option exercise | 2,915 | $0 |
| May 13, 2026 | Fassler Matthew J. Director | Option exercise | 5,012 | $0 |
| May 13, 2026 | Pilz Torsten Director | Option exercise | 5,012 | $0 |
| May 13, 2026 | Byrne Patrick J Director | Option exercise | 2,926 | $0 |
| Apr 8, 2026 | Refsgaard Corinna Chief Human Resources Officer | Tax withheld | 2,222 | $118.4K |
| Apr 8, 2026 | Refsgaard Corinna Chief Human Resources Officer | Option exercise | 2,676 | $0 |
| Apr 1, 2026 | Kirsis Karlis Chief Legal Officer | Tax withheld | 980 | $50.8K |
| Apr 1, 2026 | Kirsis Karlis Chief Legal Officer | Option exercise | 2,083 | $0 |
| Apr 1, 2026 | Fogarty Elizabeth Chief Communications Officer | Option exercise | 937 | $0 |
| Apr 1, 2026 | Fogarty Elizabeth Chief Communications Officer | Tax withheld | 435 | $22.6K |
| Mar 9, 2026 | Kirsis Karlis Chief Legal Officer | Tax withheld | 6,240 | $347.9K |
| Mar 9, 2026 | Refsgaard Corinna Chief Human Resources Officer | Tax withheld | 5,776 | $322.1K |
| Mar 9, 2026 | Fogarty Elizabeth Chief Communications Officer | Tax withheld | 6,302 | $351.4K |
| Mar 9, 2026 | Blanchett Paul Chief Accounting Officer | Tax withheld | 3,908 | $217.9K |
| Mar 9, 2026 | Oran Baris Chief Financial Officer | Tax withheld | 5,273 | $294.0K |
| Mar 7, 2026 | Oran Baris Chief Financial Officer | Option exercise | 3,763 | $0 |
| Mar 7, 2026 | Oran Baris Chief Financial Officer | Option exercise | 2,692 | $0 |
| Mar 7, 2026 | Kirsis Karlis Chief Legal Officer | Option exercise | 5,687 | $0 |
| Mar 7, 2026 | Kirsis Karlis Chief Legal Officer | Option exercise | 4,348 | $0 |
| Mar 7, 2026 | Oran Baris Chief Financial Officer | Option exercise | 4,921 | $0 |
| Mar 7, 2026 | Fogarty Elizabeth Chief Communications Officer | Option exercise | 6,562 | $0 |
| Mar 7, 2026 | Kirsis Karlis Chief Legal Officer | Option exercise | 3,239 | $0 |
| Mar 7, 2026 | Fogarty Elizabeth Chief Communications Officer | Option exercise | 1,495 | $0 |
| Mar 7, 2026 | Refsgaard Corinna Chief Human Resources Officer | Option exercise | 3,937 | $0 |
| Mar 7, 2026 | Fogarty Elizabeth Chief Communications Officer | Option exercise | 3,281 | $0 |
| Mar 7, 2026 | Fogarty Elizabeth Chief Communications Officer | Option exercise | 2,258 | $0 |
| Mar 7, 2026 | Refsgaard Corinna Chief Human Resources Officer | Option exercise | 6,562 | $0 |
| Mar 7, 2026 | Blanchett Paul Chief Accounting Officer | Option exercise | 2,187 | $0 |
| Mar 7, 2026 | Blanchett Paul Chief Accounting Officer | Option exercise | 1,673 | $0 |
| Mar 7, 2026 | Blanchett Paul Chief Accounting Officer | Option exercise | 3,323 | $0 |
| Mar 7, 2026 | Blanchett Paul Chief Accounting Officer | Option exercise | 1,246 | $0 |
| Feb 2, 2026 | Blanchett Paul Chief Accounting Officer | Tax withheld | 1,275 | $72.2K |
| Jan 31, 2026 | Blanchett Paul Chief Accounting Officer | Option exercise | 2,750 | $0 |
| Jan 15, 2026 | Fogarty Elizabeth Chief Communications Officer | Option exercise | 3,544 | $0 |
| Jan 15, 2026 | Blanchett Paul Chief Accounting Officer | Tax withheld | 1,495 | $85.1K |
| Jan 15, 2026 | Blanchett Paul Chief Accounting Officer | Option exercise | 2,953 | $0 |
| Jan 15, 2026 | Oran Baris Chief Financial Officer | Tax withheld | 7,811 | $444.7K |
| Jan 15, 2026 | Oran Baris Chief Financial Officer | Option exercise | 16,540 | $0 |
| Jan 15, 2026 | Kirsis Karlis Chief Legal Officer | Tax withheld | 2,776 | $158.0K |
| Jan 15, 2026 | Kirsis Karlis Chief Legal Officer | Option exercise | 5,906 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for GXO Logistics, Inc.
Free account. Everything above stays public.
Write why you follow GXO Logistics, Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading