GXO Logistics reported record revenue for both the fourth quarter and full year 2025, supported by steady organic growth and strong new business wins.
The company generated more than USD 1 billion in new contracts for the third consecutive year. These wins are expected to add USD 774 million in incremental revenue in 2026, up 20 percent year-on-year.
Fourth quarter performance
Fourth-quarter revenue reached USD 3.5 billion, up 7.9 percent from USD 3.3 billion a year earlier. Organic revenue grew by 3.5 percent.
Net income fell to USD 43 million, compared with USD 100 million in the fourth quarter of 2024. Diluted earnings per share stood at USD 0.37, down from USD 0.83.
Adjusted EBITDA increased slightly to USD 255 million, from USD 251 million a year earlier. Adjusted diluted EPS came in at USD 0.87, compared with USD 1.00 in the same period last year.
GXO generated USD 170 million in operating cash flow during the quarter. Free cash flow reached USD 163 million, up from USD 127 million in Q4 2024.
Full-year results
For the full year, GXO posted revenue of USD 13.2 billion, a 12.5 percent increase from USD 11.7 billion in 2024. Organic revenue rose by 3.9 percent.
Net income declined to USD 36 million, from USD 138 million the previous year. Diluted EPS fell to USD 0.28, compared with USD 1.12.
Adjusted EBITDA improved to USD 881 million, up from USD 815 million in 2024. Adjusted diluted EPS reached USD 2.51, compared with USD 2.80 a year earlier.
Operating cash flow totalled USD 434 million, while free cash flow reached USD 259 million, slightly higher than in 2024.
Balance sheet
As of December 31, 2025, GXO held USD 854 million in cash and cash equivalents. Total debt stood at USD 3.1 billion, resulting in net debt of USD 2.2 billion.
Outlook for 2026
GXO expects continued growth in 2026. The company forecasts organic revenue growth of 4 to 5 percent.
Adjusted EBITDA is projected between USD 930 million and USD 970 million. Adjusted diluted earnings per share is expected to range from USD 2.85 to USD 3.15.
GXO also targets an adjusted EBITDA to free cash flow conversion rate of 30 to 40 percent.
The company said its guidance reflects current foreign exchange rates and ongoing integration of Wincanton, with synergy delivery progressing as planned.
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