GXO Logistics
About: GXO Logistics Inc is a contract logistics company. Its revenue is diversified across numerous verticals and customers, including many multinational corporations. It provides warehousing and distribution, order fulfillment, e-commerce, reverse logistics, and other supply chain services differentiated by its ability to deliver technology-enabled, customized solutions at scale. Geographically, it generates revenue from the United Kingdom, the United States, the Netherlands, France, Spain, Italy, and other countries, and derives the majority of its revenue from the United Kingdom.
Employees: 131,000
0
Funds holding %
of 6,831 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
44% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 41
3% more funds holding
Funds holding: 435 [Q2] → 448 (+13) [Q3]
1% less capital invested
Capital invested by funds: $5.72B [Q2] → $5.65B (-$65.6M) [Q3]
3.91% less ownership
Funds ownership: 94.85% [Q2] → 90.94% (-3.91%) [Q3]
19% less call options, than puts
Call options by funds: $58.1M | Put options by funds: $71.3M
27% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 173
38% less funds holding in top 10
Funds holding in top 10: 8 [Q2] → 5 (-3) [Q3]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$49
10%
upside
Avg. target
$63
41%
upside
High target
$83
86%
upside
6 analyst ratings
3 positive
50%
3 neutral
50%
0 negative
0%
Loop Capital Rick Paterson 22% 1-year accuracy 2 / 9 met price target | 10%upside $49 | Hold Downgraded | 3 Feb 2025 |
Goldman Sachs Patrick Creuset 0 / 0 met price target | 21%upside $54 | Neutral Maintained | 16 Jan 2025 |
Barclays Brandon Oglenski 61% 1-year accuracy 41 / 67 met price target | 17%upside $52 | Equal-Weight Maintained | 4 Dec 2024 |
Oppenheimer Scott Schneeberger 42% 1-year accuracy 14 / 33 met price target | 50%upside $67 | Outperform Maintained | 27 Nov 2024 |
UBS Thomas Wadewitz 52% 1-year accuracy 15 / 29 met price target | 62%upside $72 | Buy Maintained | 6 Nov 2024 |
Financial journalist opinion
Based on 7 articles about GXO published over the past 30 days
Neutral
GlobeNewsWire
5 hours ago
Castore partners with GXO to support its logistics operations globally
Teamwear, merchandise and high-quality mainline sportswear will be distributed through GXO's expert logistics services GXO will distribute teamwear to Oracle Red Bull Racing, McLaren F1, Everton FC, Glasgow Rangers, England Cricket and many more high-profile sports teams and individual athletes LONDON, U.K. and EINDHOVEN, The Netherlands, Feb. 05, 2025 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, announced today that it has expanded its partnership with Castore, the performance sportswear brand, to operate warehousing and transportation in the UK, US and Europe. GXO has been providing logistics services to Castore's business in the UK since April 2024, distributing teamwear to a variety of sporting teams and individuals, including Oracle Red Bull Racing, McLaren F1, Everton FC, the England Cricket teams, as well as Olympic silver medallist Adam Peaty.
Neutral
GlobeNewsWire
6 days ago
GXO and Versace Renew Partnership in Italy
Renewal of omnichannel logistics agreement brings partnership to over 15 years TREZZO SULL'ADDA, Italy, Jan. 30, 2025 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, announced that it has renewed its partnership with Versace, the iconic luxury fashion brand, to manage omnichannel logistics for all of Versace's product lines, including B2B and B2C returns, quality control and value-added services such as labelling and garment repairs. “We are honoured that Versace continues to entrust the management of its logistics to our teams in Italy, bringing our collaboration to nearly two decades,” said Alessandro Renzo, GXO's Managing Director for Italy and Switzerland.
Positive
Seeking Alpha
1 week ago
GXO Logistics: Short-Term Uncertainty Creates A Generational Buying Opportunity
GXO Logistics' recurring revenue, industry-leading automation, and defensive contract structures provide strong visibility, making it well-positioned to thrive across economic cycles. Organic growth is rebounding, margins are expanding, market share is increasing, and GXO remains on track to achieve its 2027 targets, fueled by e-commerce, automation, and outsourcing trends. Short-term uncertainty surrounding the new CEO, regulatory review, and rejected buyout bid has created a generational buying opportunity, despite having no tangible impact on GXO's underlying fundamentals.
Neutral
GlobeNewsWire
1 week ago
GXO Schedules Fourth Quarter, Full-Year 2024 Earnings Conference Call for Thursday, February 13, 2025
GREENWICH, Conn., Jan. 24, 2025 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO) will hold its fourth quarter and full-year 2024 earnings conference call and webcast on Thursday, February 13, 2025, at 8:30 a.m. Eastern Time. The company's results will be released after market close on Wednesday, February 12, 2025, and made available at that time on investors.gxo.com.
Neutral
Seeking Alpha
2 weeks ago
GXO Logistics: Buy The Dip For The Long-Term View
GXO is down 24% YoY and 30% from its 2024 peak due to rising costs and CEO departure concerns. Despite challenges, GXO has strong top-line growth, with revenues up 28% YoY and a growing $2.4B backlog. Margins are under pressure from high CAPEX, acquisitions, and inflation, but technological investments aim to improve efficiency long-term.
Neutral
GlobeNewsWire
3 weeks ago
The Perfume Shop partners with GXO for high street deliveries
GXO's shared transport network reduces environmental impact, urban congestion and transportation costs LONDON, U.K., Jan. 15, 2025 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, has partnered with The Perfume Shop, the UK's largest specialist fragrance retailer, to provide weekly high street deliveries to more than 200 stores through its shared transport network, helping reduce environmental impact, urban congestion and transportation costs. “We're delighted to be the partner of choice for The Perfume Shop to keep their high street stores across the UK fully stocked,” said Richard Ball, Director, Shared Transport Network, GXO.
Neutral
GlobeNewsWire
3 weeks ago
GXO Signs a New Partnership with Calliope in Italy
Omnichannel services to foster strong growth and international expansion GXO's expertise in returns management reinforces efficiency and sustainability TREZZO SULL'ADDA, Italy, Jan. 09, 2025 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, announced today that it has signed a long-term partnership with Calliope, a lifestyle brand of the Italian fashion franchise Teddy Group. The contract includes warehouse management, e-fullfilment, returns management and value-added services such as labelling and inbound quality control.
Positive
The Motley Fool
1 month ago
3 Growth Stocks Down 21%, 22%, and 28% to Buy in December
This has been a phenomenal year for the broader indexes. But there are still plenty of opportunities for scooping up shares of out-of-favor stocks at compelling valuations.
Neutral
The Motley Fool
1 month ago
3 Great Stocks to Buy on a Dip Before the End of the Year
It's been an excellent year for the market, with the S&P 500 up nearly 27% on the year at the time of writing. Unfortunately, it hasn't been such a great year for investors in copper miner Freeport-McMoRan (FCX -1.16%) (up 1% on the year), contract logistics company GXO Logistics (GXO -0.72%) (down 19%), and advanced composites manufacturer Hexcel (HXL -0.22%) (down 14%).
Neutral
GlobeNewsWire
1 month ago
SAMSE Group and GXO join forces to optimize omnichannel logistics
Strategic collaboration to enhance product availability and speed up flows and customer deliveries PARIS, France, Dec. 12, 2024 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, has announced that it has signed a contract with SAMSE Group, the second-largest French distributor of building materials and tools. This partnership is part of the SAMSE Group's strategy to optimize its supply chain.
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