GXO posts record revenue in Q4 and full year 2025
GXO Logistics Achieves Record Revenue for Q4 and Full Year 2025, Driven by Robust Organic Growth and New Business Momentum
GXO Logistics announced record-breaking revenue for both the fourth quarter and the full year 2025. This performance was fueled by consistent organic growth and significant new business acquisitions, with the company securing over USD 1 billion in new contracts for the third consecutive year. These recent wins are anticipated to contribute an incremental USD 774 million in revenue for 2026, marking a 20 percent year-on-year increase.
Fourth Quarter Performance:
For the fourth quarter, GXO’s revenue climbed to USD 3.5 billion, a 7.9 percent increase from USD 3.3 billion in the prior year’s period. Organic revenue saw a 3.5 percent expansion. Net income for the quarter was USD 43 million, a decrease from USD 100 million in Q4 2024, with diluted earnings per share at USD 0.37, down from USD 0.83. Adjusted EBITDA showed a modest rise to USD 255 million, up from USD 251 million year-over-year. Adjusted diluted earnings per share were USD 0.87, compared to USD 1.00 in the same quarter last year. The company generated USD 170 million in operating cash flow and USD 163 million in free cash flow, an increase from USD 127 million in Q4 2024.
Full Year Results:
Over the entire year 2025, GXO’s revenue reached USD 13.2 billion, an increase of 12.5 percent from USD 11.7 billion in 2024. Organic revenue grew by 3.9 percent. Net income for the year was USD 36 million, a decline from USD 138 million in the previous year, and diluted EPS decreased to USD 0.28 from USD 1.12. Adjusted EBITDA improved to USD 881 million, up from USD 815 million in 2024, while adjusted diluted EPS stood at USD 2.51, compared to USD 2.80 a year prior. Operating cash flow for the full year totaled USD 434 million, and free cash flow reached USD 259 million, slightly exceeding the prior year’s figures.
Balance Sheet:
As of December 31, 2025, GXO maintained USD 854 million in cash and cash equivalents. The company’s total debt was USD 3.1 billion, resulting in a net debt of USD 2.2 billion.
2026 Outlook:
Looking ahead to 2026, GXO anticipates continued growth, projecting organic revenue growth in the range of 4 to 5 percent. Adjusted EBITDA is expected to be between USD 930 million and USD 970 million, with adjusted diluted earnings per share forecasted 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’s guidance incorporates current foreign exchange rates and the ongoing integration of Wincanton, with synergy realization progressing as planned.