GXO Logistics Reports Strong Q2 2026 with $3.4 Billion Revenue and Strategic Growth Wins
Event summary
- GXO Logistics reported Q2 2026 revenue of $3.4 billion, up 4.3% year-over-year with organic growth of 3.4%.
- $410 million in new business wins, a 34% year-over-year increase, with 40% in strategic verticals like aerospace and technology.
- Over $1 billion in incremental revenue secured for 2026, up 29% year-over-year, and $353 million already locked in for 2027.
- Adjusted EBITDA increased to $219 million from $212 million in Q2 2025, with adjusted diluted EPS rising to $0.59 from $0.57.
The big picture
GXO Logistics' Q2 2026 results highlight its strategic focus on high-growth verticals like aerospace and technology, reflecting broader industry trends toward automation and outsourcing in logistics. The company's strong commercial momentum and AI-driven initiatives position it to capitalize on the rapid growth of e-commerce and advanced supply chain solutions.
What we're watching
- Commercial Momentum
- How GXO's commercial strategy and new business wins in North America will impact its growth trajectory.
- AI and Automation
- The pace at which GXO IQ, the company's AI-driven automation platform, scales across its network.
- Financial Guidance
- Whether GXO can maintain its mid-points of full-year 2026 guidance for adjusted EBITDA and EPS.
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