GXO Logistics posts Q3 2026 earnings beat, accelerates organic growth and new business wins

GXO Logistics reported third‑quarter 2026 revenue of $3.6 billion, up 5.7% year‑over‑year, with organic growth of 6.4% – the fastest in more than three years. Adjusted earnings per share rose 13% to $0.89, beating analyst expectations. New business wins increased 34% to $375 million, pushing the sales pipeline to a record $3.1 billion, and the company reaffirmed its full‑year 2026 guidance while repurchasing $84 million of stock.

Analysts raised GXO’s price targets, with TD Cowen and Goldman Sachs lifting them to $72 and $66 respectively, citing the strong beat and accelerated organic growth. The reaffirmed guidance and share repurchase signal continued confidence in the company’s growth trajectory for investors.

  • 1Revenue was $3.6 billion, up 5.7% YoY, with organic revenue growth of 6.4%.
  • 2Adjusted diluted EPS increased to $0.89, a 13% YoY rise.
  • 3New business wins totaled $375 million, up 34% YoY.
  • 4The sales pipeline reached a record $3.1 billion, up more than 30% YoY.
  • 5The company repurchased $84 million of common stock in the quarter, bringing YTD repurchases to $100 million.
  • 6Full‑year 2026 guidance was reaffirmed: organic revenue growth 4%‑5%, adjusted EBITDA $945‑$965 million, adjusted diluted EPS $2.95‑$3.15.

Sources