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GXO Logistics (GXO) investor relations material
GXO Logistics Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Q2 2025 revenue reached $3.3B, up 16% year-over-year, with 6% organic growth and positive FX impact; Wincanton acquisition contributed $168M.
Adjusted EBITDA rose to $212M–$227M, up 13%–16% year-over-year; net income was $28M, down from $39M due to higher expenses and a $65M regulatory charge.
New business wins totaled $307M in Q2 and over $500M in H1; pipeline reached $2.4B.
Wincanton acquisition finalized and integrated, expected to unlock significant synergies; regulatory approval required divestment of ~5% of business.
CEO transition to Patrick Kelleher and CFO Baris Oran's planned departure announced.
Financial highlights
Q2 2025 revenue: $3.3B (up 16%); organic growth 6%; adjusted EBITDA $212M–$227M; net income $28M.
Diluted EPS was $0.23; adjusted diluted EPS $0.57; adjusted EBITDA margin 6.4%–6.9%.
Free cash flow for Q2 was negative $43M, reflecting working capital and a one-time regulatory payment.
Net debt as of June 30, 2025, was $2.4B–$2.5B; total debt $2.6B–$2.7B; cash $205M.
Operating return on invested capital (ROIC) was 45.9%–46% for the trailing twelve months.
Outlook and guidance
Full-year 2025 guidance raised: organic revenue growth 3.5%–6.5%, adjusted EBITDA $865M–$885M, adjusted EPS $2.43–$2.63, and EBITDA to free cash flow conversion 25%–35%.
Management expects continued margin improvement, strong new business momentum, and significant synergies from Wincanton integration.
Sufficient liquidity expected for at least 12 months, supported by cash, credit facilities, and factoring.
Additional income tax related to Pillar Two anticipated for fiscal 2025.
Q3 2025 adjusted EBITDA expected to be 27.5%–28.5% of FY 2025 EBITDA.
Explain the CFO transition plan.
How will Wincanton acquisition impact growth?
What factors influence free cash flow conversion?
Assess Wincanton's revenue synergy timeline.
Detail drivers of EBITDA margin improvements.
Explain the lower end of organic growth range.
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Next GXO Logistics earnings date
Q3 20255 Nov, 2025
Next GXO Logistics earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
GXO Logistics Inc provides contract logistics services, specializing in warehousing, fulfillment, e-commerce, and supply chain optimization. The company offers technology-enabled solutions such as automated warehousing, robotics, and data analytics to enhance supply chain operations. GXO serves industries including retail, food and beverage, healthcare, and technology. The company is headquartered in Greenwich, Connecticut, and its shares are listed on the NYSE.
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