GXO Logistics Inc (GXO)

Over the past year, GXO's stock experienced a decline due to rising costs, technological investments, increased labor and acquisition costs, and higher interest expenses. The announcement of the CEO's departure also negatively affected the stock. However, the stock reached a new 52-week high in early February 2026. Recent operational and corporate developments, such as a partnership with London Luton Airport, recognition on Fortune's list, and the appointment of a new Chief Commercial Officer, have coincided with modest gains. A board chair transition was followed by a negative stock movement. GXO renewed and expanded a contract with BAE Systems in the UK.

Demand for GXO Logistics' products and services exhibits seasonality, particularly around the holiday period. The lead-up to the festive season, including Black Friday and Cyber Monday, marks a significant peak. This peak also includes a substantial volume of returned goods, which can begin before Christmas and reach its highest point in January. GXO plans for these peak seasons by hiring additional team members globally. The company's management also anticipated Q4 2024 to be a "peak season".

GXO Logistics, Inc. is a global pure-play contract logistics provider specializing in outsourced supply chain management with technology-enabled, customized solutions. Its services include warehousing, distribution, order fulfillment, e-commerce logistics, and reverse logistics, along with after-market support. The company leverages technology in labor and inventory management, warehouse automation, and predictive analytics, serving diverse industries such as grocery, retail, manufacturing, and e-commerce.

GXO Logistics operates in 27 countries with approximately 1,030 facilities worldwide, encompassing over 200 million square feet of warehouse space. Its reporting units include the Americas and Asia-Pacific, the United Kingdom, Ireland, and Continental Europe. A significant portion of its revenue is generated from the United Kingdom, the United States, the Netherlands, France, Spain, and Italy.

GXO Logistics has received positive recognition for its brand reputation in the past year. The company was named to Fortune's 2026 list of World's Most Admired Companies and advanced its ranking on the Fortune 500 list. Newsweek recognized GXO as one of America's Most Responsible Companies and ranked it as the top logistics provider among America's Most Reliable Companies.

Institutional investors are the primary owners of GXO Logistics, holding over 92% of the company's stock. Major institutional shareholders include Orbis Allan Gray Ltd., The Vanguard Group Inc., and BlackRock, Inc. The largest individual shareholder is Jacobs Private Equity LLC, holding 5.65% of the company.