Added to YB: 2025-09-10
Pitch date: 2025-09-08
GXO [neutral]
GXO Logistics, Inc.
-10.26%
current return
Author Info
P14 Capital is a former buy-side research analyst who uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Sign up for the newsletter.
Company Info
GXO Logistics, Inc., together with its subsidiaries, provides logistics services worldwide. It provides warehousing and distribution, order fulfilment, e-commerce, reverse logistics, and other supply chain services.
Market Cap
$5.7B
Pitch Price
$52.06
Price Target
69.00 (+48%)
Dividend
N/A
EV/EBITDA
4.80
P/E
43.55
EV/Sales
0.81
Sector
Air Freight and Logistics
Category
growth
2Q25 ER Update Pt. 2: $GXO
GXO (earnings update): 2Q25 beat w/ $3.3B rev (+17.9% YOY), raised guidance twice. Wincanton deal approved, $60M synergies by YE26. $307M new wins (+13% YOY), $2.4B pipeline. Margins expanding 90bps QOQ on automation/efficiency. Strong A&D/healthcare momentum. Trades 13.5x TTM EBITDA vs peers discount. PT $69 (+31% upside).
Read full article (5 min)