Added to YB: 2026-05-12
Pitch date: 2026-05-08
GXO [neutral]
GXO Logistics, Inc.
-1.21%
current return
Author Info
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
$5.9B
Pitch Price
$51.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.88
P/E
45.02
EV/Sales
0.83
Sector
Air Freight and Logistics
Category
value
Quick brief on a post Amazon-scare (GXO)
GXO (update): Post-ASCS panic pushed stock 20% down to $51 vs $56 pre-news despite strong Q1 (4.1% organic growth, raised guidance to $955M EBITDA). Now trades 8.6x EBITDA vs historical low-teens. Amazon overlap <6% revenue, 5yr avg contracts, <5% churn. 40% new wins in aerospace/defense/industrial. Pipeline +20% QoQ.
Read full article (4 min)