Added to YB: 2026-07-09
Pitch date: 2026-04-30
GXO [bullish]
GXO Logistics, Inc.
-13.01%
current return
Author Info
No bio for this author
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
$6.0B
Pitch Price
$57.34
Price Target
129.65 (+160%)
Dividend
N/A
EV/EBITDA
4.89
P/E
45.22
EV/Sales
0.83
Sector
Air Freight and Logistics
Category
turnaround
GXO Logistics, Inc. - $GXO
GXO: World's largest pure-play contract logistics provider, -44% from 2021 peak. New CEO Kelleher (ex-DHL) driving turnaround: shift to closed-book contracts, N.America/higher-margin verticals to close 4% EBIT margin gap vs peers. Est 20% EBITDA CAGR '26-28 vs 9.7% consensus. H2'26 Investor Day catalyst + M&A optionality. PT $108-130 (93-130% upside) on re-rate from 9x to industrial services peer 13.6x EBITDA.
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