“We will steadily increase the deployment of AI and robotics across our network,” CEO Patrick Kelleher says of GXO’s growth plan. (GXO Logistics Inc.)
February 11, 2026 11:24 AM, EST
| Updated: February 19, 2026 2:25 PM, EST
Key Takeaways:
- GXO reported record Q4 and 2025 revenue, posting $3.51 billion in the quarter and $13.2 billion for the year.
- CEO Patrick Kelleher cited broad organic growth and more than $1 billion in new business wins.
- Leadership changes took place, and GXO will outline a long‑term strategy at its Investor Day later this year.
GXO Logistics Inc. achieved record revenue for the fourth quarter and full year in 2025, the company reported Feb. 10.
The Greenwich, Conn.-based contract logistics firm posted net income of $43 million, or 37 cents a diluted share, for the three months ending Dec. 31. That compares with $100 million, 83 cents, during the same time the previous year. Total revenue increased by 7.9% to $3.51 billion from $3.25 billion.
“We delivered record revenue in both the fourth quarter and the full year, with organic growth in every region, affirming the value we are delivering for customers and the resilience of our model,” CEO Patrick Kelleher said. “New business wins topped $1 billion for the third consecutive year, with notable wins in high growth verticals where we’re seeing demand accelerating.”
Kelleher highlighted how the company accelerated growth, expanded margins and sharpened operational execution. This resulted in new business wins in both strategic and established verticals, including several in the aerospace and defense sectors. GXO already has $774 million of expected incremental new business revenue for 2026.
GXO also announced changes to its leadership during the quarter. Brad Jacobs stepped down from his nonexecutive chairman position effective Dec. 31. Karen Bomber was selected to be chief commercial officer, and Bart Beeks was appointed as chief operating officer. The changes are aimed at bolstering commercial and operational functions as well as spurring growth in North America.
“Over the past five months, we’ve announced new leadership in three key areas: commercial operations and our Americas and Asia Pacific regions,” Kelleher said. “I see opportunity to strengthen our operating model by moving from regional strength to global leverage. Our regions are strong, and there’s clear upside from better connecting what already works across the network.”
Beeks is primarily tasked with scaling a single operating methodology across the global network. But he will also be leading efforts to further implement automation technologies. A key focus will be the continued rollout of GXO IQ for warehouse operating systems to improve labor planning, inventory distribution, movement forecasting and workflow management.
“We see the technology amplifying our competitive differentiation as supply chains become more complex and data intensive,” Kelleher said. “This has the potential to be a real game changer for us. As we move through the year and into 2027, we expect to drive clear productivity benefits as we increase proprietary AI applications across our footprint. I’m also very excited about our progress with physical AI and humanoids.”
“Our fundamentals are strong, and we are taking strategic actions across the organization to accelerate growth and expand margins,” Kelleher said. “Over the past three months, we added new leaders in our commercial and operations functions, as well as in North America, where we see a long runway for growth. In 2026, we will steadily increase the deployment of AI and robotics across our network.”
For the full year, GXO reported net income of $36 million, or 28 cents a share, on revenue of $13.2 billion, compared with net income of $138 million, $1.12, on revenue of $11.7 billion in 2024.
GXO’s Q4 and full-year 2025 results are out, showcasing record performance, strengthened leadership, and 2026 guidance reflective of our accelerating growth. https://t.co/YGeBakh0q3
— GXO (@GXOLogistics) February 10, 2026
Looking ahead, the company is anticipating accelerating organic growth, adjusted earnings before interest, taxes, depreciation and amortization margin expansion, and an increase of 20% adjusted diluted EPS growth at the midpoint of 2026.
Susquehanna International Group responded to the earnings report by noting that the North American-focused growth strategy is achievable this year. The global trading and technology firm also views the expected earnings acceleration in the second half of the year as a good setup for 2027. Management had noted that EBITDA growth will likely be second half-weighted.
“GXO expects meaningful growth in 2H as integration benefits materialize and wins signed through the year start contributing,” SIG analyst Harrison Bauer wrote in the report. “Kelleher, whose expertise lies in N.A. supply chain logistics, highlighted top-line goals in scaling health care, A&D, data centers and life sciences. On the bottom line, he discussed advancing AI and automation initiatives, which may not materialize in 2026 but should eventually underpin productivity gains into 2027 and beyond.”
Lior Ron of Waabi discusses the accelerating evolution of autonomous trucking and how new AI capabilities are reshaping deployment models. Tune in above or by going to RoadSigns.ttnews.com.
“We enter the year in a position of strength, with full-year guidance that reflects our confidence in delivering even more profitable growth,” Kelleher said. “We look forward to sharing our long-term strategic road map at an Investor Day later this year.”
Omnichannel retail operations in Q4 increased 11% to $1.71 billion from $1.54 billion during the prior year. Technology and consumer electronics operations increased 6.2% to $429 million from $404 million. Industrial and manufacturing increased to 3.3% to $378 million from $366 million in 2024. Food and beverage decreased 2.3% to $337 million from $345 million, and consumer packaged goods operations dipped 0.8% to $360 million from $363 million.
GXO ranks No. 3 on the Transport Topics Top 100 list of the largest logistics companies in North America.
