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GXO Logistics, Inc. (GXO) Q4 2025 Earnings Call Transcript

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Q4: 2026-02-10 Earnings Summary

EPS of $0.87 beats by $0.04

 | Revenue of $3.51B (7.91% Y/Y) beats by $29.02M

GXO Logistics, Inc. (GXO) Q4 2025 Earnings Call February 11, 2026 8:30 AM EST

Company Participants

Patrick Kelleher – Chief Executive Officer
Baris Oran
Kristine Kubacki – Chief Strategy Officer

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Conference Call Participants

Stephanie Benjamin Moore – Jefferies LLC, Research Division
Ryan Deveikis – Wells Fargo Securities, LLC, Research Division
Madison Pasterchick – Morgan Stanley, Research Division
Scott Schneeberger – Oppenheimer & Co. Inc., Research Division
Richa Talwar – Deutsche Bank AG, Research Division
Patrick Creuset – Goldman Sachs Group, Inc., Research Division
Uday Khanapurkar – TD Cowen, Research Division
Jeffrey Kauffman – Vertical Research Partners, LLC
David Zazula – Barclays Bank PLC, Research Division
Kevin Gainey – Thompson, Davis & Company, Inc., Research Division

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Presentation

Operator

Welcome to the GXO Fourth Quarter and Full Year 2025 Earnings Conference Call and Webcast. My name is Darryl, and I’ll be your operator for today’s call. [Operator Instructions]. Please note that this conference is being recorded.

Before the call begins, let me read a brief statement on behalf of the company regarding forward-looking statements, the use of non-GAAP financial measures and the company’s guidance. During this call, the company will be making certain forward-looking statements within the meaning of applicable securities laws, which, by their nature, involve a number of risks, uncertainties and other factors that can cause actual results to differ materially from those projected in the forward-looking statements. A discussion of factors that can cause actual results to differ materially is contained in the company’s SEC filings. The forward-looking statements in the company’s earnings release or made on this call are made only as of today, and the company has no obligation to update any of these forward-looking statements, except to the extent required by law.

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The company also may refer to certain non-GAAP financial measures as defined under applicable SEC rules during this call. Reconciliations of such non-GAAP financial

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