Filing Flows › Industrials › GXO Logistics (GXO)
GXO Logistics (GXO) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 4, 2026 · GXO Logistics (GXO) Q3 2026 earnings results →
Q3 2026 Revenue up 6% year over year to $3.6B · 2¢ of every $1 of revenue kept as net profit · operating margin 2.7%
GXO Logistics made $3.6B in Q3 2026 (+6% Y/Y): E-Commerce, Omnichannel and Consumer Technology $1.7B, Technology and consumer electronics $498M, Industrial and Manufacturing $405M. Operating margin 2.7%, net earnings $65.0M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $3.6B in Q3 2026, up 6% year over year and up 4% from the previous quarter. E-Commerce, Omnichannel and Consumer Technology was the largest line at 47% of revenue. Technology and consumer electronics added $0.08B year over year (up 19%), 40% of the total change. Food and beverage declined 5%.
Operating profit was $0.10B, a 2.7% margin (down 0.8 points year over year). Operating profit fell $0.02B even though revenue rose $0.20B versus Q3 2025, so costs grew faster than sales. Total costs grew 7% against revenue growth of 6%. Net earnings were $0.06B, up 8% year over year. The effective tax rate was 9.7%.
Operating cash flow was $0.16B (down 33% year over year), 240% of net earnings. Non-cash charges added back $0.12B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items used $0.04B. Capital expenditures of $0.07B left free cash flow of $0.08B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 4, 2026 | $3.6B | +6% | 2.7% | $65.0M | $156M |
| Q2 2026 | 10-Q | Aug 5, 2026 | $3.4B | +4% | 2.2% | $27.0M | $76.0M |
| Q1 2026 | 10-Q | May 6, 2026 | $3.3B | +11% | 1.2% | $5.0M | $31.0M |
| Q4 2025 | 10-K | Feb 25, 2026 | $3.5B | +8% | 2.7% | $43.0M | $170M |
| Q3 2025 | 10-Q | Nov 6, 2025 | $3.4B | +8% | 3.5% | $60.0M | $232M |
| Q2 2025 | 10-Q | Aug 6, 2025 | $3.3B | +16% | 2.7% | $28.0M | $3.0M |
| Q1 2025 | 10-Q | May 8, 2025 | $3.0B | +21% | -1.9% | −$95.0M | $29.0M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
Loading the interactive chart…
🌏Named in Asian annual reportsinteractive
Loading the interactive chart…
🔄Rotation against the market and its industry (RRG)interactive
Loading the interactive chart…
🔍Earnings qualityinteractive
Loading the interactive chart…
⚖️Fair value by methodinteractive
Loading the interactive chart…
🔭Outlook & guidanceinteractive
Loading the interactive chart…
📈Investments: gains and what it boughtinteractive
Loading the interactive chart…
🏭Its industry’s money flow (input-output)interactive
Loading the interactive chart…
About GXO Logistics
GXO Logistics, Inc., together with its subsidiaries (“GXO,” the “Company,” “our,” or “we”), is the largest pure-play contract logistics provider in the world and a foremost innovator in the industry. We provide our customers with high-value-added warehousing and distribution, order fulfillment, e-commerce, reverse logistics and other supply chain services differentiated by our ability to deliver technology-enabled, customized solutions at scale. As of December 31, 2025, our approximately 154,000 team members operated in 1,043 facilities worldwide totaling approximately 221 million square feet of space, primarily on behalf of large corporations that have outsourced their warehousing, distribution and other related activities to us.
In its own words, from its 10-K, filed Feb 25, 2026.
GXO Logistics against its Transportation Services peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +6% against the peers' median +12%. Operating margin: 2.7% against the peers' median 12.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| GXO GXO Logistics | Q3 2026 | $3.6B | +6% | 2.7% |
| BKNG Booking Holdings | Q3 2026 | $8.9B | -1% | 38.4% |
| EXPE Expedia Group | Q3 2026 | $4.9B | +12% | 26.9% |
| XPO XPO | Q3 2026 | $2.4B | +12% | 12.1% |
| RXO RXO | Q3 2026 | $1.9B | +32% | 0.9% |
| GMRS GMR Solutions | Q2 2026 | $1.5B | +3% | 3.8% |
| GBTG Global Business Travel Group | Q2 2026 | $870M | +38% | 2.8% |
| GATX Gatx | Q3 2026 | $598M | +36% | 32.2% |
| LIND Lindblad Expeditions Holdings | Q3 2026 | $269M | +12% | 15.9% |
Source: GXO Logistics 10-Q on SEC EDGAR · CIK 1852244 · Transportation Services
Guidance and outlook
13F: who owns GXO and who is buying
More on GXO
- How GXO Logistics makes money: revenue by segment
- GXO Logistics next earnings date and what analysts expect
- GXO Logistics stock forecast, price target and fair value
- Who owns GXO Logistics stock: holders, funds and Congress trades
- GXO Logistics guidance and outlook
- Is GXO Logistics a takeover target? LBO and rumors
- GXO Logistics recalls, complaints and regulation
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- GXO Logistics guidance history: guided vs reported
- GXO Logistics operating margin by quarter
- GXO Logistics net income by quarter
- GXO Logistics free cash flow by quarter
- GXO Logistics capital expenditures by quarter
- GXO Logistics E-Commerce, Omnichannel and Consumer Technology revenue by quarter
- GXO Logistics Technology and consumer electronics revenue by quarter
- GXO Logistics Industrial and Manufacturing revenue by quarter