Patrick Kelleher outlined a rollout of AI-driven robotics in 25 key distribution centers by mid-2026, aiming to cut labor costs by up to 15% and boost throughput metrics by 20%. This initiative builds on NXG’s digital twin simulations and real-time machine-learning models to optimize layout and picker routes.

GXO is evaluating two automation software firms with combined revenues of about $150 million for tuck-in acquisitions by Q3, seeking to enhance its control-tower and warehouse-execution capabilities. Leadership plans to deploy $300 million in M&A capital this year, funded through existing liquidity and incremental revolver capacity.

Amid heightened M&A chatter, Kelleher confirmed there are no plans to sell the company, citing a target net leverage of 3.0x post-Clipper Logistics integration. He reiterated confidence in organic growth and disciplined capital allocation to sustain the current $11–12 billion revenue forecast.