GXO Logistics Beats Q4 Estimates with $0.87 EPS and $3.51B Revenue
GXO Logistics reported Q4 adjusted EPS of $0.87, topping estimates by 4.9%, with revenues rising 8% to $3.51 billion, 1.1% above forecasts. Shares have climbed 11.3% year-to-date versus the S&P 500’s 1.7% gain.
1. Q4 Earnings Surprise
GXO Logistics reported adjusted EPS of $0.87, exceeding the consensus of $0.83 by 4.9%, marking its fourth consecutive quarterly beat. Year-ago EPS was $1.00, reflecting a 13% decline year-over-year despite the upside surprise.
2. Revenue Growth
Fourth-quarter revenues rose 8% to $3.51 billion, surpassing the $3.47 billion consensus by 1.1% and up from $3.25 billion a year earlier, driven by strength in contract logistics services.
3. Stock Performance
GXO shares have rallied 11.3% since January 1, outpacing the S&P 500’s 1.7% gain, as investors reward consistent earnings surprises and revenue momentum.
4. Outlook and Analyst Estimates
Consensus forecasts for the March quarter call for EPS of $0.47 on $3.22 billion revenue, while full-year EPS is projected at $3.09 on $13.88 billion in revenues, with estimate revisions mixed.