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Get filing alertsGXO reports Q2 2026 results with 3.4% organic growth, $219M adjusted EBITDA, $0.59 EPS
Filed August 4, 2026 · Period ending August 4, 2026 · ~1 min read
Key Changes
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Q2 revenue $3.4B (up 4% YoY), adjusted EBITDA $219M (up 3%), adjusted diluted EPS $0.59 (up 4%), net income $27M. Organic revenue growth 3.4%.
Exhibit 99.1 view on EDGAR → -
high
Quarterly sales wins $410M; incremental 2026 revenues over $1B (up 29% YoY). ~40% of new wins in strategic growth verticals (aerospace, tech/data centers, industrials, life sciences).
Exhibit 99.1 view on EDGAR → -
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Operating cash flow $76M (up $73M YoY), free cash flow $12M (up $55M). Net leverage improved to 2.6x from 3.0x a year earlier.
Exhibit 99.1 view on EDGAR → -
medium
Narrowed FY 2026 guidance: adjusted EBITDA $945-965M (from $935-975M), adjusted diluted EPS $2.95-3.15 (from $2.90-3.20). Maintained 4-5% organic growth and 30-40% FCF conversion targets.
Exhibit 99.1 view on EDGAR → -
medium
Launched GXO Way playbook at strategic sites (18 focus areas). Warehouse AI platform live since Q1 across all regions; targeting ~50 sites for GXO IQ deployment in 2026.
Exhibit 99.1 view on EDGAR →
Summary
GXO Logistics filed an 8-K to furnish an investor presentation slide deck covering its second quarter 2026 results. The company reported solid operational momentum: revenue grew 4% year-over-year to $3.4 billion with 3.4% organic growth, adjusted EBITDA rose 3% to $219 million, and adjusted diluted EPS increased 4% to $0.59.
Cash generation improved sharply—operating cash flow jumped $73 million to $76 million and free cash flow swung to $12 million from a $43 million use in the prior year quarter. Net leverage declined to 2.6x from 3.0x, reflecting stronger cash flow and debt reduction. The sales pipeline remains robust.
GXO booked $410 million in quarterly wins and expects incremental 2026 revenues exceeding $1 billion, up 29% from the prior year. Roughly 40% of new business came from strategic growth verticals including aerospace, technology/data centers, industrials, and life sciences. Management narrowed full-year 2026 guidance ranges for adjusted EBITDA ($945-965M) and adjusted diluted EPS ($2.95-3.15) while holding the mid-points steady, and reaffirmed 4-5% organic growth and 30-40% free cash flow conversion targets. The company is deploying its GXO Way operational playbook and warehouse AI platform (live since Q1) across approximately 50 sites in 2026 to drive productivity gains. For a retail holder, the quarter demonstrates steady execution—moderate top-line growth, improving cash generation, and a healthy new business pipeline support the investment thesis.
Section-by-Section Diff
Event · Item 7.01 — Regulation FD Disclosure
GXO released an investor presentation slide deck for upcoming investor meetings, to be read with Q2 2026 10-Q.
Show 1 minor / wording change
Added in current filing · verify on EDGAR →
On August 4, 2026, GXO Logistics, Inc. (the “Company”) released a slide presentation expected to be used by the Company in connection with certain future investor presentations.
GXO released a slide presentation (Exhibit 99.1) for use in upcoming investor meetings. The filing directs readers to review the presentation alongside the company's Q2 2026 Form 10-Q. This is a routine Regulation FD disclosure providing investors access to materials management will use in presentations.
Event · Exhibit 99.1
Added in current filing · view on EDGAR →
• Launched the GXO Way playbook across initial/strategic sites • 18 focus areas, building a detailed site-level plan led by LMS, automation and global scale ... • Warehouse AI platform live since Q1 2026; proprietary modules live across all three regions ... ~50 sites targeted for GXO IQ deployment in 2026
The company launched its GXO Way operational playbook across initial strategic sites with 18 focus areas to drive site-level productivity gains. GXO's warehouse AI platform has been live since Q1 2026 with proprietary modules deployed across all three regions, and the company is targeting approximately 50 sites for GXO IQ deployment in 2026 to extend AI capabilities across forecasting, replenishment, and picking optimization.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 5, 2026 · How we verify