)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
GXO Logistics
GXO Logistics (GXO) investor relations material
GXO Logistics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved record Q4 and full-year 2025 results with $3.5B in Q4 revenue, $13.2B for the year, and $881M adjusted EBITDA, driven by organic growth and over $1.1B in new business wins.
Wincanton integration is progressing as planned, targeting $60M in synergies by end of 2026.
Leadership changes in commercial, operations, and Americas/Asia Pacific are aimed at scaling global standards and expanding U.S. market share.
Strategic focus on high-growth B2B verticals and deployment of automation, robotics, and AI, with GXO IQ AI-powered warehouse system scaling to over 50 sites in 2026.
Record new business wins and expansions with major global clients across multiple industries.
Financial highlights
Full-year 2025 revenue grew 12.5% (3.9% organic) to $13.2B; adjusted EBITDA was $881M; adjusted diluted EPS was $2.51.
Q4 2025 revenue was $3.5B (up 7.9% year-over-year, 3.5% organic); adjusted EBITDA $255M; net income $43M; adjusted diluted EPS $0.87.
Free cash flow for 2025 was $259M; Q4 free cash flow was $163M.
Net leverage ratio at year-end 2025 was 2.5x; net debt was $2.2B.
Adjusted EBITDA margin for 2025 was 6.7%; Q4 2025 margin was 7.3%.
Outlook and guidance
2026 guidance: organic revenue growth of 4%-5%, adjusted EBITDA of $930M-$970M (up 8% at midpoint), adjusted diluted EPS of $2.85-$3.15 (up 20% at midpoint), and adjusted EBITDA to free cash flow conversion of 30%-40%.
Guidance assumes flat volumes, steady retention, and inflation pass-through similar to 2025.
Margin expansion of ~20 basis points expected in 2026, with further details on long-term margin targets to be shared at Investor Day.
Wincanton synergy progress update
Sales pipeline conversion rate expectations?
Target net leverage ratio and timeline?
Detail factors impacting FY25 net income drop
Quantify AI/robotics impact on 2026 efficiency
Wincanton acquisition's impact on UK revenue growth
AI's role in GXO's competitive differentiation?
North America organic growth acceleration timeline?
What investments are impacting 2026 margins?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next GXO Logistics earnings date
Q1 20267 May, 2026
GXO Logistics
Next GXO Logistics earnings date
Q1 20267 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
GXO Logistics Inc provides contract logistics services, specializing in warehousing, fulfillment, e-commerce, and supply chain optimization. The company offers technology-enabled solutions such as automated warehousing, robotics, and data analytics to enhance supply chain operations. GXO serves industries including retail, food and beverage, healthcare, and technology. The company is headquartered in Greenwich, Connecticut, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage