GXO Earnings Prediction
The chart below shows how GXO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, GXO sees a +2.26% change in stock price 10 days leading up to the earnings, and a +1.70% change 10 days following the report. On the earnings day itself, the stock moves by -1.07%. This data can give you a slight idea of what to expect for the next quarter's release.
GXO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.16B
27.76%
10.93%
Gross Margin
11.88%
-18.01%
-5.56%
Operating Margin
3.48%
-14.07%
12.62%
Net Margin
1.11%
-59.64%
-18.98%
EPS
0.28
-49.09%
-12.50%
No Data Available
GXO Earnings Analysis
GXO Logistics, Inc. Corporation (GXO.N) Earnings Conference Call
Positive
Record Revenue Achievement: GXO posted record revenues of $3.2 billion in the third quarter, reflecting a year-over-year revenue growth of 28%.
Sales Pipeline Expansion: The sales pipeline has grown 30% year-over-year and now stands at over $2.4 billion of high-quality opportunities, its highest level in more than two years.
New Business Wins Summary: During the quarter, the company signed $226 million of new business wins, contributing to approximately $750 million of new business year-to-date.
Record EBITDA Growth: The adjusted EBITDA for the quarter was a record at $223 million, up 12% year-over-year, indicating strong operational performance.
Cash Flow Increase: The company has delivered $363 million of cash flow from operations year-to-date, which is an increase of 6% year-over-year.
Negative
Revenue Growth Below Expectations: The company reported a year-over-year revenue growth of 28%, but this was below the expected growth rate, indicating potential challenges in meeting future targets.
Record Revenue, Operational Challenges: Despite generating record revenues of $3.2 billion, the company faced significant operational challenges that could impact future performance.
Organic Revenue Growth Slowdown: The organic revenue growth of 3% in the quarter was lower than anticipated, suggesting a slowdown in customer demand.
EBITDA Margin Pressure: The adjusted EBITDA margin showed signs of pressure, reflecting increased costs that could affect profitability moving forward.
Customer Growth Decline: Customer growth has not met expectations, with a notable decline in new business wins compared to previous quarters.
GXO FAQs
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GXO Earning Call Sentiment
GXO Logistics, Inc. (GXO) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
GXO.N
-1.5%Positive
The earnings call summary highlights strong financial performance with record revenue growth, improved margins, and positive EPS. The reaffirmed guidance and strategic initiatives such as automation and AI indicate a positive outlook. Although risks like economic factors and supply chain challenges exist, the company's proactive strategies and strong market position mitigate these concerns. The Q&A session further supports a positive sentiment with confidence in growth across regions and improved business dynamics. Despite the lack of a share repurchase program, the overall outlook remains positive, suggesting a 2% to 8% stock price increase.
