CluenexGXO Logistics GXO
GXO Logistics scores weak on business quality (4.0 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What GXO Logistics does
GXO Logistics runs outsourced supply chains and automated warehouses, charging corporate clients to manage inventory and fulfillment. Revenue expansion is visible through new contracts like a 10-year partnership with Columbia Sportswear in Europe.
- What it does best
GXO scales contract logistics rapidly, posting 12.5% revenue growth that places it in the top quartile of its sector at the 81st percentile.
- The main risk
Fresh supply chain deal headlines flag valuation concerns while net debt sits at $2.2B, leaving little room for execution missteps.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins rest thin at 3.3% with net income at $131M, showing that rapid top-line scaling has yet to translate into meaningful bottom-line conversion.
Scale across automated warehouses anchors its position, though gross margins rest in the bottom decile at 7th percentile of its sector.
Revenue reached $13.6B, scaling at 12.5% annually and accelerating past prior years driven by major logistics contract wins.
Debt-to-equity sits at 1.0x with interest coverage of 3.4x, leaving debt costs manageable. Free cash flow landed at $180M, showing softer generation as capital needs rise.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on GXO
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
GXO Logistics scores weak on the Cluenex quality check (4.0 of 10), measured against its own industry. Profitability is weak, moat weak, growth fast and financial health weak.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 3, 2026.
See GXO today
- Today's verdict on GXO, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “GXO Logistics (GXO)”, https://cluenex.com/stocks/gxo/, data as of Oct 10, 2026.