GXOGXO Logistics, Inc.
Transportation Services
- Revenue
- $13.2B
- 13% YoY
- Operating margin
- 1.9%
- 0.1% YoY
- EBITDA
- $702M
- 11% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.4×
- $1.7B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear12× net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear46% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear30% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $7.9B | $9.0B | $9.8B | $11.7B | $13.2B | 13% |
| Operating income | $151M | $242M | $318M | $218M | $245M | 12% |
| Net income | $161M | $200M | $233M | $138M | $36M | 74% |
| Operating cash flow | $455M | $542M | $558M | $549M | $434M | 21% |
| Capex | $250M | $342M | $274M | $359M | $324M | 9.7% |
| Stock-based comp | $28M | $33M | $35M | $39M | $47M | 21% |
| Buybacks | — | — | $0 | $0 | $200M |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 83 | 212 |
| FY2024 | — | — | 69 | 172 |
| FY2023 | — | — | 97 | 127 |
| FY2022 | — | — | 68 | 81 |
| FY2021 | — | — | 144 | 114 |