GXO Logistics Just Landed a Massive NHS Deal—Is This the Breakout Catalyst Investors Needed?

GXO Logistics reported strong results for the third quarter of 2025, showcasing solid financial performance and promising strategic developments. The company’s revenue reached a record $3.4 billion, reflecting 8% year-over-year growth with 4% of that being organic. This indicates robust expansion across all geographic regions, supported by significant new business wins totaling $280 million, up 24% from the previous year. The company’s adjusted EBITDA stood at $251 million, representing a 13% increase from the previous year, and margins improved by 30 basis points year-over-year. This performance is attributed to enhanced site-level productivity and faster-than-expected maturation of automated operations. Free cash flow was reported at $187 million, indicating a disciplined approach to capital expenditure and working capital management. The integration of Wincanton is a pivotal focus, expected to yield $60 million in cost synergies by the end of 2026, with potential for significant revenue synergies as well.