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GXO Logistics, Inc. (GXO): A Bull Case Theory

We came across a bullish thesis on GXO Logistics, Inc. on P14 Capital’s. In this article, we will summarize the bulls’ thesis on GXO. GXO Logistics, Inc.'s share was trading at $52.63 as of 5th September. GXO’s trailing and forward P/E were 103.20 and 16.98, respectively according to Yahoo Finance.

[caption id="attachment_518110" align="aligncenter" width="750"] Copyright: kzenon / 123RF Stock Photo[/caption]

GXO Logistics reported a strong 2Q25, delivering $3.3B in revenue (+17.9% Y/Y, a ~$200M beat) and $0.57 NGEPS, modestly above consensus. The company raised guidance...