Track the GXO Logistics, Inc. share price and the full directors' dealings record of the company, a publicly traded company based in United States. Shares are listed on the US market, under the authority of SEC (Form 4). Operating in the Industrials sector, GXO Logistics, Inc. has logged 139 public disclosures. Market capitalisation: €5.3bn. The latest transaction was filed on 21 August 2026 (Levée d'options). Among the most active insiders: Kirsis Karlis. The full history is free.
139
Insider Decl.
n/a
Thresholds
€903,080
3 ops.
Buy Volume
€1bn
8 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate GXO Logistics, Inc. Strong Buy (bullish), based on 17 analysts. Average price target: US$68.71.
19Σ signal
Buys €903,080€1bn Sells
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 23,258 of 29,062 companies
30.6
score / 100
Value
39
Quality
22
FCF yld2.0%
Earn yld0.6%
EV/EBITDA16.3x
ROE4.5%
Gross mgn12%
Net mgn0.2%
Debt/EBITDA8.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Σ
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
GXO Logistics, Inc. 是一家主要的美国合同物流和供应链外包公司,在纽约证券交易所上市,股票代码为GXO。GXO于2021年由XPO Logistics的合同物流业务分拆而成,使其成为一家相对较新的独立上市公司。其公司总部位于康涅狄格州格林威治。该公司将自己定位为全球最大的纯合同物流供应商,在仓储运营、订单履行、逆向物流和技术支持的供应链服务方面拥有强大的影响力。([investors.gxo.com](https://investors.gxo.com/corporate-profile/?utm_source=openai))
GXO业务的核心是为第三方客户管理外包物流。其服务范围包括合同仓储、电子商务履行、全渠道物流、退货管理、专业处理和集成供应链执行。GXO服务于广泛的行业客户,包括电子商务、零售、消费品、技术、美容、医疗保健和需要复杂、可扩展物流网络的工业部门。公司强调自动化、机器人技术、数据分析和先进仓储系统是其关键差异化因素,通过更高的运营效率和更定制化的服务帮助其在全球物流同行中竞争。([gxo.com](https://gxo.com/about-gxo/?utm_source=openai))
对于国际投资者而言,GXO明确属于运输与物流行业,但它更应被理解为一家服务主导的供应链专家,而非传统的运输承运商。其价值主张与外包物流的结构性增长、电子商务的扩张以及大型品牌提高供应链韧性和灵活性的需求紧密相关。GXO强调其在北美和欧洲拥有重要的地理业务,在大量国家开展业务,并拥有包括跨国公司在内的客户群。这种规模至关重要:物流行业仍然高度分散,这为GXO提供了在符合其价值和投资级回报标准时寻求选择性整合机会的空间。([investors.gxo.com](https://investors.gxo.com/investor-resources/investor-faq?utm_source=openai))
近期公司更新表明其业务保持活跃并具有战略重点。GXO报告了2024财年全年业绩并提供了2026年第一季度展望,表明其持续执行增长和运营优先事项。该公司还在多份SEC Form 4内部人交易披露中出现,反映了美国上市公司典型的常规股权薪酬活动。对于投资者而言,关键问题是合同可见性、执行质量、电子商务敞口、利润率纪律以及公司在全球合同物流领域持续抢占市场份额的能力。([gxo.com](https://gxo.com/wp-content/uploads/2025/02/GXO-Reports-Fourth-Quarter-and-Full-Year-2024-Results.pdf?utm_source=openai))