GXO Logistics Inc (NYSE:GXO)
$ 45.92 -0.66 (-1.42%) Market Cap: 5.27 Bil Enterprise Value: 10.65 Bil PE Ratio: 40.49 PB Ratio: 1.76 GF Score: 82/100

GXO Logistics, Inc. at Morgan Stanley Laguna Conference Transcript

Sep 16, 2026 / 10:20PM GMT
Release Date Price: $46.15 (-0.97%)
Ravi Shanker
Morgan Stanley & Co Ltd - Equity Analyst

Great. Next up, we have long-time friends of Laguna, GXO, and very happy to welcome CFO Mark Suchinski, and Chief Strategy Officer Kristine Kubacki. Thank you so much for being here.

Mark Suchinski
GXO Logistics, Inc. - Chief Financial Officer

Thank you.

Questions & Answers

Ravi Shanker
Morgan Stanley & Co Ltd - Equity Analyst

So it has been an interesting 12 months for everybody, especially for you guys, lots, lots going o -- obviously, with macro, idiosyncratically, with you guys, as well.

Maybe you can start by just giving us an update on business trends and how they have trended versus your expectations, especially since the last time you spoke with us on the Q call.

Mark Suchinski
GXO Logistics, Inc. - Chief Financial Officer

Yeah. Thanks. Things really haven't, I think, materially changed since our last earnings call. We started the year with the assumptions that volumes would be

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