The AI Overhaul Inside GXO’s Warehouses

GXO Logistics closed 2025 with record quarterly and annual revenue and all-time high adjusted EBITDA, according to its full-year earnings release. The company booked more than $1 billion in new business wins for a third straight year and reported 3.9% organic revenue growth for 2025. It guided 4-5% organic growth for 2026.

Chief executive Patrick Kelleher set a higher target. “Return to mid-teens,” he said in an interview with Investing.com. GXO has already secured $774 million in incremental new business revenue for 2026, up 20% from the same point last year, according to that interview.

North America is central to that plan. “The U.S. is our largest and most immediate growth lever,” Kelleher said on the company’s earnings call, as reported by Investing.com. He acknowledged that the company has underperformed in the region in recent years.

Artificial intelligence is a key part of the reset. GXO is building what it describes as an AI-powered warehouse operating system and increasing investment in robotics. The company is tying its growth plan to whether those systems can lift productivity in its largest market.