Spotting Winners: GXO Logistics (NYSE:GXO) And Air Freight and Logistics Stocks In Q1
As the craze of earnings season draws to a close, here's a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at air freight and logistics stocks, starting with GXO Logistics (NYSE:GXO).
The growth of e-commerce and global trade continues to drive demand for expedited shipping services, presenting opportunities for air freight companies. The industry continues to invest in advanced technologies such as automated sorting systems and real-time tracking solutions to enhance operational efficiency. Despite the advantages of speed and global reach, air freight and logistics companies are still at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies' offerings while fuel costs can influence profit margins.
The 6 air freight and logistics stocks we track reported a strong Q1. As a group, revenues were in line with analysts' consensus estimates while next quarter's revenue guidance was 3.5% below.
In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.
With notable customers such as Nike and Apple, GXO (NYSE:GXO) manages outsourced supply chains and warehousing for various companies.
GXO Logistics reported revenues of $2.98 billion, up 21.2% year on year. This print exceeded analysts' expectations by 1.4%. Overall, it was a very strong quarter for the company with an impressive beat of analysts' adjusted operating income estimates.
GXO Logistics scored the fastest revenue growth of the whole group. Unsurprisingly, the stock is up 4.4% since reporting and currently trades at $39.78.
Is now the time to buy GXO Logistics? Access our full analysis of the earnings results here, it's free.
Expeditors (NYSE:EXPD) offers air and ocean freight as well as brokerage services.
Expeditors reported revenues of $2.67 billion, up 20.8% year on year, outperforming analysts' expectations by 3.6%. The business had a stunning quarter with an impressive beat of analysts' EBITDA estimates.
Expeditors delivered the biggest analyst estimates beat among its peers. The market seems content with the results as the stock is up 1.5% since reporting. It currently trades at $113.47.
Is now the time to buy Expeditors? Access our full analysis of the earnings results here, it's free.
Started with $10,000, Hub Group (NASDAQ:HUBG) is a provider of intermodal, truck brokerage, and logistics services, facilitating transportation solutions for businesses worldwide.
Hub Group reported revenues of $915.2 million, down 8.4% year on year, falling short of analysts' expectations by 5.7%. It was a softer quarter as it posted full-year revenue guidance missing analysts' expectations.
Hub Group delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 2.6% since the results and currently trades at $34.
Read our full analysis of Hub Group's results here.
Sporting one of the largest air cargo fleets in the world, FedEx (NYSE:FDX) is a global provider of parcel and cargo delivery services.
FedEx reported revenues of $22.16 billion, up 1.9% year on year. This print surpassed analysts' expectations by 0.9%. Aside from that, it was a slower quarter as it logged full-year EPS guidance missing analysts' expectations.
The stock is down 12.2% since reporting and currently trades at $216.10.
Read our full, actionable report on FedEx here, it's free.
Engaging in contracts with tens of thousands of transportation companies, C.H. Robinson (NASDAQ:CHRW) offers freight transportation and logistics services.
C.H. Robinson Worldwide reported revenues of $4.05 billion, down 8.3% year on year. This number missed analysts' expectations by 4.9%. More broadly, it was actually a strong quarter as it recorded a solid beat of analysts' EBITDA estimates.
The stock is up 8.6% since reporting and currently trades at $96.80.
Read our full, actionable report on C.H. Robinson Worldwide here, it's free.
Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape.
Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
Join Paid Stock Investor Research
Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Business Wire
8 minutes ago
- Business Wire
SOAR Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Volato Group, Inc. Is Fair to Shareholders
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the merger of Volato Group, Inc. (NYSE: SOAR) and M2i Global, Inc. is fair to Volato shareholders. Upon completion of the proposed transaction, current Volato shareholders will own approximately 10% of the combined company. Halper Sadeh encourages Volato shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@ or zhalper@ The investigation concerns whether Volato and its board violated the federal securities laws and/or breached their fiduciary duties to shareholders by failing to, among other things: (1) obtain the best possible consideration for Volato shareholders; and (2) disclose all material information necessary for Volato shareholders to adequately assess and value the merger consideration. On behalf of Volato shareholders, Halper Sadeh LLC may seek increased consideration for shareholders, additional disclosures and information concerning the proposed transaction, or other relief and benefits. We would handle the action on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses. Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors. Attorney Advertising. Prior results do not guarantee a similar outcome.
Yahoo
13 minutes ago
- Yahoo
Bondholders of Baltic Horizon Fund approved the amendments to the bond terms and conditions
Baltic Horizon Fund applied for bondholders' approval for certain amendments to the terms and conditions (the Terms and Conditions) of the Baltic Horizon Fund EUR 42 million 5-year floating rate bonds maturing in 2028 (ISIN EE3300003235, the Bonds) in relation to the Bonds by way of written procedure initiated on 9 June 2025. Bondholders who were entered in the registry of bond-holders maintained by Nasdaq CSD SE on 6 June 2025 were entitled to vote in the written procedure (the Holders). Altogether Holders holding in aggregate Bonds with the nominal value of EUR 18,999,997.80 which constitutes 100% of the aggregate nominal value of all Bonds, participated in the written procedure for amending the Terms and Conditions. The Holders voted unanimously in favour of the decisions to amend the voluntary early redemption provisions of the Bonds and therefore adopted the necessary decision. Following the approval of the amendments, the Baltic Horizon Fund will have the right to carry out voluntary early redemptions in tranches of at least EUR 3 million. The amended Terms and Conditions will be published on the website of the Baltic Horizon Fund within three business days as of publishing of this notice. For additional information, please contact: Tarmo Karotam Baltic Horizon Fund manager E-mail Baltic Horizon Fund is a registered contractual public closed-end real estate fund managed by Alternative Investment Fund Manager license holder Northern Horizon Capital AS. Both the Fund and the Management Company are supervised by the Estonian Financial Supervision Authority. Distribution: GlobeNewswire, Nasdaq, To receive Nasdaq announcements and news from Baltic Horizon Fund about its projects, plans and more, register on You can also follow Baltic Horizon Fund on and on LinkedIn, Facebook, X and while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Business Wire
13 minutes ago
- Business Wire
SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index
WINDSOR, Conn.--(BUSINESS WIRE)-- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the gross return of the SS&C GlobeOp Hedge Fund Performance Index for May 2025 measured 0.85%. 'SS&C GlobeOp's Capital Movement Index for June 2025 was 0.59%, continuing a five-month trend of positive monthly inflows,' said Bill Stone, Chairman and Chief Executive Officer of SS&C Technologies. Share Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.59% in June. 'SS&C GlobeOp's Capital Movement Index for June 2025 was 0.59%, continuing a five-month trend of positive monthly inflows,' said Bill Stone, Chairman and Chief Executive Officer of SS&C Technologies. 'Although market volatility has receded by more than 50% from the highs seen in April 2025, uncertainty persists as tariff deadlines are extended and geopolitical conflicts continue. The diversification benefits of hedge funds provide an attractive allocation option during uncertain times.' SS&C GlobeOp Hedge Fund Performance Index The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance. On the ninth business day of each month it provides a flash estimate of the gross aggregate performance of funds for which SS&C GlobeOp provides monthly administration services on the SS&C GlobeOp platform. Interim and final values, both gross and net, are provided in each of the two following months, respectively. Online data can be segmented by gross and net performance, and by time periods. The SS&C GlobeOp Hedge Fund Performance Index is transparent, consistent in data processing, and free from selection or survivorship bias. Its inception date is January 1, 2006. The SS&C GlobeOp Hedge Fund Performance Index offers a unique reflection of the return on capital invested in funds. It does not overstate exposure to, or the contribution of, any single strategy to aggregate hedge fund performance. Since its inception, the correlation of the SS&C GlobeOp Performance Index to many popular equity market indices has been approximately 25% to 30%. This is substantially lower than the equivalent correlation of other widely followed hedge fund performance indices. SS&C GlobeOp Capital Movement Index The SS&C GlobeOp Capital Movement Index represents the monthly net of hedge fund subscriptions and redemptions administered by SS&C GlobeOp on the SS&C GlobeOp platform. This monthly net is divided by the total assets under administration (AuA) for fund administration clients on the SS&C GlobeOp platform. Cumulatively, the SS&C GlobeOp Capital Movement Index for June 2025 stands at 126.38 points, an increase of 0.59 points over May 2025. The Index has advanced 1.82 points over the past 12 months. The next publication date is July 14, 2025. Published on the ninth business day of each month, the SS&C GlobeOp Capital Movement Index presents a timely and accurate view of investments in hedge funds on the SS&C GlobeOp administration platform. Data is based on actual subscriptions and redemptions independently calculated and confirmed from real capital movements, and published only a few business days after they occur. Following the month of its release, the Index may be updated for capital movements that occurred after the fifth business day. SS&C GlobeOp Hedge Fund Performance Index SS&C GlobeOp Capital Movement Index Base 100 points on 31 December 2005 All time high 150.77 in September 2013 All time low 99.67 in January 2006 12-month high 126.38 in June 2025 12-month low 123.40 in January 2025 Largest monthly change - 15.21 in January 2009 Expand SS&C GlobeOp Forward Redemption Indicator All time high 19.27% in November 2008 All time low 1.48% in April 2022 12-month high 3.54% in December 2024 12-month low 1.85% in April 2025 Largest monthly change 9.60% in November 2008 Expand About the SS&C GlobeOp Hedge Fund Index ® The SS&C GlobeOp Hedge Fund Index (the Index) is a family of indices published by SS&C GlobeOp. A unique set of indices by a hedge fund administrator, it offers clients, investors and the overall market a welcome transparency on liquidity, investor sentiment and performance. The Index is based on a significant platform of diverse and representative assets. The SS&C GlobeOp Capital Movement Index and the SS&C GlobeOp Forward Redemption Indicator provide monthly reports based on actual and anticipated capital movement data independently collected from all hedge fund clients for whom SS&C GlobeOp provides administration services on the SS&C GlobeOp platform. The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted benchmark of the aggregate performance of funds for which SS&C GlobeOp provides monthly administration services on the SS&C GlobeOp platform. Flash estimate, interim and final values are provided, in each of three months respectively, following each business month-end. While individual fund data is anonymized by aggregation, the SS&C GlobeOp Hedge Fund Index data will be based on the same reconciled fund data that SS&C GlobeOp uses to produce fund net asset values (NAV). Funds acquired through the acquisition of Citi Alternative Investor Services are integrated into the index suite starting with the January 2017 reporting periods. SS&C GlobeOp's total assets under administration on the SS&C GlobeOp platform represent approximately 10% of the estimated assets currently invested in the hedge fund sector. The investment strategies of the funds in the indices span a representative industry sample. Data for middle and back office clients who are not fund administration clients is not included in the Index, but is included in the Company's results announcement figures. About SS&C Technologies SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. More than 22,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology. Additional information about SS&C (Nasdaq: SSNC) is available at
