GXO Logistics, Inc. GXO

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
54/100
Moderate

Ranked against 26 peers in Integrated Freight & Logistics

About GXO Logistics, Inc.

GXO Logistics, Inc., together with its subsidiaries, provides logistics services worldwide. It provides warehousing and distribution, order fulfilment, e-commerce, reverse logistics, and other supply chain services. As of December 31, 2025, it operated in 1,043 facilities. The company serves a range of customers in the e-commerce, omnichannel retail, technology and consumer electronics, food and beverage, industrial and manufacturing, consumer packaged … Full GXO analysis →

Key strengths

  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.92), demonstrating pricing resilience across cycles.
  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.88), suggesting sticky customer base.

Key risks

  • Elevated Debt Risk Debt serviceability is weak (score 0.37), raising refinancing risk.
  • Liquidity Concerns Liquidity is concerning (score 0.19), raising questions about short-term obligations.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
59
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Where GXO ranks in Integrated Freight & Logistics

GXO Logistics, Inc. ranks #14 of 27 scored companies in Integrated Freight & Logistics by moat score — the top 52%. The widest moat in the group is ZTO Express (Cayman) Inc. (ZTO) at 83/100.

# Company Moat score Rating
10 Hub Group, Inc. HUBG 62/100 Moderate
11 Radiant Logistics, Inc. RLGT 61/100 Moderate
12 Shengfeng Development Limited SFWL 60/100 Moderate
13 BINGEX LIMITED FLX 58/100 Moderate
14 GXO Logistics, Inc. GXO 54/100 Moderate
15 Forward Air Corporation FWRD 39/100 Developing
16 Proficient Auto Logistics, Inc. PAL 37/100 Developing
17 Freightos Limited CRGO 34/100 Developing
18 CryoPort, Inc. CYRX 33/100 Developing

See every General Corporate company ranked by moat score →

How GXO scores on the Corporate Default defenses

Pricing Power

Score 59 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 51 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 71 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 50 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 36 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 57 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding GXO's moat

What is GXO Logistics, Inc.'s moat score?

GXO Logistics, Inc. (GXO) scores 54 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #14 of 27 scored companies in Integrated Freight & Logistics, the top 52%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 26 companies in Integrated Freight & Logistics. Its strongest defense is Customer Stickiness (71/100) and its weakest is Resilience (36/100).

How does GXO Logistics, Inc. compare with other Integrated Freight & Logistics companies?

GXO Logistics, Inc. ranks #14 of 27 scored companies in Integrated Freight & Logistics by moat score. The widest moat in Integrated Freight & Logistics is ZTO Express (Cayman) Inc. (ZTO) at 83/100. The companies ranked closest are BINGEX LIMITED (FLX) at 58 just above it and Forward Air Corporation (FWRD) at 39 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 26 companies in Integrated Freight & Logistics. The defenses are then weighted to produce the overall score out of 100.

Why is GXO Logistics, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for GXO Logistics, Inc.?

The Corporate Default template measures 6 defenses, and GXO scores: Pricing Power (59), Cost Advantage (51), Customer Stickiness (71), Capital Efficiency (50), Resilience (36), Scale & Market Position (57). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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