Comment / Conf call redux: M&A-prone GXO Logistics buzzing

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GXO Logistics is a one of a kind. In the pure-play contract logistics operator (PPCLO ? ?Loadstar Premium) sector it’s the Big Kahuna, second in size only to DHL Supply Chain in the wider contract logistics field, and with a deal pedigree that comes from its origins in Brad Jacobs’ M&A-built XPO Logistics.

With the takeover of UK-based Wincanton recently completed, GXO last week released first quarter earnings that barely moved its share price in the immediate aftermath, but that comes ...