GXO Logistics announces leadership appointments and management restructuring to enhance growth and operational execution in key regions.
Quiver AI Summary
GXO Logistics, Inc. has announced key organizational changes aimed at accelerating growth and simplifying its management structure to enhance execution. Patrick Kelleher, GXO's CEO, stated that Michael Jacobs has been appointed as President of the Americas and Asia Pacific, effective November 3; Jacobs brings over 30 years of supply chain expertise. The management structure will also be streamlined, with the UK & Ireland and Continental Europe regions reporting directly to the CEO, as Richard Cawston transitions out of his role while ensuring a smooth handover. Additionally, a new Chief Operating Officer role will be introduced to focus on driving operational excellence globally. These changes reflect GXO's commitment to optimize its operations and capitalize on growth opportunities in key markets.
Potential Positives
- Appointment of Michael Jacobs as President of Americas & Asia Pacific, bringing extensive supply chain experience and a track record of improving operations through automation and AI.
- Simplification of management structure aimed at accelerating decision-making and enhancing execution in key markets such as Europe and the UK & Ireland.
- Establishment of a new Chief Operating Officer role to drive operational excellence and standardized global execution within the organization.
Potential Negatives
- Appointment of a new President for the Americas and Asia Pacific may indicate previous leadership issues or instability in that region.
- Richard Cawston's departure from the role of President of Europe and Chief Revenue Officer, despite being an established leader, raises concerns about the reasons behind such a transition and its impact on regional performance.
- Creating a new Chief Operating Officer role may reflect operational weaknesses that need to be addressed rather than a purely strategic restructuring.
FAQ
Who is the new President of the Americas and Asia Pacific at GXO?
The new President of the Americas and Asia Pacific is Michael Jacobs, effective November 3, 2025.
What organizational changes has GXO announced?
GXO announced changes to simplify its management structure and strengthen execution to accelerate growth.
Why is Michael Jacobs’ appointment significant for GXO?
Jacobs brings over 30 years of supply chain experience and a proven track record in automation and operational excellence.
How will the management structure at GXO change?
The UK & Ireland and Continental Europe regions will report directly to the CEO, streamlining decision-making processes.
What is the role of the new Chief Operating Officer at GXO?
The new Chief Operating Officer will drive operational excellence through standardized global execution reporting directly to the CEO.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$GXO Hedge Fund Activity
We have seen 190 institutional investors add shares of $GXO stock to their portfolio, and 233 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. removed 987,350 shares (-59.0%) from their portfolio in Q3 2025, for an estimated $52,220,941
- BLACKROCK, INC. removed 985,542 shares (-8.8%) from their portfolio in Q2 2025, for an estimated $47,995,895
- PARSIFAL CAPITAL MANAGEMENT, LP added 835,500 shares (+inf%) to their portfolio in Q2 2025, for an estimated $40,688,850
- NORGES BANK removed 730,512 shares (-57.5%) from their portfolio in Q2 2025, for an estimated $35,575,934
- SPRUCE HOUSE INVESTMENT MANAGEMENT LLC removed 653,997 shares (-15.4%) from their portfolio in Q2 2025, for an estimated $31,849,653
- FMR LLC added 544,302 shares (+19.3%) to their portfolio in Q2 2025, for an estimated $26,507,507
- DIMENSIONAL FUND ADVISORS LP added 476,380 shares (+13.2%) to their portfolio in Q2 2025, for an estimated $23,199,706
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$GXO Analyst Ratings
Wall Street analysts have issued reports on $GXO in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 10/06/2025
- Morgan Stanley issued a "Overweight" rating on 10/06/2025
- Goldman Sachs issued a "Buy" rating on 09/24/2025
- JP Morgan issued a "Overweight" rating on 08/07/2025
- Susquehanna issued a "Positive" rating on 08/07/2025
- Oppenheimer issued a "Outperform" rating on 08/07/2025
- UBS issued a "Buy" rating on 08/07/2025
To track analyst ratings and price targets for $GXO, check out Quiver Quantitative's $GXO forecast page.
$GXO Price Targets
Multiple analysts have issued price targets for $GXO recently. We have seen 11 analysts offer price targets for $GXO in the last 6 months, with a median target of $62.0.
Here are some recent targets:
- Brian Ossenbeck from JP Morgan set a target price of $66.0 on 10/08/2025
- Christian Wetherbee from Wells Fargo set a target price of $65.0 on 10/06/2025
- Ravi Shanker from Morgan Stanley set a target price of $58.0 on 10/06/2025
- Thomas Wadewitz from UBS set a target price of $63.0 on 10/03/2025
- Patrick Creuset from Goldman Sachs set a target price of $68.0 on 09/24/2025
- Bascome Majors from Susquehanna set a target price of $60.0 on 08/07/2025
- Scott Schneeberger from Oppenheimer set a target price of $62.0 on 08/07/2025
Full Release
Appoints new leader of Americas & Asia Pacific; Simplifies management structure; Strengthens Execution
GREENWICH, Conn., Oct. 29, 2025 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world’s largest pure-play contract logistics provider, today announced organizational changes to accelerate growth, simplify its structure, and strengthen execution.
GXO CEO Patrick Kelleher said, “In my first 60 days, I’ve seen firsthand the strength of our foundation and the extraordinary potential ahead – for our business, our people, and our impact in the marketplace. The changes we’re announcing today sharpen our focus on growth, simplify our structure, and lay the groundwork for stronger execution across the organization.”
GXO appoints Michael Jacobs as President, Americas & Asia Pacific
GXO today announced the appointment of Michael Jacobs, formerly Senior Vice President of Supply Chain, Ferguson Enterprises, Inc., as President of the Americas and Asia Pacific, effective November 3.
Jacobs brings more than three decades of experience in all aspects of supply chain operations with expertise spanning consumer packaged goods, retail and industrial. At Ferguson, Jacobs led the transformation of its supply chain -- improving service, increasing productivity through robotics and automation and enhancing demand forecasting and product transit predictability by leveraging AI. At Keurig, Inc., he led worldwide distribution and e-commerce fulfilment, achieving best-in-class operating levels. Prior, he led global supply chain operations at Toys “R” Us, Inc., across all divisions in 33 countries.
Kelleher continued, “The Americas and Asia Pacific region is brimming with growth potential, and now is the right time to reenergize our approach to match its dynamics and opportunities. I am thrilled to welcome Michael to GXO. He brings a depth and breadth of experience across all aspects of supply chain and a proven track record of automation excellence and operational execution.”
Jacobs, who will be based in Dallas, succeeds Jorge Guanter whose leadership of the region since 2023 has set the stage for the next chapter of growth.
Simplifying management structure
The Company also announced that it is simplifying its management structure to strengthen execution. Effective immediately, the UK & Ireland and Continental Europe regions, led by Gavin Williams and Paul Mohan respectively, will report directly to the CEO. As part of this transition, Richard Cawston, who has served as President of Europe and Chief Revenue Officer since 2024, will pursue new opportunities outside of GXO yet will remain until a new Chief Commercial Officer is appointed.
“Both Europe and the UK & Ireland have seasoned leaders with highly experienced teams,” concluded Kelleher. “Streamlining the regional management structure will accelerate decision-making in these important markets. I am grateful for Richard’s many contributions to GXO over the past few years and appreciate his willingness to stay on-board to ensure a seamless transition.”
Strengthening execution
Additionally, a new Chief Operating Officer role is being established, reporting to the CEO, with responsibility for driving operational excellence through standardized global execution.
For more information about GXO’s executive leadership team, visit https://gxo.com/about-gxo/leadership-team.
About GXO
GXO Logistics, Inc. (NYSE: GXO) is the world’s largest pure-play contract logistics provider and is positioned to capitalize on the rapid growth of ecommerce, automation and outsourcing. GXO has over 150,000 team members across more than 1,000 facilities, totaling more than 200 million square feet. The company serves the world’s leading blue-chip companies to solve complex logistics challenges with technologically advanced supply chain and ecommerce solutions, at scale and with speed. GXO corporate headquarters is in Greenwich, Connecticut. Visit
GXO.com
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Media contact
Matthew Schmidt
+1 203-307-2809
[email protected]
Investor contact
Kristine Kubacki, CFA
+1 203-769-7206
[email protected]
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