GXO Logistics股票讨论区

$GXO Logistics(GXO.US)$主要是服务电商的，2021年上市以来营收、营业利润和净利润高速增长了两年，2023上半年营收增长11.3%，营业利润增长20.3%，净利润受重组并购和勾销影响仅增长2.2%。
资产负债表显示近两年负债率从55%提高到了71%，2023Q2降到69.2%。
2022年商誉增加了10亿达到33亿，是27亿净资产的1.2倍。
上市以来现金流经营净额低于投资净额，目前还处于投入期。
目前市盈率36.6，市盈率TTM微升到36.8，由于近期进行了较大规模收购，由此带来的增长和其它费用的影响还需要几个季度来消化，可以再观察一段时间。

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$GXO Logistics(GXO.US)$
GXO Logistics customers are still doing well even as Wall Street fears that the economy is headed for a downturn, CEO Malcolm Wilson told CNBC’s Jim Cramer on Tuesday.
We just finished our quarter … nearly half a billion dollars of new customer contracts signed, and our business growing at 20% organic revenue. That’s a real statement of the economy,” Wilson said.

JPMORGAN
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