Geopolitics Alpha

GXO Logistics: Q3 Earnings Snapshot

Published . Updated .

Key takeaways

  • Exposed: IYT, UPS, UNP, GXO, FDX
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHAGXO Logistics: Q3 EarningsSnapshotGXOGEOPOLITICS ALPHA

This report is about transport and logistics.

Directly affected

  • GXO GXO Logistics+18.0% 30d

    Named in this report.

Indirectly affected

  • IYT iShares U.S. Transportation ETF

    iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “logistics” (transport and logistics) in this story.

  • UPS United Parcel Service+15.8% 16d

    United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “logistics” (transport and logistics) in this story.

  • UNP Union Pacific+9.3% 30d

    Union Pacific (railroads, line-haul operating): freight and delivery firms move with trade volumes. Linked by “logistics” (transport and logistics) in this story.

  • FDX FedEx+7.6% 30d

    FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “logistics” (transport and logistics) in this story.

  • BKNG Booking Holdings-6.3% 30d

    Booking Holdings (transportation services): freight and delivery firms move with trade volumes. Linked by “logistics” (transport and logistics) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
GXO-4.96%-3.27%baseafter closeafter closeafter closeafter close
IYT-2.21%-1.20%baseafter closeafter closeafter closeafter close
UPS-3.23%-0.81%baseafter closeafter closeafter closeafter close
UNP-1.92%+0.18%baseafter closeafter closeafter closeafter close
FDX-4.19%-1.69%baseafter closeafter closeafter closeafter close
BKNG-5.87%-5.75%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

GXO Logistics: Q3 Earnings Snapshot Yahoo Finance

Source: Yahoo Finance

How far Ishares Tr (IYT) has moved since 3 Nov 2026

CompanyWhenMoveStatus
BKNGthree days earlier-5.75%final price
BKNGfive days earlier-5.87%final price
Fedex (FDX)three days earlier-1.69%final price
Fedex (FDX)five days earlier-4.19%final price
GXO Logistics (GXO)three days earlier-3.27%final price
GXO Logistics (GXO)five days earlier-4.96%final price
Ishares Tr (IYT)three days earlier-1.20%final price
Ishares Tr (IYT)five days earlier-2.21%final price
Union Pacific (UNP)three days earlier+0.18%final price
Union Pacific (UNP)five days earlier-1.92%final price
United Parcel Service (UPS)three days earlier-0.81%final price
United Parcel Service (UPS)five days earlier-3.23%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ishares Tr (IYT)

Companies mentioned with this story

  • IYT Ishares Tr

    For “GXO Logistics: Q3 Earnings Snapshot,” Ishares Tr (IYT) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “logistics” (transport and logistics) in this story

  • UPS United Parcel Service

    In “GXO Logistics: Q3 Earnings Snapshot,” United Parcel Service (UPS) is linked, with no stored direction, medium confidence. Reason on file: United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “logistics” (transport and logistics) in this story

  • UNP Union Pacific

    For “GXO Logistics: Q3 Earnings Snapshot,” Union Pacific (UNP) is linked, with no stored direction, medium confidence. Reason on file: Union Pacific (railroads, line-haul operating): freight and delivery firms move with trade volumes. Linked by “logistics” (transport and logistics) in this story

  • GXO GXO Logistics

    GXO Logistics (GXO) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “GXO Logistics: Q3 Earnings Snapshot.” Reason on file: GXO Logistics (transportation services): freight and delivery firms move with trade volumes. Linked by “logistics” (transport and logistics) in this story

  • FDX Fedex

    For “GXO Logistics: Q3 Earnings Snapshot,” Fedex (FDX) is linked, with no stored direction, medium confidence. Reason on file: FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “logistics” (transport and logistics) in this story

How “GXO Logistics: Q3 Earnings Snapshot” reaches Ishares Tr (IYT)

On 3 Nov 2026, “GXO Logistics: Q3 Earnings Snapshot” is the story that connects Ishares Tr (IYT) to this story.

Ishares Tr (IYT) is on the page because iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “logistics” (transport and logistics) in this story

Also listed, United Parcel Service (UPS): United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “logistics” (transport and logistics) in this story

The price range for Ishares Tr (IYT), and the dates in the story

UNP traded between 268.69 and 307.87 across 20 sessions. The latest close on file is 307.02. UPS traded between 91.59 and 110.12 across 16 sessions. The latest close on file is 109.71.

How strong the case is around Ishares Tr (IYT)

40 out of 100

“GXO Logistics: Q3 Earnings Snapshot” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.