GXO CEO sees large M&A opportunities in Canada

LONDON (Reuters) – GXO Logistics, the worlds largest contract logistics provider, is open to sizeable takeover deals of more than $1 billion in Canada, Chief Executive Malcolm Wilson said earlier this week.

伦敦（路透社）——首席执行官马尔科姆威尔逊本周早些时候表示，全球最大的合同物流供应商 gxo logistics 对加拿大超过 10 亿美元的大规模收购交易持开放态度。

New York-listed GXO, with a value of $6.19 billion, bought Britains Clipper Logistics, which distributes goods for Marks & Spencer and Morrisons, for around $1.3 billion last February.

在纽约上市的 gxo，价值 61.9 亿美元，去年 2 月以约 13 亿美元的价格收购了为 marks & spencer 和 morrisons 分销商品的英国 clipper logistics。

The CEO said GXO mainly targets “very large” companies in line with the size of Clipper or more, adding that nothing smaller is worth its while. It could consider a sizeable acquisition in Canada to fill geographical gaps, or verticals such as omnichannel retail and aerospace where GXO is not present in a specific country, he added.

这位首席执行官表示，gxo 主要针对与 clipper 或更大规模相当的“非常大”的公司，并补充说，规模较小的公司都不值得。他补充说，它可以考虑在加拿大进行大规模收购，以填补 gxo 在特定国家/地区不存在的地理空白，或全渠道零售和航空航天等垂直领域。

GXO, which manages outsourced supply chains in addition to warehousing, went public in 2021 after it was spun off from U.S. logistics company XPO. GXO expects to generate a total of $2 billion of free cash through to 2027, which it can use for share buybacks, mergers and acquisitions, and organic growth, Wilson said in an interview in London on Monday. GXO had $1.9 billion of total debt as of the end of September.

除了仓储外，还管理外包供应链的 gxo 在从美国物流公司 xpo 剥离后于 2021 年上市。威尔逊周一在伦敦接受采访时表示，gxo 预计到 2027 年将产生总计 20 亿美元的自由现金，可用于股票回购、并购和有机增长。截至 9 月底，gxo 的总债务为 19 亿美元。

Revenue grew 16% organically to $2.3 billion in the third quarter, as adjusted earnings before interest, taxes, depreciation and amortization increased to $192 million from $162 million.

第三季度收入有机增长 16% 至 23 亿美元，调整后的息税折旧及摊销前利润从 1.62 亿美元增至 1.92 亿美元。

The company expects single-digit revenue growth of 6%-8%, as some customers face higher costs amid soaring inflation and interest rates after the Ukraine war, Wilson said.

威尔逊表示，由于乌克兰战争后通货膨胀和利率飙升，一些客户面临更高的成本，该公司预计收入将实现 6%-8% 的个位数增长。

He also said GXO is in “hiring mode” as opposed to firing, despite the economic backdrop, driven by its “resilient” business model based on five- to 10-year contracts with customers.

他还表示，gxo 处于“招聘模式”而不是解雇，尽管经济背景受到其基于与客户签订 5 至 10 年合同的“弹性”商业模式的推动。

Shares in GXO are down more than 40% in the last year.

gxo 的股价在去年下跌了 40% 以上。

(Reporting by Amy-Jo Crowley; Editing by Leslie Adler)

（amy-jo crowley 报道；leslie adler 编辑）