GXO Logistics Inc vs Tidewater Inc — how do they compare? GXO Logistics Inc trades at $53.47 (market cap $6.02B), while Tidewater Inc trades at $74.93 (market cap $3.72B). The key difference: GXO Logistics Inc is the larger of the two by market cap, and Tidewater Inc is trading nearer its 52-week high, GXO Logistics Inc nearer its low. Which is the better fit depends on your goals.
| GXO | TDW | |
|---|---|---|
Market Cap | $6.02B | $3.72B |
Sector | Industrials | Utilities |
52-Week High | $65.59 | $91.12 |
52-Week Low | $45.52 | $46.32 |
Enterprise Value | $11.18B | $3.83B |
Signals from Pluang's Aura AI — not financial advice
GXO Logistics (GXO) trades at $53.69, up 8.09% in the last session, with a bullish technical signal and strong analyst support. The company has consistently beaten earnings estimates in recent quarters, including Q1 2026, and reported Q1 2026 revenue growth of 10.8% year-over-year. Positive news includes new partnership renewals and an upcoming Investor Day, reinforcing its position as the world's largest pure-play contract logistics provider.
The outlook is positive, with a consensus price target of $66.60 implying significant upside. Investment opportunities stem from operational growth and strategic focus on high-margin sectors, but risks include competitive pressures from Amazon and reliance on the retail sector. Earnings on August 5, 2026, will be a key catalyst.
Tidewater (TDW) trades at $75.90, up 2.61% with a bullish technical signal despite recent earnings misses. The company maintains strong profitability with 22.16% net margins and 24.03% ROE, though Q1 2026 earnings of $0.12 missed expectations. Recent news includes FTAI Infrastructure's acquisition of Tidewater Logistics, potentially restructuring operations. Valuation appears reasonable with P/E of 12.63 and EV/EBITDA of 9.33.
Outlook remains mixed with analyst consensus leaning hold (61.54%) amid earnings volatility. The stock offers value fundamentals but faces execution risks after recent misses. Key catalysts include Q2 2026 earnings and integration of recent acquisitions, while risks include energy sector volatility and competitive pressures in offshore services.
Trailing returns across standard periods
Latest headlines on both assets
GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →Tidewater is the leading global provider of offshore support vessels (OSVs) to the energy industry. With the world's largest fleet of platform supply vessels (PSVs) and anchor handling tugs (AHTS), it provides critical logistics and marine support for offshore oil, gas, and renewable energy projects. Following a period of massive strategic consolidation, Tidewater is now focused on maximizing day rates and free cash flow in a supply-constrained market, positioning itself as a primary beneficiary of the multi-year offshore upcycle.
Read more on TDW →