1. GXO Logistics has strong visibility due to its recurring revenue, industry-leading automation, and defensive contract structures; 2. Organic growth is rebounding, margins are expanding, market share is increasing, and GXO is on track to achieve its 2027 targets; 3. Short-term uncertainty surrounding the new CEO, regulatory review, and rejected buyout bid has created a generational buying opportunity, despite no tangible impact on GXO's underlying fundamentals.