$GXO is seeing real demand tailwinds as automation and AI adoption boost logistics spending across North America. The company says its network is picking up momentum from big contract wins and growing interest in robotics-driven operations, with clients paying for efficiency gains and next-gen tech. This isn’t just e-commerce pickup. GXO’s leadership highlighted growth in aerospace, defense, healthcare, and data-center logistics, sectors where sophisticated fulfillment and automation are becoming must-haves. That aligns with rising demand for outsourced supply chain services, a secular trend that could stick around for years. They just wrapped a record revenue year and have a big pipeline of new business lined up, which gives them some real optionality going into 2026. If automation keeps driving contracts and margins improve with scale, it could help reshape how traditional logistics providers compete. Bullish for the long haul if they can keep the growth engines firing, but still a name where execution and tech rollout matter.