GXO Logistics MILITARY

Target: GXO Logistics, Inc., including attributable activities of Wincanton and other controlled subsidiaries.

Research date: 23 October 2026.

Evidence period: Corporate records and public disclosures principally covering 2024–2026, with historical relationships identified separately.

Direct Defence Contracting & Procurement

Corporate activity and defence-sector contracting

GXO Logistics, Inc. reported its worldwide contract-logistics business in its Form 10-K for the financial year ended 31 December 2025, filed with the US Securities and Exchange Commission on 25 February 2026.¹

GXO’s 2026 proxy statement describes the company as providing outsourced warehousing, distribution, order fulfilment and supply-chain services to more than 1,000 customers, including large multinational corporations.²

On 5 February 2026, GXO announced a six-year renewal and expansion of its logistics contract with BAE Systems in the United Kingdom. The renewed agreement supports the Type 26 frigate programme and extends a commercial relationship that began more than two decades earlier [pre-2020].³

The identified contract is for UK defence-sector logistics associated with British naval shipbuilding; the corporate announcement does not identify an Israeli military customer or Israeli Ministry of Defence contract.³

Israeli defence procurement

No public evidence identified of a direct procurement award, framework agreement or memorandum of understanding between GXO and the Israeli Ministry of Defence, IDF, Israel Prison Service or Israeli Border Police in the reviewed corporate contract announcements and SEC business disclosures.^{1, 3}

No public evidence identified of GXO being named as an Israeli defence export contractor in the reviewed company defence-sector materials.⁴

Defence-sector partnerships

On 12 March 2026, Amentum announced the formation of Torus Defence Supply Chain with GXO, Accenture and A.P. Moller–Maersk. The alliance was established to develop integrated supply-chain services for the UK defence sector.⁵

The Amentum announcement identifies the United Kingdom as the alliance’s target defence market and does not announce an Israeli defence procurement award.⁵

Dual-Use Products & Tactical Variants

Products and services

GXO publicly markets logistics services for commercial and defence original-equipment manufacturers, maintenance and repair organisations, and aerospace and defence supply chains.⁴

Its described capabilities include warehousing in environments subject to the US International Traffic in Arms Regulations, spare-parts distribution, technical inspection, production-support logistics and aftermarket maintenance supply chains.⁴

The company markets these as logistics and supply-chain services; the reviewed material does not establish GXO as a manufacturer of tactical vehicles, military-specification weapons components or purpose-built kinetic targeting systems.⁴

Civilian and military applications

GXO’s publicly described business serves both commercial and defence customers, while its aerospace and defence offering specifically addresses regulated defence logistics and equipment support.⁴

Its 2025 Form 10-K documents the wider commercial logistics business, and the sector-specific service page establishes that defence logistics forms part of its marketed operations.^{1, 4}

Israeli end-users

No public evidence identified linking a named GXO logistics service, military-specified product or tactical variant to an Israeli defence end-user in the reviewed business and defence-service disclosures.^{1, 4}

End-user certificates and export licensing

No public evidence identified of a GXO-specific export licence, military end-user certificate or export-control authorisation naming an Israeli defence or security organisation in the reviewed public disclosures.^{1, 4}

Heavy Machinery, Construction & Infrastructure

Equipment and machinery

GXO’s 2025 annual report describes outsourced logistics operations, while its dedicated aerospace and defence materials describe warehouse management, distribution and technical logistics services.^{1, 4}

No public evidence identified of GXO-branded heavy machinery or construction equipment being documented in settlement construction, demolition, checkpoint expansion or military infrastructure activity in occupied territory in the reviewed corporate disclosures.^{1, 4}

Direct and indirect supply

No public evidence identified establishing a direct or authorised-distributor supply chain through which GXO provided construction equipment to an Israeli military installation or settlement infrastructure project.⁴

Construction and engineering

No public evidence identified of GXO receiving a contract to construct, expand or maintain Israeli checkpoints, military bases, detention facilities, the separation barrier or settlement infrastructure.^{1, 4}

Geographic boundary

The significant subsidiaries listed in GXO’s 2025 SEC Exhibit 21.1 include entities incorporated in the United States and several European jurisdictions, as well as Wincanton Holdings Limited in the United Kingdom. The exhibit does not identify an Israeli-incorporated company among the significant subsidiaries disclosed.⁶

The exhibit expressly omits certain subsidiaries that do not meet its significance threshold, limiting what can be inferred from the absence of an Israeli entity.⁶

Supply Chain Integration with Defence Primes

Verified defence-prime relationship

GXO’s February 2026 announcement confirms a renewed and expanded logistics relationship with BAE Systems, an international aerospace and defence contractor.³

Independent reporting published by Logistics Manager on 5 February 2026 identifies warehousing and material-handling services at BAE Systems’ Scotstoun and Govan shipyards in Scotland, alongside warehousing and transport coordination supporting the Type 26 programme.⁷

These are documented defence-manufacturing logistics services within the United Kingdom.^{3, 7}

The available BAE contract descriptions do not establish that GXO’s services under this agreement supply an Israeli defence manufacturer or Israeli military end-user.^{3, 7}

Acquired defence logistics operations

GXO completed its acquisition of Wincanton in April 2024, establishing its ownership of the UK logistics company.⁸

GXO’s acquisition disclosures and subsequent regulatory filings establish Wincanton’s corporate inclusion in the enlarged GXO group.^{8, 9}

GXO’s aerospace and defence website identifies the Wincanton acquisition as an expansion of its defence logistics expertise.⁴

Israeli defence manufacturers

No public evidence identified of GXO supplying components, materials, manufacturing services or dedicated logistics under a named contract with Elbit Systems, Rafael Advanced Defense Systems, Israel Aerospace Industries or Israel Military Industries in the reviewed SEC and corporate defence disclosures.^{1, 4}

No public evidence identified of GXO undertaking co-production, licensed manufacturing, technology transfer or joint weapons development with an Israeli defence manufacturer.^{1, 4}

Strategic alliances

Amentum’s March 2026 announcement identifies GXO as one of the founding participants in the Torus Defence Supply Chain alliance alongside Amentum, Accenture and Maersk.⁵

GXO’s subsequent account of its participation in a 2026 defence-sector conference identifies Rachel Gilbey as a GXO executive participating with representatives of Amentum, Accenture and Maersk in discussions about integrated UK defence supply chains.¹⁰

No public evidence identified of Torus having entered a contract with the Israeli Ministry of Defence or a named Israeli defence manufacturer in these alliance disclosures.^{5, 10}

Logistical Sustainment & Base Services

Military logistics capabilities

GXO states that its aerospace and defence services cover maintenance, repair and overhaul support, defence original-equipment manufacturer supply chains, spare-parts distribution and regulated warehouse operations.⁴

The company also describes logistics support for global operations across air, land and sea platforms.⁴

These are publicly marketed capabilities; the industry page does not identify an Israeli military base as a contracted service location.⁴

Specific defence programmes

GXO’s 2026 BAE Systems renewal identifies the Type 26 frigate programme as a supported defence-industrial activity.³

The associated independent reporting identifies work at Scottish shipyards and logistics facilities serving those operations.⁷

Israeli bases and security installations

No public evidence identified of a contract under which GXO provides transport, warehousing, catering, fuel, waste management or facilities support directly to an Israeli military base, training facility, detention centre or other Israeli state security installation.^{1, 4}

Occupied-territory installations

No public evidence identified of GXO providing military logistics or base-support services in the occupied West Bank, East Jerusalem or Golan Heights in the reviewed operating disclosures.^{1, 6}

Military freight, ports and shipping

GXO’s marketed defence capabilities include transport coordination, spare-parts logistics and supply-chain management for defence and aerospace customers.⁴

The February 2026 BAE Systems agreement describes UK defence-sector logistics activity, with independent coverage identifying transport coordination and warehousing supporting British shipbuilding.^{3, 7}

No public evidence identified linking a specific GXO freight movement, port-handling service or transport contract to Israeli arms imports, Israeli military cargo or weapons deliveries to Israeli military authorities.^{1, 3, 4}

Munitions, Weapons Systems & Strategic Platforms

Weapons manufacturing

GXO’s 2025 Form 10-K describes a contract-logistics and supply-chain services business.¹

Its aerospace and defence service description identifies logistics functions such as warehouse management, distribution, maintenance support and technical inspection rather than independent manufacture of weapons or ammunition.⁴

No public evidence identified of GXO acting as a prime manufacturer or licensed producer of weapons, ammunition, explosives, tactical drones, armoured vehicles or other lethal platforms for Israeli forces.^{1, 4}

Strategic platforms

The six-year BAE Systems contract renewed in February 2026 supports the UK Type 26 frigate programme through logistics services.³

Independent reporting identifies shipyard warehousing, materials handling and transport coordination rather than manufacture or installation of a weapon subsystem by GXO.⁷

No public evidence identified of GXO manufacturing, integrating or supplying a specifically identified component for an Israeli fighter aircraft, tank, naval weapon, missile or missile-defence system.^{1, 4}

Munitions and precursor materials

No public evidence identified of GXO supplying ammunition, propellants, warheads, explosives or dedicated munitions precursors to an Israeli defence end-user in the reviewed company disclosures.^{1, 4}

Weapons-specific software and AI

GXO’s publicly described technologies support logistics, warehousing, distribution and supply-chain operations.⁴

No public evidence identified of GXO supplying purpose-built autonomous targeting, fire-control, precision-guidance or kill-chain software to Israeli armed forces in the reviewed corporate technology and defence descriptions.^{1, 4}

Export Licensing, Regulatory & Legal History

Corporate regulatory record

GXO’s acquisition of Wincanton was reviewed by the UK Competition and Markets Authority, which maintained a public case record covering the investigation, remedies and subsequent implementation.¹¹

On 19 June 2025, the CMA announced clearance of the acquisition subject to divestment of Wincanton’s dedicated grocery warehousing business to an approved purchaser.¹²

The CMA’s case record was updated on 23 September 2026 and reports that GXO completed the required divestment to DP World Logistics UK Limited on 13 September 2026, closing the merger investigation.¹¹

These CMA proceedings concern competition in UK logistics markets and do not document an Israeli defence export-control violation.^{11, 12}

Export-control decisions

GXO identifies capability in logistics environments subject to International Traffic in Arms Regulations.⁴

The reviewed corporate service description does not identify an Israeli military export authorisation, licence number, named controlled shipment or end-user certificate.⁴

No public evidence identified of a government decision granting, denying, suspending or revoking a GXO-specific export licence for a named Israeli military or security end-user in the reviewed regulatory and corporate records.^{1, 4}

Sanctions, embargoes and enforcement

No public evidence identified of an enforcement action against GXO specifically concerning arms shipments to Israel or an Israeli military end-user in the reviewed SEC annual and regulatory records.^{1, 11}

Legal challenges

The SEC filing index confirms GXO’s annual-report filing for financial year 2025, while the company’s public annual report describes its general litigation and regulatory disclosure framework.^{13, 1}

No public evidence identified of a judicial proceeding specifically alleging that GXO supplied Israeli military weapons, ammunition or military logistics in violation of an arms embargo in the reviewed records.^{1, 11}

Constructive-notice chronology

GXO completed the Wincanton acquisition in April 2024 and continued expanding its defence-sector activities through at least September 2026.^{8, 14}

Its February 2026 BAE renewal and March 2026 participation in the Torus alliance establish continuing publicly announced defence-sector activity after 19 July 2024 and November 2024.^{3, 5}

The identified announcements concern UK defence supply chains and do not establish continuing Israeli military supply during the same period.^{3, 5}

Civil Society Scrutiny & Documented Investigations

Corporate structure and attribution

The 2025 SEC annual report identifies GXO as a publicly traded logistics company and describes its business and acquired operations.¹

The 2026 proxy statement identifies Patrick Byrne as chair, Patrick Kelleher as chief executive, Marlene Colucci as lead independent director, and Todd Cooper, Matthew Fassler, Michael Kneeland, Julio Nemeth, Torsten Pilz, Laura Wilkin and Kyle Wismans as directors.²

GXO’s 2025 proxy also documents the earlier board composition, including Brad Jacobs, and provides a historical governance reference for assessing any change in leadership.¹⁵

The company filed additional proxy materials in May 2026 relating to its executive-compensation shareholder vote.¹⁶

Significant shareholders

GXO’s April 2026 proxy statement identifies Orbis Investment Management Limited as a beneficial owner of approximately 11.7% of the company’s outstanding common stock.²

Orbis’s SEC Schedule 13G amendment reports beneficial ownership information as of 31 December 2025, providing a separate regulatory record of its GXO shareholding.¹⁷

No public evidence identified in the reviewed ownership and corporate-governance disclosures of an Israeli military procurement agreement undertaken by GXO through Orbis or another named major shareholder.^{2, 17}

Corporate defence-sector leadership

GXO’s corporate news index records the 28 September 2026 announcement appointing Dan Davis as president of Aerospace & Defense.¹⁸

GXO’s defence-sector commentary identifies Rachel Gilbey as a UK executive responsible for aerospace and defence activities, including work with BAE Systems.¹⁰

No public evidence identified in the reviewed leadership or governance disclosures establishing an attributable donation to an Israeli military support organisation, Israeli defence-industry directorship or Israeli military procurement arrangement by a named GXO principal.^{2, 15}

Civil-society investigations

No public evidence identified in the reviewed GXO annual report, corporate defence disclosures or public governance materials establishing a named NGO investigation of a specific GXO-to-Israeli-military supply contract.^{1, 2, 4}

Boycott and divestment

No public evidence identified in the reviewed GXO SEC and corporate disclosures of a documented company-specific boycott, institutional divestment or contract termination concerning GXO’s alleged provision of logistics services to Israeli armed forces.^{1, 2}

Corporate responses

No public evidence identified in the reviewed company disclosures of a GXO statement announcing termination of an Israeli military logistics contract, the suspension of military services in occupied territory or a company-specific commitment responding to an established Israeli defence supply-chain allegation.^{1, 4}

Documented scope of defence activity

GXO continued to disclose defence-sector commercial activities in 2026, including its BAE Systems renewal and involvement in the Torus Defence Supply Chain alliance.^{3, 5}

Its 2026 annual shareholder meeting filing records the election of the company’s directors and other shareholder votes, providing an additional dated governance record for the period under examination.¹⁹

No public evidence identified in these reviewed contract, governance and public-company records of a transaction directly linking GXO’s documented UK defence logistics activities to Israeli military end-users.^{2, 3, 5}