Qxo Inc. (QXO)
NYSE NYSE Primary 
QXO Plunges 43% Year to Date: How Should Investors Play the Stock?
Shares of QXO, Inc. QXO have lost 42.8% over the year-to-date (“YTD”) period compared with the Zacks Technology Services industry's decline of 17.1%. The stock has also lagged the Zacks Business Services sector and the S&P 500 Index, as evidenced by the chart below.
Can QXO Double EBITDA by 2030 After Its $15B TopBuild Deal?
QXO's $15B TopBuild deal expands its building products footprint as it targets more than doubling EBITDA by 2030, despite margin pressure and integration risks.
QXO Trades Below Book Value, And The Rate Hike May Work In Its Favor
QXO, Inc. trades below book value and at a market cap less than its recent TopBuild acquisition, despite assembling a leading building products distribution platform. I see market fears over rates and housing as misplaced; higher rates actually enhance QXO's acquisition pipeline and competitive positioning for future roll-ups. Q2 showed 70% YoY revenue growth, a strong cash position, and successful integration progress, though margins compressed due to mix shift and upfront investments.
QXO: A Rough Start, But I'm Not Giving Up On Brad Jacobs
QXO Inc. has faced early sales declines post-acquisition, but the market may be overly pessimistic given Brad Jacobs' proven playbook. Beacon Roofing's performance under QXO has been underwhelming, with sales declines, but recent quarters show signs of stabilization. Reported margin expansion is largely due to inventory adjustments; true profitability gains from efficiency initiatives have yet to materialize.
QXO, Inc. (QXO) Misses Q2 Earnings Estimates
QXO, Inc. (QXO) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.11 per share a year ago.
Earnings Preview: QXO, Inc. (QXO) Q2 Earnings Expected to Decline
QXO INC (QXO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
QXO, Round Two: Time For A Pause That Refreshes?
QXO has rapidly consolidated the building materials distribution sector, acquiring Beacon Roofing, Kodiak Partners, and TopBuild within 15 months. Despite a sharp share price decline, QXO secured $3 billion in preferred equity from Apollo and Temasek, ensuring robust institutional backing. QXO now leads all comers in roofing, insulation, and MRO, with 1,150 locations and rapidly increasing revenue.
QXO: Trusting The Brad Jacobs Playbook For Long-Term Returns
A short-term focus on housing weakness has driven QXO to be undervalued if it can continue its consolidation of the building products distribution market. Strong CEO in Brad Jacobs, who has a superb track record of industry consolidation with previous ventures: United Rentals and XPO Inc., both returned >6,000% since their IPOs. I rate QXO a "Buy" at $15 or below, driven by strong EBITDA growth associated with the official closing of the TopBuild acquisition on July 1, 2026.
QXO Just Finished Building The Machine, And The Market Sold The News
QXO, Inc. has completed its $17B TopBuild acquisition, creating an $18B revenue platform with nationwide reach. Despite integration risks and near-term losses, QXO trades below its acquisition price for TopBuild, presenting a compelling long-term value opportunity. Management targets $4B organic EBITDA by 2030, with a clear blueprint for procurement synergies, technology rollout, and cross-selling across its diversified portfolio.
2 Ways to Play the QXO/TopBuild Deal
With a $17-billion bet on TopBuild Corp. NYSE: BLD, QXO Inc. NYSE: QXO is positioning itself to be one of the biggest building products companies in the country. Besides a direct investment in QXO, investors might take a hard turn away from QXO and look at one of the biggest competitors, Installed Building Products, Inc. NYSE: IBP.
QXO: Scale Is Easy But Margins Have To Increase Too
QXO offers rapid revenue growth in a fragmented building products market but currently delivers negligible profitability, with Q1 adjusted EBITDA margin at just 0.1%. At $15.80, QXO is now a speculative buy; the valuation reflects less perfection, but future margin improvement is essential for upside. The planned TopBuild acquisition is the key catalyst, potentially improving group margins if integration and $300 million EBITDA synergies materialize by 2030.
QXO, Inc. (QXO) Reports Q1 Loss, Beats Revenue Estimates
QXO, Inc. (QXO) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of a loss of $0.09. This compares to a loss of $0.03 per share a year ago.
