QXO Inc (QXO)
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-04
$11.64-8.06%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-04
QuarterlyIQ Insights · QXO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-04.
The screen ranks QXO against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We are focused on our plan to more than double EBITDA by 2030 and reach $50 billion in revenue within the decade.”
Stated in 2 of 2 supplied quarters. Management reported: “We are focused on our plan to more than double EBITDA by 2030 and reach $50 billion in revenue within the decade.”” “We remain firmly on track to achieve $50 billion in annual revenue within a decade.”” Revenue was $3.246 billion in 2026-Q2.
“We are focused on our plan to more than double EBITDA by 2030 and reach $50 billion in revenue within the decade.””
“We remain firmly on track to achieve $50 billion in annual revenue within a decade.””
[/TABLE] A: We see a clear path to grow organically from almost $2 billion of combined company Adjusted EBITDA in 2025 to about $4 billion by 2030.
Stated in a supplied disclosure. Management reported: “At a high level, our current internal bridge assumes legacy Beacon moves from roughly $800 million of EBITDA to about $2 billion, Kodiak moves from about $210 million to about $400 million, and TopBuild moves from about $1.1 billion to about $1.6 billion, before the contribution of any future insulation tuck-in acquisitions.” “The organic bridge is driven primarily by self-help: pricing, procurement, salesforce effectiveness, inventory, private label, cross-sell, technology, network optimization, and organizational improvement.” Operating income was $-42.000 million in 2026-Q2.
On M&A, we recently closed the $2.25 billion acquisition of Kodiak Building Partners, and announced the landmark $17 billion acquisition of TopBuild.
Stated in 1 of 2 supplied quarters. Management reported: “On M&A, we recently closed the $2.25 billion acquisition of Kodiak Building Partners, and announced the landmark $17 billion acquisition of TopBuild.” “Once we close the TopBuild deal, which is expected in the third quarter, QXO will be the second largest publicly traded building products distributor in North America.”
“On M&A, we recently closed the $2.25 billion acquisition of Kodiak Building Partners, and announced the landmark $17 billion acquisition of TopBuild.”
We have begun upgrading technology across the company to deliver best-in-class customer service and meaningful financial growth.
Stated in 2 of 2 supplied quarters. Management reported: “We have begun upgrading technology across the company to deliver best-in-class customer service and meaningful financial growth.” “We’re implementing a wide-ranging digital transformation that is designed to improve every aspect of the customer experience while strengthening the way we operate.”
“We have begun upgrading technology across the company to deliver best-in-class customer service and meaningful financial growth.”
Use procurement scale and cross-selling opportunities to enhance margins and customer relevance across product categories.
Over the trailing year it converted -0.49x of net income into operating cash flow.
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
40 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-04.
“Operationally, we continue to execute our integration plan across the legacy Beacon business, supported by disciplined investments in technology, sales capacity, and other long-term initiatives.”