QXO Inc (QXO)
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-09-04
$13.35-0.82%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-09-04
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 2026-09-04.
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 58% for the rest of the cohort, n=6963).
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.
Target to reach $50 billion in annual revenue by 2030 through accretive acquisitions and organic growth.
Stated as a priority in 3 recent disclosures including 2026-Q1 and 2026-Q2 press releases. Revenue grew from $1.73 billion in 2026-Q1 to $3.25 billion in 2026-Q2, reflecting growth partly from acquisitions. Management reiterates the $50 billion revenue target by 2030 consistently, and the trajectory shows delivering progress toward this long-term growth goal.
“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.”
Finalize the $17 billion acquisition of TopBuild and integrate it to expand scale and job-site presence.
Stated in 3 disclosures including 2026-Q1 and 2026-Q2 press releases. The acquisition closed on July 1, 2026, as planned, making QXO the second-largest publicly traded distributor. Management emphasizes integration to leverage TopBuild's job-site presence and margin profile. The trajectory shows completion and initial integration underway as committed.
Implement digital transformation and integration to improve customer experience, pricing, procurement, and operational efficiency.
Stated in 3 disclosures including 2026-Q1 and 2026-Q2 press releases. Management highlights technology upgrades and integration efforts to improve customer service and financial growth. While financials show revenue growth and adjusted EBITDA improvement, the operational improvements are ongoing with limited specific quantitative proof yet, indicating persistent focus with early delivery.
Double combined company Adjusted EBITDA from nearly $2 billion in 2025 to about $4 billion by 2030 through organic growth and tuck-in acquisitions.
Stated in 2 disclosures including 2026-Q2 press release and 2026-07-09 investor Q&A. Management targets doubling Adjusted EBITDA from about $2 billion in 2025 to $4 billion by 2030. Financials show adjusted EBITDA of $272 million in 2026-Q2, up from $1.2 million in 2026-Q1, reflecting acquisition impact. The trajectory is delivering early growth consistent with stated goals.
Use procurement scale and cross-selling opportunities to enhance margins and customer relevance across product categories.
Stated in 2 disclosures including 2026-07-09 investor Q&A. Management emphasizes procurement scale and cross-selling as key margin improvement levers. While financials show improving gross profit and adjusted EBITDA, specific margin improvements attributable to these levers are not yet quantified, indicating ongoing execution with limited measurable delivery so far.
Over the trailing year it converted -0.49x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, 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 58% of the time over the next year (vs 57% for the rest of the cohort, n=2592).
Not investment advice. As of 2026-09-04.
“Following the completion of the TopBuild acquisition on July 1, QXO is the second-largest publicly traded building products distributor in North America.”
“Announced the landmark $17 billion acquisition of TopBuild, expected to close in the third quarter.”
“We have begun upgrading technology across the company to deliver best-in-class customer service and meaningful financial growth.”
“Operationally, we continue to execute our integration plan across the legacy Beacon business, supported by disciplined investments in technology.”
“We are focused on our plan to more than double EBITDA by 2030.”