QXO is executing a transformational capital-as-a-strategy roll-up in industrial distribution, driving hyper-growth from a $14.5M quarterly run-rate to $3.2B in revenue. The investment thesis hinges on management's ability to integrate acquisitions and achieve ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has exploded to $3.2B in 2026Q2, but gross margin has compressed to 24.7% and operating income remains negative at -$42.0M, indicating the high-volume industrial model is not yet generating operating leverage.
Brad Jacobs plans to consolidate the $800 billion U.S. building products distribution industry through acquisitions and technology, leveraging his proven M&A playbook.
QXO's stock price has appreciated by approximately 86.51% due to increasing investor confidence in the company's strategy and performance.
Kairos Research emphasizes detailed financial projections, margin targets, and IRR scenarios that support the bullish thesis on QXO.
Trailing total returns as of 10/22/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 13, 2026 | $0.08+1.7% vs $0.08 | $3.2B+2.1% vs $3.2B |
Q2 2026 May 12, 2026 | -$0.12-24.8% vs -$0.10 | $1.7B+0.1% vs $1.7B |
Q1 2026 Feb 25, 2026 | $0.02+1.9% vs $0.02 | $2.2B+0.3% vs $2.2B |
Q4 2025 Nov 6, 2025 | $0.14+16.7% vs $0.12 | $2.7B+24.5% vs $2.2B |
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.
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.
Today, Oct. 7, 2026, the roofing distributor hit fresh 52-week lows as soft residential demand pressures margins and integration execution.
QXO received a 33% price target cut from a Wall Street analyst. The analyst's channel checks point to a weak third quarter in the roofing industry.
Benchmark QXO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for QXO, Inc. (QXO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $10.31 | $10.7B | -16.37 | 11930.66% | -4.08% | -3.79% | 1.66% | |
| $187.87 | $5.06B | 19.35 | 1% | 8.46% | 37.2% | — | |
| $53.51 | $5.76B | 13.76 | -7.38% | 0.71% | 2.46% | — | |
| $172.44 | $6.28B | 15.89 | -0.41% | 7.41% | 32.26% | — | |
| $314.14 | $313.23B | 22.08 | 3.24% | 8.41% | 102.69% | — | |
| $196.55 | $110.21B | 16.59 | 3.12% | 7.34% | — | — |
QXO, Inc. (QXO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
QXO, Inc. (QXO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 24, 2026·SEC
Aug 13, 2026·SEC
Jul 23, 2026·SEC
Feb 27, 2026·SEC
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QXO, Inc. (QXO) stock FAQ — growth, dividends, profitability & financials explained
QXO, Inc. (QXO) reported $9.90B in revenue for fiscal year 2025. This represents a 581049% increase from $1.7M in 2004.
QXO, Inc. (QXO) grew revenue by 11930.7% over the past year. This is strong growth.
QXO, Inc. (QXO) reported a net loss of $511.7M for fiscal year 2025.
Yes, QXO, Inc. (QXO) pays a dividend with a yield of 1.66%. This makes it attractive for income-focused investors.
QXO, Inc. (QXO) has a return on equity (ROE) of -3.8%. Negative ROE indicates the company is unprofitable.
QXO, Inc. (QXO) generated $140.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
