QXO, Inc. (QXO)

QXO reported a GAAP basic and diluted loss per common share of $(0.17) for Q4 2025 due to acquisition-related costs. In February 2026, QXO announced an agreement to acquire Kodiak Building Partners for approximately $2.25 billion. In January 2026, QXO announced an investment agreement for up to $3.0 billion of Series C convertible preferred stock to fund large acquisitions and completed an equity offering raising $749.4 million in net proceeds. As of March 27, 2026, QXO's share price was $18.96, a 40.03% increase from March 31, 2025, with a 52-week range between $11.97 and $27.61. The average target price from 16 analysts for QXO is $32.50, with an average brokerage recommendation of "Outperform".

The demand for QXO, Inc.'s products and services is susceptible to seasonal variations and unpredictable weather-related events. Construction hiring has shown signs of slowing, potentially impacting the ability of roofing contractors to bring in new workers ahead of seasonal demand spikes. QXO utilizes advanced planning systems and aims to incorporate AI/ML-based models to develop and maintain accurate demand forecasts.

QXO, Inc. is a publicly traded company and a leading distributor of roofing, waterproofing, and complementary building products in the United States and Canada. The company focuses on acquiring and scaling market-leading distributors in construction-related markets, aiming to become a technology-enabled leader in the $800 billion building products distribution industry. QXO targets $50 billion in annual revenues within the next decade through organic growth and acquisitions. Its product portfolio includes roofing materials, siding materials, commercial roofing and siding, waterproofing products, and other building materials, distributed under brands like Atlas, Carlisle, and GAF. QXO serves professional contractors, home builders, building owners, lumberyards, and retailers.

QXO is headquartered in Greenwich, Connecticut, and has a primarily domestic footprint. Following the acquisition of Beacon Roofing Supply, Inc. in April 2025, QXO gained a substantial presence across the United States and seven provinces in Canada, operating approximately 600 branches.

QXO's brand reputation has been shaped by its acquisition strategy and its goal of becoming a tech-enabled leader. The acquisition of Beacon Roofing Supply positioned QXO as the largest publicly traded distributor of roofing, waterproofing, and complementary building products in North America. The company's emphasis on integrating advanced tools like AI has been a key aspect of its reputation. QXO's plan to achieve $50 billion in annual revenue through acquisitions has garnered attention. Profitability concerns and competition in acquisitions have also influenced its reputation.

QXO, Inc. has a mixed ownership structure, with institutional investors holding the majority. Institutional shareholders own approximately 68.32% to 95.12% of the company's stock. Jerome R. Mahoney is the largest individual QXO shareholder, owning 177.11 million shares, representing 25.00% of the company. Insiders collectively own between 4.89% and 34.75% of the stock.