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QXQXO

QXO, Inc.

$QXO·$13B·Industrial - Distribution·Industrials
$11.62-4.1%YTD-39.6%1Y-38.0%
Price updated 6m ago·X counts updated 2d ago
QXQXO
$QXOQXO, Inc.
$11.62-4.11%219 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $QXO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

219X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $QXO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-08

QXO longs rebuilt long-term positions at $13.24 average after seeing the $12 handle price in all negatives (slowing consumer, rising rates). Risk/reward now favors positive surprises with $13 puts sold as additional income.

Read what X is saying about $QXO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $QXO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

QXO is Brad Jacobs's building-products roll-up at 8% of the 52-week range — real capital, real M&A pipeline, real execution risk.

QXO is Brad Jacobs's building-products-distribution roll-up — Jacobs has done this playbook before with United Rentals, XPO Logistics and RXO. The stock is down 35% year-to-date with the tape at 8% of the 52-week range, and Michael Burry disclosed a fresh position that's part of the coiled setup.

  • The revenue trajectory is unusually aggressive: analysts see revenue moving from ~$14.2B this year to $28.6B by 2029 as the acquisition pipeline compounds, with EPS climbing from $0.27 to $1.63.
  • The financial reality is mixed: 1.5% free cash flow yield (thin), -4% operating margin (the acquired businesses are being integrated), and 100x EV/EBITDA reflects the acquisition drag — the model requires Jacobs's playbook to actually deliver operating leverage.
  • The insider tape shows fresh equity awards to new officers: newly appointed President/COO West received an 851K-share award — new leadership setup, aligned with equity, but no open-market conviction signal.

November 5 Q3 earnings and any color on Q4 acquisition pipeline plus organic growth decides the next leg — a re-affirmed FY revenue trajectory with clean acquisition-integration commentary restarts the tape; a soft organic-growth print or a large dilutive acquisition is what breaks the coil the wrong way.

Agrees with X sentimentAgrees with the high-risk/higher-conviction framing — Brad Jacobs has done this playbook successfully three times, and Michael Burry's position is a real datapoint — the current sub-book-value tape is either a great entry or the acquisition thesis is failing, and Q3 has to move that debate.

What to watch: November 5 Q3 earnings — Q4 acquisition pipeline, organic growth trajectory, and any integration-cost color; a re-affirmed FY revenue path with clean acquisition-integration restarts the tape, a soft organic-growth print or dilutive acquisition breaks the coil.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict on $QXO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Building products distributor focused on roofing and waterproofing materials, led by Brad Jacobs with a tech-enabled distribution rollup strategy.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Distribution sits in its cycle right now — and what that implies for $QXO.

Industrial - Distribution · Industrials

MRO (maintenance, repair, operations) industrial distribution benefits from reshoring manufacturing capacity growth — domestic factories require ongoing supply partnerships for consumables, fasteners, and safety products. E-commerce disruption risk is lower than consumer retail given technical SKU complexity and service-contract bundling; customer consolidation to fewer preferred vendors creates scale advantages for MSC, W.W. Grainger, and Fastenal.

What this means for $QXO

Partial — Building products distributor focused on roofing and waterproofing materials, led by Brad Jacobs with a tech-enabled distribution rollup strategy.

Industry benchmark

4-name peer basket
-5.9%YTD
-24.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-19.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-4.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-5.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
16.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$0.08$0.08+1.7%
Q1 2026May 12, 2026$-0.12$-0.10-24.8%
Q4 2025Feb 25, 2026$0.02$0.02+1.9%
Q3 2025Nov 6, 2025$0.14$0.12+16.7%
Next earningsThu, Nov 5·consensus EPS $0.15

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.7B+12708.7%14.2%-11.8%$-0.35$48.1M
Q4 FY25$2.2B+14782.3%16.9%-1.8%$-0.17$158.2M
Q3 FY25$2.7B+20639.6%17.5%2.2%$-0.24$182.4M
Q2 FY25$1.9B+13047.6%15.5%-8.5%$-0.15$-193.1M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.2B$14.1B – $14.3B$0.27$0.22 – $0.3513
FY27$19.2B$18.2B – $21.2B$0.65$0.52 – $0.8713
FY28$23.4B$19.6B – $28.9B$1.08$0.98 – $1.2216
FY29$28.6B$26.5B – $31.5B$1.63$1.48 – $1.8514
FY30$33.1B$30.8B – $36.6B$2.11$1.92 – $2.3914

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-35.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 942.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 16 other (10 awards · 6 exempts) in window

See when $QXO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 43
AI summary

QXO Inc. (QXO) filed a Form 3 for Kenneth J. West, newly appointed President and Chief Operating Officer. West reported zero direct or indirect ownership of QXO securities as of the filing date. The Form 3 was filed as an initial statement of beneficial ownership.

8-KOfficer or director changeAug 248-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

QXO, Inc. (QXO, Greenwich CT), a technology-driven building products distribution company led by CEO Brad Jacobs, filed a current report on August 21, 2026 covering a change in executive officers or directors (Item 5.02) and other material events (Item 8.01) with exhibits. QXO has been actively acquiring building products distributors; the 5.02 + 8.01 combination suggests both a management change and a strategic announcement, potentially a new acquisition or deal. Specific details are in attached exhibits.

8-KPress release / Reg FDJul 98-K — Item 7.01: Press release / Reg FD
AI summary

QXO Inc. (QXO) furnished a Regulation FD disclosure on July 9, 2026, consisting of a Q&A document dated July 9, 2026, and supplemental financial information. These materials were provided to investors as part of ongoing investor relations activity. The specific financial details and Q&A content are in the attached exhibits. The disclosure was furnished (not filed) under Item 7.01.

3New insider — initial holdingsJul 23
AI summary

QXO, Inc. filed an initial Form 3 for Madeline Otero, newly appointed Interim Chief Accounting Officer, as of July 1, 2026. She directly holds 868 shares of QXO common stock ($0.00001 par value). This is a routine Section 16(a) officer disclosure filed coincident with QXO's completion of the TopBuild acquisition on July 1, 2026.

3New insider — initial holdingsJul 23
AI summary

QXO, Inc. filed an initial Form 3 for Alec C. Covington, newly appointed Director, as of July 1, 2026. No common shares are reported in Table I; derivative security holdings (if any) are not visible in the excerpt. This is a routine new-director Section 16 disclosure filed at the time of QXO's TopBuild acquisition close.

S-3ASRAuto-shelf registrationJul 1S-3ASR
AI summary

QXO, Inc. filed a Form S-3ASR to register 19,352 shares of common stock assumed from TopBuild Corp. equity awards in connection with the TopBuild merger agreement (April 18, 2026). This is a minimal housekeeping registration covering assumed incentive equity for former TopBuild employees — 19,352 shares represents a negligible fraction of QXO's total share count and has no material market impact.

8-KAcquisition completedJul 18-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 2.03: Material debt obligation · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

QXO, Inc. completed the acquisition of TopBuild Corp. on July 1, 2026 (the 'TopBuild Acquisition'), filing a comprehensive 8-K covering Items 1.01, 2.01, 2.03, 3.03, 5.02, 5.03, 7.01, 8.01, and 9.01. Key elements include: an Incremental Term Loan Amendment (Amendment No. 2) under QXO Building Products' existing credit agreement, closure of the TopBuild merger, new financing arrangements, changes to corporate structure, director appointments, and investor presentation disclosure. This is QXO's transformative third major acquisition in 2026 following Beacon and Kodiak, creating a major building products distribution platform.

8-KShareholder voteJun 298-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
AI summary

QXO held a virtual special meeting of stockholders on June 29, 2026 to vote on (i) issuing QXO common stock as merger consideration to TopBuild shareholders in the pending Titanium Merger and (ii) a related proposal. The shares vote approving the stock issuance was a required step to complete the TopBuild acquisition. Vote outcome (presumably approved) enabled the deal's July 1, 2026 close. Also provides the investor presentation as Exhibit 99.1.

+ 42 other (9 routine 8-Ks · 8 425s · 6 13Gs · 5 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

QXO, Inc. (NYSE:QXO) Stock Has Consensus Target Price of $28.00 According to Analystsdefenseworld.net·2d agoHere's ‘Big Short' Michael Burry's updated stock portfoliofinbold.com·7d agoQXO: High Risk, Even Higher Convictionseekingalpha.com·8d agoQXO Trades Below Book Value, And The Rate Hike May Work In Its Favorseekingalpha.com·10d agoEngineers Gate Manager LP Makes New $1.11 Million Investment in QXO, Inc. $QXOdefenseworld.net·11d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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