QXO
QXO, Inc.21.35
+0.04+0.19%
Dec 16, 4:00:03 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
14.40BP/E (TTM)
-Basic EPS (TTM)
-0.47Dividend Yield
0%Recent Filings
8-K
CAO resigns; interim named
QXO's Chief Accounting Officer Sean Smith resigned March 15, 2026, to move closer to family, with no disagreements on accounting or controls; he'll advise through June 30. Robert Loughran, a seasoned CPA with stints at Greenidge and Tronox, steps in as Interim CAO effective March 16. Transition orderly. Search for permanent hire underway.
10-K
FY2025 results
QXO posted FY2025 net sales of $6.84B, reflecting Beacon's post-April 29 acquisition operations amid industry headwinds, with residential roofing at 48.3%, non-residential at 27.5%, and complementary products at 23.3%; gross margin dipped to 23.0% due to $131.7M inventory fair value step-up, but adjusted to 24.9%. The operating loss of $245.2M stemmed from $1.39B SG&A (including $70.9M transaction costs, $56.8M restructuring, $110.1M stock comp) and $314.7M amortization, yielding Adjusted EBITDA of $647.8M (9.5% margin) and Adjusted Diluted EPS of $0.34. Q4 momentum showed seasonal softening versus FY trends, but $2.36B cash and $1.97B ABL availability supported $3.10B debt (6.75% notes/$850M term loan) and $261M operating cash flow. No annual guidance disclosed. Supply disruptions from key vendors (35% of purchases) threaten quarterly performance.
8-K
Q4 sales soar to $2.19B
QXO posted Q4 net sales of $2.19B, up sharply from $14.8M last year, fueled by Beacon Roofing acquired April 29, 2025. GAAP loss per share hit $(0.17), but Adjusted EBITDA reached $150.3M at 6.9% margin. $2.25B Kodiak deal, eyed for early Q2 2026 close, triples addressable market to over $200B—yet integration risks loom.
8-K
QXO acquires Kodiak for $2.25B
QXO signed a merger agreement on February 10, 2026, to acquire Kodiak Building Partners for $2,000,000,000 cash plus 13,157,895 shares, with a repurchase option at $40/share. The deal, targeting early Q2 2026 close pending HSR clearance and other conditions, bolsters QXO's building products distribution via Kodiak's $2.4 billion 2025 revenues. Shares issued unregistered. Closing risks loom if conditions fail.
8-K
QXO prices $750M stock offering
QXO priced its public offering of 31.6 million common shares at $23.80 each on January 15, 2026, expecting ~$750 million in net proceeds—or $862.5 million if the underwriter's 4.7 million share option is exercised fully. Closing is set for January 20, subject to conditions. Funds will support general corporate purposes, including acquisitions. Dilution looms for shareholders.
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