QXO
QXO, Inc.21.35
+0.04+0.19%
Dec 16, 4:00:03 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '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
8-K
8-K
QXO launches Beacon overhaul
QXO, Inc. unveiled a sweeping transformation of its Beacon Roofing Supply operations on September 11, 2025, flattening the org structure to four layers, centralizing procurement for 70% of spend, and rolling out AI-driven tools yielding double-digit productivity gains. These moves target $50 billion revenue while curbing $200 million in pricing leakage. Headcount stays level, but frontline roles now drive growth. Integration risks could delay benefits.
8-K
QXO's Beacon acquisition boosts Q2
QXO completed its $10.6 billion acquisition of Beacon Roofing Supply on April 29, 2025, fueling a surge in Q2 net sales to $1.91 billion from just $14.5 million a year earlier, though GAAP net loss hit $58.5 million amid integration costs. Adjusted EBITDA soared to $204.6 million with a 10.7% margin, signaling robust post-deal performance. Integration exceeds expectations. Beacon's full benefits may lag.
10-Q
Q2 FY2025 results
QXO's Q2 FY2025 results reflect the transformative Beacon acquisition closed April 29 for $10.6B (cash/equity mix per Note 3), recognizing $5.1B goodwill and $4.1B finite-lived intangibles amortized over 9.6 years, while revenue surged to $1.91B y/y from $14.5M but trailed pro forma $2.69B due to one-month post-close integration. Gross margin held at 21.1% amid inventory fair value hits, yet operating loss widened to $(162.1)M from $(4.3)M on $80M amortization and $66M transaction costs; net loss narrowed to $(58.5)M or $(0.15)/diluted share (564.7M shares) versus $(0.6)M or $(9.93)/share, reconciling to YTD $(49.8)M or $(0.19)/share without anti-dilution flags. Cash dipped to $2.28B after $10.6B outlay, offset by $7.9B financing including $4.2B common stock and $558M mandatory convertible preferred; debt stands at $3.1B (6.75% notes/7.30% term loan maturing 2032) with $1.78B ABL availability and no covenant breaches. Free cash flow not disclosed in the 10-Q. Restructuring trimmed headcount for efficiency, but integration risks loom amid Beacon's vendor concentration.
BXC
Bluelinx Holdings Inc.
63.52-0.37
GIC
Global Industrial Company
30.08+0.27
GXO
GXO Logistics, Inc.
52.61+0.27
NX
Quanex Building Products Corpor
16.23+0.16
OC
Owens Corning Inc
113.70-1.31
RXO
RXO, Inc.
14.64-0.36
WCC
WESCO International, Inc.
258.42-0.42
WSO
Watsco, Inc.
341.89-2.70
XPO
XPO, Inc.
148.15+1.47
ZEO
Zeo Energy Corporation
1.07+0.06