QXO Inc

QXO

Equity

ISIN null / Valor 135786409

NASDAQ (2025-11-21)

USD 16.98+5.47%

QXO Inc
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About company

QXO Inc. is a technology solutions provider that primarily serves clients in the manufacturing, distribution, and service sectors. The company offers a range of services including consulting, professional services, specialized programming, training, and technical support. As a value-added reseller, QXO supplies business application software solutions for various functions such as accounting, financial reporting, enterprise resource planning, warehouse management, customer relationship management, and business intelligence. In addition to reselling, QXO develops and publishes its own proprietary software. The company is strategically positioning itself to become a leader in the building products distribution industry, which is valued at $800 billion. QXO aims to achieve significant revenue growth through both acquisitions and organic expansion, leveraging the industry's increasing adoption of technology, particularly in AI and B2B e-commerce. The company sees opportunities in enhancing customer experience, sales force effectiveness, and margin expansion through technological advancements like price optimization, demand forecasting, and warehouse automation. The building products distribution sector is notably fragmented, with thousands of distributors across North America and Europe, presenting a substantial market opportunity for QXO's tech-driven approach.

Summarized from source with an LLMView SourceSector: Technology

Earnings & Profitability

QXO Inc reported a basic and diluted loss per share of $(0.15) for Q2 2025, while the adjusted diluted EPS stood at $0.11. The company also delivered an adjusted net income of $109.2 million, highlighting the impact of its non-GAAP financial adjustments.

Sales & Margins

With net sales of $1.91 billion, QXO Inc achieved an adjusted gross margin of 25.3% in Q2 2025. Despite delivering strong sales figures, the gross margin experienced compression compared to previous periods, warranting close monitoring of cost implications as the company integrates Beacon.

EBITDA Performance

The adjusted EBITDA for the quarter reached $204.6 million, translating to an EBITDA margin of 10.7%. This performance reflects the company’s efforts to enhance operational efficiencies amid a transformative phase and the integration of acquired operations.

Strategic Initiatives & Acquisition

In Q2 2025, QXO Inc finalized its $10.6 billion acquisition of Beacon Roofing Supply, with the integration process now underway. The acquisition is expected to drive significant organic EBITDA growth from legacy Beacon operations and catalyze the company’s broader transformation initiatives aimed at doubling EBITDA organically.

Financing & Balance Sheet

During the quarter, QXO Inc successfully raised $4.9 billion in debt and an aggregate of $4.8 billion via equity channels. Subsequent debt repayments and a resultant net debt position of approximately $1.2 billion signal a proactive approach in managing the company’s financial structure amid its expansion efforts.

Summarized from source with an LLMView Source

Key figures

2.04%1Y

-38.7%3Y

-28.1%5Y

Performance

52.7%1Y

151%3Y

129%5Y

Volatility