Acción · Industria
Futuros perpetuos de QXO, Inc. (QXO)
QXO, Inc. es un distribuidor estadounidense de productos de cubierta, impermeabilización y construcción complementarios, que busca digitalizar la distribución de productos de construcción.
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Datos de trading
Actividad del mercado perpetuo
0/1 mercados activos
Datos de trading
Actividad del mercado perpetuo
Rendimiento spot
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Mejor liquidez
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-Mayor volumen
-Próximo catalizador
Catalizadores
Próximo catalizador
Catalizadores
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Datos de análisis
Analistas, informes y contexto de pares
Datos de análisis
Analistas, informes y contexto de pares
Estimaciones
6Eventos corporativos
6Comparación con pares
Perpetuos cotizados similaresMix de ingresos
Último anualAnalistas
Precios objetivo en USD| Recomendación de consenso | Comprar |
|---|---|
| Precio objetivo medio | 20,14 $ |
| Rango de objetivos (mín. – máx.) | 15 $ – 30 $ |
| Recomendaciones contadas | 19 |
Distribución de calificaciones del 2026-11-01
Historial de calificaciones
Ratings| Mes | Compra fuerte | Comprar | Mantener | Vender | Venta fuerte |
|---|---|---|---|---|---|
| nov 2026 | 4 | 15 | 0 | 0 | 0 |
| oct 2026 | 4 | 15 | 0 | 0 | 0 |
| sept 2026 | 4 | 14 | 0 | 0 | 0 |
| ago 2026 | 4 | 14 | 0 | 0 | 0 |
| jul 2026 | 3 | 13 | 0 | 0 | 0 |
| jun 2026 | 2 | 11 | 0 | 0 | 0 |
| may 2026 | 2 | 12 | 0 | 0 | 0 |
| abr 2026 | 4 | 13 | 1 | 0 | 0 |
| mar 2026 | 3 | 13 | 1 | 0 | 0 |
| feb 2026 | 3 | 13 | 0 | 0 | 0 |
| ene 2026 | 3 | 13 | 0 | 0 | 0 |
| dic 2025 | 3 | 13 | 0 | 0 | 0 |
Propiedad
Institucional · 2026-Q3Actividad del mercado de referencia
QXO-PERPRendimiento del precio
11Actividad de insiders
FY2026 Q3Transacciones de insiders
25El directivo de QXO Kenneth J. West convirtió 218.531 unidades de acciones restringidas en 218.531 acciones ordinarias y se retuvieron 99.256 acciones para impuestos a 10,33 dólares, quedando 119.275 acciones.
El CTO de QXO, Valeri Liborski, recibió el 2026-10-08 una concesión de 89.928 unidades de acciones restringidas a $0,00, no una compra en el mercado; después poseía 89.928 unidades.
El directivo de QXO West Kenneth J recibió el 15/09/2026 adjudicaciones: 775.157 unidades de acciones restringidas y 75.857 unidades por desempeño, todas a $0,00. No se reportaron compras ni ventas en el mercado abierto.
El directivo de QXO, Inc. Kenneth J West presentó un Formulario 3, declaración inicial de titularidad efectiva con fecha 2026-09-01, reportando 0 acciones ordinarias a $0,00. Ningún código de transacción aplica a esta presentación.
El director de QXO, Alec C. Covington, recibió 9.639 unidades de acciones restringidas el 15 de julio de 2026 a $0,00 y ahora posee 9.639. Es una concesión de compensación, no una compra en el mercado abierto.
La directiva de QXO Madeline Otero recibió el 15 de julio de 2026 una concesión de 32.637 unidades de acciones restringidas, según un Formulario 4 presentado el 17 de julio de 2026.
La directora de contabilidad interina de QXO, Madeline Otero, presentó un Formulario 3 inicial: 0 acciones en 6 lotes de unidades de acciones restringidas y 1 lote de acciones ordinarias, todos a $0,00; tras las operaciones posee 4.484, 4.444, 3.394, 2.969, 1.980 y 768 RSU y 868 acciones ordinarias.
El director de QXO, Alec C. Covington, recibió 153.862 acciones ordinarias el 1 de julio de 2026 como adjudicación (A-Award, no una compra en el mercado); queda con 153.862 acciones en propiedad.
El director de QXO, Alec C. Covington, presentó un Formulario 3 inicial sin acciones en el detalle de la transacción (0 acciones a $0,00).
La directora de QXO, Marlene M. Colucci, convirtió 12.111 unidades de acciones restringidas (M) en el mismo número de acciones ordinarias (sin cambio neto) y recibió una A-Award de 9.274 unidades restringidas a $0,00.
La directora Allison Landry ejerció una opción (M-Exempt) sobre 12.111 acciones comunes a $0,00 y quedó con 32.105 acciones en propiedad.
Presentaciones
PendienteTranscripciones
Llamadas de resultadosFY2024 Q42025-02-27
Llamadas de resultados
Resumen con IA
mixedBeacon reported record fourth quarter net sales of over $2.4 billion, up 4.5%, with sales per day up about 3%, driven by acquisitions. Adjusted EBITDA was $223 million and operating cash flow nearly $360 million. Fourth quarter gross margin was 25.7%, unchanged year-over-year and at the high end of guidance. For full year 2024, sales grew more than 7% to nearly $9.8 billion and adjusted EBITDA exceeded $930 million. For 2025, the company expects mid-single-digit net sales growth, gross margin in line with prior year with price/cost neutral, adjusted EBITDA of $950 million to $1.03 billion, and operating cash flow of $500 million to $600 million. First quarter sales per day are expected down 3% to 5%, primarily due to harsh January and February weather. Management also addressed the unsolicited QXO tender offer, stating the Board unanimously determined it significantly undervalues the company and recommended shareholders not tender; no QXO questions were taken.
Puntos clave
- Record fourth quarter for net sales, adjusted EBITDA and cash flow, despite a sharp December slowdown mostly in residential roofing in North and West regions
- Sales per day rose about 3% year-over-year in Q4, with acquisitions contributing about 5%, organic volumes down 3% to 4% per day, and price contributing 1% to 2%
- Digital sales grew about 20% year-over-year and reached approximately 16% of total sales; private label sales grew about 7%
- Bottom quintile branch initiative added more than $7 million of EBITDA year-over-year in Q4 and $20 million for the full year, bringing the three-year total to $78 million versus a $75 million Ambition 2025 target
- Board unanimously determined QXO's unsolicited $124.25 per share tender offer significantly undervalues the company and recommended shareholders not tender
Aspectos financieros
- Q4 net sales over $2.4 billion, up 4.5%, or nearly 3% on a per-day basis adjusting for an additional day
- Q4 gross margin 25.7%, unchanged year-over-year and at the high end of expectations
- Q4 adjusted EBITDA $223 million; adjusted operating expense $434 million, up about $25 million year-over-year
- Q4 operating cash flow nearly $360 million, over 160% of adjusted EBITDA; full year 2024 operating cash flow nearly $420 million
Guía
- Q1 2025 total sales per day expected down 3% to 5% year-over-year, primarily due to harsh January and February weather; Q1 gross margin expected in line with prior year quarter
- Full year 2025 net sales growth expected in the mid-single-digit percent range, including previously announced acquisitions
- Full year 2025 gross margin expected in line with prior year, with price/cost neutral; about $30 million of savings expected from Q3 2024 cost actions
- Full year 2025 adjusted EBITDA expected between $950 million and $1.03 billion; operating cash flow expected between $500 million and $600 million; 15 to 20 new greenfields planned
Temas de Q&A
- Sluggish start to 2025 from weather and the bridge to full-year growth, including organic price and volume assumptions
- SG&A and operating expense path, including digestion of acquisitions and greenfields toward the 17% target
- Nonresidential demand mix between new construction and repair and re-roof, plus commercial share-gain efforts
- Residential pricing and the April price increase, with price/cost expected neutral for the full year
Riesgos
- Harsh January and February weather drove a low-teens sales decline in January and a weak start to Q1, with Q1 sales per day guided down 3% to 5%
- Persisting headwinds expected through the first half, including higher interest rates, potential tariffs and rising input costs, and contracted labor availability concerns
- Residential re-roofing demand expected down in 2025 on lower storm demand, and the Architectural Billing Index below 50 indicates contraction in commercial new construction
FY2024 Q32024-10-31
Llamadas de resultados
Resumen con IA
mixedBeacon reported nearly $2.8 billion in Q3 net sales, up more than 7% (about 6% per day adjusting for an extra day), driven mainly by acquisitions contributing a little more than 5.5 points, with organic volumes down roughly 1% to 2% per day and price contributing 1% to 2%. Gross margin was 26.3%, up 30 basis points year-over-year and above guidance, with price-cost positive across all three lines of business; adjusted OpEx was $443 million and 16% of sales. The company took cost actions including about $11 million of restructuring charges, with an estimated annualized impact of roughly $45 million in reduced operating expenses. Management said full-year adjusted EBITDA is now expected in the lower half of the previously communicated $930 million to $970 million range, and outlined Q4 expectations of mid-single-digit daily sales growth and mid-25% gross margin. Julian Francis also announced plans for an Investor Day in the first half of 2025 to update longer-term goals.
Puntos clave
- Q3 daily sales grew nearly 6% year-over-year, driven primarily by acquisitions; organic volumes including greenfields fell approximately 1% to 2% per day while price contributed 1% to 2%.
- Gross margin of 26.3% was above prior guidance, with price-cost positive in all three lines of business; digital sales rose about 28% and private label (TRI-BUILT) sales rose 12% year-over-year.
- Beacon took action in Q3 to lower operating expenses, recording about $11 million of restructuring charges with an estimated annualized impact of roughly $45 million in reduced operating expenses, full savings realized in Q4 and beyond.
- Since the start of Ambition 2025, the company has acquired 24 companies adding 83 branches generating around $1 billion in annual revenue, and has opened 62 new branches since the beginning of 2022 versus an original goal of 40.
- Management estimates hurricane-related repair and reconstruction volumes at approximately 3 million squares, or about 2% of annual industry shipments, spread over the next six quarters.
Aspectos financieros
- Total net sales were nearly $2.8 billion, up more than 7%; adjusting for one additional day, net sales increased almost 6%.
- Gross margin was 26.3%, up 30 basis points year-over-year; total price-cost was up approximately 50 basis points.
- Adjusted operating expense was $443 million, up approximately $48 million year-over-year, and 16% of sales, up 70 basis points.
- Operating cash flow in the quarter was nearly $250 million, aided by a $117 million sequential reduction in net inventory; net debt leverage was approximately 3.1 times.
Guía
- Q4 total sales per day expected up mid-single-digits year-over-year; Q4 gross margin expected in the mid-25% range.
- Full-year adjusted EBITDA now expected in the lower half of the previously communicated $930 million to $970 million range.
- Full-year sales per day growth now expected mid- to high-single-digits versus prior expectation of high-single-digits; full-year gross margin in the mid-25% range and adjusted OpEx to sales in the low- to mid-17% range.
- 2024 capital expenditures expected at approximately $125 million and greenfield openings expected around 20 branches.
Temas de Q&A
- Hurricane impact: Florida weakness all year, timing of reconstruction demand (December at earliest, more likely next year), product availability and redirection of inventory to affected regions.
- Non-residential market: repair and reroof outpacing new construction, strength in hospitals and schools, with new construction expected to stay muted under higher rates.
- OpEx actions and productivity: headcount reductions including corporate functions, target of managing the business toward about 17% adjusted OpEx to sales, and expected synergy realization from acquisitions and branch maturation in 2025.
- Waterproofing and private label: waterproofing grown from mid-$100 million of sales at end-2022 to a $700 million-plus run rate; TRI-BUILT growth balanced between existing categories and new SKUs such as commercial insulation.
Riesgos
- Overall activity came in lower than anticipated in Q3, with new housing starts and existing home sales expected to remain subdued and Florida described as a particularly weak market.
- Net debt leverage of approximately 3.1 times was slightly above the targeted 2 to 3 times range, though the company expects Q4 cash generation to bring it within range.
- Hurricane demand is uncertain in timing, with volumes spread over roughly six quarters and little expected benefit this year; product availability is expected to remain tight into 2025.
Noticias de la empresa
Primero Reuters, WSJ, Bloomberg y FT, en la medida en que nuestro proveedor de noticias los entregue; otros medios tras el segundo filtro. Los titulares enlazan al medio.No hay artículos de Reuters, WSJ, Bloomberg o FT sobre esta empresa en nuestro feed.
Datos empresariales
Análisis de empresa
Actualizado: 12 nov 2026, 09:23 UTC
Datos empresariales
Análisis de empresa
Perfil de empresa
- Sector
- Industrials
- Industria
- Industrial - Distribution
- Dirección ejecutiva
- Bradley S. Jacobs
- Empleados
- 7794
- Fecha de OPV
- 17 abr 2012
- País
- US
- Bolsa
- New York Stock Exchange
Factores de calificación
- Rentabilidad del capitali
- 1
- Rentabilidad de activosi
- 1
- Deuda sobre capitali
- 2
- Precio sobre beneficioi
- 1
- Precio sobre valor contablei
- 4
Comunicados de empresa
Historial de capitalización
Operaciones M&A
Mayores fondos tenedores
| Fondo | Peso | Acciones en cartera |
|---|---|---|
| VTI | 0,02% | 33 M |
| VB | 0,15% | 23,4 M |
| VBK | 0,35% | 13 M |
| VXF | 0,15% | 11,7 M |
| CNEQ | 2,67% | 5,4 M |
| IWR | 0,1% | 4,1 M |
| FSMAX | 0,15% | 4,1 M |
| IWR*.MX | 0,08% | 4 M |
| DFAS | 0,14% | 3,4 M |
| FSMDX | 0,09% | 3,2 M |
| SCHM | 0,29% | 3,2 M |
| NIZ | 0,08% | 2,5 M |
Historial de los analistas
Cómo lo han hecho los analistas que cubren QXO: recomendaciones, precisión de los precios objetivo y la reacción medida tras sus llamadas.
| 12 meses | 3 años | |
|---|---|---|
| Recomendaciones | 77 | 120 |
| Analistas | 17 | 20 |
| Comprar / mantener / vender | 77 / 0 / 0 | 120 / 0 / 0 |
| Mejoras / rebajas / inicios de cobertura | 0 / 0 / 7 | 0 / 0 / 21 |
| Precios objetivo alcanzados / fallados | 0 / 58 (0 %) | 0 / 90 (0 %) |
| Rentabilidad media tras la recomendación (TipRanks) | -48,0 % | -50,8 % |
| Mejor / peor llamada | -7,9 % / -72,4 % | -7,9 % / -72,4 % |
Tras recomendaciones de compra en esta acción: aún no hay suficientes casos medidos
Últimas recomendaciones
| Fecha | Analista | Llamada | Objetivo | |
|---|---|---|---|---|
| 10 nov 2026 | Sam ReidWells Fargo10 nov 2026 | ComprarMantenida | 15,00 US$ | |
| 5 nov 2026 | Anthony PettinariCiti5 nov 2026 | ComprarMantenida | 22,00 US$↗ | artículo ↗ |
| 20 oct 2026 | Christine YaoMorgan Stanley20 oct 2026 | ComprarReiterada | 35,00 US$↗ | artículo ↗ |
| 20 oct 2026 | David MantheyRobert W. Baird20 oct 2026 | ComprarMantenida | 20,00 US$↗ | artículo ↗ |
| 16 oct 2026 | Sam ReidWells Fargo16 oct 2026 | ComprarMantenida | 15,00 US$↗ | artículo ↗ |
Datos de TipRanks · calculado el 12 nov 2026 · 77 recomendaciones
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