Hisse · Sanayi
QXO, Inc. (QXO) sürekli vadeli işlemleri
QXO, Inc., ABD'de çatı kaplama, su yalıtımı ve tamamlayıcı yapı ürünleri dağıtıcısıdır ve yapı ürünleri dağıtımını teknolojiyle desteklemeyi hedefler.
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İşlem verileri
Perpetual piyasa aktivitesi
0/1 canlı piyasa
İşlem verileri
Perpetual piyasa aktivitesi
Spot performans
BingXBu dayanak için en iyi borsalar
En iyi likidite
-En dar spread
-En yüksek hacim
-Sıradaki katalizör
Katalizörler
Sıradaki katalizör
Katalizörler
Şu an olağandışı perp aktivitesi yok.
Araştırma verileri
Analistler, başvurular ve emsal bağlamı
Araştırma verileri
Analistler, başvurular ve emsal bağlamı
Tahminler
6Şirket etkinlikleri
6Emsal karşılaştırması
Benzer listelenen perp'lerGelir dağılımı
Son yıllıkAnalistler
Hedef fiyatlar USD cinsinden| Konsensüs tavsiyesi | Al |
|---|---|
| Ortalama hedef fiyat | $20,14 |
| Hedef aralığı (düşük – yüksek) | $15 – $30 |
| Sayılan tavsiyeler | 19 |
2026-11-01 tarihli not dağılımı
Analist derecelendirme geçmişi
Derecelendirmeler| Ay | Güçlü al | Al | Tut | Sat | Güçlü sat |
|---|---|---|---|---|---|
| Kas 2026 | 4 | 15 | 0 | 0 | 0 |
| Eki 2026 | 4 | 15 | 0 | 0 | 0 |
| Eyl 2026 | 4 | 14 | 0 | 0 | 0 |
| Ağu 2026 | 4 | 14 | 0 | 0 | 0 |
| Tem 2026 | 3 | 13 | 0 | 0 | 0 |
| Haz 2026 | 2 | 11 | 0 | 0 | 0 |
| May 2026 | 2 | 12 | 0 | 0 | 0 |
| Nis 2026 | 4 | 13 | 1 | 0 | 0 |
| Mar 2026 | 3 | 13 | 1 | 0 | 0 |
| Şub 2026 | 3 | 13 | 0 | 0 | 0 |
| Oca 2026 | 3 | 13 | 0 | 0 | 0 |
| Ara 2025 | 3 | 13 | 0 | 0 | 0 |
Ortaklık yapısı
Kurumsal · 2026-Q3Referans piyasa aktivitesi
QXO-PERPFiyat performansı
11İçeriden işlem aktivitesi
MY2026 Ç3İçeriden işlemler
25QXO yöneticisi Kenneth J. West, 218.531 kısıtlı hisse birimini 218.531 adi hisseye dönüştürdü; vergi için 10,33 dolardan 99.256 hisse kesildi ve 119.275 hisse kaldı.
QXO CTO'su Valeri Liborski, 2026-10-08 tarihinde 0,00 $ fiyatla 89.928 adet kısıtlı hisse birimi (RSU) tahsisi aldı; bu piyasadan alım değil, hibe olup sonrasında 89.928 birime sahipti.
QXO yöneticisi West Kenneth J, 15.09.2026'da 775.157 kısıtlı hisse birimi (RSU) ve 75.857 performans hisse birimi (PSU) aldı; tümü $0,00 fiyatla. Açık piyasada alım veya satım bildirilmedi.
QXO, Inc. yöneticisi Kenneth J West, 2026-09-01 tarihli ilk faydalanma sahipliği beyanı olan Form 3'ü sundu ve 0,00 $ fiyatla 0 adet adi hisse bildirdi. Bu bildirime hiçbir işlem kodu uygulanmaz.
QXO yönetim kurulu üyesi Alec C. Covington'a 15 Temmuz 2026'da 0,00 $ fiyatla 9.639 adet kısıtlı hisse birimi (RSU) tahsis edildi ve elinde 9.639 birim var. Bu bir ücret tahsisi olup açık piyasa alımı değildir.
QXO yöneticisi Madeline Otero, 15 Temmuz 2026'da 32.637 kısıtlı hisse birimi tahsisi aldı; Form 4 17 Temmuz 2026'da dosyalandı.
QXO'nun geçici muhasebe müdürü Madeline Otero ilk Form 3'ü sundu: 6 kısıtlı hisse birimi (RSU) partisi ve 1 adi hisse partisinde 0 hisse, tümü 0,00 $; işlemler sonrası 4.484, 4.444, 3.394, 2.969, 1.980 ve 768 RSU ile 868 adi hisseye sahip.
QXO yönetim kurulu üyesi Alec C. Covington'a 1 Temmuz 2026'da 153.862 adi hisse tahsis edildi (A-Award, piyasadan alım değil); sonrasında 153.862 hisseye sahip.
QXO direktörü Alec C. Covington, işlem ayrıntısında hisse belirtilmeyen (0 hisse, $0,00) ilk Form 3 bildirimini yaptı.
QXO yönetim kurulu üyesi Marlene M. Colucci, 12.111 kısıtlı hisse birimini (M) aynı sayıda adi hisseye dönüştürdü (net değişim yok) ve $0,00 fiyatla 9.274 kısıtlı hisse birimi A-Award aldı.
Direktör Allison Landry, 12.111 adi hisse için M-Exempt opsiyonunu 0,00 $ üzerinden kullandı; sonrasında 32.105 hisseye sahip.
Başvurular
BeklemedeTranskriptler
Bilanço görüşmeleriMY2024 Ç42025-02-27
Bilanço görüşmeleri
Yapay zeka özeti
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.
Önemli çıkarımlar
- 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
Finansal öne çıkanlar
- 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
Şirket öngörüsü
- 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
Soru-cevap temaları
- 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
Riskler
- 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
MY2024 Ç32024-10-31
Bilanço görüşmeleri
Yapay zeka özeti
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.
Önemli çıkarımlar
- 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.
Finansal öne çıkanlar
- 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.
Şirket öngörüsü
- 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.
Soru-cevap temaları
- 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.
Riskler
- 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.
Şirket haberleri
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Şirket verileri
Şirket analizi
Güncellendi: 12 Kas 2026 09:23 UTC
Şirket verileri
Şirket analizi
Şirket profili
- Sektör
- Industrials
- Endüstri
- Industrial - Distribution
- İcra kurulu başkanı
- Bradley S. Jacobs
- Çalışanlar
- 7.794
- Halka arz tarihi
- 17 Nis 2012
- Ülke
- US
- Borsa
- New York Stock Exchange
Not faktörleri
- Özkaynak kârlılığıi
- 1
- Aktif kârlılığıi
- 1
- Borç/özkaynaki
- 2
- Fiyat/kazançi
- 1
- Fiyat/defter değerii
- 4
Şirket basın bültenleri
Piyasa değeri geçmişi
Birleşme ve satın almalar
En büyük fon sahipleri
| Fon | Ağırlık | Tutulan hisse |
|---|---|---|
| VTI | 0,02% | 33 Mn |
| VB | 0,15% | 23,4 Mn |
| VBK | 0,35% | 13 Mn |
| VXF | 0,15% | 11,7 Mn |
| CNEQ | 2,67% | 5,4 Mn |
| IWR | 0,1% | 4,1 Mn |
| FSMAX | 0,15% | 4,1 Mn |
| IWR*.MX | 0,08% | 4 Mn |
| DFAS | 0,14% | 3,4 Mn |
| FSMDX | 0,09% | 3,2 Mn |
| SCHM | 0,29% | 3,2 Mn |
| NIZ | 0,08% | 2,5 Mn |
Analist sicili
QXO hissesini izleyen analistlerin performansı: tavsiyeler, hedef fiyat isabeti ve çağrıların ardından ölçülen tepki.
| 12 ay | 3 yıl | |
|---|---|---|
| Tavsiyeler | 77 | 120 |
| Analistler | 17 | 20 |
| Al / tut / sat | 77 / 0 / 0 | 120 / 0 / 0 |
| Yükseltme / düşürme / başlatma | 0 / 0 / 7 | 0 / 0 / 21 |
| Hedef fiyat tutan / tutmayan | 0 / 58 (%0) | 0 / 90 (%0) |
| Tavsiye sonrası ort. getiri (TipRanks) | -%48,0 | -%50,8 |
| En iyi / en kötü çağrı | -%7,9 / -%72,4 | -%7,9 / -%72,4 |
Bu hissedeki al çağrılarının ardından: henüz yeterli ölçülmüş vaka yok
Son tavsiyeler
| Tarih | Analist | Çağrı | Hedef | |
|---|---|---|---|---|
| 10 Kas 2026 | Sam ReidWells Fargo10 Kas 2026 | AlKorundu | $15,00 | |
| 5 Kas 2026 | Anthony PettinariCiti5 Kas 2026 | AlKorundu | $22,00↗ | makale ↗ |
| 20 Eki 2026 | Christine YaoMorgan Stanley20 Eki 2026 | AlYinelendi | $35,00↗ | makale ↗ |
| 20 Eki 2026 | David MantheyRobert W. Baird20 Eki 2026 | AlKorundu | $20,00↗ | makale ↗ |
| 16 Eki 2026 | Sam ReidWells Fargo16 Eki 2026 | AlKorundu | $15,00↗ | makale ↗ |
TipRanks verileri · 12 Kas 2026 tarihinde hesaplandı · 77 tavsiye
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