QXO Shares Surge 7.81% on Q3 Earnings, Revenue Beats and Strategic Expansion

The share price rose to its highest level since the start of this month today, with an intraday gain of 7.81%.

QXO, Inc. (QXO) reported Q3 2025 results that exceeded earnings and revenue estimates, driving the rally. Adjusted EPS of $0.14 outperformed the Zacks Consensus by 16.7%, while revenue of $2.73 billion surpassed expectations by 0.39%. The stock’s surge follows management’s emphasis on strategic growth, including a robust acquisition pipeline and optimization of its Beacon digital platform. CEO Brad Jacobs highlighted a $50 billion revenue target within a decade, underpinned by accretive acquisitions and expansion in residential and non-residential roofing markets.

Despite strong operational metrics—adjusted EBITDA of $301.9 million and a 11.1% margin—the stock has underperformed the S&P 500 in 2025, with a year-to-date gain of 3.7% versus the benchmark’s 15.6%. A Zacks Rank of #3 (Hold) reflects mixed earnings estimate revisions and ongoing scrutiny of its $50 billion revenue goal amid inflationary pressures and supply chain challenges. The company’s focus on tech-enabled distribution in the $800 billion building products industry positions it to capitalize on infrastructure demand, though investors remain cautious about execution risks and capital allocation discipline.

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