QXO to Acquire Kodiak Building Partners for Approximately $2.25B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy QXO?
QXO announced it has entered into a definitive agreement to acquire Kodiak Building Partners from Court Square Capital Partners for approximately $2.25B. The transaction is expected to be highly accretive to 2026 earnings and will expand QXO's current addressable market to more than $200B. The purchase price comprises $2B of cash and 13.2M shares, with QXO retaining the right to repurchase these shares at $40 per share. The transaction is expected to close early in the second quarter of 2026, subject to the satisfaction of customary closing conditions.
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Analyst Views on QXO
Wall Street analysts forecast QXO stock price to rise
10 Analyst Rating
10 Buy
0 Hold
0 Sell
Strong Buy
Current: 26.820
Low
27.00
Averages
30.25
High
35.00
Current: 26.820
Low
27.00
Averages
30.25
High
35.00
About QXO
QXO, Inc. is a distributor of roofing, waterproofing and complementary building products in the United States. It focuses on being a tech-enabled company in the building products distribution industry. The Company specializes in helping contractors, distributors, and suppliers streamline operations. Its technology supports every step of the supply chain, from product availability and inventory management to order tracking and customer service. As a reseller and developer of proprietary software, it tailors its tools to the specific workflows of roofing professionals and distributors. Its product categories include residential, building supplies and materials, siding, waterproofing, and commercial. Its residential product category includes asphalt shingles, metal roofing, roofing accessories, roofing insulation, slate roofing, tile roofing, and wood roofing. Its building supplies and materials product category includes exterior materials, interior materials, and tools and equipment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
QXO Honors Veterans with New Roofs Through Annual Program
- Annual Program Overview: QXO Inc. announced the 13 grand-prize winners of its 2025 QXO for Veterans initiative, which provides free roofs to veterans and Gold Star Families, highlighting the company's commitment to honoring those who served.
- Winners List: The recipients include 13 veterans and organizations from the U.S. and Canada, such as Elmer G. from Pennsylvania and American Legion Post 175 from North Carolina, enhancing their quality of life and security through new roofs.
- Project Impact: Since its launch in 2018, QXO has installed over 60 roofs, showcasing collaboration with local contractors and suppliers, thereby strengthening its community impact and support for veterans.
- Future Goals: QXO aims to achieve $50 billion in annual revenues within the next decade through strategic acquisitions and organic growth, continuing to drive innovation and leadership in the building products distribution industry.
See More
QXO to Acquire Kodiak Building Partners for $2.25 Billion
- Acquisition Deal: On February 11, QXO agreed to acquire Kodiak Building Partners for approximately $2.25 billion, a move that will significantly enhance QXO's market position in the construction sector and provide robust support for future growth.
- Stock Performance: QXO shares gained 4.4% to close at $27.07 on Friday, reflecting a positive market reaction to the acquisition news, which may further boost investor confidence and company valuation.
- Earnings Highlights: Apollo Global Management reported better-than-expected fourth-quarter results on February 9, showcasing strong financial performance that could attract more investor interest in its future growth potential.
- Market Dynamics: On the same trading day, Thermo Fisher Scientific shares fell 1% to close at $504.82, while the iShares US Consumer Discretionary ETF gained 0.4%, indicating varied market reactions across different sectors, prompting investors to monitor industry trends.
See More
QXO Inc. Honors Veterans with Roof Improvements
- Veteran Honor Program: QXO Inc. announced the 13 grand-prize winners of its 2025 QXO for Veterans initiative, aimed at restoring security and dignity for veterans and Gold Star Families through new roof installations, highlighting the company's commitment to supporting veterans.
- Project Impact: Since its launch in 2018, QXO has installed over 60 roofs, demonstrating effective collaboration with local roofing contractors and suppliers to enhance community safety and quality of life, thereby strengthening the company's image in social responsibility.
- Transparent Selection Process: The nomination period for 2025 was open from November 11 to December 17, 2025, with a judging panel comprising QXO executives, veterans, and industry experts, ensuring fairness and credibility in the selection process, which enhances the program's trustworthiness.
- Future Growth Goals: QXO aims to achieve $50 billion in annual revenues within the next decade through acquisitions and organic growth, showcasing the company's ambition in the building products distribution industry while enhancing its brand image through social responsibility initiatives.
See More
QXO Inc. Announces 2025 Veterans Initiative Winners
- Annual Awards Announced: QXO Inc. has revealed the 13 grand-prize winners of its 2025 QXO for Veterans initiative, aimed at restoring security and dignity for veterans and Gold Star Families through new roof installations, showcasing the company's respect and support for service members.
- Project History and Impact: Since its inception in 2018, the QXO for Veterans program has installed over 60 roofs, demonstrating the company's commitment to supporting communities and strengthening partnerships with local roofing contractors and suppliers.
- Transparent Selection Process: The nomination period for 2025 ran from November 11 to December 17, 2025, with a judging panel comprising QXO executives, veterans, and industry experts, ensuring fairness and authority in the selection process.
- Future Growth Objectives: QXO aims to achieve $50 billion in annual revenues within the next decade through accretive acquisitions and organic growth, further solidifying its leadership position in the $800 billion building products distribution industry.
See More
Ten Large-Cap Stocks Shine Last Week
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- Generac Holdings Jump: Generac Holdings (NYSE:GNRC) saw a 22.25% increase this week, driven by robust fourth-quarter financial results, while Barclays analyst Christine Cho maintained an Equal-Weight rating and raised the price target from $186 to $213, reflecting optimism about future growth.
- BorgWarner's Strong Performance: BorgWarner (NYSE:BWA) shares gained 20.15% this week after reporting better-than-expected fourth-quarter results and announcing a master supply agreement with TurboCell, further solidifying its position in the automotive parts market.
- Smurfit WestRock's Recovery: Smurfit WestRock (NYSE:SW) experienced a 16.81% rise this week after releasing fourth-quarter results, with multiple analysts raising their price forecasts, demonstrating market confidence in its future performance.
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- Surge in Acquisitions: Sumitomo Forestry's agreement to acquire Tri Pointe Homes for approximately $4.5 billion in an all-cash deal resulted in a 27% surge in the stock price during Friday's premarket trading, indicating strong market optimism regarding future growth prospects.
- Historic Acquisition: British asset manager Schroders has agreed to be acquired by U.S. firm Nuveen for £9.9 billion (approximately $13.5 billion), marking a significant turning point in the 222-year history of Schroders as the founding family exits, which may impact future investment strategies.
- Industry Consolidation Trend: Great Lakes Dredge & Dock's stock rose 4.6% in premarket trading on Wednesday after Saltchuk Resources agreed to acquire the company for around $1.5 billion, reflecting positive market expectations for industry consolidation that could enhance the company's competitive position.
- Strategic Acquisition: Transocean's agreement to acquire Valaris in an all-stock deal valued at approximately $5.8 billion creates an industry leader with a fleet of 73 rigs, including 33 ultra-deepwater drillships, showcasing the company's strong consolidation capabilities in the offshore drilling sector.
See More
QXO Honors Veterans with New Roofs Through Annual Program
- Annual Program Overview: QXO Inc. announced the 13 grand-prize winners of its 2025 QXO for Veterans initiative, which provides free roofs to veterans and Gold Star Families, highlighting the company's commitment to honoring those who served.
- Winners List: The recipients include 13 veterans and organizations from the U.S. and Canada, such as Elmer G. from Pennsylvania and American Legion Post 175 from North Carolina, enhancing their quality of life and security through new roofs.
- Project Impact: Since its launch in 2018, QXO has installed over 60 roofs, showcasing collaboration with local contractors and suppliers, thereby strengthening its community impact and support for veterans.
- Future Goals: QXO aims to achieve $50 billion in annual revenues within the next decade through strategic acquisitions and organic growth, continuing to drive innovation and leadership in the building products distribution industry.
See More
QXO to Acquire Kodiak Building Partners for $2.25 Billion
- Acquisition Deal: On February 11, QXO agreed to acquire Kodiak Building Partners for approximately $2.25 billion, a move that will significantly enhance QXO's market position in the construction sector and provide robust support for future growth.
- Stock Performance: QXO shares gained 4.4% to close at $27.07 on Friday, reflecting a positive market reaction to the acquisition news, which may further boost investor confidence and company valuation.
- Earnings Highlights: Apollo Global Management reported better-than-expected fourth-quarter results on February 9, showcasing strong financial performance that could attract more investor interest in its future growth potential.
- Market Dynamics: On the same trading day, Thermo Fisher Scientific shares fell 1% to close at $504.82, while the iShares US Consumer Discretionary ETF gained 0.4%, indicating varied market reactions across different sectors, prompting investors to monitor industry trends.
See More
QXO Inc. Honors Veterans with Roof Improvements
- Veteran Honor Program: QXO Inc. announced the 13 grand-prize winners of its 2025 QXO for Veterans initiative, aimed at restoring security and dignity for veterans and Gold Star Families through new roof installations, highlighting the company's commitment to supporting veterans.
- Project Impact: Since its launch in 2018, QXO has installed over 60 roofs, demonstrating effective collaboration with local roofing contractors and suppliers to enhance community safety and quality of life, thereby strengthening the company's image in social responsibility.
- Transparent Selection Process: The nomination period for 2025 was open from November 11 to December 17, 2025, with a judging panel comprising QXO executives, veterans, and industry experts, ensuring fairness and credibility in the selection process, which enhances the program's trustworthiness.
- Future Growth Goals: QXO aims to achieve $50 billion in annual revenues within the next decade through acquisitions and organic growth, showcasing the company's ambition in the building products distribution industry while enhancing its brand image through social responsibility initiatives.
See More
QXO Inc. Announces 2025 Veterans Initiative Winners
- Annual Awards Announced: QXO Inc. has revealed the 13 grand-prize winners of its 2025 QXO for Veterans initiative, aimed at restoring security and dignity for veterans and Gold Star Families through new roof installations, showcasing the company's respect and support for service members.
- Project History and Impact: Since its inception in 2018, the QXO for Veterans program has installed over 60 roofs, demonstrating the company's commitment to supporting communities and strengthening partnerships with local roofing contractors and suppliers.
- Transparent Selection Process: The nomination period for 2025 ran from November 11 to December 17, 2025, with a judging panel comprising QXO executives, veterans, and industry experts, ensuring fairness and authority in the selection process.
- Future Growth Objectives: QXO aims to achieve $50 billion in annual revenues within the next decade through accretive acquisitions and organic growth, further solidifying its leadership position in the $800 billion building products distribution industry.
See More
Ten Large-Cap Stocks Shine Last Week
- Magna International Surge: Magna International (NYSE:MGA) shares rose 26.81% this week after reporting better-than-expected fourth-quarter results and issuing FY26 adjusted EPS guidance above estimates, indicating strong profitability and market confidence.
- Generac Holdings Jump: Generac Holdings (NYSE:GNRC) saw a 22.25% increase this week, driven by robust fourth-quarter financial results, while Barclays analyst Christine Cho maintained an Equal-Weight rating and raised the price target from $186 to $213, reflecting optimism about future growth.
- BorgWarner's Strong Performance: BorgWarner (NYSE:BWA) shares gained 20.15% this week after reporting better-than-expected fourth-quarter results and announcing a master supply agreement with TurboCell, further solidifying its position in the automotive parts market.
- Smurfit WestRock's Recovery: Smurfit WestRock (NYSE:SW) experienced a 16.81% rise this week after releasing fourth-quarter results, with multiple analysts raising their price forecasts, demonstrating market confidence in its future performance.
See More
Tri Pointe Homes Acquired by Sumitomo Forestry for $4.5B
- Surge in Acquisitions: Sumitomo Forestry's agreement to acquire Tri Pointe Homes for approximately $4.5 billion in an all-cash deal resulted in a 27% surge in the stock price during Friday's premarket trading, indicating strong market optimism regarding future growth prospects.
- Historic Acquisition: British asset manager Schroders has agreed to be acquired by U.S. firm Nuveen for £9.9 billion (approximately $13.5 billion), marking a significant turning point in the 222-year history of Schroders as the founding family exits, which may impact future investment strategies.
- Industry Consolidation Trend: Great Lakes Dredge & Dock's stock rose 4.6% in premarket trading on Wednesday after Saltchuk Resources agreed to acquire the company for around $1.5 billion, reflecting positive market expectations for industry consolidation that could enhance the company's competitive position.
- Strategic Acquisition: Transocean's agreement to acquire Valaris in an all-stock deal valued at approximately $5.8 billion creates an industry leader with a fleet of 73 rigs, including 33 ultra-deepwater drillships, showcasing the company's strong consolidation capabilities in the offshore drilling sector.
See More
