QXO Earnings
Thursday, May 07 2026
EPS Estimate
$-0.08
$-0.14 – $-0.06
Revenue Estimate
$1.7B
Current Price
$22.50
Our Position
bearishQXO Acquires TopBuild in $17B Deal
structured data
est. revisions rising
(+348.6pp / 30d)
This deal broadens QXO's industrial distribution footprint and boosts earnings immediately, signaling stronger market position and revenue diversification ahead of Q3 close.
Watch: Monitor shareholder approval and Q3 integration plans revealing synergy capture and margin expansion progress.
Data Signal Summary
0 bullish
3 bearish
Estimates down -5%
Insider selling cluster
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-10.0%
Est. Revisions (30d)
-5.4% 1up/5dn
Analyst Target (mean)
$32 $26–$50 +44%
Options P/C Ratio
0.76
Est. Dispersion
96% 12 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Renaissance, Soros, D.E. Shaw
Recent Activity
insider trades
25 transactions
Other
·
BRADLEY S JACOBS (Chief Executive Officer)
·2,001,888 shares
Other
·
SIGNORELLO CHRISTOPHER J (Officer)
·46,406 shares
Other
·
ESSAID IHSAN M. (Chief Financial Officer)
·319,920 shares
Other
·
BRADLEY S JACOBS (Chief Executive Officer)
·574,901 shares
Other
·
SIGNORELLO CHRISTOPHER J (Officer)
·24,750 shares
20 more
Other
·
SMITH SEAN CHRISTOPHER
·156,044 shr
Other
·
ESSAID IHSAN M.
·127,125 shr
Other
·
AIKEN JASON W. CPA
·14,523 shr
Other
·
HARIK MARIO A
·14,523 shr
Other
·
COLUCCI MARLENE M
·14,523 shr
Other
·
LANDRY ALLISON M.
·14,523 shr
Other
·
KISSEL MARY E.
·14,523 shr
Other
·
KUSHNER JARED COREY
·14,523 shr
Award
·
KUSHNER JARED COREY
·16,260,163 shr
·$200,000,005
Sell
·
MFN PARTNERS LP
·7,000,000 shr
·$105,350,000
Sell
·
MFN PARTNERS LP
·795,894 shr
·$11,978,205
Award
·
KUSHNER JARED COREY
·9,299,782 shr
·$85,000,007
Award
·
LANDRY ALLISON M.
·5,471 shr
·$458,634
Award
·
KISSEL MARY E.
·10,941 shr
·$917,184
Award
·
SIGNORELLO CHRISTOPHER J
·109,410 shr
·$9,171,840
Award
·
SMITH SEAN CHRISTOPHER
·27,353 shr
·$2,293,002
Award
·
ESSAID IHSAN M.
·109,410 shr
·$9,171,840
Award
·
KUSHNER JARED COREY
·7,111,597 shr
·$596,165,177
Sell
·
MELLER MARK
·21,624 shr
·$5,236,613
Sell
·
MELLER MARK
·118,196 shr
·$237,658
analyst ratings
1 rating
Keybanc
→Overweight
2d ago
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