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r/qxo

▲ 6 r/qxo

I am shocked at the volatility of this stock. Out of 159 trading days this year, there have 129 days of >1% price move, 98 days of >2% price move, 33 days of >5% price move. What would you attribute to the volatility? Macro environment? Interest Rates? Price Discovery?

I was looking at the price history of this stock and decided to do some quick analysis. The volatility of QXO is incredibly high this year. More than half the time the stock is having a 2% move up or down. More than 1/5th of the time it's moving 5%. To be honest, the reason for this is because today the stock is down 5% and I was curious how often we see these moves with QXO.

For a 'boring' industry like building products I am just surprised at how volatile the stock is. Thoughts?

I did a comparison to Home Depot, which is much more stable but is considered a market competitor below.

Total Trading Days >1% >2% >5%
QXO (# of Days) 159 129 98 33
QXO (% of Trading Days) 81.13% 61.64% 20.75%
Home Depot (# of Days) 159 94 45 2
Home Depot (% of Trading Days) 59.12% 28.30% 1.26%
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u/thekidboy — 1 day ago
▲ 9 r/qxo

How many shares do you have, what average, whats your full position target, how long are you planning to hold and your min exit target, lets have some fun

Current position: 5k shares at $17.63

target: 30k shares, will continue to buy under $16

holding for atleast 2030

Start taking profit around $50 per share

reddit.com
u/Unusual-Study-4558 — 1 day ago
▲ 10 r/qxo

This may be the biggest part yet to come

I really think that by partnering with the major players in roofings digital tools space a lot of customers will end up using QXO with really thinking about it. Most roofers are already using one of these to estimate, quote, or track jobs. Now they can get it with a price and delivery time without much extra work.

What are your thoughts?

u/Few-Dragonfruit2223 — 3 days ago
▲ 2 r/qxo

What's the reason it keeps collapsing?

Most stocks I hold are heading to previous high or at least keeping it steady, why this one only keeps falling? Like 4-6 month straight, almost for a half year. I know there were acquisitions and stuff but it's just too much, not giving a room at all to break even. Does CEO even care

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u/onexplored — 4 days ago
▲ 0 r/qxo

Garbage

Bought earlier this year, and it's been only going down. This one plummet on the way down, but only creep up on the way up. Should've bought semicon instead and come back to this 10 years later.

reddit.com
u/onexplored — 9 days ago
▲ 7 r/qxo

Atkore Inc. to be Acquired by Prysmian for $95.00 per Share in Cash

Alright gents, Atkore can be taken off the QXO hit list.

But let the speculation begin. Top candidates for an electrical company?

Gotta rebound and redeem the embarrassing denial of public-marriage-proposal-gone-wrong with Rexel.

investors.atkore.com
u/ddr2sodimm — 9 days ago
▲ 2 r/qxo

Made a deep dive into QXO's Q2 earnings and conference call.

Hey everyone. If you’ve been watching QXO’s Q2 earnings print, the initial headline noise around the GAAP net loss vs. the operational earnings beat has been interesting to track.

I just put together a deep dive video looking at the actual financial mechanics behind this earnings release and conference call, rather than just reacting to automated headline algorithms.

https://youtu.be/-j2nx-g0R-A?si=_ccWDGqN7Ha1OECB

Here’s a quick summary of what I broke down:

  • The GAAP Loss vs. Real Profitability: Why the $(55)M GAAP net loss is heavily distorted by front-loaded M&A transaction fees and preferred dividend allocations, while core operating performance printed $272M in Adjusted EBITDA and positive +$0.08 Adjusted EPS.
  • The TopBuild Accounting Cutoff: Why judging QXO on this $3.25B print misses the real scale. TopBuild officially closed on July 1st (Q3 day one), meaning zero TopBuild revenue or EBITDA was captured in Q2. The combined run-rate baseline is now ~$18B in revenue and ~$2B in Adjusted EBITDA.
  • Gross Margin Expansion: Looking at how gross margins reached 24.7% (up 360 bps YoY), driven by purchasing scale and AI-driven pricing tools across Kodiak ($595M Q2 contribution) and Beacon before TopBuild synergies even layer in.
  • Brad Jacobs on Capital Allocation: Key call takeaways, specifically management confirming a transition into an operational execution phase—focusing on organic integration, debt reduction, and synergy extraction rather than near-term equity dilution.

If you’re tracking the roll-up platform or just curious about how these numbers actually stack up behind the headlines, feel free to check out the full breakdown.

Would love to hear your thoughts or any counterarguments

u/Sorfing — 7 days ago
▲ 11 r/qxo

The Mindset Behind Building a Great Little Business | Brad Jacobs

8/2026 podcast. Nice potpourri of things.

This one highlights Brad’s thoughts on debt atop usual organizational culture and incentive systems.

open.spotify.com
u/ddr2sodimm — 8 days ago
▲ 4 r/qxo

My Investment Before Earnings - $14 Cash Secured Puts

Just thought I'd contribute and share my investments today as earnings are due to come out after close. I've sold >40 CSPs of QXO at $14 each, netting around $550 in total. The puts have actually lost money since I sold them on Monday when price was around $16. If I sold them now I'd probably get 1.5x or 2x as much.

I've been really interested in QXO since I heard Brad Jacobs on the Odd Lots podcast. His strategy of acquiring companies and optimizing them to achieve efficient companies that are well integrated. I heard about this company more than a year ago but got more involved recently when I looked and saw this company was near all time lows. SPY and VOO feel overvalued so I thought I'd make some moves on QXO.

My strategy has so far been to sell CSPs on the stock and net the premium. It's not fancy and I don't expect huge gains but it's been a good way to make money on idle cash that is already earning 3% in interest. If it ever goes below my price I can push out a week or get assigned. I got assigned when price fell to $13.50 but after that I sold covered calls at $14.5 and made an OK profit.

I do have faith in this stock and predict these values are lows. I like Brad Jacobs strategy and am excited to see how he'll be able to get these all integrated and achieve 'synergy'. For earnings today, I've positioned myself to catch the knife at $14 (about 5% downside). Not gonna lie I will feel bummed if this pops which I think is possible and maybe more likely than hitting my $14 price.

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u/thekidboy — 8 days ago
▲ 10 r/qxo

How correlated will QXO be with a stock market crash / AI bubble burst?

I have average of about $14 with a further 1K to deploy, it worth holding out for now and just monitoring closely?

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u/chessbobble125 — 12 days ago
▲ 8 r/qxo

Worth buying at its current price ? ($16.19)

New to this stock and I’ve heard good things about it just want to see what yall think of it currently and how it could do in a few years

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u/NotThebrightestStarr — 13 days ago