QXO Nearing Next Acquisition as Transformation Playbook Hums -- Market Talk

Dow Jones01-06

QXO management's playbook of buying up companies and transforming them is working as the company nears its next building products acquisition, say Benchmark analysts Reuben Garner and John McGlade, who named the stock a top pick for 2026. Internal initiatives are driving growth for QXO despite difficult construction industry trends, they say, while fears of acquisition competition from Home Depot are overblown. "Management's proven and repeatable transformation playbook continues to drive progress within the roofing business while historical precedent and the balance sheet suggest another sizable acquisition in a complementary vertical is coming sooner rather than later," the analysts say. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

January 05, 2026 11:20 ET (16:20 GMT)

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Internal initiatives are driving growth for QXO despite difficult construction industry trends, they say, while fears of acquisition competition from Home Depot are overblown. \"Management's proven and repeatable transformation playbook continues to drive progress within the roofing business while historical precedent and the balance sheet suggest another sizable acquisition in a complementary vertical is coming sooner rather than later,\" the analysts say. 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