Equity Profile

QXO

QXO, Inc.

IndustrialsTrading Companies & Distributors$16.4B

Aug13Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

QXO, Inc. operates in the industrial sector, focusing on trading and distribution....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.08

Revenue

Revenue figures will provide insights into sales performance and demand for QXO's products and services.

$3.2B

Wall Street expectations, options signals, track record, and call prep available with Pro.

QXO Q2-2026 Earnings Preview

Context

Company Snapshot

QXO, Inc. operates in the industrial sector, focusing on trading and distribution. With a market cap of $16 billion, it plays a significant role in supply chain management and logistics, which are crucial for various industries, especially in a recovering economy.

Earnings Scorecard·Last 6Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

+58.91%

Avg Stock Reaction

-0.33%

Last Quarter Recap

In Q1-2026, QXO reported an EPS of -$0.12, missing expectations and reflecting ongoing challenges. The stock reacted negatively, dropping 3.80% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about QXO's upcoming earnings, with expectations of a modest recovery in EPS and revenue. However, recent performance has raised concerns about the company's ability to meet these targets.

Bull Case

If QXO can exceed the EPS estimate, it may signal a turnaround in profitability and boost investor confidence, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations again, it could raise doubts about its operational efficiency and market position, leading to further declines in stock price.

Key Metrics to Watch

EPS

$0.08

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$3.2B

Revenue figures will provide insights into sales performance and demand for QXO's products and services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will QXO achieve an EPS of $0.08 or better?

This figure is crucial for demonstrating a recovery in profitability and could influence investor sentiment significantly.

How does QXO's revenue compare to the $3.2 billion consensus?

Revenue performance will indicate demand trends and operational effectiveness, which are key for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate QXO's ability to leverage its distribution network for improved margins, especially as supply chain issues ease.

Supporting Evidence

Options pricing suggests a move of 23.9%, indicating that the market expects significant volatility.

The recent trend of EPS surprises shows a potential for recovery, as the company has historically beaten estimates 67% of the time.

Key Risk

If revenue comes in significantly below $3.0 billion, it could undermine the bullish narrative surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing QXO's ability to rebound from recent earnings misses against its potential for growth in a recovering economy.

Bull Confirmed If

An EPS of $0.10 or higher would confirm a strong recovery and investor confidence.

Bear Confirmed If

An EPS below $0.06 would raise serious concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±23.9%

Historical Avg

±2.9%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±23.9% while QXO has averaged ±2.9% over the last 6 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

60.8%

Calls (614K)P/C Ratio: 0.83Puts (197K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If QXO beats expectations, history suggests a potential stock increase of around 1.38%, reinforcing a positive outlook.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may remain flat as investors digest the news.

Miss

A miss could lead to a decline of about 3.77% based on historical patterns, further shaking investor confidence.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on profitability.
2Insights into demand trends for QXO's products in key markets.
3Management's commentary on supply chain improvements and their effects on operations.
4Details on any new contracts or partnerships that could drive future growth.
5Expectations for the remainder of the fiscal year and any guidance provided.

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Company Snapshot

QXO, Inc. operates in the industrial sector, focusing on trading and distribution....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.08

Revenue

Revenue figures will provide insights into sales performance and demand for QXO's products and services.

$3.2B

Wall Street expectations, options signals, track record, and call prep available with Pro.

QXO Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 6Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

+58.91%

Avg Stock Reaction

-0.33%

Last Quarter Recap

In Q1-2026, QXO reported an EPS of -$0.12, missing expectations and reflecting ongoing challenges. The stock reacted negatively, dropping 3.80% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If QXO can exceed the EPS estimate, it may signal a turnaround in profitability and boost investor confidence, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations again, it could raise doubts about its operational efficiency and market position, leading to further declines in stock price.

Key Metrics to Watch

EPS

$0.08

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$3.2B

Revenue figures will provide insights into sales performance and demand for QXO's products and services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will QXO achieve an EPS of $0.08 or better?

This figure is crucial for demonstrating a recovery in profitability and could influence investor sentiment significantly.

How does QXO's revenue compare to the $3.2 billion consensus?

Revenue performance will indicate demand trends and operational effectiveness, which are key for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate QXO's ability to leverage its distribution network for improved margins, especially as supply chain issues ease.

Supporting Evidence

Options pricing suggests a move of 23.9%, indicating that the market expects significant volatility.

The recent trend of EPS surprises shows a potential for recovery, as the company has historically beaten estimates 67% of the time.

Key Risk

If revenue comes in significantly below $3.0 billion, it could undermine the bullish narrative surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing QXO's ability to rebound from recent earnings misses against its potential for growth in a recovering economy.

Bull Confirmed If

An EPS of $0.10 or higher would confirm a strong recovery and investor confidence.

Bear Confirmed If

An EPS below $0.06 would raise serious concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±23.9%

Historical Avg

±2.9%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±23.9% while QXO has averaged ±2.9% over the last 6 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

60.8%

Calls (614K)P/C Ratio: 0.83Puts (197K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If QXO beats expectations, history suggests a potential stock increase of around 1.38%, reinforcing a positive outlook.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may remain flat as investors digest the news.

Miss

A miss could lead to a decline of about 3.77% based on historical patterns, further shaking investor confidence.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on profitability.
2Insights into demand trends for QXO's products in key markets.
3Management's commentary on supply chain improvements and their effects on operations.
4Details on any new contracts or partnerships that could drive future growth.
5Expectations for the remainder of the fiscal year and any guidance provided.