Stocks / Retail
QXORetail
QXO, Inc.
$11.661d +2.5%5d -5.7%settled close · 2026-09-17
Mkt cap $14B (3/25)β 2.6452w $11.38–25Shares 708.6MInd. Wholesale-Lumber & Other Construction MaterialsNYSE since 2004Emp. 7,794HQ Greenwich, CTqxo.com
The tape, with the calls on it
Who said what, and what QXO did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about QXO
2 longlatest 2026-04-17
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-04-17 | Dr Ankur CrawfordPortfolio Manager, Fred Alger Management | Bullish | interview | Brad Jacobs — proven serial consolidator behind United Rentals and XPO — is applying the same roll-up… |
| 2024-12-19 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bullish | CNBC Halftime Final Trades | QXO (Brad Jacobs' vehicle) is making acquisitions that will drive significant value creation |
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Earnings
Next report: 4 Nov 2026
Confirmed date · consensus EPS 0.15. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 13 Aug 2026 | after the close | 0.08 vs 0.08 | -4.6% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where QXO’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-20 | ||||||
| 2026-08-19 | ||||||
| 2026-07-09 | ||||||
| 2026-07-08 | ||||||
| 2026-06-30 | ||||||
| 2026-06-26 | ||||||
| 2026-06-25 | ||||||
| 2026-06-18 | ||||||
| 2026-06-17 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
QXO is in this morning’s Brief.
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