QXO QXO, Inc.

BULLISH Impact: 5/10 8-K
Horizon weeks Filed May 29, 2026 Processed 16d 13h ago SEC 0000950142-26-001551
8-K context-dependent: Items 8.01
Latest settled — T+5d
QXO-PB ▼ -5.36% at T+5d
LONG call ✗ call lost -5.36% · α vs SPY -2.61% · entry $47.79 → $45.23
Next anchor: T+20d in 14d
Last close $16.63 (close Jun 12) · -65.20% from $47.79 entry
Entry anchored
May 29, 2026
via day open
T+1d
-2.89%
call -2.89% · α -3.03%
$46.41
settled 14d ago
T+5d
-5.36%
call -5.36% · α -2.61%
$45.23
settled 10d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

QXO announced cash tender offers for any and all of TopBuild's $500M 4.125% Senior Notes due 2032 and $750M 5.625% Senior Notes due 2034, along with consent solicitations to amend the indentures. The offers are contingent on the closing of QXO's pending acquisition of TopBuild. For the preferred stock (QXO-PB), this is a credit-positive step that reduces TopBuild's debt overhang and eliminates restrictive covenants, supporting the combined entity's credit profile.

Actionable Insight

For QXO-PB holders, the tender offers signal progress toward closing the TopBuild acquisition and proactively address post-merger debt structure. Monitor the early tender deadline (June 11) for participation levels; high uptake would reduce combined leverage and support preferred dividend coverage. The elimination of restrictive covenants also gives the combined entity more financial flexibility.

Key Facts

  • QXO commenced tender offers for any and all of TopBuild's $500M 4.125% Senior Notes due 2032 and $750M 5.625% Senior Notes due 2034.
  • Total Tender Offer Consideration is $1,011.25 per $1,000 principal amount for each series, including a $50 Early Tender Payment.
  • Consent solicitations seek to eliminate change-of-control offer requirements, substantially all restrictive covenants, and most events of default.
  • The tender offers and consent solicitations are conditioned on the substantially concurrent consummation of QXO's acquisition of TopBuild.
  • Early Tender Deadline and Withdrawal Deadline are June 11, 2026; Expiration Date is June 29, 2026.

Financial Impact

Up to $1.25 billion aggregate principal amount of TopBuild notes to be retired via cash tender, with total consideration of ~$1,011.25 per $1,000 principal plus accrued interest.

debtleverageinterest expense

Risk Factors

  • The tender offers are contingent on closing the TopBuild acquisition, which remains subject to shareholder and regulatory approvals.
  • If the acquisition fails to close, the tender offers will not be consummated, and the credit benefits for QXO-PB would not materialize.
  • Financing the cash tender adds to QXO's near-term cash needs, though the notes are being retired as part of the acquisition financing plan.

Market Snapshot

Exchange
NYSE
Sector
Wholesale-Lumber & Other Construction Materials

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000950142-26-001551
Document: eh260786667_ex9901.htm0000950142-26-001551
Document: 0000950142-26-001551-index-headers.html0000950142-26-001551
Document: 0000950142-26-001551-index.html0000950142-26-001551
Document: 0000950142-26-001551.txt0000950142-26-001551
11 reports for QXO
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for QXO — sortable, filterable
Type Now
Jun 12, 2026
2d ago
8-K
NEUTRAL ★ 3/10
$16.58 awaiting T+1awaiting T+1$16.63 (+0.30%)
Jun 4, 2026
10d ago
8-K
NEUTRAL ★ 3/10
$46.10 awaiting T+1awaiting T+1$16.63 (−63.93%)
Jun 2, 2026
12d ago
8-K
NEUTRAL ★ 5/10
$46.41 $47.08▲ +1.44%▲ +2.17%$16.63 (−64.17%)
Jun 1, 2026
14d ago
EFFECT
NEUTRAL ★ 4/10
$47.79 $46.41▼ −2.89%▼ −3.03%$16.63 (−65.20%)
May 29, 2026
16d ago
8-K
BULLISH ★ 5/10
$47.79 $46.41▼ −2.89%▼ −3.03%$16.63 (−65.20%)
Apr 29, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$55.89 $55.07▼ −1.47%▼ −1.69%$16.63 (−70.25%)
Apr 20, 2026
8w ago
8-K
BULLISH ★ 9/10
$66.51 $62.81▼ −5.56%▼ −4.91%$16.63 (−75.00%)
Mar 24, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$20.19 $20.46▲ +1.34%▲ +0.77%$16.63 (−17.63%)
Mar 17, 2026
12w ago
8-K
NEUTRAL ★ 3/10
$20.86 $20.13▼ −3.50%▼ −2.10%$16.63 (−20.28%)
Feb 28, 2026
15w ago
Institutional Cluster
MIXED ★ 6/10
$22.92 $21.95▼ −4.23%▼ −3.32%$16.63 (−27.44%)
Showing 10 of 11

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