Why QXO Rallied This Week

By Billy Duberstein – Feb 13, 2026 at 1:53PM ESTKey PointsQXO made its second large acquisition this week with the $2.25 billion buyout of Kodiak Building Partners. The acquired company gives QXO more product diversity and greater exposure to the high-growth Florida and Texas markets. QXO continues to eye $50 billion in revenues under its roll-up strategy in the building products distribution industry. We’re bullish on these 10 stocks ›NYSE: QXOQXOMarket Cap$19BToday's Changeangle-down(4.38%) $1.14Current Price$27.05Price as of February 13, 2026 at 3:58 PM ETThe building materials distribution company announced a splashy new acquisition.Shares of QXO, Inc. (QXO +4.38%) rallied 15.6% this week through 1:35 p.m. EDT Friday, according to data from S&P Global Market Intelligence. QXO is the building materials distribution company helmed by entrepreneur Brad Jacobs, who founded QXO in June 2024 with the strategy of acquiring building products distribution companies in order to consolidate the large and fragmented industry. It's a strategy he perfected previously in the construction equipment rental industry with United Rentals (URI +0.00%) and the logistics industry with XPO Logistics (XPO +2.94%). This week, QXO announced its second major acquisition as part of that effort. And while acquiring companies often go down with the announcement of a significant acquisition, in this case, investors cheered the move, given that acquisitions are a central part of QXO's strategy. ExpandNYSE: QXOQXOToday's Change(4.38%) $1.14Current Price$27.05Key Data PointsMarket Cap$19BDay's Range$25.49 - $27.0952wk Range$11.85 - $27.55Volume290KAvg Vol8MGross Margin16.81% QXO buys Kodiak On Wednesday, QXO announced the acquisition of Kodiak Building Partners for $2.25 billion, consisting of $2.0 billion in cash and 13.2 million QXO shares. What's interesting about the deal is that QXO also has the right to buy back those 13.2 million shares at $40, which is nearly double the $23.21 stock price at which QXO closed on Tuesday. That's an interesting wrinkle that gives the selling management team motivation to ensure a smooth integration, while also giving QXO the ability to limit dilution in the long run. Kodiak is a distributor of a diverse array of building products, including lumber, trusses, windows, doors, roofing, and related fabrication and assembly services. Jacobs and his team will look to integrate the company into Beacon Roofing, QXO's first major acquisition, which closed in late April 2025. Jacobs also pointed to Kodiak's high exposure to the attractive growth markets of Florida and Texas, where it gets 40% of its sales, as a key benefit of the deal. Image source: Getty Images. Bet the jockey Jacobs had a lot of success in his prior roll-up strategies, and investors who have bet on further success with QXO definitely benefited this week. While Kodiak's $2.4 billion in 2025 revenue will be a nice addition to Beacon's roughly $11 billion run-rate, Jacobs has much bigger ambitions. QXO regularly states that it is targeting $50 billion in revenues within the massive $800 billion U.S. building materials distribution industry. This week's Kodiak acquisition marked another positive step on that journey. Read NextFeb 11, 2026 •By Howard SmithHere's Why QXO Stock Shot Higher TodayJan 9, 2026 •By Howard SmithWhy Did QXO Stock Hit a 52-Week High This Week?Jan 5, 2026 •By Howard SmithWhy Did QXO Stock Soar Today?Jun 6, 2025 •By Lou WhitemanWhy QXO Stock Is Shooting Higher TodayMay 21, 2025 •By Lou WhitemanWhy QXO Stock Is Down TodayAug 24, 2024 •By Jeremy BowmanThis CEO's Last Company Was a Millionaire-Maker.

Could His Next Business Could Be Even Bigger?About the AuthorBilly Duberstein is a contributing Motley Fool technology analyst covering semiconductors, hardware, software, and AI, as well as consumer goods. Billy loves looking at the story behind investments from an interdisciplinary point of view, with an equal appetite for high-growth disruptors and beaten-down value names. He is also CEO of Stone Oak Capital, a registered investment adviser in California. He previously worked as a technology analyst for several hedge funds and as a research assistant at Wedbush Securities. Billy holds an MBA in finance from New York University and a bachelor’s degree in music from the University of Virginia.TMFStoneOakStocks MentionedQXONYSE: QXO$27.05 (+4.38%) $+1.14United RentalsNYSE: URI$869.49 (+0.00%) $+0.03XPONYSE: XPO$195.39 (+2.94%) $+5.58*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.