$QXO

$QXO - Raise the roof after earnings tomorrow

QXO is a newly public consolidation platform targeting the $800B fragmented building materials distribution industry, led by Brad Jacobs who has a proven track record of massive returns through serial acquisitions at URI, XPO, and GXO. With $1.2B in backing from Apollo and Jacobs' $900M personal stake, the company is positioned to roll up an antiquated, relationship-driven market with low digital adoption and expand margins through standardization and technology.