QXOHIGH SIGNALFINANCIAL10-K

QXO completed a major capital raise that nearly doubled stockholders' equity while substantially reducing cash reserves, indicating significant capital deployment for growth initiatives.

The dramatic increase in stockholders' equity from $5.1B to $9.7B suggests QXO raised substantial new capital, likely through equity issuance as evidenced by the increase in outstanding shares from 409M to 709M. However, the simultaneous decline in cash from $5.1B to $2.4B indicates the company has already deployed a significant portion of these funds, possibly for acquisitions or major investments in building products distribution infrastructure.

Comparing 2026-02-27 vs 2025-03-04View on EDGAR →
FINANCIAL ANALYSIS

QXO's financial profile shows a company in active expansion mode, with stockholders' equity growing substantially to $9.7B while cash reserves declined meaningfully to $2.4B, suggesting rapid capital deployment. Revenue grew modestly to $54.5M with reduced interest expense, indicating healthy operational momentum. The overall picture signals a company that has raised significant capital and is aggressively investing in growth, consistent with management's stated goal of building a tech-forward leader in the $800 billion building products distribution sector.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
+92.1%
$5.1B$9.7B

Equity base grew 92.1% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Cash & Equivalents
Balance Sheet
-53.4%
$5.1B$2.4B

Cash declined 53.4% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Interest Expense
P&L
-37.5%
$89K$56K

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Revenue
P&L
+21.2%
$45.0M$54.5M

Revenue growing 21.2% — solid top-line momentum, watch margins for quality of growth.

LANGUAGE CHANGES
NEW — 2026-02-27
PRIOR — 2025-03-04
ADDED
See the definitions of large accelerated filer, accelerated filer, smaller reporting company, and emerging growth company in Rule 12b-2 of the Exchange Act.
As of February 19, 2026, there were 708,551,189 shares outstanding of the registrant s common stock.
Jacobs past performance may not be representative of future results; the risk that the anticipated benefits of our acquisition of Beacon Roofing Supply, Inc.
Forward-looking statements should not be relied on as predictions of future events, and these statements are not guarantees of performance or results.
The Company does not undertake any obligation to update any of these statements in light of new information or future events, except to the extent required by applicable law.
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REMOVED
(Exact name of registrant as specified in its charter) Delaware 16-1633636 (State or other jurisdiction of incorporation or organization) (I.R.S.
As of February 25, 2025, the registrant had 409,430,195 shares of its common stock, par value $0.00001 per share, outstanding.
Jacobs in these roles could have a material adverse effect on the Company s business, financial condition and results of operations; the possibility that the concentration of ownership by Mr.
Jacobs may have the effect of delaying or preventing a change in control of the Company and might affect the market price of shares of the common stock of the Company; the risk that Mr.
Securities and Exchange Commission (the SEC ), including this Annual Report.
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