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QXO, Kodiak & the Challenges of LBM Distribution Integration

Partner Interview
QXO•US•Large CapCertainTeedBuilders FirstSourceScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterials
Jul 31, 2026

QXO & Beacon Roofing: Distribution Model, M&A Strategy & Competitive Dynamics

Partner Interview
QXO•US•Large CapBuilders FirstSourceCarlisle CompaniesCertainTeedFloor & DecorThe Home DepotScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterialsConsumer Discretionary
Jul 29, 2026

James Hardie vs LP SmartSide: A Contractor's Buying Perspective

Partner Interview
James Hardie Industries plc•IE•Large CapBuilders FirstSourceCertainTeedSaint-GobainLouisiana-PacificProcess PowerScale EconomiesMission Critical Products & ServicesMaterialsIndustrials
Jan 22, 2026

Builders FirstSource: Vertical Integration, Lead-Time Control, and Cycle-Time Savings

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Builders FirstSource•US•Mid CapQXOBeacon Roofing SupplyLGI HomesLennarNVRD.R. HortonMeritage HomesLowesThe Home DepotScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerMaterialsIndustrialsInformation TechnologyConsumer Discretionary
Nov 25, 2025

James Hardie: AZEK Acquisition

Partner Interview
James Hardie Industries plc•IE•Large CapBuilders FirstSourceMaterialsIndustrials
Nov 15, 2025

Armstrong World Industries: Templok Acquisition

Partner Interview
Armstrong World Industries•US•Mid CapUSG CorporationCertainTeedTopBuildBuilders FirstSourceKnaufIndustrialsConsumer DiscretionaryMaterials
Nov 4, 2025

QXO: Manufacturer-Distributor Power Dynamics in US Building Product Market

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QXO•US•Large CapBuilders FirstSourceCarlisle CompaniesThe Home DepotLowesGAF RoofingJohns ManvilleScale EconomiesB2B MiddlemenSerial AcquirerMaterialsIndustrialsInformation TechnologyConsumer Discretionary
Oct 15, 2025

US Homebuilding: Power Home Remodeling Group & Vinyl Siding Competition

Partner Interview
CertainTeedBuilders FirstSourceLouisiana-PacificBeacon Roofing SupplyQXOJames Hardie Industries plcScale EconomiesB2B MiddlemenSerial AcquirerMaterialsIndustrialsInformation Technology
Oct 2, 2025

CertainTeed, Hardie, & Vinyl Siding Competition

Partner Interview
CertainTeedJames Hardie Industries plcBuilders FirstSourceSaint-GobainLouisiana-PacificProcess PowerScale EconomiesMission Critical Products & ServicesMaterialsIndustrials
Oct 2, 2025

QXO, Home Depot, SRS, & Building Product Distribution Market Structure

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QXO•US•Large CapCertainTeedBuilders FirstSourceThe Home DepotLowesSaint-GobainScale EconomiesProcess PowerB2B MiddlemenSerial AcquirerMission Critical Products & ServicesIndustrialsInformation TechnologyMaterialsConsumer Discretionary
Sep 5, 2025

Louisiana-Pacific: Distributors, Installers & Builders Incentives

Partner Interview
Louisiana-Pacific•US•Mid CapBuilders FirstSourceJames Hardie Industries plcScale EconomiesMaterialsIndustrials
Sep 1, 2025

QXO, Builders FirstSource, Home Depot: Advantage of One-Stop Building Product Distribution

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QXO•US•Large CapGAF RoofingBuilders FirstSourceBeacon Roofing SupplyCarlisle CompaniesThe Home DepotLowesFloor & DecorScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterialsConsumer Discretionary
Aug 29, 2025

QXO, Beacon Roofing: Roofing Industry Consolidation

Partner Interview
QXO•US•Large CapBeacon Roofing SupplyThe Home DepotBuilders FirstSourceScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer DiscretionaryMaterials
Jul 31, 2025

QXO, Beacon Roofing Supply: SRS Distribution Competition

Partner Interview
QXOBuilders FirstSourceBeacon Roofing SupplyThe Home DepotScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterialsConsumer Discretionary
Jul 23, 2025

Carlisle Companies: Supply Capacity, Incentives & Re-Roofing Demand Drivers

Partner Interview
Carlisle CompaniesQXOJohns ManvilleWalmartGAF RoofingBuilders FirstSourceThe Home DepotArmstrong World IndustriesScale EconomiesB2B MiddlemenSerial AcquirerMaterialsIndustrialsInformation TechnologyConsumer StaplesConsumer Discretionary
Jul 23, 2025

QXO & US Building Product Distribution: Local Share Advantages and New-Build vs. Remodel Dynamics

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QXOBuilders FirstSourceCertainTeedPower Home RemodelingThe Home DepotScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterialsConsumer Discretionary
Jul 8, 2025

QXO & US Building Product Distribution: A Manufacturer's Perspective

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QXOBuilders FirstSourceCertainTeedThe Home DepotGMSRexelD.R. HortonLGI HomesMeritage HomesLennarOwens CorningScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterialsConsumer Discretionary
Jun 26, 2025

QXO: Beacon Roofing M&A Blueprint

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QXOBeacon Roofing SupplyThe Home DepotBuilders FirstSourceUS Lbm Holdings, LLC84 LumberGMSRexelScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer DiscretionaryMaterials
Jun 11, 2025

QXO, Builders FirstSource & US Building Distributors: A Home Builder's Perspective

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Builders FirstSourceQXOBeacon Roofing SupplyLGI HomesLennarNVRD.R. HortonMeritage HomesKB HomeThe Home Depot84 LumberLowesDream Finders HomesScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerMaterialsIndustrialsInformation TechnologyConsumer Discretionary
May 12, 2025

QXO, Builders FirstSource, & US Building Product Distribution

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QXOBuilders FirstSourceBeacon Roofing SupplyUS Lbm Holdings, LLC84 LumberGMSRexelThe Home DepotLowesScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterialsConsumer Discretionary
May 5, 2025

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