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QXO: M&A Growth Strategy & Margin Structure

Partner Interview
QXO•US•Large CapBeacon Roofing SupplyBuilders FirstSourceCarlisle CompaniesGAF RoofingJohns ManvilleSRS Holdings Co.,Ltd.The Home DepotTopBuildScale EconomiesB2B Middlemen
Sep 14, 2026

James Hardie: Fiber Cement Price Elasticity & Contractor Economics

Partner Interview
James Hardie Industries plc•IE•Large CapQXOLouisiana-PacificScale EconomiesB2B Middlemen
Sep 11, 2026

TopBuild & QXO: Distribution, Installation & Building Products Integration

Partner Interview
QXO•US•Large CapBeacon Roofing SupplyBuilders FirstSourceCertainTeedSRS Holdings Co.,Ltd.The Home DepotTopBuildScale EconomiesB2B Middlemen
Aug 20, 2026

TopBuild & IBP: Insulation Contracting M&A Multiples and Deal Dynamics

Partner Interview
QXO•US•Large CapTopBuildScale EconomiesB2B Middlemen
Aug 12, 2026

QXO & Roofing Distribution: Contractor Economics & Growth Limits

Partner Interview
QXO•US•Large CapMenardsBeacon Roofing SupplySRS Holdings Co.,Ltd.Scale EconomiesB2B Middlemen
Aug 9, 2026

QXO, Kodiak & the Challenges of LBM Distribution Integration

Partner Interview
QXO•US•Large CapCertainTeedBuilders FirstSourceScale EconomiesB2B Middlemen
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 Middlemen
Jul 29, 2026

QXO & ABC Supply: Commercial Roofing Distribution Competitive Dynamics

Partner Interview
QXO•US•Large CapScale EconomiesB2B Middlemen
Jul 17, 2026

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

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IP Interview
Builders FirstSource•US•Mid CapQXOBeacon Roofing SupplyLGI HomesLennarNVRD.R. HortonMeritage HomesLowesThe Home DepotCornered ResourceB2B Middlemen
Nov 25, 2025

Floor & Decor: Pro-Driven Growth, Import-Cost Pressure & Soft-Flooring Opportunity

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IP Interview
Floor & Decor•US•Mid CapThe Home DepotLowesBuildDirectcomQXOMohawk IndustriesTarkett S.A.Shaw FloorsScale EconomiesB2B Middlemen
Nov 24, 2025

Carlisle Companies Incorporated: Distributor's Perspective

Partner Interview
Carlisle Companies•US•Large CapAmrize LtdBeacon Roofing SupplyHolcimQXOScale EconomiesB2B Middlemen
Nov 21, 2025

Floor & Decor: Container Economics & Stockout-Smart Logistics

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IP Interview
Floor & Decor•US•Mid CapThe Home DepotBuildDirectcomQXOLowesMenardsScale EconomiesB2B Middlemen
Nov 13, 2025

Floor & Decor: Direct Sourcing & Retail Strategy

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IP Interview
Floor & Decor•US•Mid CapBuildDirectcomQXOLowesThe Home DepotMohawk IndustriesMenardsScale EconomiesB2B Middlemen
Nov 11, 2025

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

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IP Interview
QXO•US•Large CapBuilders FirstSourceCarlisle CompaniesThe Home DepotLowesGAF RoofingJohns ManvilleScale EconomiesB2B Middlemen
Oct 15, 2025

US Homebuilding: Power Home Remodeling Group & Vinyl Siding Competition

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

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

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IP Interview
QXO•US•Large CapCertainTeedBuilders FirstSourceThe Home DepotLowesSaint-GobainProcess PowerB2B Middlemen
Sep 5, 2025

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

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IP Interview
QXO•US•Large CapGAF RoofingBuilders FirstSourceBeacon Roofing SupplyCarlisle CompaniesThe Home DepotLowesFloor & DecorScale EconomiesB2B Middlemen
Aug 29, 2025

QXO, Beacon Roofing: Roofing Industry Consolidation

Partner Interview
QXO•US•Large CapBeacon Roofing SupplyThe Home DepotBuilders FirstSourceScale EconomiesB2B Middlemen
Jul 31, 2025

QXO, Beacon Roofing Supply: SRS Distribution Competition

Partner Interview
QXOBuilders FirstSourceBeacon Roofing SupplyThe Home DepotScale EconomiesB2B Middlemen
Jul 23, 2025

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

Partner Interview
Carlisle CompaniesQXOJohns ManvilleWalmartGAF RoofingBuilders FirstSourceThe Home DepotArmstrong World IndustriesScale EconomiesB2B Middlemen
Jul 23, 2025

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