Core Viewpoint - QXO Inc (NYSE:QXO) is recognized as a leading non-AI stock among Reddit investors, with a focus on roofing solutions and building products, and has seen a 7% increase in value this year [2]. Group 1: Company Performance and Strategy - QXO Inc is positioned to benefit from a projected rebound in the building products distribution sector in the US, driven by declining interest rates [2]. - The company is expected to thrive due to a significant housing shortage of 7.2 million homes in the US and an aging housing stock, with a median age of about 40 years, creating a growing demand for renovation and repair solutions [3]. - Following its $11 billion acquisition of Beacon Roofing in April, QXO has emerged as a top contributor to performance, indicating a successful roll-up strategy in the fragmented building products distribution industry [4]. Group 2: Management and Future Outlook - QXO's management has demonstrated a disciplined approach to acquisitions, notably opting out of a bidding war for GMS Inc., which was acquired by Home Depot, reflecting a long-term focus [4]. - The company aims to achieve over $50 billion in annual revenue over the next decade, showcasing ambitious growth targets under the leadership of Brad Jacobs [4].

Fiscal 2025 Fourth-Quarter and Year-End Results July 24, 2025 Forward-Looking Statements & Regulation G This presentation contains "forward-looking statements" relating to our business. These forward-looking statements, or other statements made by us, are made based on our expectations and beliefs concerning future events impacting us and are subject to uncertainties and factors (including those specified below), which are difficult to predict and, in many instances, are beyond our control. As a result, our ...