QXO targets $50B revenue, offers $5B for GMS, aims to double Beacon EBITDA

QXO, Inc.

Goal to reach $50B annual revenue within decade via M&A and organic growth; Beacon acquisition provides platform.
On June 18, 2025, QXO offered $95.20/share (~$5B) to acquire GMS; no assurance deal will close.
Plan to at least double Beacon's EBITDA organically in five years by expanding margins over 500 bps.
Management and board own ~36% of QXO; executive equity compensation tied to TSR vs S&P 55th percentile.
Building products distribution TAM $800B, fragmented, with housing undersupply and infrastructure spending tailwinds.

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