QXO to acquire Kodiak Building Partners for $2.25B in cash and stock

QXO, Inc.

Purchase price: $2.0B cash + 13.2M QXO shares (repurchasable at $40/share).
Deal expected to close early Q2 2026; QXO retains right to buy back shares at $40.
Kodiak generated ~$2.4B revenue in 2025; deal expected to be highly accretive to 2026 EPS.
Expands QXO addressable market to >$200B; cross-selling and margin expansion expected.
Kodiak management rollover agreements include up to 2-year lock-up on reinvested proceeds.

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

QXO, Inc. entered into Agreement and Plan of Merger with Kodiak Building Partners Inc. valued at $2,000,000,000 plus 13,157,895 shares (effective 2026-02-10).

Action: entry
Agreement: merger
Counterparty: Kodiak Building Partners Inc.
Value: $2,000,000,000 plus 13,157,895 shares
Effective: 2026-02-10

Exact text from the filing

On February 10, 2026, QXO, Inc., a Delaware corporation (“QXO”), entered into an Agreement and Plan of Merger (the “Merger Agreement”), with Kodiak Building Partners Inc., a Delaware corporation (“Kodiak”), Juno Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of QXO (“Merger Sub”), and CSC Shareholder Services LLC, in its capacity as shareholder representative (the “Shareholder Representative”).

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308 material agreements filed in the last 30 days. Browse all material agreements →

QXO, Inc. filing history →

Source: SEC EDGAR

accession 0001104659-26-012932

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