secwatch.observer — SEC 8-K summary
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Issuer:     QXO, Inc. (QXO)
CIK:        0001236275
Form:       8-K
Filed at:   2026-02-11T23:59:59+00:00
Accession:  0001104659-26-012932
Event type: m_and_a
Sentiment:  positive
Materiality: 0.85
Item codes: 1.01, 3.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1236275/000110465926012932/0001104659-26-012932-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1236275/000110465926012932/tm265913d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-012932

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer