Calls of the Day: Leidos, Boeing, Lockheed Martin, QXO, On Holding, Spotify and Chevron

The Investment Committee debate the latest Calls of the Day.

CNBC Television • Dec 12, 2025

QXO Launches 2025 QXO for Veterans Program

GREENWICH, Conn.--(BUSINESS WIRE)--In honour of Remembrance Day, QXO, Inc. (NYSE: QXO) today announced the launch of its annual QXO for Veterans initiative, continuing the company's mission to support veterans and their families. Now in its seventh year, the QXO for Veterans program is significantly expanding to award 13 winners with a new roof at no cost. This North American program honours veterans, Gold Star Families and organizations that serve veterans by providing essential home improveme.

Business Wire • Nov 11, 2025

The Most Important Investment Lessons I've Ever Shared

My investment strategy centers on concentrated positions in high-quality, dividend-growing companies within energy, defense, logistics, and construction, favoring long-term value over short-term trends. I embrace the 'equity yield curve' approach, seeking alpha by buying top-tier businesses when they're out of favor, accepting cyclical risk for superior long-term returns. Recent reader feedback highlighted the need for clearer communication of risks, especially for retirees, and the importance of distinguishing my conviction from others' allocation needs.

Seeking Alpha • Nov 9, 2025

My Ultimate Blueprint For The Next 5 Years Of Income Investing

The market's obsessed with AI giants, leaving income investors behind. I'm focusing on what this imbalance means for long-term opportunity. Massive AI spending acts like new-age stimulus, creating ripples across power, infrastructure, and industrial sectors that fuel growth. I believe the Fed will keep "running it hot," driving new cycles in housing, manufacturing, and income assets as rates eventually fall.

Seeking Alpha • Nov 7, 2025

QXO Reports Third Quarter 2025 Results

GREENWICH, Conn.--(BUSINESS WIRE)--QXO, Inc. (“QXO” or the “Company”) (NYSE: QXO) today issued its financial results for the third quarter 2025, in line with the preliminary third-quarter information provided during last week's term loan refinancing. The Company reported a basic and diluted loss per common share of $(0.24) and an Adjusted Diluted Earnings per Common Share (“Adjusted Diluted EPS”), a non-GAAP financial measure, of $0.14 for the three months ended September 30, 2025. THIRD QUARTE.

Business Wire • Nov 6, 2025

QXO, Inc. (QXO) Q3 Earnings and Revenues Surpass Estimates

QXO, Inc. (QXO) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to a loss of $0.01 per share a year ago.

Zacks Investment Research • Nov 7, 2025

2 Business Services Firms Poised to Beat Estimates This Earnings Season

QXO and BTDR are set to shine this earnings season, each showing strong growth estimates and solid momentum across the business services sector.

Zacks Investment Research • Nov 5, 2025

I Just Made A Big Bet - And Reshaped My Dividend Portfolio Around It

I rarely change my portfolio, but this time I made one of my biggest moves ever, selling a major winner to strengthen my core holdings. I reinvested the proceeds across key themes I believe will define the next decade, boosting conviction in my long-term strategy. Most excitingly, I made my largest new investment ever, one that perfectly fits my vision for growth, value, and future-proof income.

Seeking Alpha • Nov 1, 2025

QXO Announces Launch of Term Loan Refinancing

GREENWICH, Conn.--(BUSINESS WIRE)--QXO, Inc. (“QXO” or the “Company”) (NYSE: QXO) today launched a refinancing of its Term Loan B. The refinancing is subject to market and other conditions, and no assurances are made that the Company will consummate the refinancing on the terms contemplated, or at all. In connection with the refinancing, the Company provided to potential lenders the following summarized preliminary financial information. The Company expects to file its quarterly report on Form.

Business Wire • Oct 28, 2025

QXO: Deconstructing The Playbook To Consolidate Building Products Distribution Market

QXO is led by Brad Jacobs, aiming to consolidate the $800B building products distribution market using M&A and technology transformation. QXO's acquisition of Beacon Roofing Supply established it as the largest publicly traded distributor in North America, with aggressive expansion plans including a bid for GMS Inc. QXO's strategy focuses on AI-driven pricing, centralized procurement, and digital transformation to unlock margin expansion and organic growth in a fragmented industry.

Seeking Alpha • Oct 28, 2025