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奥本海默公司称，QXO计划收购TopBuild将带来收益增长。

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-- 奥本海默公司周一发布的一份报告指出，QXO (QXO) 计划以约 170 亿美元收购 TopBuild (BLD) 的交易将带来积极的增量收益，预计将提升公司业绩，并巩固其在北美领先的保温材料及相关建筑产品分销商和安装商的地位。 报告称，TopBuild 的加入将为 QXO 带来一项优质资产，该资产拥有行业领先的利润率和强劲的自由现金流转化率。奥本海默表示，此次交易有望通过定价权、交叉销售机会以及利用客户价值链和供应商关系的能力，加速 QXO 平台的发展。 奥本海默表示，已构建了 QXO 和 TopBuild 合并后的 2024 年至 2030 年的预测模型，并预计到 2030 年，合并后的收入、调整后 EBITDA 和自由现金流将分别达到 350 亿美元、55 亿美元和 37 亿美元，均显著高于此前的预期。 该公司表示，该交易将提升公司2030年前的每股收益和自由现金流，并补充说，由于宏观经济环境充满挑战，预计QXO第一季度至第三季度的近期“已公布”业绩预期将有所下调。 奥本海默公司维持对QXO的“跑赢大盘”评级，并将该公司目标股价从30美元上调至32美元。

Price: $20.70, Change: $-0.27, Percent Change: -1.29%

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