FINWIRES · TerminalLIVE
FINWIRES

QXOによるTopBuild買収計画は収益増につながるとオッペンハイマーは述べている。

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-- オッペンハイマーは月曜日のレポートで、QXO（QXO）によるTopBuild（BLD）の約170億ドルでの買収計画は、QXOの業績にプラスの影響を与え、収益増に貢献すると見込まれると述べた。これにより、QXOは北米における断熱材および関連建築資材の大手販売・施工業者としての地位を確立することになる。 TopBuildの買収により、業界トップクラスの利益率と高いフリーキャッシュフロー転換率を誇る優良資産が加わる。この買収は、価格決定力、クロスセル機会、顧客バリューチェーンおよびベンダーとの関係活用を通じて、QXOの事業基盤を加速させると予想される、と同社は述べている。 オッペンハイマーは、QXOとTopBuildを統合した2024年から2030年までのプロフォーマモデルを作成した。2030年の売上高、調整後EBITDA、フリーキャッシュフローはそれぞれ350億ドル、55億ドル、37億ドルと予測されており、いずれも従来の予測を大幅に上回っている。 同社は、今回の買収は2030年まで1株当たり利益とフリーキャッシュフローの両方にプラスの影響を与えるとの見解を示した。また、厳しいマクロ経済環境のため、QXOの第1四半期から第3四半期にかけての短期的な「報告済み」業績予想は下方修正されるとの見通しを示した。 オッペンハイマーはQXOの投資判断を「アウトパフォーム」とし、目標株価を30ドルから32ドルに引き上げた。

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

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