QXO Insulation, LLC(BLD)Stock Analysis
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Rank #769 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
BLD Stock Analysis & AI Quality Score
AI stock analysis and institutional research for QXO Insulation, LLC (BLD), a Industrials sector company. 13F Pro's AI-powered ranking engine scores BLD at 62.0/100 on a 32-signal composite quality model, placing it at rank #769 of 2,879 stocks — the top half of the AI-ranked universe. BLD scores in the top quartile across balance sheet strength (81.6), revenue scale (79.0). Areas of concern include earnings quality (28.5) and revenue growth (38.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), QXO Insulation, LLC reports quarterly revenue of $1.4B, net income of $104.8M, an operating margin of 12.1%. Top institutional holders of BLD by reported 13-F value include Capital Research Global Investors, BlackRock,, FMR, based on the most recent SEC filings. BLD trades on the NYSE exchange and files with the SEC under CIK 1633931. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BLD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for QXO Insulation, LLC directly from SEC EDGAR. QXO Insulation, LLC's 13F Pro composite quality score has ranged between 8 and 77 since 2021, currently 62.0 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$1.4B
Net Income
Q1 2026
$104.8M
Free Cash Flow
Q1 2026
$146.7M
Operating Margin
Q1 2026
12.1%
D/E Ratio
Q1 2026
1.20
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+2.6% YoYNet Income
+1.4% YoYOperating Income
+0.9% YoYEPS (Diluted)
+5.0% YoYTotal Assets
-8.3% YoYTotal Debt
-2.9% YoYOp. Cash Flow
-8.6% YoY| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $5.33B +2.6% | $5.19B +3.7% | $5.01B +43.7% | $3.49B +28.3% | $2.72B +3.6% | $2.62B |
| Net Income | $622.6M +1.4% | $614.3M +10.5% | $556.0M +71.6% | $324.0M +31.2% | $247.0M +29.3% | $191.0M |
| Operating Income | $886.3M +0.9% | $878.8M +10.2% | $797.2M +67.3% | $476.4M +34.2% | $355.0M +22.6% | $289.5M |
| EPS (Diluted) | $20.29 +5.0% | $19.33 +12.8% | $17.14 +75.3% | $9.78 +31.8% | $7.42 +33.5% | $5.56 |
| Total Assets | $4.74B -8.3% | $5.16B +12.1% | $4.61B +8.2% | $4.26B +51.3% | $2.82B +8.1% | $2.60B |
| Total Debt | $1.42B -2.9% | $1.47B -2.0% | $1.50B -2.2% | $1.53B +109.8% | $730.0M -4.8% | $766.5M |
| Operating Cash Flow | $776.0M -8.6% | $849.4M +71.3% | $495.8M +23.0% | $403.0M +12.6% | $357.9M +31.7% | $271.8M |
AI Insight: BLD Financial Trends
Revenue growth masks deteriorating profitability and sharply elevated leverage since mid-2025.
• Revenue grew 5.9% from Q2 2024 ($1,366M) to Q1 2026 ($1,446M), but operating income fell 16.7% over same span.
• Net income collapsed 30.5% from Q2 2024 ($151M) to Q1 2026 ($105M) despite top-line gains.
• Total debt surged 100.6% from Q1 2025 ($1,418M) to Q3 2025 ($2,924M), then stabilized ~$2.9B through Q1 2026.
⚠ Operating margin compressed from 17.1% (Q2 2024) to 12.1% (Q1 2026) — steepest decline in latest quarter.
⚠ Debt-to-equity ratio doubled from 0.61x (Q1 2025) to 1.20x (Q1 2026); monitor refinancing risk and covenant headroom.
⚠ Operating cash flow declined 79% from $266M (Q4 2024) to $161M (Q1 2026) despite stable/growing revenue.
AI Insight: BLD Ratio Trends
Operating margin and ROIC have compressed sharply since Q3 2024, with leverage nearly doubling and returns on equity down 46% year-over-year.
• OpMargin fell from 17.8% in Q3 2024 to 12.1% in Q1 2026—a 570bp decline. NPM compressed similarly from 12.3% to 7.2%.
• ROIC contracted from 27.5% in Q3 2024 to 13.2% in Q1 2026. ROE declined from 32.0% to 17.4% over the same period.
• Debt-to-equity doubled from 0.61 in Q2 2024 to 1.20 in TTM 2026, with peak leverage of 1.31 in Q3 2025.
⚠ Profitability has stabilized at low levels (12.1% OpMargin, 7.2% NPM) in last two quarters; monitor for reversal or further deterioration.
⚠ ROA fell to 6.2% in Q1 2026, lowest in dataset. Asset efficiency and leverage management remain critical near-term risks.
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Available Research
13F Pro tracks comprehensive data for QXO Insulation, LLC including:
Top Institutional Holders of BLD
Capital Research Global Investors
$1.4B4,095,185 shBlackRock, Inc.
$1.0B2,921,362 shFMR LLC
$667.3M1,899,418 shCapital World Investors
$521.1M1,483,387 shVANGUARD CAPITAL MANAGEMENT LLC
$442.3M1,259,046 shVANGUARD PORTFOLIO MANAGEMENT LLC
$406.4M1,156,896 shSTATE STREET CORP
$351.2M999,810 shVICTORY CAPITAL MANAGEMENT INC
$321.7M915,702 shBoston Partners
$291.6M830,113 shPictet Asset Management Holding SA
$238.1M677,889 sh
| Fund | Value | Shares |
|---|---|---|
| Capital Research Global Investors | $1.4B | 4,095,185 |
| BlackRock, Inc. | $1.0B | 2,921,362 |
| FMR LLC | $667.3M | 1,899,418 |
| Capital World Investors | $521.1M | 1,483,387 |
| VANGUARD CAPITAL MANAGEMENT LLC | $442.3M | 1,259,046 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $406.4M | 1,156,896 |
| STATE STREET CORP | $351.2M | 999,810 |
| VICTORY CAPITAL MANAGEMENT INC | $321.7M | 915,702 |
| Boston Partners | $291.6M | 830,113 |
| Pictet Asset Management Holding SA | $238.1M | 677,889 |
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Popular Research
Is BLD a good stock to buy?
13F Pro's AI-powered analysis of QXO Insulation, LLC (BLD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BLD are available on the BLD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BLD?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BLD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of QXO Insulation, LLC's investment landscape.