View Financial HealthThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsBeacon Roofing Supply 배당 및 자사주 매입배당 기준 점검 0/6Beacon Roofing Supply 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률2.7%자사주 매입 수익률총 주주 수익률2.7%미래 배당 수익률0%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Apr 30Beacon Roofing Supply Delists from NasdaqUS technology solutions provider QXO Inc. on April 29, 2025, said it has completed the acquisition of local roofing materials supplier Beacon Roofing Supply Inc. for USD 11 billion (EUR 9.67 billion), including debt. Chairman and CEO Brad Jacobs called the move “a major step” toward positioning QXO as the leading tech-enabled distributor in the USD 800 billion building products industry. Following the acquisition, Beacon has become a wholly owned subsidiary of QXO, and its shares were delisted from the Nasdaq on April 29, 2025.Recent Insider Transactions Derivative • Apr 09President of South Division exercised options and sold US$2.4m worth of stockOn the 4th of April, C. Best exercised 45.79k options at around US$27.26, then sold 30k of the shares acquired at an average of US$107 per share and kept the remainder. Since June 2024, Best's direct individual holding has increased from 69.37k shares to 74.88k. Company insiders have collectively sold US$9.0m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Mar 20Beacon Home Supply And QXO Tie The KnotSummary Beacon Roofing Supply is being acquired by QXO Inc. in an all-cash deal valued at $11 billion, offering a fair value to shareholders. Despite the premium, further upside for Beacon Roofing Supply is limited, justifying a downgrade from "buy" to "sell." QXO, a shell company with significant capital, will acquire Beacon Roofing Supply, making QXO a "hold" due to its higher valuation post-acquisition. Beacon Roofing Supply's revenue growth has been driven by acquisitions, but rising interest expenses and debt have impacted net income negatively. Read the full article on Seeking Alpha공시 • Mar 19QXO Extends Tender Offer to Acquire Beacon Roofing SupplyOn March 19, 2025, QXO, Inc. announced that it is extending its all-cash tender offer to acquire all outstanding shares of Beacon Roofing Supply, Inc. for $124.25 per share originally scheduled to expire on March 18, 2025, will remain open until March 19, 2025. QXO stated that the full terms, conditions and other details of the tender offer are available in the offering documents filed with the Securities and Exchange Commission.공시 • Mar 18+ 1 more updateQXO Issues Press Release to Beacon Roofing SupplyOn March 18, 2025, QXO, Inc. announced that it has entered into purchase agreements with certain institutional investors for an $830 million private placement financing and the closing of the Private Placement is contingent upon the concurrent consummation of the Company’s outstanding all-cash tender offer to acquire all outstanding shares of Beacon Roofing Supply, Inc. QXO stated that in the Private Placement, QXO will sell approximately 67.5 million shares of its common stock at $12.30 per share, both existing and new investors participated in the transaction. QXO added that the offer and sale of the foregoing securities are being made in a transaction not involving a public offering and the securities have not been registered under the Securities Act of 1933, as amended (the “Securities Act”), and may not be reoffered or resold in the United States except pursuant to an effective registration statement or an applicable exemption from the registration requirements. Further, the Company has agreed to use commercially reasonable efforts to file a prospectus supplement with the SEC to register the resale of the common stock sold in the Private Placement promptly after closing.Recent Insider Transactions Derivative • Mar 16President exercised options and sold US$743k worth of stockOn the 10th of March, Julian Francis exercised options to acquire 6k shares at no cost and sold these for an average price of US$119 per share. This trade did not impact their existing holding. For the year to September 2019, Julian's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Julian's direct individual holding has decreased from 100.09k shares to 90.25k. Company insiders have collectively sold US$6.2m more than they bought, via options and on-market transactions in the last 12 months.공시 • Mar 15QXO Posts Updated Materials to its WebsiteOn March 14, 2025, QXO, Inc. updated its website dedicated to its offer to purchase Beacon Roofing Supply, Inc., which website is available at www.qxo.com/beacon. QXO also mentioned that, from time to time, QXO and the other participants named herein may refer the Company shareholders to recent articles, including new articles posted on the website.공시 • Mar 11+ 1 more updateQXO Extends Tender Offer to Acquire Beacon Roofing SupplyOn March 11, 2025, QXO Inc announced that it is extending its all-cash tender offer to acquire all outstanding shares of Beacon Roofing Supply Inc for $124.25 per share, and the tender offer, which was scheduled to expire on March 10, 2025, will remain open until March 14, 2025.공시 • Mar 10QXO and Beacon Confirms Discussions Regarding Potential TransactionOn March 10, 2025, QXO Inc and Beacon Roofing Supply Inc confirmed that they are in discussions about a potential combination in which QXO would acquire the Company for $124.35 per share in cash, or total consideration of approximately $11 billion. In addition, QXO is engaging in customary due diligence regarding Company’s business, and QXO and Company are negotiating a definitive agreement. QXO stated that the Company is postponing its Investor Day, which had been scheduled for March 13, 2025, and stated that there can be no assurance that these discussions will result in a transaction.공시 • Mar 06Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired DM Figley Company, Inc.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired DM Figley Company, Inc. on March 6, 2025. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of DM Figley Company, Inc. on March 6, 2025.공시 • Mar 04QXO Extends Tender Offer to Acquire Beacon Roofing SupplyOn March 4, 2025, QXO, Inc. announced that it is extending its all-cash tender offer to acquire all outstanding shares of Beacon Roofing Supply, Inc. for $124.25 per shares originally scheduled to expire on March 3, 2025, will remain open until March 10, 2025. QXO stated that it is prepared to complete the acquisition shortly after the tender expires, subject to the terms of the offer and the transaction is not dependent on any financing or due diligence conditions, and it has obtained antitrust clearance in both the U.S. and Canada.공시 • Feb 28Beacon Roofing Supply, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025Beacon Roofing Supply, Inc. provided earnings guidance for the first quarter and full year of 2025. For the first quarter, the company expects total sales per day to be down in the 3% to 5% range compared with the prior year quarter. This is primarily due to the harsh weather they've seen in January and February, which typically results in more demand as the year progresses. For the full year, the company expects net sales growth in the mid-single-digit percent range, including contributions from acquisitions previously announced.Reported Earnings • Feb 27Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$5.79 (up from US$0.43 loss in FY 2023). Revenue: US$9.76b (up 7.1% from FY 2023). Net income: US$361.7m (up US$389.3m from FY 2023). Profit margin: 3.7% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.공시 • Feb 25QXO Extends Tender Offer to Acquire Beacon Roofing SupplyOn February 25, 2025, QXO Inc announced that it is extending its all-cash tender offer to acquire all outstanding shares of Beacon Roofing Supply, Inc for $124.25 per share originally set to expire on February 24, 2025, will remain open until March 3, 2025. QXO stated that it is currently prepared to complete the acquisition shortly after the tender expires, subject to the offer’s terms, and the transaction is not dependent on any financing or due diligence conditions, and it has already obtained antitrust clearance in both the U.S. and Canada. In addition, QXO stated that it offers remains the only opportunity for Company shareholders to secure a substantial cash premium now, stated that it is confident Company investors will overwhelmingly support its offer if the Company Board removes its anti-shareholder poison pill.Buy Or Sell Opportunity • Feb 24Now 20% undervaluedOver the last 90 days, the stock has risen 2.6% to US$115. The fair value is estimated to be US$145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.새로운 내러티브 • Feb 17Branch Openings And Acquisitions Will Expand Future Market Presence Strategic acquisitions and expansion of greenfield branches enhance Beacon's market presence, likely driving revenue and earnings growth. 공시 • Feb 06Beacon Roofing Supply, Inc. to Report Q4, 2024 Results on Feb 27, 2025Beacon Roofing Supply, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025공시 • Jan 17QXO, Inc. (NasdaqCM:QXO) cancelled the acquisition of Beacon Roofing Supply, Inc. (NasdaqGS:BECN) for $7.8 billion.QXO, Inc. (NasdaqCM:QXO) made a proposal to acquire Beacon Roofing Supply, Inc. (NasdaqGS:BECN) for $7.8 billion on November 11, 2024. QXO made a proposal to acquire all outstanding shares of Beacon for $124.25 per share in cash. The proposal implies a total transaction value of approximately $11 billion. QXO, Inc. secured committed financing for the transaction and the proposal contains no financing contingency. The Board of Directors QXO of have the full support to pursue this transaction. Beacon’s Board unanimously rejected the proposal and determined that it significantly undervalues the company. QXO, Inc. retained Morgan Stanley & Co. LLC as lead financial advisor; Paul, Weiss, Rifkind, Wharton & Garrison LLP as legal counsel; Scott Winter and Jonathan Salzberger of Innisfree as proxy solicitor; and Gladstone Place Partners as strategic communications firm. Bruce Goldfarb and Pat McHugh of Okapi Partners LLC acted as an information agent for Beacon and J.P. Morgan acted as financial advisor. Sidley Austin LLP and Simpson Thacher and Bartlett LLP are legal advisors to Beacon. QXO, Inc. (NasdaqCM:QXO) cancelled the acquisition of Beacon Roofing Supply, Inc. (NasdaqGS:BECN) on January 15, 2025. Consistent with its fiduciary duties, and in consultation with its independent financial and legal advisors, Beacon’s Board of Directors thoroughly evaluated the proposal. Following its review, the Board of Directors of Beacon Roofing Supply unanimously rejected the proposal and determined that it significantly undervalues the Beacon Roofing Supply and its prospects for growth and future value creation. The Board therefore determined that QXO’s proposal was not in the best interests of Beacon and its shareholders.공시 • Jan 07Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Fairway Wholesale Distribution, LLC.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Fairway Wholesale Distribution, LLC during the fourth quarter of 2024. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of Fairway Wholesale Distribution, LLC during the fourth quarter of 2024.Seeking Alpha • Jan 02Beacon Roofing Supply Stock Still Offers Upside For InvestorsSummary Beacon Roofing Supply, Inc. remains a soft “Buy” due to attractive pricing, strong revenue growth from acquisitions, and ongoing share buybacks despite mixed financial performance. The company has expanded significantly, operating 587 branches across the U.S. and Canada, with substantial investments in acquisitions and new locations. While organic growth is slow, BECN revenue rose 7.3% year-over-year, driven mainly by acquisitions, with notable increases in complementary building and non-residential roofing products. A potential acquisition of it by QXO and falling interest rates could further boost Beacon Roofing Supply's prospects, enhancing its fundamental strength and market position. Read the full article on Seeking Alpha공시 • Nov 20QXO Reportedly Bid to Acquire Beacon Roofing SupplyQXO, Inc. (NasdaqCM:QXO) led by billionaire businessman Brad Jacobs, has reportedly bid to acquire Beacon Roofing Supply, Inc. (NasdaqGS:BECN). The Wall Street Journal, citing unnamed sources, broke the story on November 18, 2024. A QXO spokesman said the company declines to comment on ‘Beacon rumors’. Beacon’s market value, according to news reports, is in excess of $6 billion.Recent Insider Transactions Derivative • Nov 16President of South Division exercised options and sold US$745k worth of stockOn the 8th of November, C. Best exercised 13k options at a strike price of around US$37.89 and sold these shares for an average price of US$96.67 per share. This trade did not impact their existing holding. Since December 2023, Best's direct individual holding has increased from 67.29k shares to 69.45k. Company insiders have collectively sold US$5.9m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Nov 11President of North Division recently sold US$884k worth of stockOn the 6th of November, James Gosa sold around 9k shares on-market at roughly US$100 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.7m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Nov 08President of North Division notifies of intention to sell stockJames Gosa intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of November. If the sale is conducted around the recent share price of US$100, it would amount to US$1.3m. Since December 2023, James' direct individual holding has increased from 17.92k shares to 19.38k. Company insiders have collectively sold US$5.5m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Nov 01Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$2.34 (up from US$4.16 loss in 3Q 2023). Revenue: US$2.77b (up 7.3% from 3Q 2023). Net income: US$145.3m (up US$408.1m from 3Q 2023). Profit margin: 5.2% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.공시 • Oct 18Beacon Roofing Supply, Inc. Announces Executive ChangesEffective January 1, 2025, Jonathan S. Bennett will assume the position of President, North Division of Beacon Roofing Supply, Inc. (the “Company”). Until such date, Mr. Bennett will continue to serve as the Company's Executive Vice President and Chief Commercial Officer. Effective January 1, 2025, J. Jake Gosa, currently serving as President, North Division, will assume the position of Executive Vice President and Chief Commercial Officer.공시 • Oct 16Beacon Roofing Supply, Inc. to Report Q3, 2024 Results on Oct 30, 2024Beacon Roofing Supply, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 30, 2024Seeking Alpha • Oct 06Beacon Roofing Supply: Stock Cannibal In The MakingSummary Beacon Roofing Supply has been aggressively buying back shares since early 2022, returning $1.5 billion to shareholders, indicating strong capital allocation. The company has shown significant growth with a 10-year CAGR of 15.1% in revenue and 28.9% in free cash flow. Despite strong historical growth rates, the market is pricing in only 11% annual EPS growth, suggesting the stock is undervalued. Read the full article on Seeking AlphaRecent Insider Transactions • Aug 09Executive VP & CFO recently bought US$411k worth of stockOn the 7th of August, Prithvi Gandhi bought around 5k shares on-market at roughly US$82.29 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Prithvi's only on-market trade for the last 12 months.Reported Earnings • Aug 02Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: US$2.03 (up from US$1.94 in 2Q 2023). Revenue: US$2.67b (up 6.8% from 2Q 2023). Net income: US$127.2m (up 2.9% from 2Q 2023). Profit margin: 4.8% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.공시 • Jul 18Beacon Roofing Supply, Inc. to Report Q2, 2024 Results on Aug 01, 2024Beacon Roofing Supply, Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024Buy Or Sell Opportunity • Jul 17Now 22% undervaluedOver the last 90 days, the stock has risen 5.8% to US$98.84. The fair value is estimated to be US$127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making.공시 • Jul 02Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Integrity Metals, LLC and Extreme Metal Fabricators, LLC.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Integrity Metals, LLC and Extreme Metal Fabricators, LLC on July 1, 2024. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Integrity Metals, LLC and Extreme Metal Fabricators, LLC on July 1, 2024.Buy Or Sell Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$99.95. The fair value is estimated to be US$125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making.Recent Insider Transactions Derivative • Jun 06Executive VP & Chief Commercial Officer exercised options and sold US$575k worth of stockOn the 1st of June, Jonathan Bennett exercised options to acquire 6k shares at no cost and sold these for an average price of US$97.06 per share. This trade did not impact their existing holding. Since September 2023, Jonathan's direct individual holding has increased from 5.54k shares to 13.25k. Company insiders have collectively sold US$6.7m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • May 24Beacon Roofing Supply: Shares Deserve More Upside After Shooting Through The RoofSummary Beacon Roofing Supply has grown to have 542 branches across the US and Canada, providing over 130,000 SKUs and serving almost 100,000 customers. Despite mixed financial performance, the stock has increased 67.6% in value, easily outperforming the S&P 500. BECN has ambitious plans for growth, including opening new facilities, increasing revenue from national accounts and acquisitions, and expanding digital channels. Shares are also cheap enough to warrant further upside from where they are today. Read the full article on Seeking AlphaRecent Insider Transactions • May 23President recently sold US$964k worth of stockOn the 20th of May, Julian Francis sold around 10k shares on-market at roughly US$97.91 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Julian has been a net seller over the last 12 months, reducing personal holdings by US$1.5m.Recent Insider Transactions Derivative • May 22President notifies of intention to sell stockJulian Francis intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of May. If the sale is conducted around the recent share price of US$97.91, it would amount to US$964k. For the year to September 2019, Julian's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Julian's direct individual holding has increased from 99.91k shares to 100.09k. Company insiders have collectively sold US$4.7m more than they bought, via options and on-market transactions in the last 12 months.Buy Or Sell Opportunity • May 16Now 21% undervaluedOver the last 90 days, the stock has risen 13% to US$96.12. The fair value is estimated to be US$122, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.088 (vs US$0.25 in 1Q 2023)First quarter 2024 results: EPS: US$0.088 (down from US$0.25 in 1Q 2023). Revenue: US$1.91b (up 10% from 1Q 2023). Net income: US$5.60m (down 66% from 1Q 2023). Profit margin: 0.3% (down from 0.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.공시 • May 03Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of Smalley & Company Inc.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) signed a purchase agreement to acquire Smalley & Company Inc. on April 2, 2024. Closing the contemplated transaction requires a majority vote of the plan’s Participants giving the ESOP Trustee authorization to approve the sale.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of Smalley & Company Inc on May 1, 2024.공시 • Apr 23+ 1 more updateBeacon Appoints Prithvi (Prith) Gandhi as Chief Financial Officer, Effective on or About May 6, 2024Beacon announced the appointment of Prithvi (Prith) Gandhi as Chief Financial Officer. Mr. Gandhi will join Beacon on May 1, 2024, and assume his role as Chief Financial Officer on or about May 6, 2024. Prior to joining Beacon, Mr. Gandhi was VP, Finance and Chief Financial Officer at TAMKO Building Products. Prior to TAMKO, he served as Chief Financial Officer of Fast Radius. Before joining Fast Radius, he worked for eight years at Owens Corning serving in progressively more senior finance roles, including VP, FP&A & Corporate Strategy and VP, Corporate Development and culminating as Interim Chief Financial Officer. Earlier in his career, Mr. Gandhi held corporate strategy and development roles at Dover Corp. and Zebra Technologies Corporation and Morgan Stanley where he was VP, Proprietary Investments. Mr. Gandhi earned a bachelor’s degree in mathematics and economics at the University of California-Berkeley, a master’s degree in international economics at Georgetown University and a master’s degree in business administration from the Wharton School of the University of Pennsylvania.공시 • Apr 20Beacon Roofing Supply, Inc. to Report Q1, 2024 Results on May 02, 2024Beacon Roofing Supply, Inc. announced that they will report Q1, 2024 results After-Market on May 02, 2024공시 • Apr 04Beacon Roofing Supply, Inc., Annual General Meeting, May 15, 2024Beacon Roofing Supply, Inc., Annual General Meeting, May 15, 2024, at 08:00 Eastern Daylight. Location: Salamander Middleburg, 500 N. Pendleton St., Middleburg, Virginia 20117 Bluemont Ballroom Middleburg Virginia United States Agenda: To consider Election of ten members to Board of Directors to hold office until the 2025 Annual Meeting of Stockholders or until their successors are duly elected and qualified (Proposal No. 1); To ratify the selection of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024; ?To approve the compensation for named executive officers as presented in the Compensation Discussion and Analysis, the compensation tables, and the related disclosures contained in the accompanying Proxy Statement on a non-binding, advisory basis ; and to discuss other matters.공시 • Apr 02Beacon Roofing Supply, Inc. (NasdaqGS:BECN) signed a purchase agreement to acquire Smalley & Company Inc.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) signed a purchase agreement to acquire Smalley & Company Inc. on April 2, 2024. Closing the contemplated transaction requires a majority vote of the plan’s Participants giving the ESOP Trustee authorization to approve the sale.공시 • Feb 29Beacon Roofing Supply, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2024Beacon Roofing Supply, Inc. provided earnings guidance for the first quarter and full year 2024. For the period, company expect total sales growth to be in the high single-digit range year-over-year, demonstrating the value of model.For the full year, company expect net sales growth in the mid-single-digit percent range, including contributions from acquisitions previously announced.Reported Earnings • Feb 28Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$0.43 loss per share (down from US$5.66 profit in FY 2022). Revenue: US$9.12b (up 8.2% from FY 2022). Net loss: US$27.6m (down 107% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 28Now 24% undervaluedOver the last 90 days, the stock has risen 4.8% to US$84.25. The fair value is estimated to be US$111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.Seeking Alpha • Feb 12Beacon Roofing Supply Goes Through Necessary ChangesSummary Beacon Roofing Supply has made investments in greenfields and gained market share through M&As, contributing to its FY2023 topline. The decline in new residential construction and a seasonal decline may hinder BECN's growth prospects in the near term. BECN plans to strengthen its service model, increase digital sales, and pursue inorganic growth through M&As as part of its long-term strategy. BECN stock is reasonably valued versus its peers. Read the full article on Seeking Alpha공시 • Jan 25Beacon Roofing Supply, Inc. Announces the Resignation of Philip Knisely as a Member of the Board of DirectorsOn January 23, 2024, Philip Knisely, a member of the Board of Directors of Beacon Roofing Supply, Inc., submitted his resignation from the Board to the Company, effective the same date. Mr. Knisely indicated that his resignation from the Board was not the result of any disagreement with management or the Board.공시 • Jan 20Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering in the amount of $433.940023 million.Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering in the amount of $433.940023 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,218,134 Price\Range: $83.16공시 • Jan 19Beacon Roofing Supply, Inc. has filed a Follow-on Equity Offering.Beacon Roofing Supply, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,218,134공시 • Jan 11Beacon Roofing Supply, Inc. to Report Q4, 2023 Results on Feb 27, 2024Beacon Roofing Supply, Inc. announced that they will report Q4, 2023 results on Feb 27, 2024공시 • Jan 10+ 1 more updateBeacon Provides Preliminary Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2023 and Year 2024Beacon provided preliminary earnings guidance for the fourth quarter and full year ended December 31, 2023 and year 2024. For the quarter, the company expects net sales to be approximately $2.3 billion. Net income for the quarter ended December 31, 2023 is estimated to range between $92 million and $96 million. Diluted net income per share is expected to range between $1.42 to $1.48 per share.Net sales for the full year ended December 31, 2023 are expected to be approximately $9.1 billion. Net income for the full year ended December 31, 2023 is estimated to range between $432 million and $436 million. Diluted net income per share is expected to range between $(0.48) to $(0.42) per share.For the year 2024, the company expects that sales growth in 2024 will be driven primarily by Ambition 2025 initiatives, including greenfields and previously announced acquisitions, price carryover, and the benefit of two additional selling days in 2024, partially offset by expectations of weather-related demand resetting to the 10-year average and a slowdown in new multi-family and non-residential starts.공시 • Dec 08Beacon Roofing Supply, Inc. has filed a Follow-on Equity Offering.Beacon Roofing Supply, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000공시 • Dec 07Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering.Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000공시 • Dec 05+ 1 more updateBeacon Announces Resignation of Frank Lonegro as Chief Financial Officer, Effective February 1, 2024Beacon announced that its Chief Financial Officer, Frank Lonegro, will be leaving the company to become the chief executive of a publicly traded company outside of the building products industry. Beacon has commenced a formal search for its next CFO. Mr. Lonegro will remain with the Company until February 1, 2024, to provide a seamless transition.공시 • Nov 02Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired H & H Roofing Supply, LLC from Scott HillBeacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired H & H Roofing Supply, LLC from Scott Hill on November 1, 2023. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of H & H Roofing Supply, LLC from Scott Hill on November 1, 2023.공시 • Oct 20Beacon Roofing Supply, Inc. to Report Q3, 2023 Results on Nov 02, 2023Beacon Roofing Supply, Inc. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023공시 • Sep 06Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired S & H Building Material Corp.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired S & H Building Material Corp. on September 5, 2023. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of S & H Building Material Corp. on September 5, 2023.공시 • Aug 09Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering in the amount of $418.25 million.Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering in the amount of $418.25 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000 Price\Range: $83.65공시 • Aug 02+ 1 more updateBeacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired All American Vinyl Siding Supply, LLC from Vic Chisholm.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired All American Vinyl Siding Supply, LLC from Vic Chisholm on August 1, 2023. All American Vinyl Siding Supply, LLC team will join Beacon. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of All American Vinyl Siding Supply, LLC from Vic Chisholm on August 1, 2023.공시 • Jul 18Beacon Roofing Supply, Inc. announced that it expects to receive $500 million in fundingBeacon Roofing Supply, Inc. announced a private placement of senior secured non-convertible notes due 2030 for the gross proceeds of $500 million on July 17, 2023.공시 • Jul 12Beacon Roofing Supply, Inc. (NasdaqGS : BECN) acquired Crossroads Roofing Supply, Inc.Beacon Roofing Supply, Inc. (NasdaqGS : BECN) acquired Crossroads Roofing Supply, Inc. on July 11, 2023.Beacon Roofing Supply, Inc. (NasdaqGS : BECN) completed the acquisition of Crossroads Roofing Supply, Inc. on July 11, 2023.공시 • Jul 08+ 1 more updateBeacon Roofing Supply, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2023 and Full Year Ending December 31, 2023Beacon Roofing Supply, Inc. provided earnings guidance for the second quarter ending June 30, 2023 and full year ending December 31, 2023. Net sales for the quarter ended June 30, 2023 are expected to be approximately $2.5 billion. Net income for the quarter ended June 30, 2023 is estimated to range between $147 and $154 million. Diluted net income per share is expected to range between $1.88 and $1.97 per share.For the full year, the company expects net income to be in the range of $372 million to $394 million.공시 • Jun 13Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Silver State Building Materials, Inc. from Derick and Kelly Peterson.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Silver State Building Materials, Inc. from Derick and Kelly Peterson on June 12, 2023. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of Silver State Building Materials, Inc. from Derick and Kelly Peterson on June 12, 2023.공시 • May 06Beacon Roofing Supply, Inc. Provides Sales Guidance for 2023Beacon Roofing Supply, Inc. provided sales guidance for 2023. For full year company's expectations remain unchanged. Company continue to expect net sales growth in the range of 2% to 4%.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 BECN 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: BECN 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장Beacon Roofing Supply 배당 수익률 vs 시장BECN의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (BECN)n/a시장 하위 25% (US)1.4%시장 상위 25% (US)4.2%업계 평균 (Trade Distributors)1.4%분석가 예측 (BECN) (최대 3년)0%주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 BECN 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 BECN 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 BECN 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: BECN 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/04/28 23:44종가2025/04/28 00:00수익2024/12/31연간 수익2024/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Beacon Roofing Supply, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Reuben GarnerBenchmark CompanyDaniel WangBerenbergJames BarrettCL King & Associates, Inc.11명의 분석가 더 보기
공시 • Apr 30Beacon Roofing Supply Delists from NasdaqUS technology solutions provider QXO Inc. on April 29, 2025, said it has completed the acquisition of local roofing materials supplier Beacon Roofing Supply Inc. for USD 11 billion (EUR 9.67 billion), including debt. Chairman and CEO Brad Jacobs called the move “a major step” toward positioning QXO as the leading tech-enabled distributor in the USD 800 billion building products industry. Following the acquisition, Beacon has become a wholly owned subsidiary of QXO, and its shares were delisted from the Nasdaq on April 29, 2025.
Recent Insider Transactions Derivative • Apr 09President of South Division exercised options and sold US$2.4m worth of stockOn the 4th of April, C. Best exercised 45.79k options at around US$27.26, then sold 30k of the shares acquired at an average of US$107 per share and kept the remainder. Since June 2024, Best's direct individual holding has increased from 69.37k shares to 74.88k. Company insiders have collectively sold US$9.0m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Mar 20Beacon Home Supply And QXO Tie The KnotSummary Beacon Roofing Supply is being acquired by QXO Inc. in an all-cash deal valued at $11 billion, offering a fair value to shareholders. Despite the premium, further upside for Beacon Roofing Supply is limited, justifying a downgrade from "buy" to "sell." QXO, a shell company with significant capital, will acquire Beacon Roofing Supply, making QXO a "hold" due to its higher valuation post-acquisition. Beacon Roofing Supply's revenue growth has been driven by acquisitions, but rising interest expenses and debt have impacted net income negatively. Read the full article on Seeking Alpha
공시 • Mar 19QXO Extends Tender Offer to Acquire Beacon Roofing SupplyOn March 19, 2025, QXO, Inc. announced that it is extending its all-cash tender offer to acquire all outstanding shares of Beacon Roofing Supply, Inc. for $124.25 per share originally scheduled to expire on March 18, 2025, will remain open until March 19, 2025. QXO stated that the full terms, conditions and other details of the tender offer are available in the offering documents filed with the Securities and Exchange Commission.
공시 • Mar 18+ 1 more updateQXO Issues Press Release to Beacon Roofing SupplyOn March 18, 2025, QXO, Inc. announced that it has entered into purchase agreements with certain institutional investors for an $830 million private placement financing and the closing of the Private Placement is contingent upon the concurrent consummation of the Company’s outstanding all-cash tender offer to acquire all outstanding shares of Beacon Roofing Supply, Inc. QXO stated that in the Private Placement, QXO will sell approximately 67.5 million shares of its common stock at $12.30 per share, both existing and new investors participated in the transaction. QXO added that the offer and sale of the foregoing securities are being made in a transaction not involving a public offering and the securities have not been registered under the Securities Act of 1933, as amended (the “Securities Act”), and may not be reoffered or resold in the United States except pursuant to an effective registration statement or an applicable exemption from the registration requirements. Further, the Company has agreed to use commercially reasonable efforts to file a prospectus supplement with the SEC to register the resale of the common stock sold in the Private Placement promptly after closing.
Recent Insider Transactions Derivative • Mar 16President exercised options and sold US$743k worth of stockOn the 10th of March, Julian Francis exercised options to acquire 6k shares at no cost and sold these for an average price of US$119 per share. This trade did not impact their existing holding. For the year to September 2019, Julian's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Julian's direct individual holding has decreased from 100.09k shares to 90.25k. Company insiders have collectively sold US$6.2m more than they bought, via options and on-market transactions in the last 12 months.
공시 • Mar 15QXO Posts Updated Materials to its WebsiteOn March 14, 2025, QXO, Inc. updated its website dedicated to its offer to purchase Beacon Roofing Supply, Inc., which website is available at www.qxo.com/beacon. QXO also mentioned that, from time to time, QXO and the other participants named herein may refer the Company shareholders to recent articles, including new articles posted on the website.
공시 • Mar 11+ 1 more updateQXO Extends Tender Offer to Acquire Beacon Roofing SupplyOn March 11, 2025, QXO Inc announced that it is extending its all-cash tender offer to acquire all outstanding shares of Beacon Roofing Supply Inc for $124.25 per share, and the tender offer, which was scheduled to expire on March 10, 2025, will remain open until March 14, 2025.
공시 • Mar 10QXO and Beacon Confirms Discussions Regarding Potential TransactionOn March 10, 2025, QXO Inc and Beacon Roofing Supply Inc confirmed that they are in discussions about a potential combination in which QXO would acquire the Company for $124.35 per share in cash, or total consideration of approximately $11 billion. In addition, QXO is engaging in customary due diligence regarding Company’s business, and QXO and Company are negotiating a definitive agreement. QXO stated that the Company is postponing its Investor Day, which had been scheduled for March 13, 2025, and stated that there can be no assurance that these discussions will result in a transaction.
공시 • Mar 06Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired DM Figley Company, Inc.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired DM Figley Company, Inc. on March 6, 2025. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of DM Figley Company, Inc. on March 6, 2025.
공시 • Mar 04QXO Extends Tender Offer to Acquire Beacon Roofing SupplyOn March 4, 2025, QXO, Inc. announced that it is extending its all-cash tender offer to acquire all outstanding shares of Beacon Roofing Supply, Inc. for $124.25 per shares originally scheduled to expire on March 3, 2025, will remain open until March 10, 2025. QXO stated that it is prepared to complete the acquisition shortly after the tender expires, subject to the terms of the offer and the transaction is not dependent on any financing or due diligence conditions, and it has obtained antitrust clearance in both the U.S. and Canada.
공시 • Feb 28Beacon Roofing Supply, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025Beacon Roofing Supply, Inc. provided earnings guidance for the first quarter and full year of 2025. For the first quarter, the company expects total sales per day to be down in the 3% to 5% range compared with the prior year quarter. This is primarily due to the harsh weather they've seen in January and February, which typically results in more demand as the year progresses. For the full year, the company expects net sales growth in the mid-single-digit percent range, including contributions from acquisitions previously announced.
Reported Earnings • Feb 27Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$5.79 (up from US$0.43 loss in FY 2023). Revenue: US$9.76b (up 7.1% from FY 2023). Net income: US$361.7m (up US$389.3m from FY 2023). Profit margin: 3.7% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
공시 • Feb 25QXO Extends Tender Offer to Acquire Beacon Roofing SupplyOn February 25, 2025, QXO Inc announced that it is extending its all-cash tender offer to acquire all outstanding shares of Beacon Roofing Supply, Inc for $124.25 per share originally set to expire on February 24, 2025, will remain open until March 3, 2025. QXO stated that it is currently prepared to complete the acquisition shortly after the tender expires, subject to the offer’s terms, and the transaction is not dependent on any financing or due diligence conditions, and it has already obtained antitrust clearance in both the U.S. and Canada. In addition, QXO stated that it offers remains the only opportunity for Company shareholders to secure a substantial cash premium now, stated that it is confident Company investors will overwhelmingly support its offer if the Company Board removes its anti-shareholder poison pill.
Buy Or Sell Opportunity • Feb 24Now 20% undervaluedOver the last 90 days, the stock has risen 2.6% to US$115. The fair value is estimated to be US$145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
새로운 내러티브 • Feb 17Branch Openings And Acquisitions Will Expand Future Market Presence Strategic acquisitions and expansion of greenfield branches enhance Beacon's market presence, likely driving revenue and earnings growth.
공시 • Feb 06Beacon Roofing Supply, Inc. to Report Q4, 2024 Results on Feb 27, 2025Beacon Roofing Supply, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025
공시 • Jan 17QXO, Inc. (NasdaqCM:QXO) cancelled the acquisition of Beacon Roofing Supply, Inc. (NasdaqGS:BECN) for $7.8 billion.QXO, Inc. (NasdaqCM:QXO) made a proposal to acquire Beacon Roofing Supply, Inc. (NasdaqGS:BECN) for $7.8 billion on November 11, 2024. QXO made a proposal to acquire all outstanding shares of Beacon for $124.25 per share in cash. The proposal implies a total transaction value of approximately $11 billion. QXO, Inc. secured committed financing for the transaction and the proposal contains no financing contingency. The Board of Directors QXO of have the full support to pursue this transaction. Beacon’s Board unanimously rejected the proposal and determined that it significantly undervalues the company. QXO, Inc. retained Morgan Stanley & Co. LLC as lead financial advisor; Paul, Weiss, Rifkind, Wharton & Garrison LLP as legal counsel; Scott Winter and Jonathan Salzberger of Innisfree as proxy solicitor; and Gladstone Place Partners as strategic communications firm. Bruce Goldfarb and Pat McHugh of Okapi Partners LLC acted as an information agent for Beacon and J.P. Morgan acted as financial advisor. Sidley Austin LLP and Simpson Thacher and Bartlett LLP are legal advisors to Beacon. QXO, Inc. (NasdaqCM:QXO) cancelled the acquisition of Beacon Roofing Supply, Inc. (NasdaqGS:BECN) on January 15, 2025. Consistent with its fiduciary duties, and in consultation with its independent financial and legal advisors, Beacon’s Board of Directors thoroughly evaluated the proposal. Following its review, the Board of Directors of Beacon Roofing Supply unanimously rejected the proposal and determined that it significantly undervalues the Beacon Roofing Supply and its prospects for growth and future value creation. The Board therefore determined that QXO’s proposal was not in the best interests of Beacon and its shareholders.
공시 • Jan 07Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Fairway Wholesale Distribution, LLC.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Fairway Wholesale Distribution, LLC during the fourth quarter of 2024. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of Fairway Wholesale Distribution, LLC during the fourth quarter of 2024.
Seeking Alpha • Jan 02Beacon Roofing Supply Stock Still Offers Upside For InvestorsSummary Beacon Roofing Supply, Inc. remains a soft “Buy” due to attractive pricing, strong revenue growth from acquisitions, and ongoing share buybacks despite mixed financial performance. The company has expanded significantly, operating 587 branches across the U.S. and Canada, with substantial investments in acquisitions and new locations. While organic growth is slow, BECN revenue rose 7.3% year-over-year, driven mainly by acquisitions, with notable increases in complementary building and non-residential roofing products. A potential acquisition of it by QXO and falling interest rates could further boost Beacon Roofing Supply's prospects, enhancing its fundamental strength and market position. Read the full article on Seeking Alpha
공시 • Nov 20QXO Reportedly Bid to Acquire Beacon Roofing SupplyQXO, Inc. (NasdaqCM:QXO) led by billionaire businessman Brad Jacobs, has reportedly bid to acquire Beacon Roofing Supply, Inc. (NasdaqGS:BECN). The Wall Street Journal, citing unnamed sources, broke the story on November 18, 2024. A QXO spokesman said the company declines to comment on ‘Beacon rumors’. Beacon’s market value, according to news reports, is in excess of $6 billion.
Recent Insider Transactions Derivative • Nov 16President of South Division exercised options and sold US$745k worth of stockOn the 8th of November, C. Best exercised 13k options at a strike price of around US$37.89 and sold these shares for an average price of US$96.67 per share. This trade did not impact their existing holding. Since December 2023, Best's direct individual holding has increased from 67.29k shares to 69.45k. Company insiders have collectively sold US$5.9m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Nov 11President of North Division recently sold US$884k worth of stockOn the 6th of November, James Gosa sold around 9k shares on-market at roughly US$100 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.7m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Nov 08President of North Division notifies of intention to sell stockJames Gosa intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of November. If the sale is conducted around the recent share price of US$100, it would amount to US$1.3m. Since December 2023, James' direct individual holding has increased from 17.92k shares to 19.38k. Company insiders have collectively sold US$5.5m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Nov 01Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$2.34 (up from US$4.16 loss in 3Q 2023). Revenue: US$2.77b (up 7.3% from 3Q 2023). Net income: US$145.3m (up US$408.1m from 3Q 2023). Profit margin: 5.2% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
공시 • Oct 18Beacon Roofing Supply, Inc. Announces Executive ChangesEffective January 1, 2025, Jonathan S. Bennett will assume the position of President, North Division of Beacon Roofing Supply, Inc. (the “Company”). Until such date, Mr. Bennett will continue to serve as the Company's Executive Vice President and Chief Commercial Officer. Effective January 1, 2025, J. Jake Gosa, currently serving as President, North Division, will assume the position of Executive Vice President and Chief Commercial Officer.
공시 • Oct 16Beacon Roofing Supply, Inc. to Report Q3, 2024 Results on Oct 30, 2024Beacon Roofing Supply, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 30, 2024
Seeking Alpha • Oct 06Beacon Roofing Supply: Stock Cannibal In The MakingSummary Beacon Roofing Supply has been aggressively buying back shares since early 2022, returning $1.5 billion to shareholders, indicating strong capital allocation. The company has shown significant growth with a 10-year CAGR of 15.1% in revenue and 28.9% in free cash flow. Despite strong historical growth rates, the market is pricing in only 11% annual EPS growth, suggesting the stock is undervalued. Read the full article on Seeking Alpha
Recent Insider Transactions • Aug 09Executive VP & CFO recently bought US$411k worth of stockOn the 7th of August, Prithvi Gandhi bought around 5k shares on-market at roughly US$82.29 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Prithvi's only on-market trade for the last 12 months.
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: US$2.03 (up from US$1.94 in 2Q 2023). Revenue: US$2.67b (up 6.8% from 2Q 2023). Net income: US$127.2m (up 2.9% from 2Q 2023). Profit margin: 4.8% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
공시 • Jul 18Beacon Roofing Supply, Inc. to Report Q2, 2024 Results on Aug 01, 2024Beacon Roofing Supply, Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024
Buy Or Sell Opportunity • Jul 17Now 22% undervaluedOver the last 90 days, the stock has risen 5.8% to US$98.84. The fair value is estimated to be US$127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making.
공시 • Jul 02Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Integrity Metals, LLC and Extreme Metal Fabricators, LLC.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Integrity Metals, LLC and Extreme Metal Fabricators, LLC on July 1, 2024. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Integrity Metals, LLC and Extreme Metal Fabricators, LLC on July 1, 2024.
Buy Or Sell Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$99.95. The fair value is estimated to be US$125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making.
Recent Insider Transactions Derivative • Jun 06Executive VP & Chief Commercial Officer exercised options and sold US$575k worth of stockOn the 1st of June, Jonathan Bennett exercised options to acquire 6k shares at no cost and sold these for an average price of US$97.06 per share. This trade did not impact their existing holding. Since September 2023, Jonathan's direct individual holding has increased from 5.54k shares to 13.25k. Company insiders have collectively sold US$6.7m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • May 24Beacon Roofing Supply: Shares Deserve More Upside After Shooting Through The RoofSummary Beacon Roofing Supply has grown to have 542 branches across the US and Canada, providing over 130,000 SKUs and serving almost 100,000 customers. Despite mixed financial performance, the stock has increased 67.6% in value, easily outperforming the S&P 500. BECN has ambitious plans for growth, including opening new facilities, increasing revenue from national accounts and acquisitions, and expanding digital channels. Shares are also cheap enough to warrant further upside from where they are today. Read the full article on Seeking Alpha
Recent Insider Transactions • May 23President recently sold US$964k worth of stockOn the 20th of May, Julian Francis sold around 10k shares on-market at roughly US$97.91 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Julian has been a net seller over the last 12 months, reducing personal holdings by US$1.5m.
Recent Insider Transactions Derivative • May 22President notifies of intention to sell stockJulian Francis intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of May. If the sale is conducted around the recent share price of US$97.91, it would amount to US$964k. For the year to September 2019, Julian's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Julian's direct individual holding has increased from 99.91k shares to 100.09k. Company insiders have collectively sold US$4.7m more than they bought, via options and on-market transactions in the last 12 months.
Buy Or Sell Opportunity • May 16Now 21% undervaluedOver the last 90 days, the stock has risen 13% to US$96.12. The fair value is estimated to be US$122, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.088 (vs US$0.25 in 1Q 2023)First quarter 2024 results: EPS: US$0.088 (down from US$0.25 in 1Q 2023). Revenue: US$1.91b (up 10% from 1Q 2023). Net income: US$5.60m (down 66% from 1Q 2023). Profit margin: 0.3% (down from 0.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
공시 • May 03Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of Smalley & Company Inc.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) signed a purchase agreement to acquire Smalley & Company Inc. on April 2, 2024. Closing the contemplated transaction requires a majority vote of the plan’s Participants giving the ESOP Trustee authorization to approve the sale.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of Smalley & Company Inc on May 1, 2024.
공시 • Apr 23+ 1 more updateBeacon Appoints Prithvi (Prith) Gandhi as Chief Financial Officer, Effective on or About May 6, 2024Beacon announced the appointment of Prithvi (Prith) Gandhi as Chief Financial Officer. Mr. Gandhi will join Beacon on May 1, 2024, and assume his role as Chief Financial Officer on or about May 6, 2024. Prior to joining Beacon, Mr. Gandhi was VP, Finance and Chief Financial Officer at TAMKO Building Products. Prior to TAMKO, he served as Chief Financial Officer of Fast Radius. Before joining Fast Radius, he worked for eight years at Owens Corning serving in progressively more senior finance roles, including VP, FP&A & Corporate Strategy and VP, Corporate Development and culminating as Interim Chief Financial Officer. Earlier in his career, Mr. Gandhi held corporate strategy and development roles at Dover Corp. and Zebra Technologies Corporation and Morgan Stanley where he was VP, Proprietary Investments. Mr. Gandhi earned a bachelor’s degree in mathematics and economics at the University of California-Berkeley, a master’s degree in international economics at Georgetown University and a master’s degree in business administration from the Wharton School of the University of Pennsylvania.
공시 • Apr 20Beacon Roofing Supply, Inc. to Report Q1, 2024 Results on May 02, 2024Beacon Roofing Supply, Inc. announced that they will report Q1, 2024 results After-Market on May 02, 2024
공시 • Apr 04Beacon Roofing Supply, Inc., Annual General Meeting, May 15, 2024Beacon Roofing Supply, Inc., Annual General Meeting, May 15, 2024, at 08:00 Eastern Daylight. Location: Salamander Middleburg, 500 N. Pendleton St., Middleburg, Virginia 20117 Bluemont Ballroom Middleburg Virginia United States Agenda: To consider Election of ten members to Board of Directors to hold office until the 2025 Annual Meeting of Stockholders or until their successors are duly elected and qualified (Proposal No. 1); To ratify the selection of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024; ?To approve the compensation for named executive officers as presented in the Compensation Discussion and Analysis, the compensation tables, and the related disclosures contained in the accompanying Proxy Statement on a non-binding, advisory basis ; and to discuss other matters.
공시 • Apr 02Beacon Roofing Supply, Inc. (NasdaqGS:BECN) signed a purchase agreement to acquire Smalley & Company Inc.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) signed a purchase agreement to acquire Smalley & Company Inc. on April 2, 2024. Closing the contemplated transaction requires a majority vote of the plan’s Participants giving the ESOP Trustee authorization to approve the sale.
공시 • Feb 29Beacon Roofing Supply, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2024Beacon Roofing Supply, Inc. provided earnings guidance for the first quarter and full year 2024. For the period, company expect total sales growth to be in the high single-digit range year-over-year, demonstrating the value of model.For the full year, company expect net sales growth in the mid-single-digit percent range, including contributions from acquisitions previously announced.
Reported Earnings • Feb 28Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$0.43 loss per share (down from US$5.66 profit in FY 2022). Revenue: US$9.12b (up 8.2% from FY 2022). Net loss: US$27.6m (down 107% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 28Now 24% undervaluedOver the last 90 days, the stock has risen 4.8% to US$84.25. The fair value is estimated to be US$111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.
Seeking Alpha • Feb 12Beacon Roofing Supply Goes Through Necessary ChangesSummary Beacon Roofing Supply has made investments in greenfields and gained market share through M&As, contributing to its FY2023 topline. The decline in new residential construction and a seasonal decline may hinder BECN's growth prospects in the near term. BECN plans to strengthen its service model, increase digital sales, and pursue inorganic growth through M&As as part of its long-term strategy. BECN stock is reasonably valued versus its peers. Read the full article on Seeking Alpha
공시 • Jan 25Beacon Roofing Supply, Inc. Announces the Resignation of Philip Knisely as a Member of the Board of DirectorsOn January 23, 2024, Philip Knisely, a member of the Board of Directors of Beacon Roofing Supply, Inc., submitted his resignation from the Board to the Company, effective the same date. Mr. Knisely indicated that his resignation from the Board was not the result of any disagreement with management or the Board.
공시 • Jan 20Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering in the amount of $433.940023 million.Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering in the amount of $433.940023 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,218,134 Price\Range: $83.16
공시 • Jan 19Beacon Roofing Supply, Inc. has filed a Follow-on Equity Offering.Beacon Roofing Supply, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,218,134
공시 • Jan 11Beacon Roofing Supply, Inc. to Report Q4, 2023 Results on Feb 27, 2024Beacon Roofing Supply, Inc. announced that they will report Q4, 2023 results on Feb 27, 2024
공시 • Jan 10+ 1 more updateBeacon Provides Preliminary Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2023 and Year 2024Beacon provided preliminary earnings guidance for the fourth quarter and full year ended December 31, 2023 and year 2024. For the quarter, the company expects net sales to be approximately $2.3 billion. Net income for the quarter ended December 31, 2023 is estimated to range between $92 million and $96 million. Diluted net income per share is expected to range between $1.42 to $1.48 per share.Net sales for the full year ended December 31, 2023 are expected to be approximately $9.1 billion. Net income for the full year ended December 31, 2023 is estimated to range between $432 million and $436 million. Diluted net income per share is expected to range between $(0.48) to $(0.42) per share.For the year 2024, the company expects that sales growth in 2024 will be driven primarily by Ambition 2025 initiatives, including greenfields and previously announced acquisitions, price carryover, and the benefit of two additional selling days in 2024, partially offset by expectations of weather-related demand resetting to the 10-year average and a slowdown in new multi-family and non-residential starts.
공시 • Dec 08Beacon Roofing Supply, Inc. has filed a Follow-on Equity Offering.Beacon Roofing Supply, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000
공시 • Dec 07Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering.Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000
공시 • Dec 05+ 1 more updateBeacon Announces Resignation of Frank Lonegro as Chief Financial Officer, Effective February 1, 2024Beacon announced that its Chief Financial Officer, Frank Lonegro, will be leaving the company to become the chief executive of a publicly traded company outside of the building products industry. Beacon has commenced a formal search for its next CFO. Mr. Lonegro will remain with the Company until February 1, 2024, to provide a seamless transition.
공시 • Nov 02Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired H & H Roofing Supply, LLC from Scott HillBeacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired H & H Roofing Supply, LLC from Scott Hill on November 1, 2023. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of H & H Roofing Supply, LLC from Scott Hill on November 1, 2023.
공시 • Oct 20Beacon Roofing Supply, Inc. to Report Q3, 2023 Results on Nov 02, 2023Beacon Roofing Supply, Inc. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023
공시 • Sep 06Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired S & H Building Material Corp.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired S & H Building Material Corp. on September 5, 2023. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of S & H Building Material Corp. on September 5, 2023.
공시 • Aug 09Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering in the amount of $418.25 million.Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering in the amount of $418.25 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000 Price\Range: $83.65
공시 • Aug 02+ 1 more updateBeacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired All American Vinyl Siding Supply, LLC from Vic Chisholm.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired All American Vinyl Siding Supply, LLC from Vic Chisholm on August 1, 2023. All American Vinyl Siding Supply, LLC team will join Beacon. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of All American Vinyl Siding Supply, LLC from Vic Chisholm on August 1, 2023.
공시 • Jul 18Beacon Roofing Supply, Inc. announced that it expects to receive $500 million in fundingBeacon Roofing Supply, Inc. announced a private placement of senior secured non-convertible notes due 2030 for the gross proceeds of $500 million on July 17, 2023.
공시 • Jul 12Beacon Roofing Supply, Inc. (NasdaqGS : BECN) acquired Crossroads Roofing Supply, Inc.Beacon Roofing Supply, Inc. (NasdaqGS : BECN) acquired Crossroads Roofing Supply, Inc. on July 11, 2023.Beacon Roofing Supply, Inc. (NasdaqGS : BECN) completed the acquisition of Crossroads Roofing Supply, Inc. on July 11, 2023.
공시 • Jul 08+ 1 more updateBeacon Roofing Supply, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2023 and Full Year Ending December 31, 2023Beacon Roofing Supply, Inc. provided earnings guidance for the second quarter ending June 30, 2023 and full year ending December 31, 2023. Net sales for the quarter ended June 30, 2023 are expected to be approximately $2.5 billion. Net income for the quarter ended June 30, 2023 is estimated to range between $147 and $154 million. Diluted net income per share is expected to range between $1.88 and $1.97 per share.For the full year, the company expects net income to be in the range of $372 million to $394 million.
공시 • Jun 13Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Silver State Building Materials, Inc. from Derick and Kelly Peterson.Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Silver State Building Materials, Inc. from Derick and Kelly Peterson on June 12, 2023. Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of Silver State Building Materials, Inc. from Derick and Kelly Peterson on June 12, 2023.
공시 • May 06Beacon Roofing Supply, Inc. Provides Sales Guidance for 2023Beacon Roofing Supply, Inc. provided sales guidance for 2023. For full year company's expectations remain unchanged. Company continue to expect net sales growth in the range of 2% to 4%.
