Quanex

NX

Market cap $824M

Quanex Building Products Corporation delivered a strong Q4, beating analyst expectations on revenue and earnings, driven by the Tyman acquisition. NX remains deeply undervalued, trading at rock-bottom multiples versus peers, despite operational challenges and macroeconomic uncertainty. Management is optimistic about realizing up to $45 million in Tyman synergies, with $5–$10 million likely in 2026, and continues aggressive share buybacks.

Quanex is facing a slew of macroeconomic challenges. Yet the company continues to crank out cash.

Quanex Building Products Corporation ( NX ) Q4 2025 Earnings Call December 12, 2025 11:00 AM EST Company Participants Scott Zuehlke - Senior VP, CFO & Treasurer George Wilson - President, CEO & Chairman Conference Call Participants Julio Romero - Sidoti & Company, LLC Steven Ramsey - Thompson Research Group, LLC Reuben Garner - The Benchmark Company, LLC, Research Division Kevin Gainey - Thompson, Davis & Company, Inc., Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Fourth Quarter and Full Year 2025 Quanex Building Products Corporation Earnings Conference Call.

Quanex Building Products swings to a fourth-quarter profit, overshadowing a cautious outlook.

Quanex Building Products (NX) came out with quarterly earnings of $0.83 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.61 per share a year ago.

Quanex Building Products Corp. (NYSE: NX) shares soared in Thursday's extended trading after the company released its fourth quarter earnings report, beating analyst estimates.

Net Sales Growth of ~44% Year-Over-Year  $75 Million of Debt Repaid in Fiscal 2025 Cash Provided by Operating Activities Increased ~86% Year-Over-Year Healthy Balance Sheet and Strong Liquidity Integration of Transformative Acquisition Substantially Complete and Thesis Remains Intact

Quanex Building Products shares have halved to $14 after the Tyman acquisition, reflecting debt and execution concerns amid a sluggish housing market. Its $1.1B Tyman deal doubled business size but increased leverage to 2.8x, despite synergies now targeted at $45M and integration ahead of schedule. 2025 guidance was cut to $1.82B sales and $235M adjusted EBITDA, with adjusted earnings per share dropping to $2, well below initial expectations.

HOUSTON, Dec. 05, 2025 (GLOBE NEWSWIRE) -- Quanex Building Products Corporation (NYSE:NX) (“Quanex” or the “Company”) today announced that its Board of Directors declared a quarterly cash dividend of $0.08 per share on the Company's common stock, payable December 31, 2025, to shareholders of record on December 15, 2025.

HOUSTON, Nov. 26, 2025 (GLOBE NEWSWIRE) -- Quanex Building Products Corporation (NYSE: NX) (“Quanex” or the “Company”) today announced plans to release its fourth quarter and full year 2025 results on Thursday, December 11, 2025, after trading closes on the New York Stock Exchange.