The call reflected a generally positive sentiment with significant revenue growth and cost synergies from the acquisition, strong performance in Europe, and active share repurchases. However, challenges in the North American market and tariff impacts were noted as concerns.

Company Guidance

During the Quanex Building Products Corporation's second-quarter 2025 earnings call, the company provided guidance and highlighted several key metrics. The company reported an increase in net sales to $452.2 million, up 70% from the previous year, largely driven by the Tyman acquisition. Excluding Tyman's contribution, net sales declined by 1.4% due to lower volumes in North America. The company expects to achieve cost synergies of approximately $45 million over time, a 50% increase over the original target, with the $30 million target expected by early fiscal 2026. Adjusted EBITDA for the quarter rose by 54.7% to $61.9 million. Quanex reaffirmed its net sales guidance of $1.84 billion to $1.86 billion and adjusted EBITDA guidance of $270 million to $280 million for fiscal 2025. The company anticipates a revenue increase of 8% to 10% and adjusted EBITDA margin expansion of 250 to 300 basis points in the third quarter. Additionally, Quanex repurchased approximately $23.5 million of its stock and remains focused on debt repayment, with a leverage ratio decrease to 3.2x.

Significant Increase in Cost Synergies

Expected cost synergies from the acquisition integration increased by 50% to approximately $45 million, with the original target of $30 million expected to be achieved by early fiscal 2026.

Revenue Growth Driven by Acquisition

Consolidated net sales increased by approximately 70% to $452.2 million, primarily driven by the Tyman acquisition.

Strong Performance in European Segment

European Fenestration segment revenue increased by 8.3% to $61.3 million, with a volume increase of approximately 9% year-over-year.

Adjusted EBITDA Growth

Adjusted EBITDA for the quarter increased by 54.7% to $61.9 million, driven by the acquisition and cost synergies.

Share Repurchase Program

Repurchased approximately $23.5 million of stock in the second quarter, with $35.6 million still authorized for repurchase.

Quanex (NX) Earnings, Revenues Date & History

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NX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 04, 2025	2025 (Q3)	0.84 / -	0.73	―	―	―
Jun 05, 2025	2025 (Q2)	0.47 / 0.60	0.66	-9.09% (-0.06)	―
Mar 10, 2025	2025 (Q1)	>-0.01 / 0.19	0.18	5.56% (+0.01)	―
Dec 12, 2024	2024 (Q4)	0.56 / 0.61	0.95	-35.79% (-0.34)	―
Sep 05, 2024	2024 (Q3)	0.70 / 0.73	0.97	-24.74% (-0.24)	―
Jun 06, 2024	2024 (Q2)	0.53 / 0.66	0.66	0.00% (0.00)	―
Mar 07, 2024	2024 (Q1)	0.11 / 0.18	0.18	0.00% (0.00)	―
Dec 14, 2023	2023 (Q4)	0.70 / 0.95	0.75	26.67% (+0.20)	―
Aug 31, 2023	2023 (Q3)	0.65 / 0.97	0.79	22.78% (+0.18)	―
Jun 01, 2023	2023 (Q2)	0.41 / 0.66	0.8	-17.50% (-0.14)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 05, 2025	$17.02	$18.82	+10.58%
Mar 10, 2025	$20.25	$18.39	-9.19%
Dec 12, 2024	$28.59	$27.92	-2.34%
Sep 05, 2024	$24.52	$29.87	+21.82%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.