The earnings call highlights significant growth and successful integration efforts, particularly with the Tyman acquisition leading to increased revenue and EBITDA. However, challenges such as volume declines in North America, tariff risks, and global uncertainties temper these successes. The sentiment is balanced as the highlights are countered by notable lowlights.

Company Guidance -

Q3 2025

During the second quarter of fiscal 2025, Quanex Building Products Corporation provided guidance indicating that they expect to achieve cost synergies of approximately $45 million over time, a 50% increase compared to the original target of $30 million. The company anticipates reaching the initial $30 million target by early fiscal 2026. Quanex reaffirmed its net sales guidance for fiscal 2025 in the range of $1.84 billion to $1.86 billion, and adjusted EBITDA guidance between $270 million and $280 million. In terms of operational performance, the company expects an 8% to 10% increase in revenue for the third quarter compared to the second quarter, along with an adjusted EBITDA margin expansion of 250 to 300 basis points. The company's focus on procurement synergies and operational efficiencies have contributed significantly to the revised synergy target, while their domestic manufacturing footprint presents potential opportunities amidst ongoing tariff uncertainties.

Successful Integration and Synergy Realization

The company expects to realize cost synergies of approximately $45 million over time, a 50% increase compared to the original target. The integration process has progressed quickly, and operational segments are functioning well.

Significant Revenue Growth

Net sales increased by approximately 70% to $452.2 million compared to $266.2 million for the same period in 2024, primarily driven by the Tyman acquisition.

Strong EBITDA Performance

Adjusted EBITDA for the quarter increased by 54.7% to $61.9 million compared to $40 million during the same period last year, largely due to the Tyman acquisition and cost synergies.

Share Repurchase Initiative

The company repurchased approximately $23.5 million of its stock in the second quarter, taking advantage of a low share price.

Positive Market Share Gains in Europe

The European Fenestration segment generated revenue of $61.3 million, representing an 8.3% increase compared to the second quarter of 2024, with volumes up approximately 9% year-over-year.

Quanex (NX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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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.