Quanex Building Products' Surge Is Deeply Justified
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 Building Products Corporation (NX) Q4 2025 Earnings Call Transcript
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 (NX) Beats Q4 Earnings and Revenue Estimates
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: A Player Operating With A Softer Foundation
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.
Quanex Building Products (NX) Misses Q3 Earnings Estimates
Quanex Building Products (NX) came out with quarterly earnings of $0.69 per share, missing the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.73 per share a year ago.
Are Investors Undervaluing Quanex Building Products (NX) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Quanex Building Products: Strong Upside Is Justified Given Key Metrics
Quanex shares have plunged post-acquisition, but I now see the stock as deeply undervalued, and I upgrade my rating to "Strong Buy." Despite short-term profit pressures from the Tyman acquisition, adjusted cash flow and EBITDA are improving, and management's 2025 outlook is robust. The company is trading at a significant discount to peers, with strong long-term growth potential driven by housing deficits and renovation trends.
Best Value Stocks to Buy for July 23rd
NX, OPBK and PAHC made it to the Zacks Rank #1 (Strong Buy) value stocks list on July 23, 2025.
Should Value Investors Buy Quanex Building Products (NX) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Wall Street Analysts Think Quanex (NX) Could Surge 95.46%: Read This Before Placing a Bet
The consensus price target hints at a 95.5% upside potential for Quanex (NX). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Should Value Investors Buy Quanex Building Products (NX) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Wall Street Analysts Believe Quanex (NX) Could Rally 83.26%: Here's is How to Trade
The average of price targets set by Wall Street analysts indicates a potential upside of 83.3% in Quanex (NX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
