Quanex Building Products Corporation (NYSE: NX) Q2 2025 Earnings Call | 6/5/2025

About this video

Quanex Building Products Corporation (NYSE: NX) reported Q2 2025 results on June 5, 2025, delivering a standout quarter driven by the Tyman acquisition and strong execution. Net sales surged 70% year-over-year to $452.5 million, well above analyst expectations, with Tyman contributing $190.1 million to revenue. Adjusted diluted EPS was $0.60, beating the $0.47 consensus, and adjusted EBITDA jumped 54.7% to $61.9 million. Gross margin expanded to 29.0% from 24.9% a year ago, reflecting both acquisition synergies and improved operational efficiency. The company raised its Tyman cost synergy target to $45 million (from $30 million), citing faster-than-expected integration and cost savings. Volume growth in the European Fenestration segment offset a 5.5% sales decline in North American Fenestration, while the North American Cabinet Components segment was stable. Net income for the quarter was $20.5 million ($0.44 per share), and adjusted net income reached $27.9 million. Free cash flow was $13.6 million, impacted by one-time integration costs, and Quanex ended the quarter with $289 million in liquidity and $785 million in total debt. The company reaffirmed its full-year 2025 guidance for net sales of $1.84–$1.86 billion and adjusted EBITDA of $270–$280 million. Quanex also repurchased over $23 million in shares during the quarter, reflecting confidence in its value and strategy. Following the results, shares surged over 18%, outpacing the broader market and highlighting renewed investor optimism. CEO George Wilson emphasized the successful integration of Tyman, ongoing cost discipline, and a strong outlook for the remainder of the year, despite mixed volume trends in some segments. About Inside Ticker: For more expert analysis and real-time updates on Quanex Building Products Corporation (NYSE: NX) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #Quanex #NX #EarningsCall #Q22025 #Tyman #BuildingProducts #Synergies #StockMarket #Investing #InsideTicker