NX · Quanex Building Products CORP
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q3 FY26 earnings call · Sep 4, 2026TL;DR. Quanex reported Q3 FY2026 net sales of $501.8M, up 1.3% YoY on pricing, and adjusted EBITDA of $72.7M with margin expanding to 14.5%; the company repaid $42.25M of debt and provided Q4 FY2026 guidance for 2–3% revenue growth and 50–75bps adjusted EBITDA margin expansion. However, new construction activity was weaker than expected (single-family starts down ~16% YoY), and nine-month adjusted EBITDA margin compressed from 12.8% to 10.5% amid ongoing inflationary pressures and tariff reimbursement headwinds.
- + Free cash flow increased 3.5% to $47.8M, enabling $42.25M of debt repayment and $1.7M of share repurchases
- + Company guided Q4 FY2026 to 2–3% revenue growth and 50–75 basis points of adjusted EBITDA margin expansion
- + Custom Solutions net sales grew 8.5% on ~3% volume growth and ~5.5% pricing, including new business wins of ~$10M annually in wood solutions
- + Liquidity rose 10.5% to $363M and net leverage declined to 2.8x, with management expecting further improvement
- − U.S. new construction was weaker than anticipated, with single-family starts down ~16% YoY and single-family completions down ~13% YoY
- − Hardware Solutions net sales declined ~2.7% to $220.9M, with a ~4% revenue headwind from IEEPA tariff reimbursements to customers
- − Extruded Solutions adjusted EBITDA declined to $35.6M from $37.1M on general inflationary pressures that only partially offset improved pricing
- − Management cited continued inflationary pressures on raw materials, energy, freight, and logistics, with risk of further pricing actions if costs worsen
- − Management remains cautious on the near-term housing outlook despite a positive long-term view
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted Diluted EPS non-GAAP | $0.79 | Three Months Ended July 31, 2026 | — |
| Adjusted EBITDA Margin % non-GAAP | 10.5% | Nine Months Ended July 31, 2026 | — |
| Adjusted Net Income non-GAAP | $36M | Three Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income (loss) as reported 26.5M
+9.51M Net income reconciling items
= Adjusted Net Income 36.01M
|
|||
| Free Cash Flow non-GAAP | $24.2M | Nine Months Ended July 31, 2026 | — |
| LTM Adjusted EBITDA non-GAAP | $215.2M | As of July 31, 2026 | — |
| Net Debt non-GAAP | $610.1M | As of July 31, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Building Products & Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NX
this stock
Quanex Building Products CORP
|
$904.61M | +23.5% | +43.8% | 20.0 | 8.5% |
|
TT
Trane Technologies plc
|
$99.99B | +19.2% | +5.6% | 34.4 | 1.5% |
|
JCI
Johnson Controls International plc
|
$91.64B | +30.5% | -4.2% | 27.2 | 1.6% |
|
CARR
CARRIER GLOBAL Corp
|
$46.00B | +4.3% | -3.3% | 36.2 | 1.9% |
|
CODGF
Compagnie De Saint Gobain
|
$37.80B | -25.4% | — | — | 0.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NX | -3.8% | +1.3% | -3.8% | +0.7% | +23.5% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -3.5% | +1.7% | -16.0% | -0.2% | +10.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.