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Apr 30, 2025
Quanex Q2 2025 Earnings Report
Quanex Building Products reported a seasonal uptick in demand, with volume growth in European Fenestration and significant contribution from the Tyman acquisition, leading to increased cost synergy targets.
Key Takeaways
Quanex Building Products reported strong second-quarter 2025 results, with net sales increasing by 70.0% to $452.5 million, primarily driven by the Tyman acquisition. The company also increased its cost synergy target to approximately $45 million and repurchased over $23 million in shares.
Net sales increased by 70.0% to $452.5 million in Q2 2025, largely due to the Tyman acquisition.
Adjusted EBITDA reached $61.9 million, up from $40.0 million in the prior year period.
The company increased its cost synergy target from the Tyman acquisition to approximately $45 million.
Quanex repurchased 1,259,407 shares for approximately $23.5 million during the quarter.
Forward Guidance
Quanex reaffirms its full-year 2025 guidance, expecting net sales between $1.84 billion and $1.86 billion and Adjusted EBITDA between $270 million and $280 million.
Positive Outlook
- Seasonal uptick in demand is expected to continue through the summer.
- Ability to mitigate potential margin impact related to tariffs.
- Realization of cost synergies faster than originally planned could offset unexpected weakness in demand.
- Continued focus on Tyman integration and synergy capture.
- Expectation to benefit from the release of pent-up demand as consumer confidence improves.
Challenges Ahead
- Potential margin impact related to tariffs.
- Unexpected weakness in demand in the second half of 2025.
- Macroeconomic environment remains challenging.
- The company is working with external auditors on re-segmenting the business, which may introduce changes.
Historical Earnings Impact
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