Tearsheet

Quanex Building Products (NX)


Market Price (7/6/2026): $17.09 | Market Cap: $777.3 MilSector: Industrials | Industry: Building Products

Quanex Building Products (NX)


Market Price (7/6/2026): $17.09
Market Cap: $777.3 Mil
Sector: Industrials
Industry: Building Products

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
FCF Yield is 11%

Megatrend and thematic drivers
Megatrends include Sustainable Resource Management, and Sustainable & Green Buildings. Themes include Green Building Materials, and Energy Efficient Building Materials.

Weak multi-year price returns
2Y Excs Rtn is -74%, 3Y Excs Rtn is -102%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 106%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -36%

Key risks
NX key risks include [1] major integration and operational failures from its Tyman acquisition, Show more.

0 Attractive yield
FCF Yield is 11%
1 Megatrend and thematic drivers
Megatrends include Sustainable Resource Management, and Sustainable & Green Buildings. Themes include Green Building Materials, and Energy Efficient Building Materials.
2 Weak multi-year price returns
2Y Excs Rtn is -74%, 3Y Excs Rtn is -102%
3 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 106%
4 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -36%
5 Key risks
NX key risks include [1] major integration and operational failures from its Tyman acquisition, Show more.

NX in ETFs

Weight = NX's share of each fund

VTI0.00%
ITOT0.00%
IWM0.03%
IJR0.05%
VB0.01%
VIOV0.10%
IJS0.09%
SLYV0.09%
+10 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 7/2/2026

Quanex Building Products (NX) stock has lost about 5% since 3/31/2026 because of the following key factors:

1. Significant Decline in Fiscal Q2 2026 Net Income and Gross Margin.

Quanex Building Products announced its fiscal Q2 2026 results on June 4, 2026, reporting adjusted earnings per share (EPS) of $0.25, which beat analysts' estimates of $0.21. However, the company's net income significantly plunged by 84% year-over-year, from $20.5 million in fiscal Q2 2025 to $3.4 million in fiscal Q2 2026. Additionally, gross margin experienced sharp compression, decreasing to 25.5% from 29.0% in the same period a year prior.

2. Withdrawal of Full-Year Fiscal 2026 Guidance.

Following its fiscal Q2 2026 earnings report, Quanex Building Products withdrew its full-year guidance for fiscal 2026, citing ongoing macroeconomic uncertainty. This action, often interpreted as a lack of clear visibility into future performance, likely contributed to investor apprehension.

Show more
Updated on 7/2/2026

Quanex Building Products (NX) stock has lost about 5% since 3/31/2026 because of the following key factors:

1. Significant Decline in Fiscal Q2 2026 Net Income and Gross Margin.

Quanex Building Products announced its fiscal Q2 2026 results on June 4, 2026, reporting adjusted earnings per share (EPS) of $0.25, which beat analysts' estimates of $0.21. However, the company's net income significantly plunged by 84% year-over-year, from $20.5 million in fiscal Q2 2025 to $3.4 million in fiscal Q2 2026. Additionally, gross margin experienced sharp compression, decreasing to 25.5% from 29.0% in the same period a year prior.

2. Withdrawal of Full-Year Fiscal 2026 Guidance.

Following its fiscal Q2 2026 earnings report, Quanex Building Products withdrew its full-year guidance for fiscal 2026, citing ongoing macroeconomic uncertainty. This action, often interpreted as a lack of clear visibility into future performance, likely contributed to investor apprehension.

3. Persistent Macroeconomic Headwinds and Weak Consumer Confidence.

The building products industry, and Quanex specifically, continued to be impacted by broader macroeconomic challenges. These included inflationary pressures, high interest rates, and housing affordability issues, all of which contributed to weakened consumer confidence and suppressed demand for the company's products. This cautious outlook was highlighted in both the fiscal Q1 2026 results (for the three months ended January 31, 2026) and continued through fiscal Q2 2026.

4. Elevated Raw Material and Transportation Costs.

Profitability was further pressured by surging raw material and transportation costs. These cost increases, partly attributed to inflation exacerbated by geopolitical tensions, were a direct factor in the margin compression experienced by Quanex during fiscal Q2 2026.

Show less
Holding a concentrated position? Know your true downside before the momentum shifts.
Protect Your Wealth →

Stock Movement Drivers

Fundamental Drivers

The -4.5% change in NX stock from 3/31/2026 to 7/5/2026 was primarily driven by a -5.0% change in the company's P/S Multiple.
(LTM values as of)33120267052026Change
Stock Price ($)17.8917.08-4.5%
Change Contribution By: 
Total Revenues ($ Mil)1,8471,8570.5%
P/S Multiple0.40.4-5.0%
Shares Outstanding (Mil)4545-0.1%
Cumulative Contribution-4.5%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2026 to 7/5/2026
ReturnCorrelation
NX-4.5% 
Market (SPY)14.5%62.6%
Sector (XLI)13.7%62.9%

Fundamental Drivers

The 12.1% change in NX stock from 12/31/2025 to 7/5/2026 was primarily driven by a 10.9% change in the company's P/S Multiple.
(LTM values as of)123120257052026Change
Stock Price ($)15.2417.0812.1%
Change Contribution By: 
Total Revenues ($ Mil)1,8381,8571.0%
P/S Multiple0.40.410.9%
Shares Outstanding (Mil)45450.0%
Cumulative Contribution12.1%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 7/5/2026
ReturnCorrelation
NX12.1% 
Market (SPY)9.5%56.2%
Sector (XLI)18.9%65.0%

Fundamental Drivers

The -7.8% change in NX stock from 6/30/2025 to 7/5/2026 was primarily driven by a -21.1% change in the company's P/S Multiple.
(LTM values as of)63020257052026Change
Stock Price ($)18.5317.08-7.8%
Change Contribution By: 
Total Revenues ($ Mil)1,6251,85714.2%
P/S Multiple0.50.4-21.1%
Shares Outstanding (Mil)46452.2%
Cumulative Contribution-7.8%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2025 to 7/5/2026
ReturnCorrelation
NX-7.8% 
Market (SPY)21.6%44.2%
Sector (XLI)26.0%55.6%

Fundamental Drivers

The -33.5% change in NX stock from 6/30/2023 to 7/5/2026 was primarily driven by a -42.2% change in the company's P/S Multiple.
(LTM values as of)63020237052026Change
Stock Price ($)25.6917.08-33.5%
Change Contribution By: 
Total Revenues ($ Mil)1,1671,85759.1%
P/S Multiple0.70.4-42.2%
Shares Outstanding (Mil)3345-27.8%
Cumulative Contribution-33.5%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2023 to 7/5/2026
ReturnCorrelation
NX-33.5% 
Market (SPY)74.0%43.4%
Sector (XLI)78.5%52.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
NX Return13%-3%31%-20%-35%18%-12%
Peers Return36%-30%52%-6%-34%4%-7%
S&P 500 Return27%-19%24%23%16%9%99%

Monthly Win Rates [3]
NX Win Rate42%50%58%58%42%57% 
Peers Win Rate58%35%52%50%40%54% 
S&P 500 Win Rate75%42%67%75%67%43% 

Max Drawdowns [4]
NX Max Drawdown-28%-30%-30%-40%-53%-31% 
Peers Max Drawdown-21%-43%-27%-29%-45%-40% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: JELD, APOG, MAS, FBIN, UFPI. See NX Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/2/2026 (YTD)

How Low Can It Go

EventNXS&P 500
2025 US Tariff Shock
  % Loss-27.0%-18.8%
  % Gain to Breakeven37.1%23.1%
  Time to Breakeven114 days79 days
2023 SVB Regional Banking Crisis
  % Loss-29.9%-6.7%
  % Gain to Breakeven42.7%7.1%
  Time to Breakeven41 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-25.6%-24.5%
  % Gain to Breakeven34.4%32.4%
  Time to Breakeven74 days427 days
2020 COVID-19 Crash
  % Loss-57.8%-33.7%
  % Gain to Breakeven137.1%50.9%
  Time to Breakeven195 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-30.0%-19.2%
  % Gain to Breakeven42.8%23.8%
  Time to Breakeven72 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-11.2%-3.7%
  % Gain to Breakeven12.6%3.9%
  Time to Breakeven8 days6 days

Compare to JELD, APOG, MAS, FBIN, UFPI

In The Past

Quanex Building Products's stock fell -27.0% during the 2025 US Tariff Shock. Such a loss loss requires a 37.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventNXS&P 500
2025 US Tariff Shock
  % Loss-27.0%-18.8%
  % Gain to Breakeven37.1%23.1%
  Time to Breakeven114 days79 days
2023 SVB Regional Banking Crisis
  % Loss-29.9%-6.7%
  % Gain to Breakeven42.7%7.1%
  Time to Breakeven41 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-25.6%-24.5%
  % Gain to Breakeven34.4%32.4%
  Time to Breakeven74 days427 days
2020 COVID-19 Crash
  % Loss-57.8%-33.7%
  % Gain to Breakeven137.1%50.9%
  Time to Breakeven195 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-30.0%-19.2%
  % Gain to Breakeven42.8%23.8%
  Time to Breakeven72 days105 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-37.8%-17.9%
  % Gain to Breakeven60.7%21.8%
  Time to Breakeven110 days123 days
2008-2009 Global Financial Crisis
  % Loss-66.0%-53.4%
  % Gain to Breakeven194.0%114.4%
  Time to Breakeven211 days1085 days
Summer 2007 Credit Crunch
  % Loss-27.5%-8.6%
  % Gain to Breakeven37.9%9.5%
  Time to Breakeven195 days47 days

Compare to JELD, APOG, MAS, FBIN, UFPI

In The Past

Quanex Building Products's stock fell -27.0% during the 2025 US Tariff Shock. Such a loss loss requires a 37.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Quanex Building Products (NX)

Quanex Building Products (NX) is a global manufacturer and supplier of essential components primarily for the building products industry. Its core focus lies within the "fenestration" sector, which encompasses windows and doors. Beyond fenestration, the company also plays a significant role in supplying components for the kitchen and bathroom cabinet industry.

The company's product portfolio is diverse, supporting its key market segments. For the fenestration industry, Quanex provides specialized items such as flexible insulating glass spacers, extruded vinyl profiles, and various window and door screens. Additionally, it offers precision-formed metal and wood products. In the cabinet sector, NX supplies cabinet doors and other crucial components directly to Original Equipment Manufacturers (OEMs). Quanex also produces non-fenestration components, including solar panel sealants, trim moldings, and vinyl products for decking and fencing.

Quanex Building Products serves a broad customer base of OEMs in the building products industry. Its market reach is international, with operations and sales spanning across the United States, Europe, Canada, and Asia, making it a global partner for manufacturers in these sectors.

AI Analysis | Feedback

  • Think of them as the Intel or Qualcomm of the building products world, making critical components like window spacers, door screens, and cabinet components that other manufacturers use to assemble their finished goods.
  • They are similar to Corning Inc. for the construction industry, providing essential, often unseen, specialized parts – like Gorilla Glass for phones, but for windows, doors, and cabinets instead.

AI Analysis | Feedback

  • Insulating Glass Spacers: Flexible components essential for creating sealed insulating glass units in windows and doors.
  • Extruded Vinyl Profiles: Vinyl shapes and frames used extensively in the manufacturing of windows and doors.
  • Window and Door Screens: Assemblies that provide ventilation while keeping insects out of windows and doors.
  • Precision-Formed Building Components: Custom-made metal and wood products used across various building applications, including fenestration.
  • Cabinet Doors and Components: Supplies for original equipment manufacturers (OEMs) in the kitchen and bathroom cabinet industry.
  • Non-Fenestration & Other Building Products: A diverse range of items including solar panel sealants, trim moldings, vinyl decking, fencing, water retention barriers, and conservatory roof components.

AI Analysis | Feedback

Quanex Building Products (NX) primarily sells its products to other companies, specifically Original Equipment Manufacturers (OEMs) in the building products industry.

While the company serves a broad base of OEM customers, specific names of major customers are typically not publicly disclosed by the company due to competitive reasons and confidentiality agreements. Therefore, it is not possible to list specific customer company names and their symbols.

Based on the company description, Quanex's customers are OEMs involved in:

  • Manufacturing for the fenestration industry, utilizing components such as flexible insulating glass spacers, extruded vinyl profiles, and window and door screens.
  • Manufacturing for the kitchen and bathroom cabinet industry, purchasing cabinet doors and other components.
  • Producing various non-fenestration components and products, including those that use solar panel sealants, trim moldings, vinyl decking, fencing, water retention barriers, and conservatory roof components.

AI Analysis | Feedback

null

AI Analysis | Feedback

```html

George Wilson, Chairman of the Board, President and Chief Executive Officer

George Wilson was appointed President and Chief Executive Officer of Quanex Building Products in January 2020. He also holds the title of Chairman of the Board. Before becoming CEO, he served as the company's Chief Operating Officer from 2017 to 2019. From 2011 to 2017, Mr. Wilson was the President of Quanex's Insulating Glass Systems Division. His career before joining Quanex included 18 years in various operational and financial leadership roles at Lauren International and Federal-Mogul, where he served as General Manager, Plant Manager, Plant Controller, and Financial Analyst. He began his professional journey as a Staff Accountant at AMKO Service Company, a subsidiary of Praxair. Mr. Wilson holds an MBA from Indiana University and a B.S. in Accounting from The University of Akron.

Scott Zuehlke, Senior Vice President, Chief Financial Officer and Treasurer

Scott Zuehlke has served as Senior Vice President, Chief Financial Officer, and Treasurer of Quanex Building Products Corporation since 2019. Prior to this role, he was the Vice President – Investor Relations & Treasurer for Quanex Building Products Corporation from 2016 to 2019. Before his tenure at Quanex, Mr. Zuehlke gained experience in investor relations and finance at other companies, including Halcón Resources (Vice President, Investor Relations, 2011-2015), Geokinetics (Director, Investor Relations, 2010-2011), and Hercules Offshore (Manager, Finance and Investor Relations, 2009-2010). He also worked as an Equity Analyst and Market Data Associate at Invesco from 1998 to 2009. Mr. Zuehlke earned an MBA from the University of Houston and a BBA from the University of Texas.

Paul Cornett, Senior Vice President, General Counsel and Secretary

Paul Cornett serves as Senior Vice President, General Counsel and Secretary for Quanex Building Products. He holds a J.D. from the University of Chicago Law School.

Kimberley N. Garcia, Vice President and Chief Human Resources Officer

Kimberley N. Garcia is the Vice President and Chief Human Resources Officer at Quanex Building Products.

Bob Daniels, President, Hardware Solutions

Bob Daniels is the President of Hardware Solutions at Quanex Building Products. His previous roles at Quanex include President of North American Fenestration (2019-2024) and President of Quanex Insulating Glass Systems (2017-2018). Before joining Quanex, he spent a significant part of his career at Homeshield from 1991 to 2017, where he held various positions such as Vice President of Sales, Vice President of Strategic Alliances, Vice President Safety & Environmental, Operations Manager, and Product/Manufacturing, Engineering Manager. He also worked as an Engineering and Operations Manager at Ohio Molding Corp (1988-1991) and a Mechanical Engineer at Chicago Metallic Corp (1986-1988).

```

AI Analysis | Feedback

Key Risks to Quanex Building Products (NX):

  1. Operational and Integration Risks from Tyman Acquisition: Quanex Building Products faces significant risks related to the integration of the Tyman acquisition, particularly operational issues at its hardware facility in Mexico. These issues have led to substantial net losses, negatively impacted earnings, and triggered a securities fraud lawsuit alleging undisclosed underinvestment and equipment problems. Successfully addressing these operational challenges and realizing anticipated synergies are critical to improving profitability and overall financial performance.
  2. Cyclicality of the Residential Construction and Remodeling Market: The company's business is highly dependent on the cyclical nature of residential remodeling and new home construction activities. Demand for Quanex's fenestration and cabinet components is significantly influenced by factors such as interest rates, consumer confidence, and general economic conditions. Elevated interest rates and cautious consumer spending can depress the housing market, leading to reduced demand for the company's products and impacting its financial performance.
  3. Supply Chain Disruptions and Raw Material Cost Volatility: Quanex is vulnerable to disruptions in global supply chains and fluctuations in the costs of critical raw materials such as vinyl, glass, metal, and wood. Geopolitical instability, logistical challenges, and market fluctuations can cause shortages, delays, and increased input costs, leading to production bottlenecks, higher operating expenses, and pressure on profit margins within the building materials and fenestration industries.

AI Analysis | Feedback

null

AI Analysis | Feedback

Quanex Building Products Corporation (symbol: NX) operates in several addressable markets for its main products and services, primarily within the fenestration and cabinet industries.

Insulating Glass Spacers (Warm Edge Spacers)

  • The global warm edge spacer market was valued at USD 668.2 million in 2024 and is projected to reach USD 991.8 million by 2034, growing at a Compound Annual Growth Rate (CAGR) of 3.9% from 2025 to 2034.
  • The North American warm edge spacer market was valued at USD 226.73 million in 2024 and is expected to reach USD 315.32 million by 2033, demonstrating a CAGR of 3.73% from 2025 to 2033. The U.S. market alone is projected to exceed USD 220 million.

Extruded Vinyl Profiles, Window and Door Screens, and Precision-Formed Metal and Wood Products (Fenestration Components)

These products are part of the broader windows and doors (fenestration) market.

  • The global windows and doors market size was an estimated USD 275.16 billion in 2025 and is projected to grow to USD 388.16 billion by 2033, with a CAGR of 4.4% from 2026 to 2033. Another estimate places the global market at approximately USD 243.7 billion in 2023, with a projection to reach USD 314.8 billion by 2030 at a CAGR of roughly 3.7%.
  • In Europe, the windows and doors market was valued at USD 61.75 billion in 2025 and is anticipated to reach USD 75.70 billion by 2031, growing at a CAGR of 3.45%. Another assessment indicates the European market was USD 59.09 billion in 2024 and is expected to be worth USD 82.15 billion by 2033, from USD 61.29 billion in 2025, with a CAGR of 3.73%.
  • The U.S. windows market size was valued at USD 12.32 billion in 2022 and is expected to grow at a CAGR of 3.6% from 2023 to 2030. The U.S. commercial windows market is projected to reach USD 4.30 billion by 2030, expanding at a CAGR of 5.6% from 2025 to 2030.

Cabinet Doors and Other Components

  • The global cabinets market size was estimated at USD 190.54 billion in 2025 and is projected to reach USD 322.51 billion by 2033, exhibiting a CAGR of 6.9% from 2026 to 2033.
  • North America represented 38.39% of the cabinet market size in 2025. The U.S. Cabinet & Vanity Manufacturing market size is valued at USD 21.7 billion in 2026.

AI Analysis | Feedback

Quanex Building Products (NX) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:

  • Full Realization of Tyman Acquisition Synergies and Expanded Market Reach: The acquisition of Tyman plc in August 2024 is a significant catalyst, broadening Quanex's global presence and product portfolio. The company anticipates increased annual recurring pre-tax cost synergies of $45 million from this acquisition, which is projected to propel Quanex towards an estimated pro forma annual revenue of approximately $2 billion.
  • Increased Demand for High-Thermal Performance Window Components: A key organic growth driver is the rising demand for insulating glass (IG) spacers and other components that enhance the thermal performance of windows. This trend is fueled by increasing energy costs and more stringent building codes requiring better-performing windows.
  • Market Share Expansion in Cabinet Components: The North American Cabinet Components segment is expected to contribute to revenue growth through continued market share gains. Quanex is actively focusing on driving operational efficiencies to effectively integrate these gains and scale its operations in this area.
  • Organic Growth Initiatives and New Product Development: Beyond acquisitions, Quanex is committed to organic growth initiatives, including the development of new products and chemistries, particularly within its mixing and compounding operations. Additionally, the company sees future opportunities in bundling its diverse product offerings to customers as operational performance stabilizes.

AI Analysis | Feedback

Share Repurchases

  • Quanex's Board authorized a $75 million share repurchase program in December 2021.
  • The company repurchased 1,709,119 shares of common stock for approximately $32.4 million during the twelve months ended October 31, 2025.
  • As of October 31, 2025, approximately $30.5 million remained under the existing share repurchase authorization.

Share Issuance

  • The acquisition of Tyman plc on August 1, 2024, was partly financed by new Quanex shares, significantly altering its shareholder landscape.
  • Tyman shareholders were expected to own between approximately 30% and 32% of Quanex upon the close of the acquisition, depending on shareholder elections.

Outbound Investments

  • Quanex Building Products acquired Tyman plc for approximately $1.1 billion in enterprise value, with the transaction finalized on August 1, 2024.
  • This acquisition aimed to create a comprehensive solutions provider, enhancing Quanex's global reach and product offerings.
  • Quanex expects to realize approximately $45 million in cost synergies from the Tyman acquisition, exceeding its initial projection of $30 million.

Capital Expenditures

  • Capital expenditures for Quanex Building Products were -$62.31 million in the last 12 months (as of a period ending around October 31, 2025 or January 31, 2026).
  • Free cash flow is derived from operating cash flow minus capital expenditures.

Better Bets vs. Quanex Building Products (NX)

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

NXJELDAPOGMASFBINUFPIMedian
NameQuanex B.JELD-WEN Apogee E.Masco Fortune .UFP Indu. 
Mkt Price17.081.4440.5782.7753.2289.1946.89
Mkt Cap0.80.10.916.96.44.92.9
Rev LTM1,8573,1571,4057,6794,4416,1863,799
Op Inc LTM97-60841,283564339218
FCF LTM89-13395943340301198
FCF 3Y Avg72-22115953489463289
CFO LTM148-131221,101443551295
CFO 3Y Avg1201191511,133669694410

Growth & Margins

NXJELDAPOGMASFBINUFPIMedian
NameQuanex B.JELD-WEN Apogee E.Masco Fortune .UFP Indu. 
Rev Chg LTM14.2%-12.1%3.2%-0.3%-2.0%-6.4%-1.2%
Rev Chg 3Y Avg18.7%-11.6%-0.8%-3.1%-1.3%-11.3%-2.2%
Rev Chg Q2.2%-6.9%1.6%6.5%-2.1%-8.4%-0.2%
QoQ Delta Rev Chg LTM0.5%-1.7%0.4%1.5%-0.5%-2.1%-0.0%
Op Inc Chg LTM40.9%-607.3%-28.5%-3.6%-20.1%-25.6%-22.8%
Op Inc Chg 3Y Avg5.3%-241.3%-11.3%-0.0%-9.5%-26.7%-10.4%
Op Mgn LTM5.2%-1.9%6.0%16.7%12.7%5.5%5.7%
Op Mgn 3Y Avg6.4%0.5%8.0%17.1%14.4%7.0%7.5%
QoQ Delta Op Mgn LTM-1.3%-0.7%1.4%0.2%-1.2%-0.3%-0.5%
CFO/Rev LTM8.0%-0.4%8.7%14.3%10.0%8.9%8.8%
CFO/Rev 3Y Avg8.5%2.8%10.8%14.6%14.6%10.4%10.6%
FCF/Rev LTM4.8%-4.2%6.8%12.3%7.7%4.9%5.8%
FCF/Rev 3Y Avg5.3%-1.1%8.2%12.3%10.7%6.9%7.6%

Valuation

NXJELDAPOGMASFBINUFPIMedian
NameQuanex B.JELD-WEN Apogee E.Masco Fortune .UFP Indu. 
Mkt Cap0.80.10.916.96.44.92.9
P/S0.40.00.62.21.40.80.7
P/Op Inc8.0-2.010.113.211.314.310.7
P/EBIT-4.0-0.49.413.313.213.111.3
P/E-3.0-0.215.820.223.518.217.0
P/CFO5.3-9.87.015.314.48.87.9
Total Yield-31.2%-411.1%7.6%6.5%6.2%7.2%6.3%
Dividend Yield1.9%0.0%1.3%1.5%1.9%1.7%1.6%
FCF Yield 3Y Avg7.3%-47.3%10.6%6.5%6.6%7.2%6.9%
D/E1.111.40.30.20.50.10.4
Net D/E1.111.00.30.20.4-0.10.4

Returns

NXJELDAPOGMASFBINUFPIMedian
NameQuanex B.JELD-WEN Apogee E.Masco Fortune .UFP Indu. 
1M Rtn11.3%-22.6%9.6%19.2%36.3%11.3%11.3%
3M Rtn-1.7%30.9%22.6%40.7%43.9%-0.9%26.7%
6M Rtn12.2%-41.9%10.3%29.6%5.7%-2.5%8.0%
12M Rtn-15.1%-68.0%-3.6%27.0%1.8%-14.4%-9.0%
3Y Rtn-30.6%-91.0%-7.7%57.3%-18.7%1.5%-13.2%
1M Excs Rtn-5.0%-27.4%6.8%21.6%37.4%11.3%9.1%
3M Excs Rtn-19.2%9.3%7.3%23.2%26.2%-15.5%8.3%
6M Excs Rtn2.5%-48.5%3.1%21.6%-2.4%-10.9%0.0%
12M Excs Rtn-34.2%-87.2%-20.0%4.9%-18.9%-34.9%-27.1%
3Y Excs Rtn-101.7%-162.4%-80.7%-18.6%-91.4%-72.7%-86.1%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Hardware Solutions842428297  
Extruded Solutions647560545  
Custom Solutions388309298  
Unallocated Corporate (Corp.) & Other-39-19-9-4-4
European (EU) Fenestration   262252
North American (NA) Cabinet Components (Comp.)   276246
North American (NA) Fenestration   687578
Tyman   0 
Total1,8381,2781,1311,2221,072


Operating Income by Segment
$ Mil20252024202320222021
Extruded Solutions398781  
Unallocated Corporate (Corp.) & Other-24-50-15-7-15
Custom Solutions-64813  
Hardware Solutions-1451032  
European (EU) Fenestration   4039
North American (NA) Cabinet Components (Comp.)   31
North American (NA) Fenestration   7556
Tyman   0 
Total-1945511111182


Assets by Segment
$ Mil20242023202220212020
Tyman1,243    
North American (NA) Fenestration374379279269253
Unallocated Corporate (Corp.) & Other31554463341
European (EU) Fenestration240239224237223
North American (NA) Cabinet Components (Comp.)148159176179175
Total2,320831725717692


Price Behavior

Price Behavior
Market Price$17.08 
Market Cap ($ Bil)0.8 
First Trading Date12/30/1987 
Distance from 52W High-23.5% 
   50 Days200 Days
DMA Price$18.14$16.81
DMA Trenddowndown
Distance from DMA-5.8%1.6%
 3M1YR
Volatility62.3%52.2%
Downside Capture344.24201.34
Upside Capture178.74138.23
Correlation (SPY)62.2%44.5%
NX Betas & Captures as of 6/30/2026

 1M2M3M6M1Y3Y
Beta2.622.992.552.101.841.34
Up Beta1.251.771.901.952.071.49
Down Beta6.505.675.203.452.331.00
Up Capture196%198%173%212%161%180%
Bmk +ve Days11244067140429
Stock +ve Days11203165127362
Down Capture153%261%257%146%144%110%
Bmk -ve Days10172358112321
Stock -ve Days10213258123383

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with NX
NX-13.5%52.3%-0.09-
Sector ETF (XLI)25.7%16.5%1.2055.9%
Equity (SPY)21.7%12.5%1.2944.6%
Gold (GLD)23.1%27.7%0.7317.7%
Commodities (DBC)21.3%18.6%0.90-16.0%
Real Estate (VNQ)13.6%13.8%0.6835.5%
Bitcoin (BTCUSD)-42.0%42.7%-1.1517.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with NX
NX-6.0%44.2%-0.00-
Sector ETF (XLI)14.1%17.6%0.6356.2%
Equity (SPY)13.3%17.1%0.6046.6%
Gold (GLD)17.9%18.3%0.794.9%
Commodities (DBC)6.9%19.5%0.256.7%
Real Estate (VNQ)3.1%18.9%0.0643.5%
Bitcoin (BTCUSD)12.2%53.8%0.4115.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with NX
NX0.3%43.2%0.16-
Sector ETF (XLI)14.6%20.1%0.6459.1%
Equity (SPY)15.4%18.0%0.7351.1%
Gold (GLD)12.1%16.1%0.615.1%
Commodities (DBC)5.7%18.0%0.2516.7%
Real Estate (VNQ)5.5%20.7%0.2347.8%
Bitcoin (BTCUSD)59.0%66.2%0.9913.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date6152026
Short Interest: Shares Quantity3.4 Mil
Short Interest: % Change Since 531202625.8%
Average Daily Volume0.5 Mil
Days-to-Cover Short Interest7.2 days
Basic Shares Quantity45.5 Mil
Short % of Basic Shares7.5%

Earnings Returns History

Updated 6/15/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
6/4/2026-13.4%-5.1% 
3/5/2026-7.7%-8.9%-5.1%
12/11/20259.5%8.3%18.7%
9/4/2025-13.1%-27.4%-29.2%
6/5/202510.6%16.6%21.6%
3/10/2025-9.2%-2.4%-20.1%
12/12/2024-2.4%-19.8%-17.3%
9/5/202421.8%8.2%10.1%
...
SUMMARY STATS   
# Positive151312
# Negative101212
Median Positive5.9%8.2%11.3%
Median Negative-8.6%-7.5%-10.9%
Max Positive23.4%28.4%27.9%
Max Negative-16.8%-27.4%-29.2%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
6/4/2026-13.4%-5.1% 
3/5/2026-7.7%-8.9%-5.1%
12/11/20259.5%8.3%18.7%
9/4/2025-13.1%-27.4%-29.2%
6/5/202510.6%16.6%21.6%
3/10/2025-9.2%-2.4%-20.1%
12/12/2024-2.4%-19.8%-17.3%
9/5/202421.8%8.2%10.1%
6/6/20244.0%-4.4%-13.3%
3/7/2024-2.4%0.8%11.3%
12/14/2023-10.9%-10.8%-11.4%
8/31/20239.3%2.7%4.2%
6/1/202323.4%28.4%27.9%
3/9/2023-16.8%-19.0%-18.0%
12/15/20221.0%-0.5%2.2%
9/1/2022-2.8%-3.1%-10.5%
6/2/202210.5%18.0%11.4%
3/3/20220.3%0.2%-6.7%
12/16/20213.5%9.4%3.4%
9/2/2021-8.0%-10.3%-7.9%
6/3/20214.1%0.8%-6.6%
3/4/20212.1%10.0%11.0%
12/10/20201.0%3.1%20.2%
9/3/20206.2%2.0%12.7%
6/4/20205.9%-6.1%-0.9%
SUMMARY STATS   
# Positive151312
# Negative101212
Median Positive5.9%8.2%11.3%
Median Negative-8.6%-7.5%-10.9%
Max Positive23.4%28.4%27.9%
Max Negative-16.8%-27.4%-29.2%

SEC Filings

Expand for More
Report DateFiling DateFiling
04/30/202606/05/202610-Q
01/31/202603/06/202610-Q
10/31/202512/12/202510-K
07/31/202509/05/202510-Q
04/30/202506/06/202510-Q
01/31/202503/11/202510-Q
10/31/202412/16/202410-K
07/31/202409/06/202410-Q
04/30/202406/07/202410-Q
01/31/202403/08/202410-Q
10/31/202312/15/202310-K
07/31/202309/01/202310-Q
04/30/202306/02/202310-Q
01/31/202303/10/202310-Q
10/31/202212/16/202210-K
07/31/202209/02/202210-Q
Collapse to Preview
Report DateFiling DateFiling
04/30/202606/05/202610-Q
01/31/202603/06/202610-Q
10/31/202512/12/202510-K
07/31/202509/05/202510-Q
04/30/202506/06/202510-Q
01/31/202503/11/202510-Q
10/31/202412/16/202410-K
07/31/202409/06/202410-Q
04/30/202406/07/202410-Q
01/31/202403/08/202410-Q
10/31/202312/15/202310-K
07/31/202309/01/202310-Q
04/30/202306/02/202310-Q
01/31/202303/10/202310-Q
10/31/202212/16/202210-K
07/31/202209/02/202210-Q
04/30/202206/03/202210-Q
01/31/202203/04/202210-Q
10/31/202112/17/202110-K
07/31/202109/03/202110-Q
04/30/202106/04/202110-Q
01/31/202103/05/202110-Q
10/31/202012/11/202010-K
07/31/202009/04/202010-Q
04/30/202006/05/202010-Q
01/31/202003/06/202010-Q
10/31/201912/12/201910-K
07/31/201909/06/201910-Q

Insider Activity

Updated 4/26/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Teleios, Capital Partners GmbhSee footnoteSell1218202515.94119,4851,904,43670,479,003Form
2Teleios, Capital Partners GmbhSee footnoteSell1218202516.5180,5151,328,98974,960,208Form
3Hughes, Bradley E DirectBuy912202515.276,50099,27599,275Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Teleios, Capital Partners GmbhSee footnoteSell1218202515.94119,4851,904,43670,479,003Form
2Teleios, Capital Partners GmbhSee footnoteSell1218202516.5180,5151,328,98974,960,208Form
3Hughes, Bradley E DirectBuy912202515.276,50099,27599,275Form
Core Cache Last Updated: 7/5/2026