“Although we believe these estimates and assumptions are reasonable in light of information currently available to us, we cannot provide assurance that these estimates will not materially differ from actual results due to the inherent unpredictability of inter…”10-Q · Sep 4, 2026 ↗
Quanex Building Products Corporation
NX
Market read
Quanex Building Products Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
- Inventory rose 1.5% and accounts receivable rose 6.4%, while revenue increased 1.3%, leaving operating cash flow lower.
- Tariff-related activity helped the period through refunds, while tariff-related costs still affected cost of sales.
Invalidation: The isolated read changes if NX's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Inventory rose 1.5% and accounts receivable rose 6.4%, while revenue increased 1.3%, leaving operating cash flow lower.
- Tariff-related activity helped the period through refunds, while tariff-related costs still affected cost of sales.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +43.8% year over year.
- Input and raw-material costs has repeated favorable evidence across 6 filings.
- Demand and volume has repeated favorable evidence across 5 filings.
- Operating margin changed -14.8 percentage points in the latest annual period.
- Net margin changed -16.2 percentage points in the latest annual period.
- Diluted shares increased 26.0% in the latest annual period.
- Restructuring and cost reductions has repeated adverse evidence across 4 filings.
- EV/sales is 78% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
21.13Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The increase was primarily due to foreign currency translation movements and higher raw material costs, partially offset by lower costs associated with reduced sales volumes.”10-Q · Sep 4, 2026 ↗
“Cash used for investing activities decreased $7.6 million for the nine months ended July 31, 2026 compared to the same period in 2025, prim arily due to lower capital expenditures, partially offset by lower proceeds from disposition of assets.”10-Q · Sep 4, 2026 ↗
“Intere st expense decreased $6.0 million for the nine months ended July 31, 2026 compared to the same period in 2025 primarily as a result of lower borrowings outstanding during the nine months ended July 31, 2026 as compared to the prior year period.”10-Q · Sep 4, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.5× · EV/sales 0.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 14:05 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for NX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for NX. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind NX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
NX is currently a Participant in the organic co-movement group Consumer Demand Sensitivity. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for NX; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.