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Quanex Building Products Corporation

NX

Industrials · 18.94 -1.2% today

Participation confirmed · construction unavailableMarket checked 30 Sept, 15:55 GMT-4

Market read

Quanex Building Products Corporation's move is spreading beyond its market group.

No new filing conclusion is available. 5 of 12 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 0 directly disclosed connections are confirming.

Revenue YoY+43.8%2025-10-31
Operating margin-10.6%-14.8 pts YoY
Company-1.2% todayVolume comparison unavailable
Market group5 of 12 activeConstruction Building Products · inactive
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 8 of 12 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • TOL remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 4 of 12 members or fewer.

Watch this read

Research brief

The story so far

Industrials · Building Products & Equipment

No new filing conclusion is available. 5 of 12 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 8 of 12 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • TOL remains aligned with the group in the next market snapshot.

Company research

Understand the business, not just the ticker

As of Oct 1, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations333
Usable filing statements112
Verified relationships0
Evidence supporting the case
  • 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.
Evidence challenging the case
  • 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.
Questions before a position
  • EV/sales is 80% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 30, 2026

18.94
6m+15.0%12m+29.4%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-10-31$1.1B+25.9%$1.70+2.1%
2022-10-31$1.2B+13.9%$2.66-0.9%
2023-10-31$1.1B-7.4%$2.50-0.5%
2024-10-31$1.3B+13.0%$0.90+11.0%
2025-10-31$1.8B+43.8%$-5.43+26.0%

What management says matters

Persistent and emerging business drivers

Energy and commodity pricesmixed · 6 filings
“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 ↗
Input and raw-material costsmixed · 6 filings
“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 ↗
Capital investment and capacitymixed · 5 filings
“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 ↗
Credit and interest ratesmixed · 5 filings
“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 0.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

18.94-1.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Sept, 15:55 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 Construction Building Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.