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Quanex Building Products Corporation

NX

Industrials · 21.65 -1.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 14:05 GMT-4

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.

Revenue YoY+43.8%2025-10-31
Operating margin-10.6%-14.8 pts YoY
Company-1.1% todayVolume comparison unavailable
Market group0 of 10 activeConsumer Demand Sensitivity · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Industrials · Building Products & Equipment

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.

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
  • 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

As of Sep 11, 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 observations319
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 78% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

21.13
6m+2.9%12m-3.6%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 0.5×. 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

21.65-1.1% today

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.