Reported Q: Q4 2024 Rev YoY: +66.6% EPS YoY: -135.7% Move: +4.57%
Quanex Building Products
NX
$21.29 4.57%
Exchange NYSE Sector Industrials Industry Construction
Q4 2024
Published: Dec 16, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for NX

Reported

Report Date

Dec 16, 2024

Quarter Q4 2024

Revenue

492.16M

YoY: +66.6%

EPS

-0.30

YoY: -135.7%

Market Move

+4.57%

Previous quarter: Q3 2024

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Earnings Highlights

  • Revenue of $492.16M up 66.6% year-over-year
  • EPS of $-0.30 decreased by 135.7% from previous year
  • Gross margin of 23.8%
  • Net income of -13.92M
  • ""The comfort level around the stated $30 million is very strong and high. We have very strong confidence in achieving those levels."" - George Wilson
NX
Company NX

Executive Summary

Quanex Building Products reported a material top-line expansion in Q4 2024 driven by the August 2024 acquisition of Tyman, with net sales of $492.2 million, up approximately 67% year-over-year versus $295.5 million in Q4 2023. Excluding Tyman, quarterly net sales would have declined ~2.3% YoY and full-year sales would have fallen ~5% amid softer volumes, underscoring the acquisition-driven delta rather than organic growth alone. Net income for the quarter was negative at $13.9 million ($0.30 per diluted share), driven by integration costs and one-time items, while adjusted EBITDA rose 59.6% to $81.1 million. For the full-year 2024, adjusted EBITDA reached a record $182.4 million, up 14.3% YoY, with an adjusted EBITDA margin improvement of ~20 basis points despite a difficult macro backdrop. The company entered 2025 with a stated plan to reorganize around three new segments—hardware solutions, extruded solutions, and custom solutions—intended to maximize synergies, share best practices globally, and expand margins as volumes recover. Net cash provided by operating activities for the year was $88.8 million, while free cash flow was $51.7 million (guidance notes suggest a normalized FCF closer to $89 million excluding Tyman-related one-time costs). Quanex ended the year with a leverage ratio ~2.3x, and disclosed a quarterly debt compliance ratio consistent with pro forma adjustments for the Tyman acquisition. Management signaled a constructive, but cautious, near-term demand outlook with a meaningful volume uptick anticipated in the second half of 2025 as consumer confidence improves in a lower-rate environment and pent-up demand unwinds. Investor Day is scheduled for February 6, 2025 to unveil the restructured company and initial 2025 guidance.

Key Performance Indicators

Revenue
Increasing
492.16M
QoQ: 75.56% | YoY: 66.56%
Gross Profit
Increasing
117.05M
23.78% margin
QoQ: 95.24% | YoY: 46.28%
Operating Income
Decreasing
2.83M
QoQ: -87.93% | YoY: -92.84%
Net Income
Decreasing
-13.92M
QoQ: -154.90% | YoY: -150.83%
EPS
Decreasing
-0.30
QoQ: -138.96% | YoY: -135.71%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2025 400.04 -0.32 +67.3% View
Q4 2024 492.16 -0.30 +66.6% View
Q3 2024 280.35 0.77 -6.4% View
Q2 2024 266.20 0.46 -2.7% View
Q1 2024 239.16 0.19 -8.7% View