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Quanex Building Products Corporation

$NX·$866M·Construction Materials·Basic Materials
$19.28+0.9%YTD+21.8%1Y+27.1%
Price updated 8m ago·X counts updated 9d ago
NXNX
$NXQuanex Building Products Corporation
$19.28+0.89%45 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

45X posts · last 7 days
Oct 2Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $NX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 84% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

A small-cap building products name quietly beating estimates — Dec 10 earnings is the next validation point.

Quanex Building Products makes window/door components for residential and commercial construction. The 2026 story has been the business quietly reaccelerating as housing-starts stabilize and management executes on recent acquisitions.

  • The P&L is better than the top line suggests: Q4 revenue was flat at $502M YoY at a 9.7% operating margin and $0.58 EPS, with trailing EPS beats of 20% and 14% — these are consistent surprises on a cyclical where sell-side modeling tends to be conservative.
  • The sector context is specific: residential-construction cycle at a plausible trough plus any Fed rate relief would restart the building-products cohort, and Quanex's small-cap scale means operating leverage flips sharply positive on even modest volume recovery.

At 65% of its 52-week range with volume essentially average going into Dec 10 earnings, the setup is a quiet coil. Another 15%+ EPS surprise plus any color on housing-starts leverage into FY27 is the trigger; a soft Window segment or any commercial-construction warning is the invalidation.

What to watch: Dec 10 Q4 earnings — Window segment revenue, EBITDA margin direction, residential vs commercial mix, and FY27 guide. 15%+ EPS surprise plus housing-cycle color is the trigger; a Window softness is the invalidation.

On the calendar: 2026-12-10 — Q4 earnings

eps beat cadencehousing cycle

Read the AI verdict on $NX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes vinyl and aluminum window and door components—spacers, screens, extruded profiles—sold to window and door manufacturers in North America and Europe.

Industry overviewAI analysisGenerated by AI from underlying data

Where Construction Materials sits in its cycle right now — and what that implies for $NX.

Construction Materials · Basic Materials

No material change from last week — AI data-center construction and IIJA infrastructure spending support aggregates/cement demand.

What this means for $NX

Neutral — Makes vinyl and aluminum window and door components—spacers, screens, extruded profiles—sold to window and door manufacturers in North America and Europe.

Industry benchmark

10-name peer basket
-3.1%YTD
+6.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
23.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
22.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 3, 2026$0.79$0.66+20.1%
Q1 2026Jun 4, 2026$0.25$0.22+13.6%
Q4 2025Mar 5, 2026$-0.01$-0.05+80.0%
Q3 2025Dec 11, 2025$0.83$0.52+61.2%
Next earningsThu, Dec 10·consensus EPS $0.79

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$501.8M+1.3%23.6%9.7%$0.58$47.8M
Q2 FY26$462.4M+2.2%20.1%4.0%$0.07$7.9M
Q1 FY26$409.1M+2.3%18.2%0.7%$-0.09$-31.5M
Q4 FY25$489.8M-0.5%28.1%8.8%$0.43$66.6M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.9B – $1.9B$1.82$1.81 – $1.833
FY27$1.9B$1.9B – $1.9B$1.97$1.97 – $1.983
FY28$1.9B$1.9B – $1.9B$2.27$2.26 – $2.282

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.66%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+0.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 39.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.935-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 10 other (10 awards) in window

See when $NX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 278-K — Item 7.01: Press release / Reg FD
AI summary

Quanex Building Products Corporation (NX) filed an 8-K under Item 7.01 (Regulation FD disclosure) as of August 27, 2026, indicating a press release or investor presentation was publicly issued. The excerpt contains only filing boilerplate with no substantive content visible. This is a routine investor relations filing, potentially a pre-earnings update or conference presentation for the building products manufacturer.

8-KPress release / Reg FDMay 288-K — Item 7.01: Press release / Reg FD
+ 7 other (2 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SummerHaven Investment Management LLC Acquires 28,746 Shares of Quanex Building Products Corporation $NXdefenseworld.net·1d agoDo Options Traders Know Something About Quanex Stock We Don't?zacks.com·15d agoQuanex Building Products Corp (NX) Stock Down 4.0% -- Now Undervalued? GF Score: 75/100gurufocus.com·27d agoNX vs. AGX: Which Stock Is the Better Value Option?zacks.com·43d agoIs Quanex Building Products (NX) Outperforming Other Construction Stocks This Year?zacks.com·43d ago

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Voices on X · last 7 days

No standout posts about $NX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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