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Quanex Building Products Corporation

Hot onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$NX·$1.1B·Construction Materials·Basic Materials
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Mentions · 7d total · 14d trend
2026-08-28: 0 posts2026-08-29: 1 posts2026-08-30: 2 posts2026-08-31: 2 posts2026-09-01: 2 posts2026-09-02: 1 posts2026-09-03: 21 posts2026-09-04: 51 postsTypical day: 2 posts803×
X counts updated 17h ago
NXNX
$NXQuanex Building Products Corporation
——80 posts3×
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-09-05

The move is getting stronger, with heavier trading behind it.

Quanex Building Products just crushed Q3 EPS by 20% — up 22% today on 6.3x average volume as the housing-materials story rerates.

Quanex Building Products is a small-cap manufacturer of window and door components — the equity has been quietly compounding through the housing-market recovery cycle, and Q3 was the specific print that validated the setup.

What the setup looks like:

  • The business is executing well — Q3 fiscal 2026 revenue grew 1.3% YoY to $501.8M with a 24% gross margin and 10% operating margin, and Q3 EPS crushed consensus by 20% at $0.79.
  • The valuation is fair — 23x TTM PE and 0.57x TTM sales for a business with 4% ROIC and 9% FCF yield is priced for continued execution; the small-cap discount is meaningful.
  • The tape is at fresh 52-week highs — 98% of the range, 20% above the 50-day, and 27% above the 200-day, on an extraordinary 6.3x average volume today; institutional buying is real.
  • The 22% single-day pop on the Q3 print confirms the market has re-rated the operating story.
  • The GF Value system flags NX as still undervalued (GF Score 63) despite the pop — plenty of room for continued re-rating.

Acceleration continues while housing-materials demand stays firm — Q4 earnings on Dec 10 with reaffirmed guidance plus continued window/door segment strength extends this above $30; a housing-cycle reversal or margin regression stalls the tape. The immediate risk is post-pop profit-taking, but 6.3x volume flow is unusual for a small-cap and suggests institutional accumulation. A break below $22 would open real give-back.

What to watch: Dec 10 Q4 earnings — reaffirmed guidance plus continued window/door segment strength extends above $30; a housing-cycle reversal or margin regression stalls the tape.

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

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What it does

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

Quanex Building Products Corporation, along with its various subsidiaries, operates as a comprehensive global supplier specializing in components for the fenestration sector (windows and doors). The company serves markets across North America, Europe, Asia, and other international regions. Its operations are structured into three distinct segments: North American Fenestration, European Fenestration, and North American Cabinet Components. The company's extensive product portfolio encompasses a variety of fenestration-related items, including flexible insulating glass spacers, custom-extruded vinyl profiles, window and door screens, and precisely engineered metal and wood components. Furthermore, it supplies cabinet doors and other essential components to original equipment manufacturers (OEMs) within the kitchen and bathroom cabinetry sector. Beyond fenestration and cabinetry, Quanex diversifies its offerings with a range of non-fenestration items such as solar panel sealants, decorative trim moldings, vinyl decking and fencing materials, water retention barriers, and specialized conservatory roof components. These diverse products are channeled to original equipment manufacturers (OEMs) throughout the building products industry via a multi-faceted sales approach, utilizing its direct sales force, external sales representatives, a network of distributors, and independent sales agents. Established in 1927, Quanex Building Products Corporation maintains its headquarters in Houston, Texas.

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

Residential construction starts — rate-sensitive — are the swing demand factor; infrastructure spending provides a more stable base. Input cost inflation (energy, logistics) is the margin headwind to watch as volumes stabilize.

Industry benchmark

7-name peer basket
+20.3%YTD
+18.4%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 $0.74

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

2-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.9B – $1.9B$1.65$1.64 – $1.653
FY27$1.9B$1.9B – $1.9B$2.10$2.10 – $2.113

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.6.3×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.98%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.+20.1%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.+26.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 39.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.8% 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.β0.945-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.

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
8-KPress release / Reg FDMay 288-K — Item 7.01: Press release / Reg FD
+ 8 other (3 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.

Quanex Building Products Corp (NX) Stock Up 22.2% and Still Undervalued -- GF Score: 63/100gurufocus.com·19h agoQuanex Building Products Corporation (NX) Q3 2026 Earnings Call Transcriptseekingalpha.com·1d agoQuanex Building Products Q3 Earnings Call Highlightsmarketbeat.com·1d agoQuanex Building Products, Concrete Pumping, SanDisk And Other Big Stocks Moving Higher On Fridaybenzinga.com·1d agoQuanex Building Products (NX) Beats Q3 Earnings and Revenue Estimateszacks.com·2d ago

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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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