NYSE$NX

Quanex Building Products Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported results consistent with expectations and completed the transformative Tyman acquisition.

Quanex reported a decrease in net sales by 6.4% compared to the same period last year, primarily due to softer market demand across all operating segments. However, the company generated approximately $40 million in free cash flow during the quarter. The acquisition of Tyman was completed on August 1, 2024, and integration is underway.

  • Third quarter results were consistent with expectations.
  • Volumes increased across all operating segments compared to the second quarter, but demand remained soft compared to the prior year.
  • Approximately $40 million in free cash flow was generated during the quarter due to focus on cash flow and managing working capital.
  • The acquisition of Tyman closed on August 1, 2024, and integration is in progress with a focus on capturing targeted synergies.

Headline financials

Total Revenue

$280M

Previous: $300M-6.4%
EPS (adj)

$0.73

Previous: $0.97-24.7%
Capital Expenditures

-$23.4M

Previous: -$7.38M-217.7%
Free Cash Flow

$59.9M

Previous: $95.2M-37.1%
Net Income

$25.4M

Previous: $31.7M-20.0%
Operating Income

$23.4M

Previous: $37.5M-37.4%
Gross Profit

$70.9M

Previous: $78.6M-9.8%
Cash & Equivalents

$94M

Previous: $73.3M+28.3%
Total Assets

$872M

Previous: $848M+2.9%
Stock-Based Comp

$794K

Previous: $430K+84.7%

Revenue & EPS history

Quanex · Revenue · Quarterly

$280M

Q3 2024-6.4%vs Q3 2023
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Forward guidance

Net sales are estimated to be $1.275 billion to $1.285 billion, which should result in $171 million to $176 million of Adjusted EBITDA in fiscal 2024, including the contribution from the Tyman business for the fourth quarter.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+1.1%

Avg return

Earnings day

+0.5%

Avg return

5 days after

-0.7%

Avg return

30 days after

55%

37 / 67 earnings

Positive

+23.8%

Q2 2023

Best reaction

-17.7%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-13.6%-10.3%
Q1 2026-7.9%-5.9%-7.1%
Q4 2025+6.5%+5.2%+16.2%
Q3 2025-12.8%-27.3%-29.6%
Q2 2025+0.0%-5.6%-3.1%
Q1 2025-9.2%-3.4%-14.6%
Q4 2024-3.8%-9.9%-25.7%
Q3 2024+19.9%+3.6%+8.0%
Q2 2024+2.8%-4.1%-13.4%
Q1 2024-2.3%+0.6%+10.4%
Q4 2023-7.0%-6.1%-7.6%
Q3 2023+9.0%+5.3%+4.2%
Q2 2023+23.8%+24.3%+27.8%
Q1 2023-17.7%-20.6%-20.7%
Q4 2022-2.1%-2.6%+1.1%
Q3 2022-4.5%-5.2%-18.6%
Q2 2022+13.1%+20.8%+15.4%
Q1 2022+0.9%-2.1%-6.5%
Q4 2021+3.4%+4.0%+6.7%
Q3 2021-6.5%-6.2%-7.0%
Q2 2021+3.5%+5.3%-7.5%
Q1 2021+1.5%+8.8%+9.8%
Q4 2020+1.1%+2.3%+15.6%
Q3 2020+6.4%+6.6%+11.1%
Q2 2020+5.4%+2.3%-4.3%
Q1 2020-0.2%-12.2%-47.0%
Q4 2019+2.9%+1.5%-10.0%
Q3 2019+6.7%+7.3%+9.4%
Q2 2019+6.4%+5.2%+17.4%
Q1 2019-5.2%-14.6%-5.6%
Q4 2018-12.7%-5.7%+9.3%
Q3 2018+19.3%+18.1%+3.9%
Q2 2018+14.3%+12.8%+7.7%
Q1 2018+8.8%+5.3%+5.6%
Q4 2017+6.7%+15.1%+7.2%
Q3 2017-0.3%-0.8%+17.6%
Q2 2017+5.9%+8.7%+7.7%
Q1 2017+1.0%+1.8%+1.3%
Q4 2016+2.0%+5.7%+2.2%
Q3 2016-6.1%-9.2%-9.1%
Q2 2016+1.7%+0.9%-4.4%
Q1 2016-9.6%
Q4 2015+9.1%
Q3 2015+11.7%
Q2 2015+8.6%
Q1 2015+0.6%
Q4 2014-9.2%
Q3 2014+0.0%
Q2 2014+3.9%
Q1 2014-0.3%
Q4 2013+6.8%
Q3 2013+7.4%
Q2 2013-5.5%
Q1 2013-10.6%
Q1 2010+6.0%
Q4 2012-8.6%
Q3 2012-2.7%
Q2 2012-1.6%
Q1 2012-5.8%
Q4 2009+13.4%
Q4 2011+13.4%
Q3 2010-5.2%
Q3 2011-5.2%
Q2 2011-5.7%
Q2 2010+1.5%
Q4 2010+1.5%
Q1 2011+1.5%

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