Quanex Building Products Corporation (NX)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-09-04
$22.93+22.23%
Close 2026-09-04 · 1-day change
NYSEIndustrialsConstruction MaterialsSnapshot 2026-09-04
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Put NX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Building Products is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisManagement screens weak on capital allocation, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 38% in its worst 12-month stretch.
View RiskNX's growth relies on achieving revenue growth of 2% to 3% in Q4 2026. Recent guidance indicates that management expects adjusted EBITDA margin expansion of 50 to 75 basis points. The stock trades at 13× P/E, below the peer median of 19×. This suggests that the price reflects less growth than anticipated. A specific risk is the potential for NX to cut guidance, which could negatively impact estimates. Peer multiples imply a price about 4% above where it trades. Our read is provisional.
Trailing returns as of 2026-09-04. NX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering NX (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
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| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Building Products — fair value, gap to price, and forward P/E.
Compare the value case
Put NX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Prioritize debt repayment and opportunistic share repurchases
Discussion on debt repayment aligns with management's priorities.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Advances: Achieve Adjusted EBITDA of $240M to $245M for fiscal 2026
Better-than-expected results support EBITDA guidance.
Advances: Achieve revenue guidance of $1.84B to $1.87B for fiscal 2026
Q4 growth aligns with revenue guidance for fiscal 2026.
Advances: Achieve Adjusted EBITDA of $240M to $245M for fiscal 2026
Earnings call may provide insights on EBITDA performance.
Advances: Achieve revenue guidance of $1.84B to $1.87B for fiscal 2026
Earnings beat supports revenue guidance for fiscal 2026.
Advances: Achieve Adjusted EBITDA of $240M to $245M for fiscal 2026
Earnings beat indicates strong EBITDA performance.
Advances: Achieve revenue guidance of $1.84B to $1.87B for fiscal 2026
Q3 results support revenue growth towards fiscal 2026 guidance.
Earnings call confirms revenue and EBITDA guidance.