Quanex Building Products Corporation (NX)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-04
$22.58+7.32%
Close 2026-11-04 · 1-day change
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-04
QuarterlyIQ Insights · NX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 3.4% |
| Our one-year growth estimate | diamond | 2.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 0.7 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 18 industry peers
NX — dividend update
Dated 2026-08-27
Regulation FD Disclosure. On August 27, 2026, the Registrant issued a press release announcing that the Board declared a quarterly cash dividend of $0.08 per share on the Company’s common stock, payable September 30, 2026, to shareholders of record on September 15, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.
Why it matters: Q2 margins fell as costs rose faster than prices. In Q3, gross margin rose to 28.2% from 27.9%.
Supportive ifQ4 gross margin is above 28.2%, and Adjusted EBITDA margin is above 14.5%.
Worry ifQ4 gross margin is below 27.9%, or Adjusted EBITDA margin falls below 14.2%.
Why it matters: Sales were $1.373B through July. The next report can show whether Quanex reaches its stated yearly range.
Supportive ifFiscal 2026 net sales land between $1.84B and $1.87B.
Worry ifFiscal 2026 net sales finish below $1.84B.
Why it matters: Quanex repaid $42.25M of debt in Q3. Lower debt would show continued progress on its stated cash plan.
Supportive ifNet debt at the next report is below the July 31 level, with leverage below 2.8x.
Worry ifNet debt rises above the July 31 level, or leverage rises above 2.8x.
Why it matters: Custom Solutions sales rose 8.5% in Q3, while Hardware Solutions sales fell 2.7%. Another gain would show strength in one segment amid mixed results.
Supportive ifCustom Solutions net sales grow year over year in Q4.
Worry ifCustom Solutions net sales fall year over year in Q4.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$235 on $10,000 · ±2.4% | How much price usually moves either way. |
| Bad day | $440 loss on $10,000 · 4.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,131 loss on $10,000 · 31.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Industrials is marked as a headwind, and sector growth is slowing. Quanex’s next report will test whether its sales and margin gains can continue.
Watch forThe December 10 report shows sales growth from a year ago. It also shows an Adjusted EBITDA margin above 14.5%.
Also watch forThe report shows sales fell from a year ago or an Adjusted EBITDA margin below 14.2%.