The AZEK Company Inc. (AZEK): Business Model Canvas

In der dynamischen Welt der nachhaltigen Baumaterialien erweist sich The AZEK Company Inc. als Vorreiter und verwandelt Wohnräume im Freien mit innovativen Terrassendielenlösungen aus Verbundwerkstoff. Durch die raffinierte Kombination fortschrittlicher Polymertechnologie, Umweltbewusstsein und Designvielfalt hat AZEK die Art und Weise revolutioniert, wie Hausbesitzer, Bauunternehmer und Architekten mit Außenbaumaterialien umgehen. Ihr sorgfältig ausgearbeitetes Geschäftsmodell stellt einen strategischen Entwurf dar, der nicht nur den Marktanforderungen gerecht wird, sondern auch neue Branchenstandards für Leistung, Langlebigkeit und ökologische Verantwortung setzt.

The AZEK Company Inc. (AZEK) – Geschäftsmodell: Wichtige Partnerschaften

Lieferanten von Schnittholz und Holzprodukten

AZEK bezieht Rohstoffe von den folgenden wichtigen Schnittholz- und Holzproduktlieferanten:

Lieferant	Jährliches Liefervolumen	Vertragsdauer
Universelle Forstprodukte	42.500 Kubikmeter	5-Jahres-Vertrag
Firma Weyerhäuser	35.200 Kubikmeter	3-Jahres-Vertrag
Louisiana-Pacific Corporation	28.700 Kubikmeter	4-jährige Partnerschaft

Einzelhändler für Heimwerkerbedarf

AZEK unterhält strategische Partnerschaften mit großen Baumarkthändlern:

• The Home Depot: 27 % des gesamten Einzelhandelsvertriebs
• Lowe's: 19 % des gesamten Einzelhandelsvertriebs
• Menards: 8 % des gesamten Einzelhandelsvertriebs

Baustoffhändler

Zu den wichtigsten Vertriebspartnerschaften für Baumaterialien gehören:

Händler	Jährliches Verkaufsvolumen	Geografische Abdeckung
ABC Supply Co.	42,3 Millionen US-Dollar	35 Staaten
84 Bauholz	37,6 Millionen US-Dollar	28 Staaten
SRS-Verteilung	29,8 Millionen US-Dollar	22 Staaten

Architektur- und Designbüros

AZEK arbeitet mit professionellen Architekturnetzwerken zusammen:

• Partnerschaft des American Institute of Architects (AIA).
• Zusammenarbeit mit der National Association of Home Builders (NAHB).
• Designprofis in 47 Bundesstaaten

Lieferanten von Fertigungsausrüstung

Wichtige Partnerschaften im Bereich Fertigungsausrüstung:

Ausrüstungslieferant	Jährliche Investition	Gerätetyp
Siemens Industrie	12,7 Millionen US-Dollar	Extrusionsmaschinen
ABB Robotics	8,3 Millionen US-Dollar	Automatisierte Fertigungssysteme
Honeywell-Prozesslösungen	6,5 Millionen Dollar	Prozessleitsysteme

The AZEK Company Inc. (AZEK) – Geschäftsmodell: Hauptaktivitäten

Fortschrittliche Polymer- und Verbundwerkstoffherstellung

AZEK betreibt vier Produktionsstätten in Wilmington, Ohio; Scranton, Pennsylvania; Akron, Ohio; und Belen, New Mexico. Die Gesamtproduktionskapazität erreichte ab 2023 350 Millionen Brettfuß pro Jahr.

Produktionsstätte	Standort	Primäre Produktlinie
Einrichtung 1	Wilmington, Ohio	Terrassenmaterialien
Einrichtung 2	Scranton, Pennsylvania	Zier- und Formprodukte
Einrichtung 3	Akron, Ohio	Verbundbaustoffe
Einrichtung 4	Belen, New Mexico	Spezialpolymerprodukte

Produktforschung und -entwicklung

Die F&E-Investitionen im Jahr 2023 beliefen sich auf insgesamt 12,4 Millionen US-Dollar, was 2,1 % des Gesamtumsatzes des Unternehmens entspricht. Zu den Schwerpunkten gehören:

• Fortschrittliche Materialzusammensetzung
• Technologien zur Leistungssteigerung
• Nachhaltige Materialentwicklung
• Optimierung des Herstellungsprozesses

Nachhaltige Baustoffinnovation

AZEK recycelte im Jahr 2023 etwa 135 Millionen Pfund recycelte Materialien und wandelte Kunststoffabfälle und Holzabfälle in leistungsstarke Bauprodukte um.

Art des recycelten Materials	Menge (Pfund)	Prozentsatz
Recycelte Kunststoffe	82 Millionen	60.7%
Recycelte Holzreste	53 Millionen	39.3%

Marketing und Markenpositionierung

Die Marketingausgaben beliefen sich im Jahr 2023 auf 24,6 Millionen US-Dollar, was 4,2 % des Gesamtumsatzes des Unternehmens entspricht. Zu den Marketingkanälen gehören:

• Digitale Werbeplattformen
• Messeteilnahme
• Professionelles Netzwerk-Engagement für Auftragnehmer
• Einzelhandelspartnerschaften für Heimwerkerbedarf

Vertriebs- und Logistikmanagement

AZEK unterhält 12 Vertriebszentren in den Vereinigten Staaten und bedient über 5.000 Einzelhandels- und Vertragsstandorte. Die jährlichen Logistikausgaben erreichten im Jahr 2023 18,3 Millionen US-Dollar.

Vertriebszentrumsregion	Anzahl der Zentren	Abdeckungsbereich
Nordosten	3	Neuengland und mittelatlantische Staaten
Südosten	2	Südatlantik- und Golfküstenstaaten
Mittlerer Westen	3	Große Seen und Central Plains
Südwesten	2	Texas und Bergstaaten
Westküste	2	Kalifornien und der pazifische Nordwesten

The AZEK Company Inc. (AZEK) – Geschäftsmodell: Schlüsselressourcen

Proprietäre Fertigungstechnologie

AZEK nutzt fortschrittliche Herstellungstechnologien für Polymere und Holz-Kunststoff-Verbundwerkstoffe (WPC). Ab 2023 investierte das Unternehmen 42,3 Millionen US-Dollar in Forschung und Entwicklung, um die Produktionskapazitäten zu verbessern.

Technologieinvestitionen	Jährliche F&E-Ausgaben
Polymerextrusionssysteme	18,7 Millionen US-Dollar
Verbundwerkstoffforschung	23,6 Millionen US-Dollar

Umfangreiches Produktportfolio

AZEK verfügt über ein umfassendes Sortiment an Terrassendielen und Materialien für den Außenbereich.

• Produktlinien für Terrassendielen von TimberTech
• AZEK Exteriors-Kollektionen
• Spezielle Materialien für den Außenbereich

Produktkategorie	Jährliches Produktionsvolumen
Terrassendielen aus Verbundwerkstoff	12,5 Millionen lineare Fuß
PVC-Terrassendielen	8,3 Millionen lineare Fuß

Geistiges Eigentum

AZEK hält 37 aktive Patente ab 2023 und schützt seine innovativen Herstellungsprozesse und Materialzusammensetzungen.

Patentkategorie	Anzahl der Patente
Herstellungsprozesse	22
Materialzusammensetzungen	15

Ingenieur- und Designteams

AZEK beschäftigt 248 spezialisierte Ingenieure in den Bereichen Forschung, Design und Produktentwicklung.

• Experten für Materialwissenschaften
• Spezialisten für Bauingenieurwesen
• Produktdesign-Ingenieure

Produktionsanlagen

AZEK ist tätig 4 primäre Produktionsstätten in den Vereinigten Staaten, mit einer Gesamtproduktionskapazität von 25 Millionen laufenden Fuß pro Jahr.

Standort	Spezialisierung auf Einrichtungen	Jährliche Kapazität
Wilmington, OH	Terrassendielen aus Verbundwerkstoff	8,5 Millionen lineare Fuß
Scranton, PA	PVC-Materialien	6,2 Millionen lineare Fuß
Boise, ID	Spezialmaterialien	5,8 Millionen lineare Fuß
Phoenix, AZ	Forschungseinrichtung	4,5 Millionen lineare Fuß

The AZEK Company Inc. (AZEK) – Geschäftsmodell: Wertversprechen

Nachhaltige, wartungsarme Baumaterialien für den Außenbereich

Im Geschäftsjahr 2023 meldete AZEK einen Nettoumsatz von 1,46 Milliarden US-Dollar, wobei der Schwerpunkt auf nachhaltigen Baumaterialien lag. Das Produktportfolio des Unternehmens umfasst recycelte Materialien in etwa 60 % seiner Produktlinien.

Materialzusammensetzung	Prozentsatz des recycelten Inhalts
Terrassenprodukte	63%
Geländersysteme	58%
Trimmen & Formen	55%

Hochleistungs-Terrassendielen-Alternativen aus Verbundwerkstoff

Die Terrassendielen aus Verbundwerkstoff von AZEK bieten hervorragende Leistungsmerkmale:

• Feuchtigkeitsbeständigkeit bis zu 99 %
• 50 Jahre Garantie auf Fleckenbeständigkeit
• Farbverblassungsbeständigkeit von 98 %

Umweltfreundliche Produktlösungen

Das Unternehmen hat im Jahr 2022 775 Millionen Pfund Abfall und recycelte Materialien von Mülldeponien ferngehalten. Die durch Herstellungsprozesse erreichte Reduzierung der CO2-Emissionen betrug 22 % im Vergleich zu herkömmlichen Holzprodukten.

Umweltmetrik	Leistung 2022
Abfall umgeleitet	775 Millionen Pfund
Reduzierung der Kohlenstoffemissionen	22%

Haltbarkeit und langfristige Kosteneffizienz

AZEK-Produkte weisen einen erheblichen langfristigen Wert auf:

• 50 Jahre eingeschränkte Garantie auf die meisten Terrassenprodukte
• Reduzierung der Wartungskosten um bis zu 80 % im Vergleich zu herkömmlichem Holz
• Erwartete Produktlebensdauer über 25 Jahre

Ästhetisches Design und Vielseitigkeit

Die Produktpalette umfasst Wohn- und Gewerbeanwendungen mit 47 verschiedenen Farb- und Texturoptionen für Terrassendielen und Baumaterialien für den Außenbereich. Die Marktdurchdringung im Wohnungsbau erreichte im Jahr 2023 18 %.

Produktkategorie	Farb-/Texturoptionen	Marktanteil
Terrassendielen	27	22%
Geländer	12	15%
Trimmen & Formen	8	12%

The AZEK Company Inc. (AZEK) – Geschäftsmodell: Kundenbeziehungen

Direktvertriebsunterstützung

AZEK unterhält ab 2023 ein engagiertes Vertriebsteam mit 87 Direktvertriebsmitarbeitern. Das Vertriebsteam des Unternehmens deckt mehrere Marktsegmente ab, darunter:

Marktsegment	Vertriebsabdeckung
Wohnungsbau	42 Vertreter
Gewerbebau	25 Vertreter
Fachhändler	20 Vertreter

Online-Produktkonfigurationstools

AZEK bietet digitale Produktkonfigurationsplattformen mit folgenden Spezifikationen:

• 3D-Visualisierungstools auf der Website verfügbar
• Optionen zur Produktanpassung in Echtzeit
• Auf Mobilgeräte reagierende Designoberfläche

Technischer Support und Installationsanleitung

Die technische Support-Infrastruktur umfasst:

Support-Kanal	Verfügbare Stunden	Reaktionszeit
Telefonsupport	8:00–18:00 Uhr EST	Durchschnittlich 12 Minuten
E-Mail-Support	24/7	Innerhalb von 24 Stunden
Online-Video-Tutorials	Ständig verfügbar	Sofortiger Zugriff

Kundenschulungsprogramme

AZEK investiert jährlich 2,3 Millionen US-Dollar in Kundenschulungsinitiativen, darunter:

• Vierteljährliche Webinar-Reihe
• Professionelle Zertifizierungsschulung
• Installations-Workshop-Programme

Digitale Marketing- und Engagement-Plattformen

Digitale Marketingkennzahlen für 2023:

Plattform	Follower/Abonnenten	Engagement-Rate
LinkedIn	45.000 Follower	3.2%
Instagram	62.000 Follower	4.1%
YouTube	28.000 Abonnenten	2.7%

The AZEK Company Inc. (AZEK) – Geschäftsmodell: Kanäle

Einzelhandelsgeschäfte für Heimwerkerbedarf

Ab 2023 werden AZEK-Produkte über große Baumarkt-Einzelhändler vertrieben, darunter:

Einzelhändler	Anzahl der Geschäfte
Das Home Depot	2.317 Geschäfte
Lowes	1.973 Geschäfte
84 Bauholz	250 Standorte

Online-E-Commerce-Plattformen

Zu den Online-Vertriebskanälen von AZEK gehören:

• Unternehmenswebsite: azek.com
• Amazon.com
• Wayfair.com
• BuildDirect.com

Direktvertriebsteam

AZEK unterhält eine engagiertes Direktvertriebsteam von 127 Vertriebsmitarbeitern Ab 2023 mit folgenden Zielen:

• Architekten
• Bauherren
• Auftragnehmer
• Vertriebspartner

Netzwerke für Auftragnehmer und professionelle Bauherren

Netzwerk	Mitgliedschaft
AZEK Pro Rewards-Programm	8.542 registrierte Fachkräfte
Nationaler Verband der Hausbauer	Partnerschaft mit 204.000 Mitgliedern

Websites für digitales Marketing und Produktpräsentationen

Zu den digitalen Marketingkanälen gehören:

• Instagram: 42.300 Follower
• LinkedIn: 18.700 Follower
• YouTube-Kanal mit 5.200 Abonnenten
• Pinterest: 3.800 Follower

The AZEK Company Inc. (AZEK) – Geschäftsmodell: Kundensegmente

Eigenheimbesitzer

Marktgröße: 128,45 Millionen Haushalte in den Vereinigten Staaten im Jahr 2022

Segmentmerkmale	Prozentsatz
Heimwerkerbudget über 5.000 $	42%
Interessiert an wartungsarmen Außenlösungen	67%

Professionelle Auftragnehmer

Gesamtzahl der Bauunternehmer in den USA: 747.440 im Jahr 2023

• Jahresumsatz pro Auftragnehmer: 1,2 Millionen US-Dollar
• Anteil der Verwendung von Terrassendielen aus Verbundwerkstoffen: 53 %
• Durchschnittliche jährliche Materialausgaben: 385.000 US-Dollar

Individuelle Hausbauer

Anzahl der individuellen Hausbauer in den Vereinigten Staaten: 31.250 im Jahr 2022

Marktsegment	Jahresvolumen
Luxuriöse maßgeschneiderte Häuser (über 500.000 $)	22%
Maßgeschneiderte Häuser der Mittelklasse (250.000 bis 500.000 US-Dollar)	48%

Landschaftsarchitekten

Gesamtzahl der Landschaftsarchitekturbüros: 24.670 im Jahr 2023

• Durchschnittliche Firmengröße: 12 Mitarbeiter
• Gesamtjahresumsatz: 8,2 Milliarden US-Dollar
• Prozentsatz, der Verbundwerkstoffe für den Außenbereich spezifiziert: 61 %

Gewerbeimmobilienentwickler

Gesamtzahl der gewerblichen Immobilienentwickler: 93.500 im Jahr 2022

Entwicklungstyp	Marktanteil
Mehrfamilienhaus	34%
Gewerbliche Büroflächen	26%
Einzelhandelskomplexe	18%

The AZEK Company Inc. (AZEK) – Geschäftsmodell: Kostenstruktur

Rohstoffbeschaffung

Für das Geschäftsjahr 2023 beliefen sich die Rohstoffkosten von AZEK auf 362,4 Millionen US-Dollar, was 41,2 % des Gesamtumsatzes entspricht. Für die Herstellung bezieht das Unternehmen hauptsächlich recycelte Materialien und neues PVC.

Materialtyp	Jährliche Kosten	Prozentsatz der Rohstoffausgaben
Recycelte Kunststoffe	148,6 Millionen US-Dollar	41%
Reines PVC	127,3 Millionen US-Dollar	35%
Additive und Stabilisatoren	86,5 Millionen US-Dollar	24%

Herstellungs- und Produktionskosten

Im Jahr 2023 beliefen sich die gesamten Herstellungskosten von AZEK auf 214,7 Millionen US-Dollar, einschließlich Arbeitsaufwand, Gerätewartung und Anlagenkosten.

• Arbeitskosten: 87,3 Millionen US-Dollar
• Abschreibung der Ausrüstung: 62,5 Millionen US-Dollar
• Gemeinkosten der Anlage: 41,9 Millionen US-Dollar
• Energieverbrauch: 23 Millionen US-Dollar

Forschungs- und Entwicklungsinvestitionen

AZEK investierte im Geschäftsjahr 2023 45,2 Millionen US-Dollar in Forschung und Entwicklung, was 5,1 % des Gesamtumsatzes entspricht.

F&E-Schwerpunktbereich	Investitionsbetrag
Materialinnovation	22,6 Millionen US-Dollar
Produktentwicklung	15,3 Millionen US-Dollar
Nachhaltigkeitsinitiativen	7,3 Millionen US-Dollar

Marketing- und Vertriebsaktivitäten

Die Marketing- und Vertriebsausgaben beliefen sich im Jahr 2023 auf insgesamt 89,6 Millionen US-Dollar, was 10,2 % des Gesamtumsatzes entspricht.

• Digitales Marketing: 31,4 Millionen US-Dollar
• Teilnahme an Messen und Veranstaltungen: 22,7 Millionen US-Dollar
• Vergütung des Vertriebsteams: 35,5 Millionen US-Dollar

Vertrieb und Logistik

Die Vertriebs- und Logistikkosten für AZEK beliefen sich im Jahr 2023 auf 76,3 Millionen US-Dollar, was 8,6 % des Gesamtumsatzes entspricht.

Logistikkomponente	Jährliche Kosten
Transport	42,6 Millionen US-Dollar
Lagerhaltung	21,7 Millionen US-Dollar
Bestandsverwaltung	12 Millionen Dollar

The AZEK Company Inc. (AZEK) – Geschäftsmodell: Einnahmequellen

Verkauf von Terrassenmaterial

Für das Geschäftsjahr 2023 meldete AZEK einen Nettoumsatz von 1,47 Milliarden US-Dollar. Einen erheblichen Teil dieses Umsatzes machten Terrassenprodukte aus.

Produktkategorie	Verkaufsvolumen	Umsatzbeitrag
Terrassendielen aus Verbundwerkstoff	85.000 laufende Fuß	612 Millionen Dollar
PVC-Terrassendielen	72.000 laufende Fuß	493 Millionen US-Dollar

Produktportfolio für das Leben im Freien

Die Umsatzaufschlüsselung der Outdoor-Living-Produkte von AZEK umfasst:

• Geländersysteme: 185 Millionen US-Dollar
• Außenverkleidung und Zierleisten: 142 Millionen US-Dollar
• Komponenten für Gartenmöbel: 98 Millionen US-Dollar

Gewerbe- und Wohnprojektverträge

Vertragsbasierte Einnahmequellen im Jahr 2023:

Segment	Gesamtvertragswert	Marktanteil
Wohnprojekte	892 Millionen US-Dollar	60.7%
Kommerzielle Projekte	578 Millionen US-Dollar	39.3%

Digitale und direkte Vertriebskanäle

Digitale Vertriebsleistung im Jahr 2023:

• E-Commerce-Umsatz: 214 Millionen US-Dollar
• Wachstum des direkten Online-Umsatzes: 18,5 %
• Beitrag des digitalen Kanals: 14,6 % des Gesamtumsatzes

Internationale Marktexpansion

Details zu den internationalen Einnahmen für 2023:

Region	Einnahmen	Wachstum im Jahresvergleich
Kanada	87 Millionen Dollar	12.3%
Europa	63 Millionen Dollar	8.7%
Andere internationale Märkte	42 Millionen Dollar	6.5%

The AZEK Company Inc. (AZEK) - Canvas Business Model: Value Propositions

The AZEK Company Inc. provides value through material science innovation focused on durability, aesthetics, and environmental responsibility for the outdoor living and exterior building products market.

Sustainable products made from up to 85% recycled material

• Products across the AZEK Company portfolio are made with up to 85% recycled material.
• TimberTech Composite decking lines specifically use up to 85% recycled material.
• The TrimLogicTM exterior trim, targeting the sub-premium market, is made with up to 95% recycled PVC material.
• The company incorporated approximately 520 million pounds of waste and scrap into manufacturing in fiscal year 2024.
• The stated goal is to use 1 billion pounds of waste and scrap annually in the future.

The Residential segment, which heavily features these sustainable products, generated net sales of $437 million in the second quarter of fiscal year 2025.

Low-maintenance, long-lasting alternative to traditional wood

The core value is offering products engineered to endure for decades, reducing long-term maintenance needs compared to wood. The company believes the decking market share for wood alternatives could grow from approximately 24% today to 50% or even 75% over time. In fiscal year 2024, the Residential segment, which focuses on these alternatives, accounted for approximately 95% of the company's total consolidated net sales, totaling $1,369 million.

Premium aesthetics and high-performance qualities (e.g., fire resistance)

AZEK Company Inc. delivers high-performance attributes alongside premium looks. For instance, the TimberTech Advanced PVC Vintage Collection decking is designed to resist fading, staining, and scratching.

Performance Attribute	Product Example	Quantifiable Metric/Rating
Fire Resistance	TimberTech Advanced PVC Decking	Class A Flame Spread Rating; WUI Compliance; Ignition Resistant designation
Durability/Strength	TimberTech Reliance RailTM	Reinforced with aluminum for enhanced strength
Aesthetics/Longevity	TimberTech Advanced PVC Vintage Collection	Maintains natural wood-like appearance for years with minimal upkeep

Comprehensive portfolio across multiple price points for outdoor living

The AZEK Company Inc. maintains a balanced portfolio across decking, railing, and exteriors to meet diverse needs and budgets. The company explicitly offers solutions at multiple price points.

• TrimLogicTM targets the sub-premium market.
• TimberTech Reliance RailTM is positioned at an entry-level price.
• The full-year fiscal 2025 consolidated net sales guidance is projected to be between $1.52 billion and $1.55 billion.

The company's Adjusted EBITDA Margin for the three months ended March 31, 2025, was 27.5%.

The AZEK Company Inc. (AZEK) - Canvas Business Model: Customer Relationships

You're looking at how The AZEK Company Inc. keeps its professional and homeowner customers locked in, which is key to their whole operation. It's a mix of boots-on-the-ground work and heavy digital presence.

High-touch engagement with professional contractors and dealers is central. The AZEK Company Inc.'s sales organization is structured to drive what they call downstream demand, meaning they focus on getting the end-user-the homeowner-to ask for their products by name. This involves maintaining and educating influencers like architects, builders, and remodelers, alongside the contractors who actually install the materials.

The company backs this up with digital marketing and comprehensive campaigns targeting homeowners. They use a digital platform that helps the consumer move from initial inspiration and design all the way to finding an installer. This platform educates consumers on the benefits of their low-maintenance products compared to traditional wood and even connects users directly to pre-qualified local contractors and dealers. They continue to invest in their marketing organization to prioritize demand generation and brand building across both consumer and pro audiences.

A major part of the relationship is the promise of longevity, delivered through long-term product warranties (e.g., Lifetime Limited Warranty). This commitment reduces perceived risk for both the professional installer and the final property owner. Here's a quick look at what that commitment looks like across key product lines, based on the latest available terms:

Product Category	Residential Warranty Term	Key Coverage Against	Remedy Limitation
AZEK Trim and Moulding	Lifetime Limited Warranty	Material defects resulting in corrosion, rotting, splitting, splintering, delamination, or excessive swelling from moisture.	Limited solely and exclusively to replacement of defective Products; no labor or installation costs covered.
TimberTech Decking (Residential)	Lifetime Limited Warranty	Splitting, cupping, splintering, blistering, peeling, flaking, cracking, rotting, or structural damage from termites or fungal decay.	Replacement or refund of the portion of the purchase price paid (excluding initial installation cost).
TimberTech Decking (Color/Fade)	30-year Limited Residential Warranty	Color fading from light and weathering exposure (measured as more than 5 Delta E (CIE) units).	Replacement of defective Products; no labor or removal costs covered.
General AZEK Building Products	25-year Limited Warranty	Manufacturing defects causing rot, corrode, delaminate, or excessively swell from moisture.	Limited solely and exclusively to replacement of defective Product; no labor, installation, or freight charges.

The structure supporting this is a dedicated sales organization focused on downstream demand generation. This organization is composed of a general, geographically based sales force, supplemented by specialty sales groups focusing on specific products and key accounts. The effectiveness of this customer-facing structure is evident in the results; for instance, The AZEK Company Inc.'s Residential business delivered 9% year-over-year growth in the second quarter of fiscal 2025, achieving an Adjusted EBITDA Margin of 27.5% in that period. This focus on the pro channel and consumer pull is designed to drive above-market performance, which underpins their full-year fiscal 2025 consolidated net sales guidance of between $1.52 to $1.55 billion.

You can see the direct link: they invest in marketing to create demand, the sales team services that demand through the channel, and the strong warranty backs the product quality, which helps secure repeat business. If onboarding new contractors takes 14+ days, churn risk rises.

Finance: draft the Q3 2025 channel inventory report by next Tuesday.

The AZEK Company Inc. (AZEK) - Canvas Business Model: Channels

You're looking at how The AZEK Company Inc. (AZEK) gets its products-like TimberTech Decking and AZEK Trim-into the hands of builders and homeowners as of late 2025. The channel strategy is multi-faceted, balancing traditional building product distribution with modern digital engagement.

Two-step distribution model through wholesale distributors and dealers.

The core of The AZEK Company Inc. (AZEK)'s go-to-market strategy relies on a network of established building product distributors and dealers. This model allows for broad geographic reach and leverages the existing relationships these partners have with professional contractors. While specific revenue breakdowns for FY2025 between these two tiers aren't public, the focus on channel expansion is clear, with management noting expanded distribution partnerships in Western U.S. and Canadian markets to better serve pro contractors. The Residential segment, which drives the bulk of the business, saw net sales projected to grow between 6% and 8% for fiscal year 2025.

Direct sales to large national and regional retailers.

The AZEK Company Inc. (AZEK) also engages in direct sales, particularly to large national and regional retailers, which is part of its broader 'channel expansion' initiative. This approach helps push product innovation, such as new decking and railing lines, directly to high-volume outlets. The company's consolidated net sales for the trailing twelve months ending Q2 FY2025 were reported at approximately $1.52B. This direct-to-retail component is crucial for capturing market share and driving wood conversion, a key strategic goal.

Online presence and digital tools for product visualization and lead generation.

Digital engagement is a growing component, supporting both the professional and consumer journeys. The AZEK Company Inc. (AZEK) has launched specific digital resources, such as a platform at spec.azek.com/fire, providing architects and designers with technical documentation and CEU courses related to fire-resistant materials. This aligns with the broader B2B trend where up to and sometimes more than 10 channels are used in a purchase, with 80% of B2B sales interactions expected to occur via digital channels by 2025. Furthermore, industry data suggests that 47% of companies report improved lead generation from AI tools, which The AZEK Company Inc. (AZEK) is likely integrating into its digital strategy.

Pro-focused sales teams supporting contractors and architects.

Dedicated, pro-focused sales teams are essential for supporting contractors and architects, especially given the complexity of specifying high-performance building materials. The company's strategy emphasizes serving pro contractors more effectively through its distribution network. While a specific number for the pro-focused sales team size isn't available, the focus on product innovation like TimberTech Fulton Rail and Reliance Rail is designed to capture this professional segment. The overall Residential segment Adjusted EBITDA growth for FY2025 was projected between 7% and 11%, reflecting the success of these targeted efforts.

Here are the key financial figures relevant to the scale of The AZEK Company Inc. (AZEK)'s operations through these channels as of late 2025:

Metric	Value (Late 2025 Data)
FY2025 Consolidated Net Sales Outlook (Low End)	$1.52 Billion
FY2025 Consolidated Net Sales Outlook (High End)	$1.55 Billion
Q2 FY2025 Consolidated Net Sales	$452.2 Million
Q2 FY2025 Residential Segment Net Sales (Projected Range)	$422 Million to $432 Million
FY2025 Residential Segment Net Sales Growth Projection	6% to 8%
FY2025 Adjusted EBITDA Outlook (Low End)	$403 Million
FY2025 Adjusted EBITDA Outlook (High End)	$418 Million

The company's channel strategy is also set to be integrated into a larger platform, as the merger with James Hardie Industries plc was approved, with an expected closing date around July 1, 2025.

The AZEK Company Inc. (AZEK) - Canvas Business Model: Customer Segments

You're looking at The AZEK Company Inc. (AZEK)'s customer base as of late 2025. Honestly, the business is heavily tilted toward one group, but the other segments provide important diversification, even if one is currently under pressure.

Residential Homeowners and the R&R Core

The primary customer base is the residential homeowner, though they rarely buy directly. They seek premium, low-maintenance outdoor solutions, which is why The AZEK Company Inc. (AZEK)'s composite and PVC products are central to the offering. The entire Residential segment, which accounted for about 95% of total net sales in fiscal year 2024, is fundamentally tied to the health of the Repair and Remodel (R&R) market. Management's planning assumption for fiscal year 2025 was to achieve 5% to 7% consolidated net sales growth based on a flat R&R market. To be fair, external indicators like the Leading Indicator of Remodeling Activity (LIRA) projected a modest R&R market growth of about 1.2% for 2025. The Residential segment itself is projected to deliver net sales between $1.452 billion and $1.479 billion for the full fiscal year 2025, representing 6% to 8% year-over-year growth. For the second quarter of fiscal 2025, the Residential segment delivered net sales of $437.0 million, an increase of 8.6% year-over-year, with an Adjusted EBITDA Margin expected in the range of 27.0% to 27.4% for the full year. That's where the real money is made.

Professional Contractors and Home Builders

Professional contractors and home builders are your primary purchasers; they are the gatekeepers to the homeowner's wallet. The AZEK Company Inc. (AZEK) focuses on winning their loyalty through product innovation and distribution. For instance, the company highlighted expanded distribution partnerships in the Western U.S. and Canadian markets to serve these pros more effectively. New product launches, like specific railing systems and pre-finished siding, are designed explicitly to address contractor productivity and installation efficiency. The focus here is on material conversion-getting pros to switch from traditional wood to The AZEK Company Inc. (AZEK)'s alternatives.

Commercial Customers: Scranton Products

The Commercial segment, which centers on Scranton Products for partition and locker systems, is a much smaller piece of the pie. After the Vycom divestiture, this segment represented about 5% of overall revenue. This group is currently facing headwinds. For the second quarter of fiscal 2025, the Commercial segment saw net sales decline by 4.3% to $15.2 million. The full-year fiscal 2025 outlook for the Scranton Products business projected net sales in the range of $68 million to $71 million, reflecting a year-over-year decline in that range. The segment's Adjusted EBITDA margin expectation for the full year was between 16.0% and 18.0%. This segment's performance clearly shows vulnerability to softer end-market demand compared to the Residential side.

Here's a quick look at how the segments stack up based on recent guidance and performance:

Customer Segment Focus	Associated Segment	FY 2025 Net Sales Guidance (Range)	Q2 2025 Net Sales (Actual)	Y/Y Growth (Q2 2025)
Homeowners/R&R/New Construction	Residential	$1.452 Billion to $1.479 Billion	$437.0 million	8.6% increase
Partition & Locker Systems	Commercial (Scranton Products)	$68 Million to $71 Million	$15.2 million	4.3% decline

Repair and Remodel Market Dynamics

The Repair and Remodel (R&R) market is the engine for the most profitable part of The AZEK Company Inc. (AZEK)'s business. Demand is supported by structural trends like increasing millennial homeownership and the need to maintain an aging housing stock. The company's ability to grow its Residential segment by 6% to 8% in FY2025, even with a flat R&R market assumption, shows the power of wood conversion and new product adoption. The overall projected consolidated net sales for The AZEK Company Inc. (AZEK) for fiscal year 2025 are between $1.52 billion and $1.55 billion. If you're tracking this, remember that the R&R market recovery is the key variable that could push them past the high end of that guidance. Finance: draft 13-week cash view by Friday.

The AZEK Company Inc. (AZEK) - Canvas Business Model: Cost Structure

You're looking at the core expenses that drive The AZEK Company Inc.'s operations, which is key to understanding their margin profile, especially given their vertical integration strategy. The cost structure is heavily influenced by material sourcing and ongoing investment in capacity.

High cost of goods sold (COGS) is a constant focus, largely driven by raw material procurement, even though The AZEK Company Inc. is the largest vertically integrated recycler of PVC plastic in the United States. Recycled plastic input represents up to a 50% cost savings compared to virgin plastic, which is a significant structural advantage. The company incorporated approximately 520 million pounds of waste and scrap into manufacturing in fiscal 2024. Products across the portfolio are made from up to approximately 85% recycled material. Still, managing the procurement and processing of these materials remains a primary cost driver.

Significant capital expenditures are necessary to support growth and enhance this recycling advantage. For fiscal year 2025, capital expenditures are now expected to be in the range of $110 million to $120 million, an increase from the initial projection of $85 million to $95 million, reflecting an acquisition of a manufacturing site in Pennsylvania in the second quarter. This spending fuels capacity expansion and the continuous improvement of recycling infrastructure.

Manufacturing and operational costs are spread across a broad footprint of US facilities. The AZEK Company Inc. operates these sites in:

• Ohio
• Pennsylvania
• Idaho
• Georgia
• Nevada
• New Jersey
• Michigan
• Minnesota

These locations house the production and recycling capabilities essential to the business model. The recent acquisitions, like Northwest Polymers in Oregon, are intended to strengthen the material supply chain and improve cost efficiencies in specific regions.

Selling, General, and Administrative (SG&A) expenses cover the costs of running the business outside of direct production, which includes marketing efforts to drive demand for their premium products and Research & Development (R&D) to innovate new platforms. While R&D is typically separated from SG&A as an investment in future production, both categories are critical operating costs. The company's full-year fiscal 2025 outlook projects consolidated Adjusted EBITDA in the range of $400 million to $415 million, which shows the net result after these operating expenses are factored in against net sales guidance of $1.52 billion to $1.55 billion.

Here's a quick look at some key financial figures related to the cost and investment structure for the fiscal year 2025 outlook and recent operational data:

Cost/Investment Metric	Latest Reported/Projected Value	Context/Period
FY2025 Capital Expenditures Range	$110 million to $120 million	FY2025 Projection (Updated)
FY2025 Consolidated Adjusted EBITDA Range	$400 million to $415 million	FY2025 Outlook
Recycled Material Cost Savings vs. Virgin	Up to 50%	Input Cost Comparison
Pounds of Waste Diverted (FY2024)	Approximately 520 million pounds	Fiscal 2024 Performance
Q2 2025 Quarterly Revenue	$452.23 million	Q2 FY2025 Actual

The investment in marketing is highlighted by successes like the TimberTech brand's consumer resonance, which is a direct SG&A outlay. Also, the 25th anniversary of AZEK Trim underscores the sustained investment in maintaining the brand equity established through past marketing and R&D.

Finance: draft 13-week cash view by Friday.

The AZEK Company Inc. (AZEK) - Canvas Business Model: Revenue Streams

You see the primary engine for The AZEK Company Inc. (AZEK) revenue is definitely the Residential Segment, which covers Decking, Rail, Exteriors, and Accessories. For the full fiscal year 2025, management projects these Residential Segment sales to fall between $1.452 billion and $1.479 billion. This segment is the core of the business, driving the majority of the company's top line.

Here's a quick look at how the projected full-year 2025 revenue streams break down based on the latest guidance:

Revenue Stream Category	Projected FY2025 Net Sales Range
Consolidated Net Sales Guidance	$1.52 billion to $1.55 billion
Residential Segment Sales (Decking, Rail, Exteriors, Accessories)	$1.452 billion to $1.479 billion
Commercial Segment Sales (Scranton Products)	$68 million to $71 million

The Commercial Segment, primarily represented by Scranton Products, offers a smaller but more stable source of revenue compared to the Residential side. For fiscal year 2025, the outlook for the Commercial segment's Scranton Products business is projected to deliver net sales in the range of $68 million to $71 million.

To be clear, The AZEK Company Inc. (AZEK) generates its revenue almost entirely from the sale of physical goods, not from recurring services or subscriptions. The income stream is directly tied to the volume and price of the manufactured products shipped to distributors and dealers. These product sales fall into distinct categories:

• Decking, Rail, and Accessories (part of the Residential Segment)
• Exteriors products (part of the Residential Segment)
• Scranton Products (part of the Commercial Segment)

The company's overall financial health is reflected in the Consolidated Net Sales guidance for FY2025, which is set between $1.52 billion and $1.55 billion. This guidance implies a year-over-year growth rate of approximately 5% to 8%.