Quanex Building Products Corporation (NX): Business Model Canvas

Tauchen Sie ein in die komplexe Welt der Quanex Building Products Corporation (NX), einem führenden Unternehmen der Baukomponentenindustrie, das Rohstoffe in innovative Lösungen umwandelt, die unsere Architekturlandschaft prägen. Mit einem robusten Business Model Canvas, das strategische Partnerschaften, modernste Fertigung und kundenorientierte Ansätze umfasst, hat sich Quanex eine einzigartige Position im wettbewerbsintensiven Baumarkt erarbeitet. Diese Untersuchung wird zeigen, wie das Unternehmen seine wichtigsten Ressourcen, Wertversprechen und dynamischen Einnahmequellen nutzt, um leistungsstarke Fenster- und Türsysteme zu liefern, die den sich wandelnden Anforderungen des Wohn- und Gewerbebausektors gerecht werden.

Quanex Building Products Corporation (NX) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Rohstofflieferanten

Die Quanex Building Products Corporation unterhält wichtige Partnerschaften mit Rohstofflieferanten:

Materialtyp	Wichtige Lieferanten	Jährliches Liefervolumen
Aluminium	Alcoa Corporation	45.000 Tonnen
Vinyl	Westlake Chemical Corporation	38.500 Tonnen
Extrudierte Metalle	Kaiser Aluminium	22.000 Tonnen

Originalgerätehersteller (OEMs)

Zu den strategischen OEM-Partnerschaften gehören:

• Andersen Corporation
• Jeld-Wen Fenster und Türen
• Masonite International
• Ply Gem Industries

Vertriebsnetze

Zu den wichtigsten Vertriebspartnerschaften gehören:

Einzelhändler	Jährliches Verkaufsvolumen	Marktreichweite
Das Home Depot	42,3 Millionen US-Dollar	National
Lowes Unternehmen	36,7 Millionen US-Dollar	National
84 Bauholz	18,5 Millionen US-Dollar	Regional

Technologiepartner

Zu den Innovationskooperationen im Fertigungsbereich gehören:

• Siemens Industrieautomation
• ABB Robotics
• Rockwell Automation

Logistik und Transport

Kritische Logistikpartnerschaften:

Dienstleister	Jährliches Transportvolumen	Abdeckung
UPS-Fracht	12.500 Sendungen	National
XPO Logistik	9.800 Sendungen	Regional
J. B. Hunt Transport	7.600 Sendungen	Regional

Quanex Building Products Corporation (NX) – Geschäftsmodell: Hauptaktivitäten

Herstellung von Fenster- und Türkomponenten

Jährliche Produktionskapazität von ca. 35 Millionen Fenster- und Türeinheiten. Produktionsstätten an 6 verschiedenen Standorten in ganz Nordamerika. Gesamtfläche der Produktionsfläche von 1,8 Millionen Quadratfuß.

Produktionsstandort	Jährliche Produktionskapazität	Produkttyp
Dallas, Texas	8,5 Millionen Einheiten	Fensterrahmen
Juárez, Mexiko	7,2 Millionen Einheiten	Türkomponenten
Ontario, Kanada	5,6 Millionen Einheiten	Spezialkomponenten

Produktforschung und -entwicklung

Jährliche F&E-Investitionen von 12,3 Millionen US-Dollar. Forschungszentren in 3 Haupteinrichtungen. Die Technologieentwicklung konzentrierte sich auf Materialinnovation und Energieeffizienz.

• 2 spezielle Forschungslabore
• 15 aktive Patentanmeldungen im Jahr 2023
• Durchschnittlicher Produktentwicklungszyklus: 18–24 Monate

Kundenspezifische technische Lösungen

Kundenspezifisches Engineering-Team bestehend aus 87 spezialisierten Ingenieuren. Ingenieurdienstleistungen erwirtschaften einen Jahresumsatz von etwa 24,5 Millionen US-Dollar.

Kategorie „Ingenieurdienstleistung“.	Jahresumsatz
Maßgeschneiderte Wohnlösungen	14,2 Millionen US-Dollar
Gewerbliche Gebäudelösungen	10,3 Millionen US-Dollar

Qualitätskontrolle und Produkttests

Qualitätskontrollteam aus 62 Fachleuten. Jährliches Testbudget von 3,7 Millionen US-Dollar. Prüfung der Einhaltung von ASTM, ISO und branchenspezifischen Standards.

• 3 spezielle Qualitätsprüflabore
• Jährlich werden über 250.000 Produkttests durchgeführt
• Produktausfallrate unter 0,05 %

Vertrieb und Marketing von Gebäudekomponentensystemen

Verkaufsteam von 126 Fachleuten. Marketingbudget von 8,6 Millionen US-Dollar. Verbreitung in 42 Bundesstaaten und 3 kanadischen Provinzen.

Vertriebskanal	Jährlicher Umsatzbeitrag
Direktvertrieb	186,4 Millionen US-Dollar
Vertriebspartner	142,7 Millionen US-Dollar
Online-Verkaufsplattformen	22,3 Millionen US-Dollar

Quanex Building Products Corporation (NX) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Produktionsanlagen

Quanex betreibt Produktionsstätten in ganz Nordamerika mit den folgenden Spezifikationen:

Standort	Einrichtungstyp	Produktionskapazität
Dallas, Texas	Fensterkomponenten	500.000 Einheiten/Jahr
Juárez, Mexiko	Fensterprodukte	350.000 Einheiten/Jahr
Ontario, Kanada	Architekturprodukte	250.000 Einheiten/Jahr

Spezialisierte Engineering- und Designteams

Zusammensetzung der Ingenieursbelegschaft:

• Gesamtes technisches Personal: 287
• Inhaber eines höheren Abschlusses: 42 %
• Durchschnittliche Ingenieurerfahrung: 12,5 Jahre

Geistiges Eigentum

Portfolio an geistigem Eigentum:

IP-Kategorie	Gesamtzahl	Aktive Patente
Designpatente	37	29
Gebrauchsmuster	52	46

Markenreputation

Kennzahlen zur Marktpositionierung:

• Marktanteil bei Fensterkomponenten: 24 %
• Kundenbindungsrate: 87 %
• Bewertung der Branchenreputation: 8,6/10

Personalkompetenz

Zusammensetzung der Belegschaft:

Mitarbeiterkategorie	Gesamtzahl der Mitarbeiter	Technische Expertise
Herstellung	1,243	82 % Fachkräfte
Ingenieurwesen	287	92 % Fachausbildung
Forschung & Entwicklung	76	95 % fortgeschrittene Abschlüsse

Quanex Building Products Corporation (NX) – Geschäftsmodell: Wertversprechen

Hochwertige, langlebige Baukomponenten

Quanex Building Products Corporation stellt Gebäudekomponenten mit den folgenden Spezifikationen her:

Produktkategorie	Materialbeständigkeit	Garantiezeitraum
Fensterrahmen	Erwartete Lebensdauer von 20–25 Jahren	10-15 Jahre
Türkomponenten	Erwartete Lebensdauer von 15–20 Jahren	7-10 Jahre

Maßgeschneiderte Lösungen für den Wohnungs- und Gewerbebau

Quanex bietet maßgeschneiderte Lösungen für alle Marktsegmente:

• Wohnmarktanteil: 62 %
• Kommerzieller Marktanteil: 38 %
• Kundenspezifische Designmöglichkeiten für 95 % der Produktlinien

Energieeffiziente Fenster- und Türsysteme

Energieeffizienzkennzahlen für Quanex-Produkte:

Produkttyp	U-Faktor	Solarwärmegewinnkoeffizient
Wohnfenster	0.20-0.30	0.25-0.40
Kommerzielle Fenster	0.15-0.25	0.20-0.35

Kostengünstige Herstellungsprozesse

Indikatoren für die Produktionseffizienz:

• Reduzierung der Produktionskosten: 7,2 % im Jahr 2023
• Fertigungsgemeinkosten: 16,5 % des Gesamtumsatzes
• Materialausnutzungsgrad: 92,3 %

Innovatives Design und technologischer Fortschritt

Details zu Forschungs- und Entwicklungsinvestitionen:

F&E-Ausgaben	Patente angemeldet	Einführung neuer Produkte
22,3 Millionen US-Dollar im Jahr 2023	17 neue Patente	5 neue Produktlinien

Quanex Building Products Corporation (NX) – Geschäftsmodell: Kundenbeziehungen

Direkte Vertriebsunterstützung für OEM-Kunden

Die Quanex Building Products Corporation bietet dedizierte Vertriebsunterstützung für Original Equipment Manufacturer (OEM)-Kunden im Bauproduktsegment. Zum Finanzbericht 2022 betreute das Unternehmen etwa 1.200 OEM-Kunden in ganz Nordamerika.

Kundensegment	Anzahl der OEM-Kunden	Vertriebsunterstützungskanäle
Hersteller von Wohnfenstern	650	Direktvertriebsteam
Gewerbliche Fensterhersteller	350	Technische Vertriebsmitarbeiter
Spezialbauprodukte	200	Dedizierte Account Manager

Technische Beratungsdienste

Quanex bietet umfassende technische Beratungsleistungen an 17 engagierte Spezialisten für technischen Support in allen Geschäftssegmenten.

• Technische Beratung vor Ort
• Analyse der Produktleistung
• Maßgeschneiderte Engineering-Lösungen
• Beurteilung der Materialverträglichkeit

Langfristiger Partnerschaftsansatz

Das Unternehmen unterhält langfristige Beziehungen zu wichtigen Kunden mit einer durchschnittlichen Kundenbindungsrate von 87 % (Stand der Finanzberichterstattung 2022).

Kundenbeziehungsmetrik	Wert
Durchschnittliche Dauer der Kundenbeziehung	12,5 Jahre
Wiederholungskundenpreis	92%
Jährlicher Kundenzufriedenheitswert	8.6/10

Online-Kundensupportplattformen

Quanex unterhält eine digitale Kundensupport-Infrastruktur mit den folgenden Kennzahlen für das digitale Engagement:

• Online-Produktkatalog mit über 3.500 Produktspezifikationen
• Digitales technisches Ressourcenzentrum
• 24/7 digitales Kundensupport-Portal

Reaktionsfähige Kundendienstinfrastruktur

Zusammensetzung und Reaktionsmetriken des Kundendienstteams ab 2022:

Servicekanal	Reaktionszeit	Support-Mitarbeiter
Telefonsupport	Durchschnittlich 12 Minuten	22 Vertreter
E-Mail-Support	Durchschnittlich 4 Stunden	15 Support-Spezialisten
Online-Chat	Durchschnittlich 7 Minuten	8 digitale Supportmitarbeiter

Quanex Building Products Corporation (NX) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Ab 2024 unterhält Quanex Building Products ein Direktvertriebsteam von 127 professionellen Vertriebsmitarbeitern, die auf die Bau- und Baustoffmärkte ausgerichtet sind.

Vertriebsteam-Segment	Anzahl der Vertreter	Geografische Abdeckung
Wohnungsbau	62	Nordamerika
Gewerbebau	45	Vereinigte Staaten
Internationale Märkte	20	Globale Regionen

Online-Produktkataloge und Bestellsysteme

Quanex betreibt eine digitale Plattform mit 98,6 % Produktkatalogabdeckung und Echtzeit-Bestellfunktionen.

• Website-Verkehr: 342.000 monatliche Besucher
• Anteil der Online-Bestellungen: 47 % aller Transaktionen
• Digitale Katalogseiten: 1.247 detaillierte Produktlisten

Branchenmessen und Konferenzen

Ereignistyp	Jährliche Teilnahme	Geschätzte Reichweite
Nationale Baukonferenzen	8	15.600 Branchenexperten
Regionale Baustoffmesse	12	22.400 potenzielle Kunden

Vertriebs- und Einzelhändlernetzwerke

Quanex unterhält ein umfassendes Vertriebsnetz über mehrere Kanäle.

Netzwerktyp	Anzahl der Partner	Marktabdeckung
Großhändler	287	Vereinigte Staaten
Versorgungszentren für Einzelhandelsgebäude	1,342	Nordamerika
Internationale Vertriebspartner	64	Globale Märkte

Digitale Marketing- und Kommunikationsplattformen

• LinkedIn-Follower: 12.400
• Twitter-Engagement: 6.800 Follower
• E-Mail-Marketing-Datenbank: 47.300 Branchenkontakte
• Durchschnittliche monatliche Ausgaben für digitales Marketing: 218.000 US-Dollar

Quanex Building Products Corporation (NX) – Geschäftsmodell: Kundensegmente

Hersteller von Fenstern und Türen für Privathaushalte

Marktgröße für Hersteller von Wohnfenstern und -türen in den Vereinigten Staaten: 23,4 Milliarden US-Dollar im Jahr 2023.

Top-Hersteller	Jahresumsatz
Andersen Corporation	4,5 Milliarden US-Dollar
Pella Corporation	2,8 Milliarden US-Dollar
Jeld-Wen	4,2 Milliarden US-Dollar

Gewerbliche Bauunternehmen

Marktwert des Gewerbebaus im Jahr 2023: 1,35 Billionen US-Dollar.

• Auf die zehn größten gewerblichen Bauunternehmen entfällt ein Marktanteil von 35 %
• Durchschnittliche jährliche Ausgaben für Baumaterialien: 425 Millionen US-Dollar pro Unternehmen

Einzelhändler für Heimwerkerbedarf

Gesamtumsatz im Heimwerker-Einzelhandel im Jahr 2023: 573 Milliarden US-Dollar.

Einzelhändler	Jahresumsatz
Heimdepot	157,4 Milliarden US-Dollar
Lowes	97,1 Milliarden US-Dollar

Architekturbüros und Bauunternehmer

Gesamtmarkt für Architekturdienstleistungen im Jahr 2023: 62,3 Milliarden US-Dollar.

• Anzahl der Architekturbüros in den USA: 23.450
• Durchschnittlicher Jahresumsatz pro Unternehmen: 2,6 Millionen US-Dollar

Regionale und nationale Bauprodukthändler

Marktgröße im Baustoffvertrieb: 278 Milliarden US-Dollar im Jahr 2023.

Händler	Jahresumsatz
ABC Supply Co.	14,2 Milliarden US-Dollar
84 Bauholz	3,8 Milliarden US-Dollar
SRS-Verteilung	6,5 Milliarden US-Dollar

Quanex Building Products Corporation (NX) – Geschäftsmodell: Kostenstruktur

Kosten für die Beschaffung von Rohstoffen

Für das Geschäftsjahr 2023 meldete die Quanex Building Products Corporation Rohstoffbeschaffungskosten in Höhe von 380,2 Millionen US-Dollar.

Materialkategorie	Jährliche Ausgaben	Prozentsatz der gesamten Beschaffung
Aluminium	142,5 Millionen US-Dollar	37.5%
Vinyl	98,7 Millionen US-Dollar	26%
Stahl	76,3 Millionen US-Dollar	20%
Andere Materialien	62,7 Millionen US-Dollar	16.5%

Herstellungs- und Produktionskosten

Die Fertigungsgemeinkosten und Produktionskosten beliefen sich im Jahr 2023 auf insgesamt 214,6 Millionen US-Dollar.

• Direkte Arbeitskosten in der Fertigung: 87,3 Millionen US-Dollar
• Abschreibung der Ausrüstung: 42,1 Millionen US-Dollar
• Werkswartung: 35,2 Millionen US-Dollar
• Energie- und Versorgungskosten: 50 Millionen US-Dollar

Forschungs- und Entwicklungsinvestitionen

Die F&E-Ausgaben für das Geschäftsjahr 2023 beliefen sich auf 22,4 Millionen US-Dollar, was 2,1 % des Gesamtumsatzes entspricht.

Arbeits- und Personalmanagement

Arbeitskategorie	Jährliche Ausgaben	Anzahl der Mitarbeiter
Gesamtarbeitskosten	189,7 Millionen US-Dollar	2,350
Managementgehälter	45,3 Millionen US-Dollar	185
Produktionsmitarbeiter	112,4 Millionen US-Dollar	1,825

Transport- und Logistikausgaben

Die Logistik- und Transportkosten für 2023 beliefen sich auf 67,5 Millionen US-Dollar.

• Fracht und Versand: 42,3 Millionen US-Dollar
• Lagerbetrieb: 15,2 Millionen US-Dollar
• Verwaltung des Vertriebszentrums: 10 Millionen US-Dollar

Quanex Building Products Corporation (NX) – Geschäftsmodell: Einnahmequellen

Verkauf von Fenster- und Türkomponenten

Im Geschäftsjahr 2023 meldete die Quanex Building Products Corporation einen Gesamtnettoumsatz von 1,16 Milliarden US-Dollar. Der Umsatz mit Fenster- und Türkomponenten machte etwa 65 % des Gesamtumsatzes aus, was etwa 754 Millionen US-Dollar entspricht.

Produktkategorie	Umsatz (2023)	Prozentsatz des Gesamtumsatzes
Technische Glassysteme	441,2 Millionen US-Dollar	38%
Fenster- und Türkomponenten aus Vinyl	312,8 Millionen US-Dollar	27%

Verträge für kundenspezifische technische Lösungen

Kundenspezifische technische Lösungen erwirtschafteten im Jahr 2023 einen Umsatz von rund 187,2 Millionen US-Dollar, was 16 % des Gesamtumsatzes des Unternehmens entspricht.

• Spezialisierte Architekturglaslösungen
• Kundenspezifische Extrusionsdesign-Dienstleistungen
• Präzisionsfertigungsverträge

Aftermarket-Produktsupport

Aftermarket-Produktsupport und Ersatzkomponenten machten im Geschäftsjahr 2023 einen Umsatz von 104,5 Millionen US-Dollar aus.

Lizenzierung proprietärer Technologien

Die Technologielizenzierung generierte im Jahr 2023 wiederkehrende Einnahmen in Höhe von 23,6 Millionen US-Dollar.

Technologielizenztyp	Jahresumsatz
Herstellungsprozesslizenzen	15,3 Millionen US-Dollar
Materialtechnologielizenzen	8,3 Millionen US-Dollar

Internationaler und nationaler Marktverkauf

Für das Geschäftsjahr 2023 meldete Quanex die folgende geografische Umsatzaufteilung:

Markt	Einnahmen	Prozentsatz
Inlandsmarkt der Vereinigten Staaten	986,6 Millionen US-Dollar	85%
Internationale Märkte	173,4 Millionen US-Dollar	15%

Quanex Building Products Corporation (NX) - Canvas Business Model: Value Propositions

You're looking at the core value Quanex Building Products Corporation delivers across its segments as of late 2025. The numbers show a company heavily influenced by recent acquisitions but still driving specialized material science value.

Enhanced energy efficiency via flexible insulating glass spacers.

The value here is directly tied to meeting increasingly strict global energy codes. For instance, the Super Spacer® TG (Thin Glass) product lets original equipment manufacturers (OEMs) achieve triple-glazed performance without redesigning their existing double-pane frame systems. This is enabled by Thermoset Spacer (TSS) technology, which offers low thermal conductivity for enhanced insulation. For context on the market push, some Thermoplastic Spacer (TPS) products, which Quanex is involved with through Edgetech, can achieve a U-value reduction of up to 30% in insulating glass units. Furthermore, the flexible nature of these spacers, like the Super Spacer® Standard, which is certified to North America ASTM E2188/E2189/E2190, helps maintain edge seal integrity across temperature shifts. The manufacturing process itself offers a value proposition: the flexible warm-edge spacer production process can reduce labor requirements by 60% compared to rigid or metal spacer processes.

• Certified to European EN 1279 standard.
• Super Spacer TriSealTM TPS conductivity rating of 0.167 W/m·K.
• Maintains flexibility across major temperature and barometric pressure shifts.

Comprehensive window and door hardware for security and performance.

This segment, while facing near-term operational headwinds, still represents a significant revenue stream. For the third quarter ending July 31, 2025, the Hardware Solutions segment reported net sales of $227.1 million. That's a substantial year-over-year increase of 201% compared to $75.5 million in the same period of 2024, largely due to the Tyman acquisition integration. The value delivered is comprehensive security and performance integration for fenestration systems.

Custom-engineered polymer mixing solutions for specialized applications.

Quanex Building Products Corporation provides custom mixing solutions that support specialized needs across various end markets. In the Custom Solutions segment for Q3 2025, net sales reached $102.3 million, up from $72.7 million in Q3 2024. Within that segment, volume for legacy product lines saw a small increase of 0.8%, while price increased by 2.2%. The segment delivered an Adjusted EBITDA of $12.9 million for the quarter.

Single-source provider for fenestration, cabinet, and building access components.

The breadth of offerings positions Quanex as a single-source partner across several key building sectors. The overall company is projecting fiscal 2025 net sales of approximately $1.82 billion, with an estimated Adjusted EBITDA of approximately $235 million. This scale supports partnerships with leading OEMs in window, door, solar, refrigeration, custom mixing, building access, and cabinetry markets. For example, the residential remodeling and replacement (R&R) window shipment market is expected by analysts to increase by 4.0% in 2025, a market Quanex directly serves.

Here's a quick look at the segment financial contribution for the third quarter of 2025:

Segment	Q3 2025 Net Sales (Millions USD)	Year-over-Year Growth Rate	Q3 2025 Adjusted EBITDA (Millions USD)
Hardware Solutions	$227.1	201%	Data not explicitly isolated from segment total
Custom Solutions	$102.3	40.7% (Implied from $72.7M in 2024)	$12.9
Consolidated (Total)	$495.3	76.7%	$70.3

The company is also focused on financial discipline, evidenced by a Debt Covenant Leverage Ratio of 2.4x as of July 31, 2025, and an expanded cost synergy target from the Tyman acquisition of ~$45 million annually.

Quanex Building Products Corporation (NX) - Canvas Business Model: Customer Relationships

You're looking at how Quanex Building Products Corporation keeps its key customers locked in, which is all about deep partnership rather than just transactional sales. This relationship block is critical because their business relies on being embedded with Original Equipment Manufacturers (OEMs).

The core of the relationship strategy centers on providing specialized, integrated support directly to these manufacturing partners. Quanex Building Products Corporation currently collaborates and partners with leading OEMs across several key sectors. These include the window, door, solar, refrigeration, custom mixing, building access, and cabinetry markets.

This isn't just about shipping parts; it's a high-touch, collaborative relationship model designed for custom solutions. Quanex leverages its material science expertise and process engineering to meet tough design and performance criteria requirements for its partners. The integration of legacy Tyman, for instance, is a massive undertaking where realizing cost synergies-with an updated target of approximately $45 million over time-directly impacts the value delivered back to the supply chain partners.

While specific long-term supply agreements aren't publicly detailed in standard filings, the nature of the business implies them. Quanex works with major manufacturers, meaning these relationships are secured through ongoing performance and product integration, rather than one-off deals. For example, the company's focus on operational execution and conversations with its customers inform its fiscal 2025 guidance, which estimates consolidated net sales between $1.84 billion to $1.86 billion.

For the investment community, managing relationships with stockholders and analysts is just as important as managing OEM relationships. As of December 2025, the market capitalization for Quanex Building Products Corporation sits around $0.63 Billion USD, or $631.79 million as of December 5, 2025. Keeping investors informed involves regular communication, such as the scheduled Q4 and Full Year 2025 Earnings Conference Call on December 12, 2025. Here's a snapshot of key investor metrics around that time:

• Dedicated B2B sales and technical support for OEM partners.
• High-touch, collaborative relationship model for custom solutions.
• Long-term supply agreements with major manufacturers.
• Investor relations for a company with a market cap near $632 million.

The financial health underpinning these relationships is visible in recent reporting. For the third quarter of 2025, Quanex Building Products Corporation reported net sales of $495.3 million. The company's liquidity position as of July 31, 2025, was $337.7 million, consisting of $66.3 million in cash on hand plus facility availability. Furthermore, the company maintains a clear capital allocation priority of paying down debt, which was evidenced by a Debt Covenant Leverage Ratio of 2.4x as of July 31, 2025.

The commitment to shareholders is also shown through consistent distributions. The Board declared a quarterly cash dividend of $0.08 per share in December 2025, continuing an impressive 18-year streak of consistent payments, equating to an annual dividend of $0.32 per share, which yielded 2.34% at a stock price of $13.85. This consistent return supports the long-term view required by institutional holders.

Here are some key financial data points relevant to the investor relationship segment:

Metric	Value (As of Late 2025 Data)	Context/Date
Market Capitalization	$631.79 million	As of December 5, 2025
Estimated Fiscal 2025 Net Sales	$1.84 billion to $1.86 billion	Reaffirmed Guidance
Estimated Fiscal 2025 Adjusted EBITDA	$270 million to $280 million	Reaffirmed Guidance
Debt Covenant Leverage Ratio	2.4x	As of July 31, 2025
Quarterly Dividend Declared	$0.08 per share	December 2025

The company's focus on executing the Tyman integration and realizing cost synergies is a major talking point with analysts, as the Q1 2025 results were lifted by this contribution. You see this commitment to operational improvement reflected in the Q2 2025 Adjusted EBITDA Margin of 13.7%, up from 15.0% the prior year for the same quarter, showing the impact of integration efforts and market dynamics. Finance: draft Q4 2025 cash flow projection by next Tuesday.

Quanex Building Products Corporation (NX) - Canvas Business Model: Channels

Quanex Building Products Corporation channels center on deep collaboration with Original Equipment Manufacturers (OEMs) across several specialized building product end markets.

The distribution strategy is inherently global, supported by a manufacturing and operational structure segmented to serve distinct geographical and product areas. This structure is evident in the reported segment performance, which reflects how the company channels its products.

Here's a look at the revenue distribution across the primary segments for the three months ended July 31, 2025:

Distribution Channel Segment	Net Sales (In millions)
Tyman Segment	$190
North American Fenestration Segment	$151
North American Cabinet Components Segment	$51
European Fenestration Segment	$61

The segment-specific distribution approach means that North American and European markets are served through dedicated operational units, especially within the Fenestration area. For instance, the North American Fenestration segment reported sales of $\text{\$151 million}$ for the third quarter of fiscal 2025, while the European Fenestration segment reported $\text{\$61 million}$ in sales for the same period.

The channels deliver a range of engineered solutions, including:

• Vinyl profiles.
• Insulating glass spacers.
• Screens.
• Cabinet components.
• Engineered fenestration components.

The Tyman segment, which significantly contributes to the global reach following its acquisition in August 2024, added $\text{\$190 million}$ in sales for the third quarter of 2025.

For financial transparency and stakeholder communication, Quanex Building Products Corporation uses its dedicated investor website. You can find financial reporting, including the release of fourth quarter and full year 2025 results scheduled for December 11, 2025, at http://www.quanex.com in the Investors section under Events & Presentations.

Finance: draft 13-week cash view by Friday.

Quanex Building Products Corporation (NX) - Canvas Business Model: Customer Segments

Quanex Building Products Corporation sells engineered components primarily to original equipment manufacturers (OEMs) in the building products industry. The company's customer base is served through its operating segments, which as of late 2025 include North American Fenestration, European Fenestration, North American Cabinet Components, and Tyman. The Tyman acquisition, which closed on August 1, 2024, significantly expanded the customer base and product offerings.

The company's consolidated net sales for the trailing twelve months ending July 31, 2025, were $1.84 billion. For the third quarter ended July 31, 2025, Quanex Building Products Corporation reported consolidated net sales of $495.3 million.

The customer segments are served across the following operational groupings, with Q3 2025 net sales providing a snapshot of activity:

• Leading Original Equipment Manufacturers (OEMs) in fenestration (windows/doors).
• Manufacturers in the solar, refrigeration, and cabinetry markets.
• Commercial, residential, and industrial building access system providers.
• Extruded vinyl profile users for vinyl fencing and other applications.

The company manufactures products such as energy-efficient flexible insulating glass spacers, extruded vinyl profiles, window and door screens, and precision-formed metal and wood products for these customers.

Here's a look at the net sales by the newly reported operating segments for the three months ended July 31, 2025, which map to the customer groups you mentioned:

Segment	Q3 2025 Net Sales (in thousands)	Customer Focus Area
Hardware Solutions	$227,100	Fenestration OEMs, Building Access Systems
Extruded Solutions	$174,400	Extruded Vinyl Profile Users, Fenestration OEMs
Custom Solutions	$102,300	Cabinetry, Solar, Specialty Components

The North American Fenestration segment was previously noted as the key revenue driver. The legacy Quanex product lines within the Hardware Solutions segment saw estimated volumes decline by 2.4% year over year for the third quarter of 2025, while pricing was up 1.9%.

For the Extruded Solutions segment, which serves users of extruded vinyl profiles, estimated volumes for the legacy product lines were down by 2.6% year over year in Q3 2025, with pricing up 0.6%. The Custom Solutions segment saw estimated volumes for legacy product lines increase by 0.8%, with price increasing by 2.2%.

The company's overall fiscal year 2025 net sales guidance, as reaffirmed and updated in September 2025, was approximately $1.82 billion.

The company repurchased 100,000 shares of common stock for approximately $2.1 million at an average price of $20.54 per share during the three months ended July 31, 2025.

Quanex Building Products Corporation competes based on price, product quality, delivery performance, and the ability to manufacture to customer specifications.

Quanex Building Products Corporation (NX) - Canvas Business Model: Cost Structure

The Cost Structure for Quanex Building Products Corporation is heavily influenced by the integration of the Tyman acquisition, leading to elevated interest and restructuring costs alongside core manufacturing expenses.

Cost of Goods Sold (COGS) for raw materials and manufacturing labor are the largest component of costs, though a direct breakdown isn't explicitly provided for 2025. We can infer the total Cost of Sales based on Gross Margin figures reported through the first three quarters of fiscal 2025.

For the nine months ended July 31, 2025, Quanex Building Products Corporation reported consolidated Net Sales of $\text{1,347.8 million}$ and a Gross Margin of $\text{361.7 million}$. This implies a total Cost of Sales (COGS) of approximately $\text{986.1 million}$ for that nine-month period ($\text{1,347.8 million} - \text{361.7 million}$).

The Gross Margin percentage has fluctuated:

• Three Months Ended April 30, 2025: 29.0%
• Three Months Ended January 31, 2025: 23.1%
• Nine Months Ended July 31, 2025: 26.8%

Significant interest expense due to high indebtedness from the Tyman acquisition is a clear cost driver. The acquisition, which closed on August 1, 2024, required significant borrowing, resulting in total debt of $\text{764.306 million}$ as of January 31, 2025.

Quarterly interest expense figures highlight this burden:

Period Ended	Interest Expense (in millions)
April 30, 2025	$\text{13.940}$
January 31, 2025	$\text{14.186}$

Integration and restructuring charges related to the Tyman merger are non-recurring but material costs incurred as Quanex Building Products Corporation integrates the acquired entity. The company announced a reorganization in November 2024 to integrate Tyman plc.

• Restructuring charges incurred for the three months ended January 31, 2025, totaled $\text{7.9 million}$.
• This $\text{7.9 million}$ charge included $\text{4.0 million}$ for workforce alignment costs (severance) and $\text{3.9 million}$ for the disposal of software no longer needed.
• The cost synergy target related to the Tyman acquisition has been increased over time to approximately $\text{45 million}$.

Regarding Capital expenditures (CapEx), the $\text{75 million}$ figure you mentioned relates to the share repurchase program authorized in 2021, not the estimated CapEx for FY2025. Capital expenditures are tracked as part of Free Cash Flow calculation. For the nine months ended July 31, 2025, Quanex Building Products Corporation reported total Capital Expenditures of $\text{76.643 million}$.

Capital Expenditures for the most recent reported quarter were:

Period Ended	Capital Expenditures (in millions)
July 31, 2025	$\text{14.452}$
January 31, 2025	$\text{11.624}$

Quanex Building Products Corporation (NX) - Canvas Business Model: Revenue Streams

You're looking at how Quanex Building Products Corporation brings in its money, which is really about what it sells and the scale of those sales as of late 2025. The revenue streams are fundamentally tied to its manufacturing segments, primarily serving the fenestration (windows and doors) and cabinet markets.

The core of the revenue generation comes from a few key product areas. These are the physical goods that go into building and finishing homes and commercial structures. Honestly, it's a direct play on construction activity, so tracking volumes is key.

• Sales of window and door components, like specialized spacers, extruded profiles, and associated hardware.
• Sales derived from custom-mixed polymers and components supplied to the cabinet industry.

The company reaffirms its expectations for the full fiscal year 2025, though the latest update shows a slight adjustment. Based on the September 4, 2025, announcement, Quanex Building Products Corporation now estimates it will generate full-year 2025 net sales of approximately $1.82 billion.

To give you a clearer picture of the financial scale and recent performance points, here's a quick look at the numbers we have as of the third quarter update:

Metric	Value	Date/Period
Full-Year 2025 Net Sales Guidance (Latest)	$1.82 billion	As of September 4, 2025
Full-Year 2025 Net Sales Guidance (Prior Reaffirmation)	$1.84 billion to $1.86 billion	As of June 5, 2025
Revenue (TTM)	$1.83 Billion USD	Latest TTM
Net Sales (Q3 2025)	$495.3 million	Three months ended July 31, 2025
Net Sales (Q2 2025)	$452.5 million	Three months ended April 30, 2025

The European Fenestration segment is an important driver, especially when North American volumes might be softer. It was definitely encouraging for management to report volume growth in this segment during the second quarter of 2025. This geographic diversification helps smooth out the revenue profile, which is a smart defintely way to manage risk.

The growth in sales is heavily influenced by the Tyman acquisition, which closed in August 2024. Excluding the contribution from Tyman, net sales for the three months ended July 31, 2025, would have only increased by 1.4%, driven by pricing increases offsetting lower volumes. This shows how much of the current revenue base is tied to the integration success.

• European Fenestration segment experienced volume growth in Q2 2025.
• North American Fenestration segment saw net sales decrease by 5.5% in Q2 2025.
• North American Cabinet Components segment saw a marginal increase in Q2 2025.

Finance: draft 13-week cash view by Friday.