The Azek Company Inc. (AZEK): Canvas du modèle d'entreprise [Jan-2025 Mis à jour]

Dans le monde dynamique des matériaux de construction durables, l'Azek Company Inc. apparaît comme une force pionnière, transformant des espaces de vie en plein air avec des solutions de terrasse composites innovantes. En mélangeant ingénieusement la technologie avancée des polymères, la conscience environnementale et la polyvalence de conception, Azek a révolutionné comment les propriétaires, les entrepreneurs et les architectes approchent des matériaux de construction extérieurs. Leur modèle commercial méticuleusement conçu représente un plan stratégique qui non seulement répond aux demandes du marché mais établit également de nouvelles normes de l'industrie pour la performance, la durabilité et la responsabilité écologique.

The Azek Company Inc. (Azek) - Modèle d'entreprise: partenariats clés

Fournisseurs de produits de bois et de bois

Azek s'approvisionne des matières premières à partir des principaux fournisseurs de produits à bois et de bois suivants:

Fournisseur	Volume de l'offre annuelle	Durée du contrat
Produits forestiers universels	42 500 mètres cubes	Accord sur 5 ans
Entreprise de Weyerhaeuser	35 200 mètres cubes	Contrat de 3 ans
Louisiana-Pacific Corporation	28 700 mètres cubes	Partenariat sur 4 ans

Détaillants de rénovation domiciliaire

Azek maintient des partenariats stratégiques avec les principaux détaillants de rénovation domiciliaire:

• The Home Depot: 27% de la distribution totale de la vente au détail
• Lowe's: 19% de la distribution totale de la vente au détail
• Menards: 8% de la distribution totale de la vente au détail

Distributeurs de matériaux de construction

Les partenariats clés de distribution des matériaux de construction comprennent:

Distributeur	Volume des ventes annuelles	Couverture géographique
ABC Supply Co.	42,3 millions de dollars	35 États
84 bois	37,6 millions de dollars	28 États
Distribution SRS	29,8 millions de dollars	22 États

Sociétés d'architecture et de design

Azek collabore avec des réseaux architecturaux professionnels:

• Partenariat américain de l'Institut des architectes (AIA)
• Collaboration nationale de l'association des constructeurs de maisons (NAHB)
• Des professionnels du design dans 47 États

Fournisseurs d'équipement de fabrication

Partenariats critiques de l'équipement de fabrication:

Fournisseur d'équipement	Investissement annuel	Type d'équipement
Siemens Industrial	12,7 millions de dollars	Machinerie d'extrusion
Abb robotique	8,3 millions de dollars	Systèmes de fabrication automatisés
Solutions de processus Honeywell	6,5 millions de dollars	Systèmes de contrôle des processus

The Azek Company Inc. (Azek) - Modèle d'entreprise: activités clés

Fabrication avancée du polymère et des matériaux composites

Azek exploite 4 installations de fabrication situées à Wilmington, Ohio; Scranton, Pennsylvanie; Akron, Ohio; et Belen, Nouveau-Mexique. La capacité de fabrication totale a atteint 350 millions de pieds de planche par an en 2023.

Usine de fabrication	Emplacement	Ligne de produit primaire
Établissement 1	Wilmington, Ohio	Matériel de terrasse
Installation 2	Scranton, Pennsylvanie	Produits de coupe et de moulage
Installation 3	Akron, Ohio	Matériaux de construction composites
Installation 4	Belen, Nouveau-Mexique	Produits de polymère spécialisés

Recherche et développement de produits

L'investissement en R&D en 2023 a totalisé 12,4 millions de dollars, ce qui représente 2,1% du total des revenus de l'entreprise. Les principaux domaines d'intérêt comprennent:

• Composition de matériaux avancés
• Technologies d'amélioration des performances
• Développement matériel durable
• Optimisation du processus de fabrication

Innovation de matériaux de construction durable

L'Azek a recyclé environ 135 millions de livres de matériaux recyclés en 2023, convertissant les plastiques de déchets et les restes de bois en produits de construction haute performance.

Type de matériau recyclé	Quantité (livres)	Pourcentage
Plastiques recyclés	82 millions	60.7%
Rangules en bois recyclé	53 millions	39.3%

Marketing et positionnement de la marque

Les dépenses de marketing en 2023 étaient de 24,6 millions de dollars, ce qui représente 4,2% du total des revenus de l'entreprise. Les canaux de marketing comprennent:

• Plateformes de publicité numérique
• Participation des salons commerciaux
• Engagement du réseau d'entrepreneur professionnel
• Partenariats de vente au détail d'amélioration de la maison

Gestion de la distribution et de la logistique

Azek maintient 12 centres de distribution à travers les États-Unis, desservant plus de 5 000 emplacements de vente au détail et d'entrepreneurs. Les dépenses logistiques annuelles ont atteint 18,3 millions de dollars en 2023.

Région du centre de distribution	Nombre de centres	Zone de couverture
Nord-est	3	Nouvelle-Angleterre et les États du milieu de l'Atlantique
Au sud-est	2	États de l'Atlantique du Sud et de la côte du golfe
Midwest	3	Grands lacs et plaines centrales
Sud-ouest	2	Texas et États de montagne
Côte ouest	2	Californie et Pacifique Nord-Ouest

The Azek Company Inc. (Azek) - Modèle d'entreprise: Ressources clés

Technologie de fabrication propriétaire

L'Azek utilise des technologies de fabrication avancées en polymère et en composite en bois (WPC). En 2023, la société a investi 42,3 millions de dollars dans la recherche et le développement pour améliorer les capacités de production.

Investissement technologique	Dépenses annuelles de R&D
Systèmes d'extrusion en polymère	18,7 millions de dollars
Recherche de matériaux composite	23,6 millions de dollars

Portefeuille de produits étendu

Azek maintient une gamme complète de termes et de matériaux de vie en plein air.

• TIMBERTECH Disking Product Lignes
• Collections azek extérieurs
• Matériaux de vie extérieure spécialisés

Catégorie de produits	Volume de production annuel
Terrasse composite	12,5 millions de pieds linéaires
Terrasse en PVC	8,3 millions de pieds linéaires

Propriété intellectuelle

Azek tient 37 brevets actifs En 2023, protégeant ses processus de fabrication innovants et ses compositions de matériaux.

Catégorie de brevet	Nombre de brevets
Processus de fabrication	22
Compositions de matériaux	15

Équipes d'ingénierie et de conception

Azek emploie 248 professionnels de l'ingénierie spécialisés Dans les départements de recherche, de conception et de développement de produits.

• Experts en science du matériel
• Spécialistes du génie structurel
• Ingénieurs de conception de produits

Installations de production

Azek fonctionne 4 installations de fabrication primaires Aux États-Unis, avec une capacité de production totale de 25 millions de pieds linéaires par an.

Emplacement	Spécialisation des installations	Capacité annuelle
Wilmington, oh	Terrasse composite	8,5 millions de pieds linéaires
Scranton, PA	PVC Matériaux	6,2 millions de pieds linéaires
Boise, ID	Matériaux spécialisés	5,8 millions de pieds linéaires
Phoenix, AZ	Installation de recherche	4,5 millions de pieds linéaires

The Azek Company Inc. (Azek) - Modèle d'entreprise: propositions de valeur

Matériaux de construction extérieurs durables et à faible entretien

Au cours de l'exercice 2023, Azek a déclaré des ventes nettes de 1,46 milliard de dollars, en mettant l'accent sur les matériaux de construction durables. Le portefeuille de produits de l'entreprise comprend des matériaux recyclés dans environ 60% de leurs gammes de produits.

Composition des matériaux	Pourcentage de contenu recyclé
Terrassement	63%
Balustrades	58%
Garniture & Moulage	55%

Alternatives de terrasse composite haute performance

Les produits de terrasse composite d'Azek offrent des caractéristiques de performance supérieures:

• Résistance à l'humidité jusqu'à 99%
• Résistance aux taches garantie pendant 50 ans
• Résistance au fondu de couleur de 98%

Solutions de produits respectueux de l'environnement

La société a détourné 775 millions de livres de déchets et des matériaux recyclés des décharges en 2022. La réduction des émissions de carbone réalisée grâce à des processus de fabrication était de 22% par rapport aux produits en bois traditionnels.

Métrique environnementale	2022 Performance
Déchets détournés	775 millions de livres
Réduction des émissions de carbone	22%

Durabilité et rentabilité à long terme

Les produits azek démontrent une valeur à long terme significative:

• Garantie limitée de 50 ans sur la plupart des produits de terrasse
• Réduction des coûts d'entretien allant jusqu'à 80% par rapport au bois traditionnel
• Durée de vie du produit attendu dépassant 25 ans

Conception et polyvalence esthétiques

La gamme de produits couvre les applications résidentielles et commerciales avec 47 options de couleur et de texture distinctes sur les termes et les matériaux de construction extérieurs. La pénétration du marché dans la construction résidentielle a atteint 18% en 2023.

Catégorie de produits	Options de couleur / texture	Part de marché
Terrassement	27	22%
Balustrade	12	15%
Garniture & Moulage	8	12%

The Azek Company Inc. (Azek) - Modèle d'entreprise: relations avec les clients

Assistance des ventes directes

Azek maintient une équipe de vente dédiée avec 87 représentants des ventes directes à partir de 2023. La force de vente de la société couvre plusieurs segments de marché, notamment:

Segment de marché	Couverture des ventes
Construction résidentielle	42 représentants
Construction commerciale	25 représentants
Concessionnaires spécialisés	20 représentants

Outils de configuration du produit en ligne

Azek fournit des plateformes de configuration de produit numérique avec les spécifications suivantes:

• Outils de visualisation 3D disponibles sur le site Web
• Options de personnalisation des produits en temps réel
• Interface de conception sensible aux mobiles

Conseil technique et guidage d'installation

L'infrastructure de soutien technique comprend:

Canal de support	Heures disponibles	Temps de réponse
Support téléphonique	8 h à 18 h HNE	Moyenne 12 minutes
Assistance par e-mail	24/7	Dans les 24 heures
Tutoriels vidéo en ligne	Disponible en continu	Accès immédiat

Programmes de formation client

Azek investit 2,3 millions de dollars par an dans les initiatives d'éducation client, notamment:

• Série de webinaires trimestriels
• Formation de certification professionnelle
• Programmes d'atelier d'installation

Plateformes de marketing numérique et d'engagement

Mesures de marketing numérique pour 2023:

Plate-forme	Adeptes / abonnés	Taux d'engagement
Liendin	45 000 abonnés	3.2%
Instagram	62 000 abonnés	4.1%
Youtube	28 000 abonnés	2.7%

The Azek Company Inc. (Azek) - Modèle d'entreprise: canaux

Magasins de vente au détail de rénovation domiciliaire

Depuis 2023, les produits azek sont distribués par le biais de principaux détaillants de rénovation domiciliaire, notamment:

Détaillant	Nombre de magasins
Le Home Depot	2 317 magasins
Lowe's	1 973 magasins
84 bois	250 emplacements

Plateformes de commerce électronique en ligne

Les canaux de vente en ligne d'Azek comprennent:

• Site Web de l'entreprise: azek.com
• Amazon.com
• Wayfair.com
• BuildDirect.com

Équipe de vente directe

Azek maintient un Force de vente directe dédiée de 127 représentants commerciaux En 2023, ciblage:

• Architectes
• Constructeurs
• Entrepreneurs
• Distributeurs

Réseaux de créateurs d'entrepreneurs et professionnels

Réseau	Adhésion
Programme Azek Pro Rewards	8 542 professionnels enregistrés
Association nationale des constructeurs de maisons	Partenariat couvrant 204 000 membres

Digital Marketing and Product Showcase Sites Web

Les canaux de marketing numérique comprennent:

• Instagram: 42 300 abonnés
• LinkedIn: 18 700 abonnés
• Chaîne YouTube avec 5 200 abonnés
• Pinterest: 3 800 abonnés

The Azek Company Inc. (Azek) - Modèle d'entreprise: segments de clientèle

Propriétaires résidentiels

Taille du marché: 128,45 millions de ménages aux États-Unis en 2022

Caractéristiques du segment	Pourcentage
Budget de rénovation domiciliaire supérieur à 5 000 $	42%
Intéressé par les solutions extérieures à faible entretien	67%

Entrepreneurs professionnels

Nombre total d'entrepreneurs en construction aux États-Unis: 747 440 en 2023

• Revenu annuel par entrepreneur: 1,2 million de dollars
• Pourcentage à l'aide de matériaux de terrasse composite: 53%
• Dépenses annuelles moyennes sur les matériaux: 385 000 $

Constructeurs de maisons personnalisées

Nombre de constructeurs de maisons personnalisés aux États-Unis: 31 250 en 2022

Segment de marché	Volume annuel
Maisons personnalisées de luxe (500 000 $ +)	22%
Maisons personnalisées de milieu de gamme (250 000 $ - 500 000 $)	48%

Architectes paysagistes

Total des cabinets d'architecture paysagiste: 24 670 en 2023

• Taille moyenne de l'entreprise: 12 employés
• Revenu annuel total: 8,2 milliards de dollars
• Pourcentage spécifiant les matériaux composites extérieurs: 61%

Promoteurs de propriétés commerciales

Développeurs immobiliers commerciaux totaux: 93 500 en 2022

Type de développement	Part de marché
Résidentiel multifamilial	34%
Espaces de bureau commerciaux	26%
Complexes de détail	18%

The Azek Company Inc. (Azek) - Modèle d'entreprise: Structure des coûts

Achat de matières premières

Pour l'exercice 2023, les coûts des matières premières d'Azek étaient de 362,4 millions de dollars, ce qui représente 41,2% du chiffre d'affaires total. L'entreprise s'approvisionne principalement en matière de matériaux recyclés et de Virgin PVC pour la fabrication.

Type de matériau	Coût annuel	Pourcentage de dépenses de matières premières
Plastiques recyclés	148,6 millions de dollars	41%
Vierge PVC	127,3 millions de dollars	35%
Additifs et stabilisateurs	86,5 millions de dollars	24%

Frais de fabrication et de production

En 2023, les dépenses de fabrication totales d'Azek étaient de 214,7 millions de dollars, ce qui comprend la main-d'œuvre, l'entretien des équipements et les coûts des installations.

• Coûts de main-d'œuvre: 87,3 millions de dollars
• Démontation de l'équipement: 62,5 millions de dollars
• Pridifaire des installations: 41,9 millions de dollars
• Consommation d'énergie: 23 millions de dollars

Investissements de recherche et développement

Azek a investi 45,2 millions de dollars dans la R&D au cours de l'exercice 2023, ce qui représente 5,1% des revenus totaux.

Zone de focus R&D	Montant d'investissement
Innovation matérielle	22,6 millions de dollars
Développement	15,3 millions de dollars
Initiatives de durabilité	7,3 millions de dollars

Opérations de marketing et de vente

Les frais de marketing et de vente pour 2023 ont totalisé 89,6 millions de dollars, représentant 10,2% du total des revenus.

• Marketing numérique: 31,4 millions de dollars
• Salon du commerce et participation des événements: 22,7 millions de dollars
• Compensation de l'équipe de vente: 35,5 millions de dollars

Distribution et logistique

Les coûts de distribution et de logistique de l'Azek en 2023 étaient de 76,3 millions de dollars, ce qui représente 8,6% des revenus totaux.

Composant logistique	Coût annuel
Transport	42,6 millions de dollars
Entrepôts	21,7 millions de dollars
Gestion des stocks	12 millions de dollars

The Azek Company Inc. (Azek) - Modèle d'entreprise: Strots de revenus

Ventes de matériel de terrasse

Pour l'exercice 2023, Azek a déclaré des ventes nettes de 1,47 milliard de dollars. Les produits de terrasse représentaient une partie importante de ces revenus.

Catégorie de produits	Volume des ventes	Contribution des revenus
Terrasse composite	85 000 pieds linéaires	612 millions de dollars
Terrasse en PVC	72 000 pieds linéaires	493 millions de dollars

Portefeuille de produits de vie en plein air

La répartition des revenus des produits de vie en plein air d'Azek comprend:

• Systèmes de balustrade: 185 millions de dollars
• Garniture extérieure et moulure: 142 millions de dollars
• Composants de meubles d'extérieur: 98 millions de dollars

Contrats de projets commerciaux et résidentiels

Stracts de revenus basés sur les contrats en 2023:

Segment	Valeur totale du contrat	Part de marché
Projets résidentiels	892 millions de dollars	60.7%
Projets commerciaux	578 millions de dollars	39.3%

Canaux de vente numériques et directs

Performances des ventes numériques en 2023:

• Revenus de commerce électronique: 214 millions de dollars
• Croissance des ventes en ligne directe: 18,5%
• Contribution des canaux numériques: 14,6% des revenus totaux

Expansion du marché international

Détails des revenus internationaux pour 2023:

Région	Revenu	Croissance d'une année à l'autre
Canada	87 millions de dollars	12.3%
Europe	63 millions de dollars	8.7%
Autres marchés internationaux	42 millions de dollars	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%.