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    Justin Mechetti • Sidoti & Company, LLC

    Justin Mechetti's questions to Quanex Building Products Corp (NX) leadership

    Justin Mechetti's questions to Quanex Building Products Corp (NX) leadership • Q2 2025

    Question

    Justin Mechetti, on behalf of Julio Romero from Sidoti & Company, LLC, requested specifics on where in the Tyman portfolio cost synergies were realized faster than expected and sought clarification on the full-year guidance for depreciation and amortization (D&A).

    Answer

    Scott Zuehlke, SVP, CFO & Treasurer, clarified that the accelerated synergies were primarily from procurement and corporate functions like finance, HR, and IT. He also confirmed that the Q2 intangible asset amortization of $6.5 million is a good quarterly run rate and reaffirmed the full-year adjusted D&A guidance of approximately $60 million.

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    Justin Mechetti's questions to Quanex Building Products Corp (NX) leadership • Q1 2025

    Question

    Justin Mechetti inquired about the Tyman segment's adjusted EBITDA margin appearing low compared to the European segment, and asked how the new Jackson, Georgia facility strengthens Quanex's competitive position.

    Answer

    CEO George Wilson explained that the Tyman business is not directly comparable to the legacy European Fenestration segment because 60-70% of Tyman's operations are in North America, which influences its margin profile and seasonality. Regarding the Jackson facility, Wilson stated it was a strategic decision to better serve regional customers, reduce freight costs, and add capacity for mixing and compounding, which supports growth in adjacent markets like flashing tapes and solar products.

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