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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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The AZEK Company (AZEK) investor relations material
The AZEK Company Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 May, 2025
Executive summary
Achieved 8% year-over-year Q2 FY2025 net sales growth to $452.2M, with residential segment up 9% and commercial down 4%, driven by new products, channel expansion, and material conversion.
Adjusted EBITDA margin expanded 40bps to 27.5%; net income rose to $54.3M, adjusted net income to $65.6M, and adjusted diluted EPS to $0.45.
Announced proposed merger with James Hardie, expected to close in H2 2025, targeting $125M in cost synergies and $500M in incremental sales synergies.
Recognized as one of Barron's 100 Most Sustainable U.S. Companies in 2025 and received other sustainability awards.
Completed Vycom business divestiture in November 2023 for $131.8M, focusing on core segments.
Financial highlights
Q2 FY2025 net sales: $452.2M (+8% y/y); residential: $437.0M (+9% y/y); commercial: $15.2M (–4% y/y).
Adjusted EBITDA: $124.4M (+10% y/y); margin: 27.5% (+40bps y/y); adjusted net income: $65.6M (+12% y/y).
Net income: $54.3M (+9% y/y); GAAP EPS: $0.37 (+8.8% y/y); adjusted diluted EPS: $0.45 (+15.4% y/y).
Gross profit: $167.7M (+6.8% y/y); adjusted gross profit: $170.9M (+7.3% y/y); adjusted gross margin: 37.8%.
Free cash flow for Q2: $0.7M, a $34.7M improvement y/y; cash & equivalents: $146.7M; gross debt: $538.4M.
Outlook and guidance
Reaffirmed FY2025 net sales guidance: $1.52–$1.55B (+5–8% y/y); adjusted EBITDA: $403–$418M (+6–10% y/y); margin 26.5–27.0%.
Residential segment net sales expected at $1.452–$1.479B (+6–8% y/y); adjusted EBITDA: $392–$405M (+7–11% y/y).
2H25 net sales: $782–$812M (+0–4% y/y); adjusted EBITDA: $213–$228M (+1–8% y/y); margin 27.2–28.0%.
3Q25 net sales expected $413–$429M; adjusted EBITDA $115–$123M; margin 27.8–28.7%.
FY2025 capital expenditures: $110–$120M; effective tax rate: 25–26%.
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Assess sales synergies post James Hardie merger.
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Eferix Drawings Google Play
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Frequently asked questions
The AZEK Company Inc manufactures building products focused on residential and commercial construction markets. Its offerings include decking, railing, trim, and other outdoor living materials made from sustainable, engineered polymers. The company is headquartered in Chicago, Illinois, and its shares are listed on the NYSE.
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