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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.
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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