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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
The AZEK Company
The AZEK Company (AZEK) investor relations material
The AZEK Company has been delisted
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 8.1% year-over-year net sales growth in Q2 2025 to $452.2M, with residential segment up 9% and commercial segment down 4.3%, driven by strong demand, new products, and channel expansion.
Adjusted EBITDA rose 10% to $124.4M, with margin expanding 40 bps to 27.5%; net income increased 9.1% to $54.3M; adjusted net income up 12% to $65.6M.
Announced proposed merger with James Hardie, targeting $125M in cost synergies, $500M in sales synergies, and each share to receive $26.45 in cash plus 1.0340 James Hardie shares; closing expected H2 2025.
Completed Vycom business divestiture in November 2023 for $131.8M, focusing on core segments and capital allocation.
Recognized among Barron's 100 Most Sustainable U.S. Companies and expanded recycling/manufacturing footprint with acquisitions in the western U.S. and Pennsylvania.
Financial highlights
Q2 2025 consolidated net sales: $452.2M (+8.1% YoY); residential: $437.0M (+8.6% YoY); commercial: $15.2M (–4.3% YoY).
Q2 adjusted EBITDA: $124.4M (+9.8% YoY); margin: 27.5% (+40 bps YoY); adjusted net income: $65.6M (+12.5% YoY); adjusted diluted EPS: $0.45 (+15.4% YoY).
Q2 net income: $54.3M (+9.1% YoY); GAAP EPS: $0.37 (+8.8% YoY); gross profit: $167.7M; adjusted gross margin: 37.8%.
Free cash flow: $0.7M in Q2, up $34.7M YoY; cash and equivalents: $146.7M; gross debt: $538.4M.
Net leverage ratio: 1.0x trailing twelve-month adjusted EBITDA; working capital: $300.2M.
Outlook and guidance
Reaffirmed FY2025 guidance: consolidated net sales $1.52–$1.55B (+5–8% YoY); adjusted EBITDA $403–$418M (+6–10% YoY); margin 26.5–27.0%.
Residential segment FY2025 net sales: $1.452–$1.479B (+6–8% YoY); adjusted EBITDA: $392–$405M (+7–11% YoY).
H2 2025: consolidated net sales growth 0–4% YoY; residential 0–5% YoY; adjusted EBITDA margin 27.2–28%.
Q3 2025: consolidated net sales $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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Latest events from The AZEK Company
- Residential focus, innovation, and efficiency drive growth, margin gains, and strong cash flow.AZEK
UBS Global Industrials and Transportation Conference - Record results, margin expansion, and strong FY2025 outlook driven by Residential growth.AZEKQ4 2024
- Double-digit growth and margin gains fueled by material conversion and innovation.AZEKBaird 2024 Global Industrials Conference
- Composite decking growth, retail expansion, and operational gains drive above-market performance.AZEKJefferies Global Industrial Conference 2024
- Record Q3 sales and margin gains led to raised guidance and a $600M buyback program.AZEKQ3 2024
- Double-digit growth and 27.5% margin targets are fueled by wood conversion and sustainability.AZEKThe 44th Annual William Blair Growth Stock Conference
- Double-digit growth and margin expansion driven by recycled PVC leadership and innovation.AZEKBaird 2024 Global Consumer, Technology & Services Conference
- James Hardie acquires AZEK for $8.75B, targeting $350M in synergies and market leadership.AZEKBusiness Combination
- 2025 growth will be led by new products, channel expansion, and cost savings from recycling.AZEKBarclays 42nd Annual Industrial Select Conference
- Raised FY2025 outlook after 19% sales growth and 20% adjusted EBITDA increase in Q1.AZEKQ1 2025
The AZEK Company
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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.