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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%.
Assess impact of James Hardie merger on growth.
Explain drivers behind residential segment growth.
What is the outlook for Scranton Products' EBITDA?
Sales synergy approach for combined company
Future recycling margin opportunity
Commercial segment margin recovery plan
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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.
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