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TickerNX
SectorConstruction
Mkt cap$930M
EV / EBITDAN/A
PostureHigh Velocity
Composite62/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1423221

Quanex Building Products Corporation

NXHIGH VELOCITYFILING INTENSITY

Quanex Building Products Corporation reads as High Velocity (composite 62/100); pressure / disclosure signals dominate the posture this cycle · primary market E&C.

Lens

Disclosed M&A capital (2023–2025)

$889M

new

vs N/A in 2020–2022

Disclosed transactions

3

new

3/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

62

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$1.8B
EBITDAN/A
Enterprise value$1.8B
EV / Revenue1.0×
EV / EBITDAN/A
P/EN/A
Cash$62M
Total debt$143M
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

33/100

Companies actively deploying disclosed capital into M&A

  • $1.5B disclosed buyer spend

Buyer Cadence

6/100

Buyer-side companies with recent filing activity

  • 191 8-Ks

Target Probability

18/100

Issuers showing target-side patterns from filings

  • 5 activism filings

Spin/Carve

2/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 7 spin pre-registrations
  • Latest event 18y ago; heavily discounted
  • 5 activism filings

Pressure Watch

37/100

Issuers facing activism, governance, or control pressure

  • 5 activism filings
  • Latest activism 1.8y ago

Distress Watch

18/100

Issuers showing financial-distress filing patterns

  • 5 activism filings

Restatement Risk

34/100

Issuers with accounting-integrity flags from filings

  • 2 auditor changes
  • 1 NT late filing
  • Latest event 4mo ago

Capital Velocity

Dominant
62/100

Issuers with the highest filing-activity intensity

  • 191 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $1.8B
  • 10-Q 81d ago
  • 4 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $399M · Peak count: 1

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20251$399M$399MN/A
20241$399M$399MN/A
20231$91M$91MN/A
2022N/AN/AN/AN/A
2021N/AN/AN/AN/A
2020N/AN/AN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Bolt On
    20%
  • Geographic Expansion
    20%
  • Horizontal Consolidation
    20%
  • Tuck In
    20%
  • Platform
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • bolt_on
  • geographic_expansion
  • horizontal_consolidation
  • tuck_in
  • platform
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

This strategic acquisition creates an enlarged group with significant cross-selling opportunities amongst a highly complementary customer base

10-KFY2024

Our strategy for deploying cash is to invest in organic growth opportunities, develop our infrastructure, and explore strategic acquisitions.

10-KFY2020

this acquisition expands our vinyl extrusion product offerings and expands our international presence in the global fenestration business

10-KFY2015

we acquired a platform from which to sell vinyl extruded lineal for house systems to smaller customers primarily in the United Kingdom

10-KFY2015

increases the Company’s global reach by adding Tyman’s international footprint

10-KFY2024
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

E&C

Market spend (2023–2025)
$50.9B
Market spend (2020–2022)
$33.3B
Recent vs prior
+53%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

N/AEV / EBITDA

NX trades at a -44.0-turn discount to the E&C peer median of 20.6×.

EV / Revenue
1.0×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
20.6×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
46.8×3.8×2.0×$30B$5.4B
25.1×4.9×-0.3×$21.6B$1.2B
20.6×1.1×0.2×$9.8B$6B
19.2×1.3×3.0×$13.2B$32M
8.1×5.5×-0.4×$1.2B$598M

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in E&C. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)182025-12-12
  • 10-Q (quarterly)552026-03-06
  • 8-K (event)1912026-03-05
  • Proxy / DEF 14A312026-01-28
  • Activism (13D / DFAN / PREC)52024-08-02

Signals on file

  • elevated

    Auditor change

    2026-01-16

    2 Item 4.01 filings on file; certifying accountant change.

  • watch

    Late-filing notice

    2011-06-09

    1 NT 10-K/10-Q filing on file.

  • elevated

    Spin registration

    2008-04-04

    7 Form 10-12 filings on file; pre-spin registration.

  • elevated

    Activism on file

    2024-08-02

    5 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Spin/Carve candidate

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.