AZEK Earnings

AZEK reported its FY2025Q2 earnings on 2025-05-06, showcasing a revenue of 452.23M against an estimate of 444.75M, resulting in a 1.68% surprise. The EPS was 0.45, surpassing the expected 0.41 by 9.76% . The stock experienced a -1.27% price change on the earnings day and a 3.75% change over the next five days, reflecting market reactions to the results.

Following AZEK's FY2025Q2 earnings announcement on 2025-05-06, the stock price moved by -1.27% on the day of the release. Over the subsequent five days, it saw a 3.75% change. Historically, AZEK's stock price tends to shift by an average of -0.12% in the 10 days leading up to earnings and +3.64% in the 10 days following, providing insight into potential market.

For 2025/Q3, analysts estimate AZEK’s annual revenue to reach 423.91M, while the EPS is projected at 0.43. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between AZEK's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AZEK's stock price typically moves by -0.12% in the 10 days before its earnings and +3.64% in the 10 days after. For the upcoming 2025/Q3 earnings, analysts expect an EPS of 0.43 and revenue of 423.91M.

The earnings call highlights strong financial performance with increased net sales, EBITDA, and free cash flow. The merger with James Hardie is expected to unlock significant synergies, suggesting future growth potential. Despite some lack of specific guidance, the overall sentiment from management and analysts is positive, especially regarding strategic moves and market expansion. The positive feedback on the merger and steady financial metrics outweigh the concerns, leading to an expected positive stock price movement.