Overview
- The company projected Q2 FY26 net sales of $1.29–$1.30 billion versus roughly $1.19 billion expected by analysts.
- Guidance called for adjusted EPS of $0.26–$0.27 and adjusted EBITDA of $326–$331 million, with adjusted net income of $151–$157 million.
- CEO Aaron Erter said Siding & Trim outperformed, with organic net sales only slightly lower year over year as distributors and dealers reduced inventories less than anticipated.
- AZEK integration progressed with a positive contribution, including mid‑single‑digit sales and sell‑through growth in Deck, Rail & Accessories during the quarter.
- Shares rose about 8% on Tuesday; net debt was $4.5 billion as of Sept. 30, and final second‑quarter results with a guidance update are scheduled for Nov. 18.