Industry Overview - The Zacks Building Products - Air Conditioner & Heating industry includes designers, manufacturers, and marketers of products for heating, ventilation, air conditioning, and refrigeration markets, including rooftop units, chillers, and thermostats [3] - The industry is currently facing challenges from housing market volatility, economic uncertainty, and shifting regulations, particularly in Europe and China [1][5] Economic and Market Trends - Higher interest rates and cautious consumer spending may slow renovation and construction activity, impacting demand for HVAC products [1][4] - The European market is experiencing political and economic uncertainty, affecting demand for residential HVAC solutions, with upcoming elections and policy changes introducing further uncertainty [5] - Trade policy risks, including potential tariffs on imports and raw materials, may disrupt supply chains and increase production costs [6] Company Performance and Strategies - Companies like Carrier Global Corporation, Comfort Systems USA, and The AZEK Company are positioned to benefit from pro-environmental initiatives in the U.S., supporting demand for energy-efficient solutions [2][9] - Investments in digitalization, distribution expansion, and strategic acquisitions are driving growth, while service-based revenues provide stability during market fluctuations [2][10] Financial Performance - The Zacks Building Products - Air Conditioner & Heating industry has outperformed the broader Zacks Construction sector and S&P 500 Composite over the past year, gaining 18.1% compared to the sector's 3.1% decline [15] - The industry's current valuation is at a forward P/E of 26.82X, higher than the S&P 500's 21.24X and the sector's 16.36X [17] Company Highlights - **AZEK**: Focuses on environmentally sustainable outdoor living products, with a strong residential segment and recent acquisitions to enhance recycling capabilities [20][21] - **Carrier Global**: Engages in innovative climate and energy solutions, with strategic transformations and new product launches expected to drive revenue [22][23] - **Comfort Systems**: A national provider of HVAC services, with a diversified revenue base and strong growth in technology and manufacturing sectors [25][26]

Investors in The AZEK Company Inc. (AZEK) need to pay close attention to the stock based on moves in the options market lately. That is because the Jun 20, 2025 $25.00 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could ...

The AZEK Company Inc. (AZEK) recently beat on earnings and raised full year guidance. This Zacks Rank #1 (Strong Buy) is expected to grow revenue 8.3% this year.The AZEK Company designs and manufactures low maintenance and environmentally sustainable outdoor living products including TimberTech Decking and Railing, Versatex and AZEK Trim, and StruXure pergolas.Its products are made from up to 85% recycled material and primarily replace wood on the outside of homes.Headquartered in Chicago, it operates manuf ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyon ...

Company Overview - The AZEK Company (NYSE: AZEK) is experiencing strong double-digit growth in its residential segment as it enters the first quarter of FY25, driven by healthy demand for its products and robust sell-through growth [1] Demand Environment - The demand environment for AZEK's products remains favorable, contributing to the company's positive performance in the residential segment [1]

The AZEK Company (AZEK) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, AZEK broke through the 50-day moving average, which suggests a short-term bullish trend.The 50-day simple moving average, which is one of three major moving averages, is widely used by traders and analysts to establish support and resistance levels for a range of securities. Because it's the first sign of an up or down trend, the 50-day is considered to be more importan ...

Efficiency level measures a company’s capability to transform available input into output and is often considered an important parameter for gauging its potential to make profits.A company with a high efficiency level is expected to provide stellar returns as it is believed to be positively correlated with price performance.However, at times, it becomes difficult to measure the efficiency level of a company. This is why one must consider popular efficiency ratios while selecting stocks.To that end, Brinker ...

The AZEK Company (NYSE: AZEK ) has slackened growth in recent years due to unprecedented weakness in the Repair & Remodel (R&R) market. Under the assumption of a flat R&R market, the management projects 5%-7% revenue growth for Fiscal YearAnalyst’s Disclosure: I/we have a beneficial long position in the shares of AZEK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Al ...

Core Viewpoint - The AZEK Company is identified as a promising growth stock due to its strong earnings growth, cash flow growth, and positive earnings estimate revisions, positioning it well for outperformance in the market [2][9]. Earnings Growth - The historical EPS growth rate for The AZEK Company is 4.1%, but projected EPS growth for this year is expected to be 18.3%, surpassing the industry average of 15.7% [4]. Cash Flow Growth - The AZEK Company has a year-over-year cash flow growth of 25.6%, which is higher than many peers and compares favorably to the industry average of 25% [5]. - The company's annualized cash flow growth rate over the past 3-5 years is 32.7%, significantly above the industry average of 16.6% [6]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for The AZEK Company, with the Zacks Consensus Estimate for the current year increasing by 0.2% over the past month [7].

Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _____________________________________________________________________________________________ FORM 10-Q _____________________________________________________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT O ...