What factors could impact AZEK's future EPS?

Several factors could impact AZEK's future EPS (Earnings Per Share):

1. **Residential Segment Performance**: AZEK's EPS is influenced by the performance of its Residential Segment. A strong double-digit residential sell-through growth year-over-year has contributed to the company's earnings growth. Continued growth in this segment could positively impact future EPS.
2. **New Product Launches and Innovation**: AZEK has had new product launches that are generating excitement from their contractor and dealer partners, which has contributed to its financial performance. Ongoing innovation and successful product introductions could support future EPS growth.
3. **Market Conditions and Trends**: The broader market conditions and trends in the homebuilding and building products sector can impact AZEK's EPS. For example, the repair and remodel market and conditions in the construction sector have affected the company's performance. Monitoring these trends is crucial for understanding future EPS potential.
4. **Cost Management and Productivity**: AZEK's gross profit margin and EBITDA have improved due to material deflation, enhanced manufacturing productivity, and successful execution of material cost productivity initiatives. Effective cost management and operational efficiency could positively influence future EPS.
5. **Acquisition and Integration**: The recently announced merger with James Hardie is expected to be accretive to AZEK's EPS from fiscal year 2027. The integration of this acquisition and any future mergers or acquisitions could impact future EPS, depending on the financial performance of the combined entities.
6. **Economic Factors**: General economic conditions, including interest rates, housing market trends, and consumer spending, can affect AZEK's sales and, consequently, its EPS. A strong housing market and favorable economic conditions can support higher EPS.

In summary, factors such as residential segment performance, new product launches, market conditions, cost management, acquisitions, and economic factors are likely to impact AZEK's future EPS.