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Jewett-Cameron Trading Company (JCTC)
NASDAQ:JCTC
US Market
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Jewett-Cameron Trading Company (JCTC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 20, 2026
After Close (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
Last Year’s EPS
-0.19
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Jan 14, 2026|
% Change Since:
|
Earnings Call Sentiment|Negative
The call outlined meaningful operational actions — pricing renegotiations, headcount reductions, monetization of non-core assets, and expanded short-term liquidity — and highlighted bright spots such as a 45% increase at Greenwood and resilience in the metal fence business. However, these positives are outweighed by significant near-term financial deterioration: a swing from +18.3% to -12.5% gross margin driven by $2.2M of write-downs, a sharply higher inventory reserve, SG&A step-ups, and a substantially larger net loss of $3.9M. The company is executing remediation plans, but near-term results remain heavily impacted by inventory impairments, tariff uncertainty, and pressured categories (lumber and pet).
Company Guidance
The company guided that its clear objective is to exit FY2026 with a sustainable, more focused business model, targeting annual operating expense reductions of $1.0–$3.0 million and continuing headcount cuts (wages and benefits down to $1.2M from $1.7M) to align costs with pricing; Q1 revenue was $8.3M (down 7% from $9.3M), gross operating margin was negative 12.5% (vs. +18.3% a year ago) principally due to $2.2M of inventory write-downs, and net loss was $3.9M, or $1.12 per share (vs. a $658K loss, $0.19 per share, in Q1 2025). Management emphasized focusing on its resilient metal fence business (sales up slightly) and Greenwood (sales +45%), monetizing non‑core assets (industrial lumber, selected pet assets, wood fencing, seed processing/storage and innovation studio), reducing slow‑moving pet and lumber inventory, and improving pricing (most renegotiated price increases began implementing in 2026). On the balance sheet, inventory was $13.5M at 11/30/2025 (vs. $15.9M in August) with an inventory allowance of $3.05M (up $1.85M from August, including a $2.2M reserve adjustment); financing flexibility was increased via a NorthRim amendment (AR purchase cap raised from 80% to 90% and ceiling from $6M to $8M, inventory advance rate from 25% to 50%, max borrowing from $4M to $6.5M) and the company had $4.2M borrowed under the line as of 11/30/2025.
Revenue and Core Category Resilience
Total revenue was $8.3M in Q1 FY2026, down 7% from $9.3M a year ago, while the core metal fence business — the company's largest category — posted slight year-over-year sales growth, demonstrating resilience amid tariffs and weak consumer sentiment.
Strong Greenwood Industrial Wood Growth
Greenwood subsidiary sales increased 45% year-over-year, driven by stronger demand from municipalities and transit operators and a new non-transit industrial customer.
Inventory Reduction
Company inventory declined to $13.5M as of 11/30/2025 from $15.9M in August 2025, a reduction of ~15.1%, reflecting efforts to sell excess lumber and slow-moving product and lower warehousing exposures.
Cost-Reduction Progress — Payroll
Wages and employee benefits fell to $1.2M from $1.7M (down ~$500k, ~29.4%) as headcount reductions continued, and management targets further annual operating expense reductions of $1M–$3M to align cost structure with demand.
Pricing Renegotiations Underway
Management has renegotiated pricing agreements with most customers to recapture tariff-driven cost increases; implementation began in 2026 and is expected to support margin recovery as global trade conditions stabilize.
Improved Liquidity Flexibility
Amended financing arrangement with NorthRim increased maximum AR purchase to 90% (up from 80%) and cap to $8M (from $6M), inventory advance rate to 50% (from 25%), and maximum borrowing to $6.5M (from $4M), providing near-term liquidity and flexibility; company had $4.2M drawn as of 11/30/2025.

Jewett-Cameron Trading Company (JCTC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

JCTC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 20, 2026
2026 (Q3)
- / -
-0.185
Apr 13, 2026
2026 (Q2)
- / -0.35
-0.16-121.87% (-0.19)
Jan 14, 2026
2026 (Q1)
- / -1.12
-0.19-489.47% (-0.93)
Dec 01, 2025
2025 (Q4)
- / -1.12
-0.19-490.00% (-0.93)
Jul 14, 2025
2025 (Q3)
- / -0.18
0.044-520.45% (-0.23)
Apr 14, 2025
2025 (Q2)
- / -0.16
-0.152-5.26% (>-0.01)
Jan 14, 2025
2025 (Q1)
- / -0.19
0.369-151.49% (-0.56)
Nov 20, 2024
2024 (Q4)
- / -0.05
0.083-165.06% (-0.14)
Jul 16, 2024
2024 (Q3)
- / 0.04
0.21-79.05% (-0.17)
Apr 15, 2024
2024 (Q2)
- / -0.15
-0.27845.32% (+0.13)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

JCTC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 13, 2026
$1.69$1.81+6.79%
Jan 14, 2026
$2.25$2.12-5.78%
Dec 01, 2025
$2.52$2.13-15.44%
Jul 14, 2025
$3.79$3.53-6.86%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Jewett-Cameron Trading Company (JCTC) report earnings?
Jewett-Cameron Trading Company (JCTC) is schdueled to report earning on Jul 20, 2026, After Close (Confirmed).
    What is Jewett-Cameron Trading Company (JCTC) earnings time?
    Jewett-Cameron Trading Company (JCTC) earnings time is at Jul 20, 2026, After Close (Confirmed).
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          What is JCTC EPS forecast?
          Currently, no data Available