The earnings call reflects a mixed sentiment. While Stella-Jones maintains a strong EBITDA margin and liquidity, challenges such as lower sales, reduced guidance, and specific operational setbacks like the fire incident at the Brierfield facility weigh on the overall outlook. The successful integration of Locweld and positive residential lumber trends offer some optimism.

Company Guidance -

Q3 2025

During Stella-Jones' second quarter 2025 earnings call, the company adjusted its sales guidance for the year, now expecting approximately $3.5 billion in sales, down from the previous outlook of $3.6 billion, while maintaining EBITDA margins above 17%. The reduction in sales guidance is attributed to softer demand in utility poles, particularly in Canada, and a decline in railway tie sales due to a Class 1 customer treating more ties in-house. Despite these challenges, Stella-Jones remains optimistic about its long-term growth prospects, driven by strong infrastructure demand in North America. The company also highlighted its successful acquisition and integration of Locweld, which positions it to expand in the steel transmission structure market. Additionally, Stella-Jones is on track to return more than $500 million to shareholders and ended the quarter with a net debt-to-EBITDA ratio of 2.4x, reflecting a strong financial position to support strategic growth initiatives.

Strong EBITDA Margin

Despite lower sales, the company delivered a solid EBITDA margin of 18.3% for the quarter and 18.8% year-to-date, underscoring the resilience of the business.

Successful Integration of Locweld

The acquisition of Locweld in Q2 has been successfully integrated, expanding presence in the steel transmission structure market. Locweld's sales were better than anticipated due to backlog orders.

Increased Liquidity and Shareholder Returns

The company ended the quarter with $700 million in available liquidity and returned $470 million of capital to shareholders out of the $500 million committed for the 2023 to 2025 period.

Positive Residential Lumber Outlook

Residential lumber sales showed improved volume performance in June, with expectations to achieve sales within the $600 million to $650 million target range for the year.

Stella-Jones (STLJF) 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

Daily Earnings Calendar >

STLJF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	1.13 / -	1.031	―	―	―
Aug 07, 2025	2025 (Q2)	1.28 / 1.39	1.408	-1.55% (-0.02)	―
May 07, 2025	2025 (Q1)	0.83 / 1.21	0.987	22.79% (+0.23)	―
Feb 27, 2025	2024 (Q4)	0.50 / 0.68	0.711	-5.10% (-0.04)	―
Nov 06, 2024	2024 (Q3)	1.25 / 1.03	1.386	-25.65% (-0.36)	―
Aug 07, 2024	2024 (Q2)	1.40 / 1.41	1.248	12.79% (+0.16)	―
May 08, 2024	2024 (Q1)	0.78 / 0.99	0.748	32.04% (+0.24)	―
Feb 29, 2024	2023 (Q4)	0.68 / 0.71	0.443	60.66% (+0.27)	―
Nov 07, 2023	2023 (Q3)	0.98 / 1.39	0.777	78.50% (+0.61)	―
Aug 09, 2023	2023 (Q2)	1.11 / 1.25	1.096	13.91% (+0.15)	―

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

STLJF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$57.21	$54.59	-4.58%
May 07, 2025	$48.72	$51.06	+4.80%
Feb 27, 2025	$47.59	$49.69	+4.41%
Nov 06, 2024	$62.77	$52.62	-16.17%

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 Stella-Jones Inc (STLJF) report earnings?

Stella-Jones Inc (STLJF) is schdueled to report earning on Nov 06, 2025, TBA (Confirmed).

What is Stella-Jones Inc (STLJF) earnings time?

Stella-Jones Inc (STLJF) earnings time is at Nov 06, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is STLJF EPS forecast?

STLJF EPS forecast for the fiscal quarter 2025 (Q3) is 1.13.

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