The earnings call reflects a balanced outlook with strong EBITDA margins and successful acquisition integration against a backdrop of adjusted sales guidance and challenges in railway tie sales. While there are clear growth areas, some caution is noted due to macroeconomic conditions and specific operational challenges.

Company Guidance

During Stella-Jones' second quarter earnings call for 2025, the company provided an updated guidance amidst softer sales volumes and macroeconomic challenges. The company revised its full-year sales outlook to approximately $3.5 billion, down from the previous $3.6 billion estimate, primarily due to lower demand for utility poles and railway ties. Despite the sales decline, Stella-Jones maintained a strong EBITDA margin of 18.3% for the quarter and expects to sustain margins above 17% for the year. The company highlighted the successful integration of Locweld, which enhanced their presence in the steel transmission structure market, contributing positively to their utility pole segment. While utility pole sales experienced a 4% organic decline, the company projects low single-digit growth in this segment for the remainder of the year, driven by improved quoting activity and new customer agreements. Railway tie sales were down 11% organically, affected by a Class 1 customer treating more ties internally, but Stella-Jones aims to offset this with increased commercial sales. Residential lumber sales remained stable, with the company optimistic about achieving the $600 million to $650 million target range. Stella-Jones continues to focus on strategic growth through acquisitions, maintaining leverage within target levels, and returning over $500 million to shareholders by 2025.

Strong EBITDA Margin

Stella-Jones reported an EBITDA margin of 18.3% for Q2 2025 and 18.8% year-to-date, exceeding the 17% target, demonstrating resilience despite lower sales.

Successful Acquisition of Locweld

The acquisition of Locweld has been successfully integrated, providing a presence in the steel transmission structure market with a 5-year commitment from a major North American utility.

Improved Liquidity Position

The company ended Q2 with $700 million in available liquidity and a net debt-to-EBITDA ratio of 2.4x, indicating a strong balance sheet and financial flexibility.

Positive Residential Lumber Outlook

Sales for residential lumber were stable in Q2 2025, with expectations to achieve sales within the $600 million to $650 million target range for the year.

Utility Pole Volume Recovery

There is a steady trend of increasing utility pole volumes year-over-year, with expectations of low single-digit sales growth in the second half of 2025.

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 / -	1.029	―	―	―
Aug 07, 2025	2025 (Q2)	1.28 / 1.38	1.405	-1.55% (-0.02)	―
May 07, 2025	2025 (Q1)	0.83 / 1.21	0.985	22.79% (+0.22)	―
Feb 27, 2025	2024 (Q4)	0.50 / 0.67	0.71	-5.10% (-0.04)	―
Nov 06, 2024	2024 (Q3)	1.24 / 1.03	1.384	-25.65% (-0.35)	―
Aug 07, 2024	2024 (Q2)	1.40 / 1.41	1.246	12.79% (+0.16)	―
May 08, 2024	2024 (Q1)	0.78 / 0.99	0.746	32.04% (+0.24)	―
Feb 29, 2024	2023 (Q4)	0.68 / 0.71	0.442	60.66% (+0.27)	―
Nov 07, 2023	2023 (Q3)	0.98 / 1.38	0.775	78.50% (+0.61)	―
Aug 09, 2023	2023 (Q2)	1.10 / 1.25	1.094	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	$56.98	$54.38	-4.56%
May 07, 2025	$48.53	$50.85	+4.78%
Feb 27, 2025	$47.40	$49.49	+4.41%
Nov 06, 2024	$62.52	$52.41	-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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