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Stella-Jones (STLJF)
:STLJF
Earnings Data
Report Date
May 07, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.81Last Year’s EPS
0.95Same Quarter Last Year
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 27, 2025
|% Change Since: -1.42%
|Next Earnings Date:May 07, 2025
Earnings Call Sentiment|Positive
Stella-Jones demonstrated robust growth with consistent sales and EBITDA increases, strong performance in key segments, and significant capital return to shareholders. However, there were challenges with a decline in utility pole volumes and a softer Q4 EBITDA. Despite these challenges, the company's strategic initiatives and financial flexibility position it well for future growth.Company Guidance
In Stella-Jones' fourth quarter earnings call for 2024, the company reported a 5% increase in annual sales to $3.5 billion, driven by a 6% organic growth in both utility poles and railway ties. EBITDA rose to $633 million, maintaining a margin of over 18%. For the fourth quarter, sales increased by 6% to $730 million, with utility poles generating $385 million in sales despite a 4% volume decline. Railway ties sales grew by 15% to $193 million, reflecting strong Class 1 demand. Residential lumber sales rose 12% to $93 million, ending the year within the $600 million to $650 million target range. The company maintained a disciplined capital allocation strategy, increasing its dividend by 22% to $1.12 per share, and initiating a normal course issuer bid. Stella-Jones reported $408 million in cash from operations and $275 million in free cash flow for the year. Looking forward, the company anticipates mid-single-digit growth in utility poles and low-single-digit growth for railway ties in 2025, while maintaining an EBITDA margin of at least 17%.Consistent Sales and EBITDA Growth
Stella-Jones achieved a 5% increase in sales to $3.5 billion and a 4% growth in EBITDA to $633 million for the year 2024, maintaining an EBITDA margin of over 18%.
Strong Performance in Railway Ties and Residential Lumber
Railway ties sales grew by 15% in Q4 and achieved a mid-single-digit sales growth for the third consecutive year. Residential lumber sales increased by 12% organically in Q4, staying within the $600 million to $650 million target range.
Dividend Increase and Strong Capital Return
The company increased its dividend payout by 22% to $1.12 per share in 2024 and announced an 11% increase in the quarterly dividend to $0.31 per share, marking the 21st consecutive annual increase.
Successful Bond Offering
Stella-Jones completed an inaugural bond offering of $400 million for seven years, enhancing financial flexibility.
Commitment to Sustainability
Made significant strides in reducing greenhouse gas emissions, finalizing solar panel installations expected to cover 48% of a facility's electrical consumption.
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STLJF Earnings History
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
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STLJF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 27, 2025 | $48.00 | $50.12 | +4.42% |
| Nov 06, 2024 | $63.31 | $53.07 | -16.17% |
| Aug 07, 2024 | $66.04 | $62.21 | -5.80% |
| May 08, 2024 | $52.33 | $58.06 | +10.95% |
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.
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FAQ
When does Stella-Jones (STLJF) report earnings?
Stella-Jones (STLJF) is schdueled to report earning on May 07, 2025, TBA Not Confirmed.
What is Stella-Jones (STLJF) earnings time?
Stella-Jones (STLJF) earnings time is at May 07, 2025, TBA Not 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 (Q1) is 0.81.
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