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Trex Company (TREX)
NYSE:TREX
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.51Last Year’s EPS
0.6Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive strategic outlook: Trex reported modest full‑year revenue growth, strong product adoption (24% of sales from new products), robust double‑digit railing growth, meaningful distribution gains, a major capacity investment (Arkansas) coming online, and materially improved operating cash flow enabling share repurchases. However, near‑term profitability was pressured in Q4 by accounting restatements, a $6 million warranty reserve charge, higher SG&A, increased depreciation and the re‑recognition of interest expense, plus a still‑challenging repair & remodel market. Overall, the operational momentum, capacity and cash‑flow strength and clear growth initiatives outweigh the short‑term margin and accounting headwinds, implying a positive outlook as Trex invests for growth.Company Guidance
Full-Year Revenue Growth and Sell-Through
Net sales for full year 2025 were $1.17 billion, up 2% year‑over‑year, with mid‑single‑digit sell‑through for the year despite a challenged R&R market.
Rapid Adoption of New Products
Products introduced in the last 36 months represented 24% of 2025 sales, up from 18% in the prior year (a 6‑point increase), demonstrating strong product innovation and consumer acceptance.
Railing Segment Momentum
Railing achieved robust double‑digit growth in 2025, with notable stocking wins and displacement of competitors in Pro and home center channels; management expects railing to be a double‑digit growth driver in 2026 and aims to double Trex's railing market share by end of 2028.
Arkansas Campus and Capacity Expansion
Little Rock (Arkansas) facility construction and start‑up remain on schedule, including on‑site production of plastic pellets; Trex invested $233 million in capex in 2025 toward the build‑out, and the facility is expected to reduce reliance on external sourcing and provide capacity and cost optimization going forward.
Expanded Distribution and Channel Presence
Expanded relationships with International Wood Products, Weekes Forest Products and Specialty Building Products, plus meaningful increases in home center and Pro stocking locations — Trex remains the only wood alternative supplier with significant presence in both of the country's largest home centers.
Early Marketing and Digital Traction
New marketing campaigns and digital investments drove considerable increases in sample program volumes and website traffic and generated double‑digit increases in lead generation for contractors — early indicators of improved purchase intent.
Strong Operating Cash Flow and Shareholder Returns
Operating cash flow for 2025 was $358 million versus $144 million in 2024. Trex returned $50 million to shareholders via repurchases (~1.5 million shares) in 2025 and the Board authorized a $150 million share repurchase program for H1 2026.
Positive 2026 Financial Guidance
Full‑year 2026 guidance: net sales $1.185 billion to $1.23 billion (low‑single to mid‑single‑digit growth), adjusted EBITDA $315 million to $340 million, SG&A expected at ~18% of net sales, depreciation & amortization ≈ $85 million, and projected capital expenditures of $100 million to $120 million.
TREX 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
TREX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $41.45 | $41.70 | +0.60% |
Nov 04, 2025 | $47.04 | $32.43 | -31.06% |
Aug 04, 2025 | $64.30 | $65.76 | +2.27% |
May 08, 2025 | $58.30 | $57.76 | -0.93% |
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 Trex Company (TREX) report earnings?
Trex Company (TREX) is schdueled to report earning on May 11, 2026, After Close (Confirmed).
What is Trex Company (TREX) earnings time?
Trex Company (TREX) earnings time is at May 11, 2026, After Close (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 TREX EPS forecast?
TREX EPS forecast for the fiscal quarter 2026 (Q1) is 0.51.