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Stella-Jones Inc (TSE:SJ)
TSX:SJ
Canadian Market
SJ
Stella-Jones
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Stella-Jones (SJ) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 12, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
1.91
Last Year’s EPS
1.91
Same Quarter Last Year
Analyst Consensus
Moderate Buy
Based on 6 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call reflected a balanced view with strong sales growth, strategic acquisitions, and robust cash generation being offset by challenges in railway ties volumes and spot market pricing. The company remains optimistic about its strategic initiatives and long-term growth trajectory.
Company Guidance
During Stella-Jones' third quarter 2025 earnings call, the company provided detailed guidance and metrics reflecting its financial health and strategic initiatives. Organic sales growth was reported at 2%, boosted by higher infrastructure volumes, with total sales up 5% year-over-year due to acquisitions. The utility poles segment saw sales increase to $480 million, a rise from $448 million in 2024. However, spot market pricing pressures led to a 3% decline in utility pole pricing. The railway ties segment showed a slight increase in sales to $211 million, driven by improved pricing, while residential lumber sales rose to $201 million due to higher inventory costs. The company maintained strong EBITDA margins of 17.8%, with an EBITDA of $171 million. Cash flows from operations exceeded $500 million over the past 12 months, supporting strategic investments and shareholder returns, including a new normal course issuer bid for share buybacks. The company also highlighted its ongoing commitment to ESG initiatives, such as reducing greenhouse gas emissions. Looking ahead, Stella-Jones expects utility pole sales growth in the low-single-digit range for 2025 and is focusing on strategic acquisitions like Brooks to enhance its product offerings and market presence.
Organic Sales Growth
The company reported a 2% organic sales growth compared to the prior year quarter, driven by higher infrastructure volumes, primarily for utility poles.
EBITDA Increase
EBITDA increased to $171 million with a solid EBITDA margin of 17.8%, led by higher volumes.
Utility Poles Sales Growth
Sales for utility poles increased to $480 million in the third quarter, up from $448 million in the same period in 2024, driven by a 5% volume increase.
Brooks Acquisition
The company announced the closing of the Brooks acquisition, expanding its product offering and presence in the wood distribution crossarm and transmission framing component markets.
Strong Cash Generation
Cash generated from operating activities was $198 million compared to $186 million in Q3 last year, aided by a reduction in inventory.
New ESG Milestones
The company published its latest ESG report, highlighting progress in sustainability efforts, including limited assurance of Scope 1 and Scope 2 greenhouse gas emissions.

Stella-Jones (TSE:SJ) 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 >

TSE:SJ Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 12, 2026
2026 (Q2)
1.91 / -
1.91―――
May 06, 2026
2026 (Q1)
1.17 / 1.10
1.67-34.13% (-0.57)
Feb 26, 2026
2025 (Q4)
1.01 / 0.91
0.93-2.15% (-0.02)
Nov 05, 2025
2025 (Q3)
1.55 / 1.59
1.4211.97% (+0.17)―
Aug 07, 2025
2025 (Q2)
1.77 / 1.91
1.94-1.55% (-0.03)―
May 07, 2025
2025 (Q1)
1.15 / 1.67
1.3622.79% (+0.31)―
Feb 27, 2025
2024 (Q4)
0.69 / 0.93
0.98-5.10% (-0.05)―
Nov 06, 2024
2024 (Q3)
1.72 / 1.42
1.91-25.65% (-0.49)―
Aug 07, 2024
2024 (Q2)
1.93 / 1.94
1.7212.79% (+0.22)―
May 08, 2024
2024 (Q1)
1.07 / 1.36
1.0332.04% (+0.33)―
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

TSE:SJ Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 06, 2026
C$83.14C$76.68-7.77%
Feb 26, 2026
C$94.84C$91.99-3.01%
Nov 05, 2025
C$78.65C$82.01+4.27%
Aug 07, 2025
C$77.28C$73.36-5.08%
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 (TSE:SJ) report earnings?
Stella-Jones Inc (TSE:SJ) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
    What is Stella-Jones Inc (TSE:SJ) earnings time?
    Stella-Jones Inc (TSE:SJ) earnings time is at Aug 12, 2026, 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 TSE:SJ EPS forecast?
          TSE:SJ EPS forecast for the fiscal quarter 2026 (Q2) is 1.91.