Analysts' Opinions Are Mixed on These Industrial Goods Stocks: Grupo Aeroportuario del Sureste (NYSE: ASR), WillScot Mobile Mini Holdings (NASDAQ: WSC) and Trex Company (NYSE: TREX)We are downgrading TREX share to Hold from Buy, reducing our target price to $35. We believe TREX’s underperformance (-30%, S&P 500 -0.6%) properly considers the rebased earnings profile and the difficulty in quickly regaining investor enthusiasm. Our FY27E EBITDA is down 25% from our pre-3Q25 FY27E EBITDA illustrating the “3Q25 Reset's” magnitude: weaker category, channel inventory reductions, higher advertising investment driving of revenue, and a necessary FY26 gross margin re-calibration. We underestimated TREX’s ability to sustain momentum through incremental market weakness with the “3Q25 reset” representing the consequences of a weaker category colliding with unique TREX issues, in our view. We remain confident in TREX’s long-term opportunity.