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Stella-Jones Inc (TSE:SJ)
TSX:SJ
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.8Last Year’s EPS
1.94Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 12.08%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook. While Stella-Jones faces challenges in Railway Ties and weather-impacted Residential Lumber, it remains financially robust with strategic growth in the steel transmission market. The company is strategically positioned for future growth despite current headwinds.Company Guidance
During the first quarter of 2025, Stella-Jones maintained a solid financial position despite facing macroeconomic challenges. The company reported a slight organic sales decline of 5%, although it achieved a robust EBITDA margin of over 18%, excluding a 5% margin impact from an insurance settlement. Utility Poles generated $419 million in sales, marking a 4% volume decrease compared to Q1 2024, but benefiting from favorable pricing and currency impacts. Railway Ties sales dropped 14% organically, primarily due to a Class 1 customer handling more of their Railway Ties internally, while Residential Lumber sales remained stable at $88 million. The company anticipates stronger volume performance in the latter half of the year, driven by increased quoting requests and favorable contract pricing. Stella-Jones also announced its expansion into the steel transmission market with the acquisition of Lockwell, a move expected to enhance its presence in the high voltage transmission space and capitalize on a market exceeding $5 billion annually. The acquisition is anticipated to double Lockwell's capacity, with an additional $15 million investment planned to boost output and operational efficiencies. Stella-Jones ended the quarter with $700 million in available liquidity and a net debt-to-EBITDA ratio of 2.6, with plans to align the ratio within the target range by year-end.Expansion into Steel Transmission Market
Stella-Jones announced its expansion into the steel transmission market, enhancing resilience and serving growing infrastructure needs. The acquisition of Lockwell provides access to a $5 billion annual sales market.
Solid Financial Position
Despite a 5% organic sales decline, Stella-Jones maintained a robust EBITDA margin above 18% and improved cash flow used in operating activities to $16 million from $62 million last year.
Successful Acquisition and Strategic Growth
Stella-Jones acquired Lockwell for $58 million, expanding its product offering into high voltage transmission with plans for a $15 million CapEx program to double Lockwell's capacity.
TSE:SJ 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
TSE:SJ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | C$67.13 | C$70.31 | +4.73% |
Feb 27, 2025 | C$69.05 | C$71.77 | +3.95% |
Nov 06, 2024 | C$86.63 | C$74.44 | -14.08% |
Aug 07, 2024 | C$89.75 | C$84.81 | -5.51% |
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 06, 2025, TBA Not Confirmed.
What is Stella-Jones Inc (TSE:SJ) earnings time?
Stella-Jones Inc (TSE:SJ) earnings time is at Aug 06, 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 TSE:SJ EPS forecast?
TSE:SJ EPS forecast for the fiscal quarter 2025 (Q2) is 1.8.