Trex Company（TREX）株式概要トレックス社は、米国でコンポジット・デッキおよび手すり製品を製造・販売している。 詳細TREX ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績2/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より39.4%で取引されている アナリストらは、株価が25.4%上昇するだろうとほぼ一致している。 リスク分析TREX リスクチェックを通過した。すべてのリスクチェックを見るTREX Community Fair Values Create NarrativeSee what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN13.8% undervaluedAnalystConsensusTarget•3mo agoEco Friendly Home Improvement Trends Will Shape Composite Decking Demand Ahead19905AN1.9% undervaluedAnalystLowTarget•1mo agoResidential Decking Reliance And Rising Costs Will Limit Prospects3100AN34.1% undervaluedAnalystHighTarget•18d agoSustainable Urbanization Will Revolutionize Composite Construction Trends2400Top Analyst NarrativesAN13.8% undervaluedAnalystConsensusTarget•3mo agoEco Friendly Home Improvement Trends Will Shape Composite Decking Demand Ahead19905AN1.9% undervaluedAnalystLowTarget•1mo agoResidential Decking Reliance And Rising Costs Will Limit Prospects3100AN34.1% undervaluedAnalystHighTarget•18d agoSustainable Urbanization Will Revolutionize Composite Construction Trends2400View all narrativesTrex Company, Inc. 競合他社AZZSymbol: NYSE:AZZMarket cap: US$4.1bFortune Brands InnovationsSymbol: NYSE:FBINMarket cap: US$4.0bCSW IndustrialsSymbol: NYSE:CSWMarket cap: US$4.2bGriffonSymbol: NYSE:GFFMarket cap: US$3.7b価格と性能株価の高値、安値、推移の概要Trex Company過去の株価現在の株価US$38.2552週高値US$68.7852週安値US$29.77ベータ1.511ヶ月の変化-12.09%3ヶ月変化-7.88%1年変化-32.71%3年間の変化-28.97%5年間の変化-60.71%IPOからの変化2,590.11%最新ニュースSeeking Alpha • May 19Trex Company: Growth Is Intact, Valuation Is The ProblemSummary Trex Company has outperformed the S&P 500, rising 20.6% since November, but I maintain a "Hold" rating. Revenue growth remains slow, with higher prices offset by lower volumes and margin compression due to fixed costs. Management is investing in AI, digital tools, and product innovation, targeting expansion in decking, railing, and adjacent markets. Despite long-term catalysts and a relatively low valuation versus peers, near-term profitability headwinds and economic uncertainty warrant caution. Read the full article on Seeking Alphaライブニュース • May 14Trex Company Surpasses Q1 Earnings Estimates With Share Buyback and Leadership FocusTrex Company reported Q1 2026 revenue of $343.4 million, up 1% year over year, with adjusted EPS of $0.59 that was 16.1% above Wall Street expectations. Management reaffirmed full-year 2026 revenue guidance of about $1.21 billion and raised its EBITDA outlook, while also authorizing a $150 million share repurchase plan that includes a $100 million accelerated buyback. The company expanded its revolving credit facility to $700 million and continued investing in its Arkansas manufacturing site. New CEO Adam Zambanini outlined five long-term priorities focused on product mix, marketing, distribution, margins and growth support, and Zachary C. Lauer was appointed COO to drive operational execution. The combination of an earnings beat, reaffirmed guidance and a larger credit facility indicates a company emphasizing its premium product focus and operational efficiency while maintaining balance sheet flexibility. Key angles to watch include how effectively Trex converts these capital investments and leadership changes into sustained margin performance and whether share repurchases remain disciplined alongside growth spending.分析記事 • May 09Results: Trex Company, Inc. Beat Earnings Expectations And Analysts Now Have New ForecastsTrex Company, Inc. ( NYSE:TREX ) last week reported its latest quarterly results, which makes it a good time for...お知らせ • May 09Trex Company, Inc. Provides Earnings Guidance for the Second Quarter of 2026 and Reaffirms Earnings Guidance for the Full Year of 2026Trex Company, Inc. provided earnings guidance for the second quarter of 2026 and reaffirmed earnings guidance for the full year of 2026. For the quarter, the company expects revenue to be in the range of $388 million to $403 million. For the year, the company expects net sales to be in the range from $1.185 billion to $1.230 billion.Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.58 (up from US$0.56 in 1Q 2025). Revenue: US$343.4m (up 1.0% from 1Q 2025). Net income: US$61.4m (up 1.6% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • May 05Trex Company, Inc. Appoints Zachary C. Lauer as Senior Vice President, Chief Operations OfficerTrex Company, Inc. announced the appointment of Zachary C. Lauer as Senior Vice President, Chief Operations Officer. Lauer brings more than two decades of experience in operations, supply chain, and manufacturing leadership, including ten years with Trex. Most recently, he served as Senior Vice President, Supply Chain and Manufacturing. Prior to that, he held the role of Group Vice President, Supply Chain, and served in multiple leadership positions, including Vice President and Senior Director of the Company. Before joining Trex, Lauer held numerous senior roles in supply chain, manufacturing, and engineering at Newell-Rubbermaid Company and Federal-Mogul. He holds an MBA from Villanova University and a BS in Aerospace Engineering from the United States Military Academy. In this role, Lauer will lead the Company’s manufacturing, supply chain, engineering, and R&D functions, driving operational excellence and enabling Trex’s continued growth.最新情報をもっと見るRecent updatesSeeking Alpha • May 19Trex Company: Growth Is Intact, Valuation Is The ProblemSummary Trex Company has outperformed the S&P 500, rising 20.6% since November, but I maintain a "Hold" rating. Revenue growth remains slow, with higher prices offset by lower volumes and margin compression due to fixed costs. Management is investing in AI, digital tools, and product innovation, targeting expansion in decking, railing, and adjacent markets. Despite long-term catalysts and a relatively low valuation versus peers, near-term profitability headwinds and economic uncertainty warrant caution. Read the full article on Seeking Alphaライブニュース • May 14Trex Company Surpasses Q1 Earnings Estimates With Share Buyback and Leadership FocusTrex Company reported Q1 2026 revenue of $343.4 million, up 1% year over year, with adjusted EPS of $0.59 that was 16.1% above Wall Street expectations. Management reaffirmed full-year 2026 revenue guidance of about $1.21 billion and raised its EBITDA outlook, while also authorizing a $150 million share repurchase plan that includes a $100 million accelerated buyback. The company expanded its revolving credit facility to $700 million and continued investing in its Arkansas manufacturing site. New CEO Adam Zambanini outlined five long-term priorities focused on product mix, marketing, distribution, margins and growth support, and Zachary C. Lauer was appointed COO to drive operational execution. The combination of an earnings beat, reaffirmed guidance and a larger credit facility indicates a company emphasizing its premium product focus and operational efficiency while maintaining balance sheet flexibility. Key angles to watch include how effectively Trex converts these capital investments and leadership changes into sustained margin performance and whether share repurchases remain disciplined alongside growth spending.分析記事 • May 09Results: Trex Company, Inc. Beat Earnings Expectations And Analysts Now Have New ForecastsTrex Company, Inc. ( NYSE:TREX ) last week reported its latest quarterly results, which makes it a good time for...お知らせ • May 09Trex Company, Inc. Provides Earnings Guidance for the Second Quarter of 2026 and Reaffirms Earnings Guidance for the Full Year of 2026Trex Company, Inc. provided earnings guidance for the second quarter of 2026 and reaffirmed earnings guidance for the full year of 2026. For the quarter, the company expects revenue to be in the range of $388 million to $403 million. For the year, the company expects net sales to be in the range from $1.185 billion to $1.230 billion.Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.58 (up from US$0.56 in 1Q 2025). Revenue: US$343.4m (up 1.0% from 1Q 2025). Net income: US$61.4m (up 1.6% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • May 05Trex Company, Inc. Appoints Zachary C. Lauer as Senior Vice President, Chief Operations OfficerTrex Company, Inc. announced the appointment of Zachary C. Lauer as Senior Vice President, Chief Operations Officer. Lauer brings more than two decades of experience in operations, supply chain, and manufacturing leadership, including ten years with Trex. Most recently, he served as Senior Vice President, Supply Chain and Manufacturing. Prior to that, he held the role of Group Vice President, Supply Chain, and served in multiple leadership positions, including Vice President and Senior Director of the Company. Before joining Trex, Lauer held numerous senior roles in supply chain, manufacturing, and engineering at Newell-Rubbermaid Company and Federal-Mogul. He holds an MBA from Villanova University and a BS in Aerospace Engineering from the United States Military Academy. In this role, Lauer will lead the Company’s manufacturing, supply chain, engineering, and R&D functions, driving operational excellence and enabling Trex’s continued growth.ナラティブの更新 • May 03TREX: Contractor Demand And New Leadership Will Support Multi Year Rebound PotentialAnalysts trimmed the blended price target for Trex Company by a small amount to $58. This reflects slightly higher discount rate assumptions and mixed recent research that includes modest target cuts alongside supportive contractor survey findings and updated models following the latest Q4 results and 2026 guidance.ナラティブの更新 • Apr 18TREX: Contractor Demand And New Leadership Will Drive Long-Term UpsideAnalysts nudged the Trex Company fair value estimate to $58.00 from $57.00, citing stronger contractor survey data, Q4 results that topped expectations, and updated models that reflect higher revenue growth, firmer profit margins, and a lower future P/E assumption. Analyst Commentary Recent research updates around Trex point to a cluster of higher price targets, an upgrade in rating, and generally constructive commentary following the latest Q4 report and 2026 outlook.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$41.29, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Building industry in the US. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$77.02 per share.お知らせ • Apr 09Trex Company, Inc. to Report Q1, 2026 Results on May 07, 2026Trex Company, Inc. announced that they will report Q1, 2026 results at 6:30 AM, US Eastern Standard Time on May 07, 2026ナラティブの更新 • Apr 04TREX: 2026 Guidance And Fire Safety Focus Will Shape Balanced OutlookAnalysts have nudged the fair value estimate for Trex Company in line with a wave of higher Street price targets in the $37.50 to $58 range, citing Q4 results, updated 2026 guidance, and management's focus on product innovation and category growth as key supports for their revised views. Analyst Commentary Recent research updates on Trex show a mixed but generally constructive tone, with many firms lifting price targets following the Q4 report and 2026 guidance.お知らせ • Mar 25Trex Company Unveils Performance-Engineered Brand PlatformTrex Company was the world’s largest manufacturer of wood-alternative decking, railing and high-performance outdoor living products. Featuring fresh creative and high-profile lifestyle and sports integrations, the ambitious marketing campaign puts real-life performance front and center. From everyday wear-and-tear to extreme weather and demanding site conditions, outdoor materials must stand up to everything from moisture and heat to scratches and heavy use – without the need for constant upkeep. Whether installed beside a backyard pool, along a saltwater dock, or in areas subject to strict fire-safety codes, Trex decking is engineered to withstand those realities, empowering homeowners to live fully outside with confidence and without compromise. At the heart of the 2026 rollout is a trio of dynamic new television spots developed in collaboration with Nashville-based agency BUNTIN and Los Angeles-based production partner TOOL. The three creative concepts bring the advantages of Trex decking and railing to life through relatable, everyday scenarios. Spots launching this week include: “No Regrets” – a humorous side-by-side comparison of a frustrated wood dock owner burdened by sanding and staining versus a carefree Trex dock owner enjoying life on the water, spotlighting Trex’s 100% submersible, marine-grade performance. “It’s Alright” – a lighthearted but reassuring reminder that when homeowners choose Trex – and a trusted TrexPro builder – they’re choosing a seamless experience from concept to completion. Going live later this spring, the third spot titled “Anthem” highlights the innovation, design sophistication and easy ownership that set Trex apart. Low-angle cinematic shots showcase the intricate details of Trex decking, punctuated by graphic callouts reinforcing the brand’s leadership in key areas, from wood-like aesthetics and sustainability to its extensive decking & railing options and a trusted TrexPro contractor network. The camera then pulls back to a sweeping waterfront scene as two adults dive playfully into the pool, ending with the declaration: Trex. Performance-Engineered for Your Life Outdoors. The new Trex commercials will run nationally across broadcast, streaming TV, streaming audio and digital channels throughout 2026 with a focus on high-reach lifestyle networks (e.g., HGTV, Magnolia, FOOD, Disney+, Paramount+, HULU and MAX) and targeted sports programming (e.g., ESPN, Golf Channel). The integrated campaign also includes new radio spots, social concepts and public relations initiatives reinforcing how Trex stands up to real-world backyard challenges without compromise. Additionally, Trex will further amplify brand exposure through high-profile sponsorship integrations including the 2026 HGTV Dream Home and 2026 HGTV Smart Home, the American Century Championship celebrity golf event, and the highly anticipated return of NBC’s golf reality competition series “The Big Break.” These premium partnerships align the brand with platforms that resonate strongly with homeowners and building professionals alike. This consumer push is matched by a robust, integrated trade strategy designed to reach and engage contractors and dealers where they are – on and off the clock. Dedicated creative emphasizes installation consistency, product reliability and the strength of the TrexPro network – positioning Trex as a partner that helps builders protect their reputations, grow their businesses and deliver exceptional outdoor spaces.ナラティブの更新 • Mar 21TREX: 2026 Outlook And Fire Safety Products Will Balance Margin ConcernsAnalysts have raised Trex Company's average price target into the low to mid $40s, citing better-than-expected Q4 results, 2026 guidance that is in line with or above prior models, and a stronger outlook for product innovation, margins, and category growth. Analyst Commentary Recent Street research around Trex Company skews constructive, with several firms lifting price targets into the low to high US$40s and US$50s range after the Q4 report and 2026 outlook.お知らせ • Mar 17+ 1 more updateTrex Company, Inc., Annual General Meeting, Apr 28, 2026Trex Company, Inc., Annual General Meeting, Apr 28, 2026. Location: trex university, 331 apple valley road, virginia, winchester United StatesRecent Insider Transactions • Mar 12Independent Director recently bought US$504k worth of stockOn the 3rd of March, B. Rose bought around 12k shares on-market at roughly US$40.68 per share. This transaction increased B.'s direct individual holding by 8x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$695k more in shares than they have sold in the last 12 months.お知らせ • Mar 10Trex Company Introduces Fire-Resistant Outdoor DeckingTrex Company introduced Trex Refuge decking, which is engineered to resist fire ignition and slow flame spread. Trex Refuge decking is a new offering from the category leader that is engineered to resist fire ignition and slow flame spread. The polymer PVC boards are backed by independent third-party testing and designed to meet the latest building-code requirements for Class A Flame Spread and ignition resistance in many jurisdictions. Compliant with standards for both WUI (Wildland-Urban Interface) zones and IWUIC (International Wildland-Urban Interface Code), Trex Refuge decking is suitable for specification in many high fire-risk areas* without sacrificing aesthetics or performance. Trex Refuge decking is made with advanced polymer PVC designed to help resist ignition and slow the spread of flames. Independently tested to the industry’s most rigorous fire-performance standards, it meets the Class A Flame Spread rating – among the highest fire-performance levels for exterior decking. In flame spread testing, Trex Refuge boards outperformed traditional wood decking, delivering a more fire-resistant alternative to wood. Aesthetically, Trex Refuge decking features solid-profile boards with a refined wire-brushed grain pattern that delivers a luxurious natural wood-look finish. The collection is available in two nature-inspired hues: Point Reyes – a misty coastal grey with cool undertones inspired by rugged western shorelines; and Martis Valley – a light, sun-washed beige with soft golden undertones and a clean, contemporary finish. Like all Trex decking, Trex Refuge is engineered for lasting beauty and performance. Boards resist fading, stainingand the effects of weather and other outdoor elements. They won’t rot, warp, or splinter, and require no sanding, staining, or sealing. Trex Refuge decking is backed by a 50-Year Limited Residential Warranty, delivering enduring assurance and high-performance outdoor living. Trex Refuge decking is available in select regions.ナラティブの更新 • Mar 06TREX: Higher 2026 Outlook And Mixed Margin Confidence Will Shape Future ReturnsWe are lifting our Trex Company fair value estimate to $39 from $32, reflecting analysts' higher $39 to $58 price targets following the Q4 report and updated 2026 outlook, along with adjustments to our margin and discount rate assumptions. Analyst Commentary Recent Street research on Trex Company has centered on the Q4 report and the updated 2026 outlook, with a cluster of price target changes and rating moves across major firms.Price Target Changed • Feb 25Price target increased by 8.2% to US$48.25Up from US$44.58, the current price target is an average from 20 analysts. New target price is 16% above last closing price of US$41.70. Stock is down 32% over the past year. The company is forecast to post earnings per share of US$1.65 for next year compared to US$1.78 last year.Reported Earnings • Feb 25Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: US$1.78 (down from US$2.09 in FY 2024). Revenue: US$1.17b (up 2.0% from FY 2024). Net income: US$190.4m (down 16% from FY 2024). Profit margin: 16% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Feb 25+ 2 more updatesTrex Company, Inc. Announces Leadership Changes, Effective from April 28, 2026On February 24, 2026, the Board of Directors (the “ Board ”) of Trex Company, Inc. (the “ Company ”) approved the following changes, each of which will take place effective as of April 28, 2026: Bryan H. Fairbanks will resign from his position as the Company’s President and as a director of the Board further to Mr. Fairbanks’ notice to the Board of his intention to so resign; Adam D. Zambanini, age 49, currently the Company’s Executive Vice President and Chief Operating Officer, will succeed Mr. Fairbanks as President and will become a director of the Board; and With the resignation of Mr. Fairbanks and the addition of Mr. Zambanini, the Board will continue to be comprised of ten members. Mr. Zambanini will join the Board on April 28, 2026 and his initial term as a director will expire at the Annual Meeting of Stockholders in 2027. Mr. Fairbank’s decision to resign is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Mr. Zambanini has served as Executive Vice President & Chief Operating Officer since October 25, 2023. He previously served as President of Trex Residential Products between July 2018 and October 2023. Mr. Zambanini served as Vice President, Marketing between January 2011 and July 2018, and he served in a number of other roles at the Company between September 2005 and December 2010. Given the Company’s desire to retain the benefit of Mr. Fairbanks’ knowledge and experience for a transition period, on February 24, 2026, the Company entered into a Transition Agreement with Mr. Fairbanks whereby he will continue in his current role and actively support a smooth transition of responsibilities to Mr. Zambanini, the Company’s successor President and Chief Executive Officer, until Mr. Zambanini assumes this role on April 28, 2026. Mr. Fairbanks will continue to report to the Board through April 27, 2026, unless terminated sooner (the “ Separation Date ”). Prior to joining Trex, Mr. Zambanini held marketing and market development roles at Rubbermaid Commercial Products, where he most recently served as Product Manager, and began his professional career as a project engineer at Flambeau Inc. Mr. Zambanini received a Bachelor of Science degree in mechanical engineering from Penn State University and a Master of Business Administration degree from Averett University.ナラティブの更新 • Feb 20TREX: Slower Revenue And Margin Recovery Will Restrain Future Upside PotentialAnalysts have reset their fair value estimate for Trex Company to $32.00, reflecting updated assumptions for slower revenue growth and lower profit margins, while also acknowledging the potential for above-market expansion and strong margins cited in recent upgrades from multiple firms. Analyst Commentary Recent Street research on Trex Company reflects a split view, with several upgrades citing the potential for above market growth and solid margins, while other voices highlight valuation and execution risks that could limit upside from current levels.お知らせ • Feb 16Trex Company Showcases the Future of Outdoor Living At IBS 2026Trex Company will demonstrate how its expanding lineup of Performance-Engineered™? outdoor living solutions empowers professionals to confidently deliver durable, code-compliant outdoor spaces in every environment. Both feature SunCom comfortable heat-mitigating technology, bringing this performance benefit to a wider range of homeowners and professionals. Trex SunCom comfortable™? decking stays cooler than original Trex boards, but like all decking, it will get hot in direct sun on hot days, especially darker colors. Care should be taken to avoid extended contact between exposed skin and the deck surface, especially with young children and those with special needs. New for 2026, Trex is introducing a 1"x4" board profile to its popular Transcend®? Lineage®? decking line to support multi-width surface designs, drink rail applications and other custom detailing. The square-edge, 16' board is available in all of the Lineage colors and features the same SunCom comfortable technology and 50-year Limited Residential Warranty as standard Lineage boards. The right RAILING FOR EVERY PREFERENCE AND PROJECT: Complementing its decking line, Trex boasts one of the industry's most comprehensive residential railing selections, including steel, aluminum, composite, mesh, cable and glass options across price points and styles. New and noteworthy solutions to check out during IBS 2026 include: Trex Enhance™? Steel Railing with pre-assembled panels; Trex Select®? Aluminum Railing, combining elegance and simplicity with easy-to-install panels; Trex Select™? T-Rail in new 10' lengths to maximize sightlines and reduce sections; Trex Select™? Steel Mesh Panels, delivering industrial mixed-material appeal; Trex Select®? All-in-One Posts, now offered in Charcoal Black; Trex Signature®? X-Series™? Railing, award-winning cable and glass systems for elevated deck builds. A new addition to Trex's IBS presence this year is a focus on fencing. Designed as a durable, low-maintenance alternative to wood, Trex®? Composite Fencing resists rot, warping, splintering and insects - without the need for painting or sealing. The company also holds a place on Barron's list of the 100 Most Sustainable U.S. Companies (2024 and 2025), was named one of America's Most Responsible Companies 2024 by Newsweek, ranked as one of the 100 Best ESG Companies by Investor's Business Daily, and named the Sustainable Brand Leader in the decking category by Green Builder Media for the 15th consecutive year. For more than 2026, Trex Transcend®? Lineage™? Decking: New 1"x4" Profile Expands Design Flexibility: New for 2026, TreX is introducing a 1"x 4" board profile to its popularTranscend®? Lineage®®? decking line to supporting multi-width surface designs, drinks and other custom detailing.お知らせ • Feb 10Trex Company, Inc. Appoints Irene Tasi as Independent Director and Member of Audit Committee and Compensation Committee, Effective February 9, 2026Trex Company, Inc. announced the appointment of Irene Tasi as a new independent member of its Board of Directors, effective February 9, 2026. Irene Tasi brings more than 25 years of leadership experience across the global industrial and building product sectors, with particular expertise in strategic development and transformation. She currently serves as Chief Transformation Officer at PPG, a global manufacturer and distributor of paints, coatings, and specialty products, where she leads enterprise-wide transformation and growth initiatives. During her tenure at PPG, Ms. Tasi has also served as Senior Vice President of Global Industrial Coatings and as the company’s first Chief Growth Officer, with responsibility for enterprise strategy, M&A, and digital transformation. Prior to joining PPG, Ms. Tasi spent over 20 years at Masco, a leading manufacturer of home improvement and building products, where she held various senior leadership roles driving growth, overseeing strategic transactions, including supporting the TopBuild spin-off, and integrating acquired businesses. Irene Tasi will serve on the Audit Committee and Compensation Committee of the Board. Following Ms. Tasi’s appointment, the Trex Board will temporarily comprise eleven directors, ten of whom are independent, and will be reduced to ten directors following the Annual Meeting.ナラティブの更新 • Feb 06TREX: Margin Strength New Products And Execution Risk Will Shape ReturnsNarrative Update: Trex Company The analyst price target for Trex has been adjusted from US$42.80 to US$44.35, as analysts factor in expectations for revenue growth above the broader market, continued margin strength, and what they view as a discounted valuation relative to the company’s leading position in composite decking. Analyst Commentary Recent research updates on Trex highlight a mix of optimism around growth, margins, and valuation, balanced by some hesitation around execution and the time it may take for confidence to rebuild.お知らせ • Feb 02Trex Company, Inc. to Report Q4, 2025 Results on Feb 24, 2026Trex Company, Inc. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026ナラティブの更新 • Jan 23TREX: Margin Recovery And Share Repurchases Will Drive Long-Term UpsideAnalysts maintained their fair value estimate for Trex Company at US$57.00, citing recent upgrades and higher price targets that highlight confidence in the company’s ability to sustain attractive margins and reduce perceived risks around competition, pricing, and longer term earnings estimates. Analyst Commentary Recent research updates on Trex Company show a mix of optimism and caution, with several firms turning more positive on the shares while others highlight execution risks and softer demand trends.お知らせ • Jan 20Trex Company Expands Its Value-Driven Enhance Decking Line with Two New Heat-Mitigating, On-Trend ColorsTrex Company is expanding its wood conversion-focused Trex Enhance decking line with two new on-trend colors: Pebble Beach and Golden Hour. Both feature the brand's exclusive SunCom comfortable™? heat-mitigating technology, bringing this advanced performance to a wider range of homeowners and professionals. Modern Hues, Smart Design: Engineered to compete with wood decking, Trex Enhance decking combines the durability and ease of composite material with the affordability of pressure-treated lumber. A strategically scalloped profile reduces weight for easier handling and faster installation compared to solid profile deck boards, while helping to keep costs down. The newest additions to the Enhance line introduce two nature-inspired colors that balance timeless appeal with contemporary design flexibility: Pebble Beach- Joining the Enhance Basics line, this soft, weathered gray evokes the look of smooth pebbles shaped by sand and surf. Its relaxed coastal aesthetic and natural-looking wood-grain like finish create a refined, effortless vibe. Golden Hour - Part of the Enhance Naturals collection, this sun-kissed golden hue with warm coconut-brown undertones captures the soft glow of late-afternoon light. It offers a welcoming, elevated look that complements both modern and traditional outdoor spaces. Both new colors feature SunCom comfortable technology, which reflects solar energy to reduce heat absorption, keeping deck surfaces cooler than composite products without this technology.NOTE: Trex SunCom comfortable decking stays cooler than original Trex boards, but like all decking, it will get hot in direct sun on hot days, especially darker colors. On such days, care should be taken to avoid extended contact between exposed skin and the deck surface, especially with young children and those with special needs. They won't rot, warp or splinter and upkeep is practically hassle-free with no sanding, staining or sealing required. Just an occasional cleaning with soap and water is all that is needed to keep boards looking like new for decades. For added assurance, Trex Enhance decking is backed by a 25-year Limited Residential Warranty that includes Fade & Stain. The new Golden Hour and Pebble Beach colors are available now in 12-, 16- and 20-foot grooved profiles; 16- and 20-foot square-edge boards; and 8- and 12-foot fascia boards. Both new additions are accompanied by color match plugs and screws.お知らせ • Jan 13Trex®? Launches Refuge™? Ignition-Resistant Decking with Class A Flame Spread PerformanceTrex Company announced the limited launch of Trex®? Refuge™? Decking - an ignition-resistant PVC decking line performance-engineered for use in select regions with heightened fire-safety requirements. Designed to meet stringent building codes while maintaining aesthetics, the new cellular PVC offering combines advanced fire performance with the thoughtful design, durability and low-main maintenance benefits that are hallmarks of the Trex brand. Third-party tested to the industry's most rigorous standards, Trex Refuge decking resists ignition and slows fire spread, outperforming traditional wood decking. The line meets ASTM E84 Class A Flame Spread requirements and complies with IWUIC ASTM E2768 Ignition Resistance Standards, making it approved for installation in fire-prone and Wildland-Urban Interface-protected areas (WUI). Adding further confidence and appeal, Trex Refuge is backed by a 50-year Limited Residential Warranty.Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$41.65, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Building industry in the US. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$46.42 per share.ナラティブの更新 • Jan 09TREX: Margin Recovery Share Buybacks And Mixed Outlook Will Shape ReturnsThe updated analyst price target for Trex Company has been revised slightly lower to US$42.80 from US$43.58, as analysts weigh a modestly reduced fair value and revenue growth outlook against higher assumed profit margins and a slightly lower future P/E multiple, following recent mixed rating changes and commentary on margins, demand, and valuation. Analyst Commentary Recent rating changes and target moves for Trex highlight a split view on how quickly the company can execute on its margin plans and regain growth momentum, and what that means for valuation from here.分析記事 • Jan 02Here's Why Trex Company (NYSE:TREX) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...ナラティブの更新 • Dec 25TREX: Margin Recovery And Buybacks Will Support Long-Term Upside PotentialAnalysts have reduced their fair value estimate for Trex Company from about $89.50 to $57.00 per share. This reflects lower expectations for revenue growth and margins amid softer demand, channel destocking, and a more competitive, marketing driven industry backdrop, even as some still highlight longer term margin recovery and cash flow support.ナラティブの更新 • Dec 11TREX: Margin Recovery And Buybacks Will Support Future Share Price UpsideAnalysts made a modest downward revision to Trex Company's price target, trimming fair value by about $0.16, as recent downgrades, reduced price objectives, and concerns over softer demand and escalating competitive pressures tempered conviction in the near term, despite an improving long term margin and cash flow outlook. Analyst Commentary Recent research updates present a mixed picture for Trex, as analysts weigh near term execution risks against a still constructive longer term growth and margin story.お知らせ • Dec 03Trex Company Announces Directorate Changes, Effective December 3, 2025Trex Company, Inc. announced the appointment of B. Andrew (Andy) Rose as a new independent member of its Board of Directors, effective December 3, 2025. Mr. Rose will serve on the Audit and the Compensation Committees of the Board. Following his appointment, the Board will include ten directors, nine of whom are independent. Mr. Rose brings over 30 years of business leadership experience to Trex. Prior to his retirement last year, he was President and Chief Executive Officer of Worthington Enterprises, a designer, manufacturer and acquirer of market-leading brands in the consumer and building products sectors. Previously, Mr. Rose served as President and Chief Executive Officer of Worthington Industries, where he led its successful separation into two public companies: Worthington Enterprises and Worthington Steel. Having joined Worthington in December 2008, as Vice President and Chief Financial Officer, he played a central role in shaping the company’s financial strategy and capital allocation, and took on expanded leadership roles in company operations and corporate strategy before being named President and CEO in 2020. Prior to joining Worthington, Mr. Rose held partner and principal positions at several financial services firms. He currently serves on the boards of two public companies, Sterling Infrastructure, a provider of e-infrastructure, building, and transportation solutions; and Greif, Inc., a global industrial packaging company. As previously disclosed, Ronald Kaplan, a director since 2008, intends to retire from the Board and will not stand for re-election at the Company’s 2026 Annual Meeting of Shareholders.ナラティブの更新 • Nov 27TREX: Margin Recovery And Share Buyback Will Support Share Price ReboundAnalysts have lowered their average price target for Trex Company due to recent downgrades and cautious outlooks. Targets have dropped notably from prior highs as concerns over demand softness and competitive pressures weigh on sentiment.Board Change • Nov 12Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Chris Keffer was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.ナラティブの更新 • Nov 11TREX: Margin Recovery And Share Buyback Will Drive Upside MomentumAnalysts have sharply reduced their average price target for Trex Company from approximately $68 to $44. This change reflects concerns around lower growth forecasts, margin pressures, and a more challenging industry outlook following recent quarterly results and sector downgrades.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to US$32.23, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Building industry in the US. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$45.08 per share.New Risk • Nov 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.分析記事 • Nov 07Trex Company, Inc. Just Missed Earnings - But Analysts Have Updated Their ModelsIt's shaping up to be a tough period for Trex Company, Inc. ( NYSE:TREX ), which a week ago released some disappointing...Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: US$0.48 (up from US$0.38 in 3Q 2024). Revenue: US$285.3m (up 22% from 3Q 2024). Net income: US$51.8m (up 28% from 3Q 2024). Profit margin: 18% (in line with 3Q 2024). Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 05Price target decreased by 25% to US$52.57Down from US$70.00, the current price target is an average from 19 analysts. New target price is 62% above last closing price of US$32.43. Stock is down 55% over the past year. The company is forecast to post earnings per share of US$1.75 for next year compared to US$2.09 last year.お知らせ • Nov 05+ 1 more updateTrex Company, Inc. (NYSE:TREX) announces an Equity Buyback for $50 million worth of its shares.Trex Company, Inc. (NYSE:TREX) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares.ナラティブの更新 • Oct 28Eco Friendly Home Improvement Trends Will Shape Composite Decking Demand AheadAnalysts have modestly reduced their fair value estimate for Trex Company to $68.41 from $70.00, citing ongoing softness in core decking project growth. This is only partially offset by stable industry indicators and the company's strong market position.お知らせ • Oct 14Trex Company, Inc. to Report Q3, 2025 Results on Nov 04, 2025Trex Company, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025ナラティブの更新 • Oct 13Eco Friendly Trends Will Drive Composite Decking DemandThe analyst price target for Trex Company has been reduced by $2 to $70, as analysts cite a modest softening in reported growth, balanced by long-term strengths in the decking market. Analyst Commentary Recent analyst updates on Trex Company highlight a mix of optimism about the company's long-term prospects and caution regarding shorter-term market signals.Buy Or Sell Opportunity • Oct 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to US$52.49. The fair value is estimated to be US$66.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.8%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.お知らせ • Oct 02+ 1 more updateTrex Company, Inc. Appoints Prithvi S. Gandhi as Senior Vice President Effective October 6, 2025On September 30, 2025 the Board of Directors and the Compensation Committee of Trex Company, Inc. appointed Prithvi S. Gandhi to serve as the Company’s Senior Vice President effective October 6, 2025. Mr. Gandhi will also serve as the principal financial and principal accounting officer of the Company and will be a named executive officer for purposes of the Company’s financial filings and public reporting. As the Senior Vice President and Chief Financial Officer, Mr. Gandhi will be responsible for overseeing all aspects of the finance and accounting functions of the Company. Mr. Gandhi, age 55, served as Executive Vice President and CFO of Beacon Roofing Supply from April 2024 to June 2025. Prior to that, from August 2022 until April 2024, he served as Vice President and CFO of TAMKO Building Products, LLC, one of the independent U.S. manufacturers of residential roofing products, where he drove financial performance improvements and spearheaded the company’s entry into sustainable products. From August 2021 to July 2022, Mr. Gandhi was Executive Vice President and Chief Financial Officer of Fast Radius, Inc. Earlier in his career, Mr. Gandhi had a successful eight-year tenure from August 2013 until May 2021, with Owens Corning, where he held multiple senior finance roles, including as Interim CFO from 2019-2020. Mr. Gandhi received a Bachelor of Science degree in Mathematics and Economics from the University of California, a Master of Arts degree in International Economics from Georgetown University, and Master of Business Administration degree with a concentration in Finance and Accounting from the Wharton School of Business.分析記事 • Sep 09Calculating The Fair Value Of Trex Company, Inc. (NYSE:TREX)Key Insights Using the 2 Stage Free Cash Flow to Equity, Trex Company fair value estimate is US$53.20 With US$63.14...Buy Or Sell Opportunity • Aug 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to US$64.68. The fair value is estimated to be US$53.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.8%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.New Risk • Aug 08New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$433k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risk Significant insider selling over the past 3 months (US$433k sold).Reported Earnings • Aug 05Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: US$0.71 (down from US$0.80 in 2Q 2024). Revenue: US$387.8m (up 3.0% from 2Q 2024). Net income: US$75.9m (down 13% from 2Q 2024). Profit margin: 20% (down from 23% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.お知らせ • Aug 05Trex Company, Inc. Provides Earnings Guidance for Third Quarter of 2025; Reaffirms Earnings Guidance for Full Year 2025Trex Company, Inc. provided earnings guidance for third quarter of 2025; reaffirmed earnings guidance for full year 2025. For the third quarter, the company expects Revenue Guidance of $295 Million to $305 Million. Sales to range from $295 million to $305 million. For the full year, the company reaffirmed their full-year 2025 guidance for sales growth of 5% to 7%.Buy Or Sell Opportunity • Aug 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$64.30. The fair value is estimated to be US$53.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.3%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.お知らせ • Jul 31Trex Company Launches the New Trex Deck Railing DesignerTrex Company has launched the new Trex Deck Railing Designer. Designed with speed, accuracy and efficiency in mind, this user-friendly digital platform delivers real-time 3D visualization, instant material estimates and seamless performance across devices. Long known as an innovator in the railing category, Trex developed this new tool based on input from professional deck builders, and to allow homeowners to visualize the numerous railing and decking pairings available from Trex. The resulting platform offers an intuitive, interactive interface that accelerates the specification process and enhances the end-user experience. The Trex Deck Railing Designer supports the configuration of more than 2,000 railing combinations from Trex's portfolio of 13 railing lines. Built with advanced 3D web technology, it loads instantly on desktops, tablets and mobile devices, giving users access to the tool in any setting. "Expert Mode" takes users who know what they want straight to the configurator, where they can customize railing selections and calculate materials. Real-Time 3D Configuration and Material List. Users can visualize railing systems in 3D and obtain a detailed material list in as little as one minute - a process that previously took 10-20 minutes. Mobile-Friendly and Field-Ready. Optimized for fast, responsive performance on any device, the tool is ideal for those on the job and on the go. Save and Share Features. Users can save configurations via curated links and share designs on social media platforms like Facebook and Pinterest, making collaboration easier and more efficient. The new Trex Deck Railing designer is part of a robust library of deck planning tools and resources available on Trex.com.分析記事 • Jul 21Here's Why Trex Company (NYSE:TREX) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Jul 14Trex Company, Inc. to Report Q2, 2025 Results on Aug 04, 2025Trex Company, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025分析記事 • Jul 03Shareholders Should Be Pleased With Trex Company, Inc.'s (NYSE:TREX) PriceWith a price-to-earnings (or "P/E") ratio of 32.1x Trex Company, Inc. ( NYSE:TREX ) may be sending very bearish signals...お知らせ • Jun 30+ 7 more updatesTrex Company, Inc.(NYSE:TREX) dropped from Russell Small Cap Comp Growth IndexTrex Company, Inc.(NYSE:TREX) dropped from Russell Small Cap Comp Growth Indexお知らせ • Jun 26+ 2 more updatesTrex Company, Inc. Announces Resignation of Brenda Lovcik as Senior Vice PresidentTrex Company, Inc. announced that Brenda Lovcik has resigned as Senior Vice President to accept a position in Minnesota, near to her family.分析記事 • Jun 15Here's What's Concerning About Trex Company's (NYSE:TREX) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Reported Earnings • May 09First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.56 (down from US$0.82 in 1Q 2024). Revenue: US$340.0m (down 9.0% from 1Q 2024). Net income: US$60.4m (down 32% from 1Q 2024). Profit margin: 18% (down from 24% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 4.1%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 09Trex Company, Inc. Provides Earnings Guidance for the Second Quarter of 2025 and Maintains Earnings Guidance for the Full Year 2025Trex Company, Inc. provided earnings guidance for the second quarter of 2025 and maintains earnings guidance for the full year 2025. The company currently expected second quarter sales to range from $370 million to $380 million, followed by strong second half year-on-year comparisons. The company expected second quarter margins to approximate first quarter margins. The company is maintaining full year 2025 guidance for sales growth of 5% to 7%.分析記事 • Apr 30Trex Company, Inc.'s (NYSE:TREX) CEO Will Probably Find It Hard To See A Huge Raise This YearKey Insights Trex Company to hold its Annual General Meeting on 6th of May Total pay for CEO Bryan Fairbanks includes...お知らせ • Apr 17Trex Company, Inc. to Report Q1, 2025 Results on May 08, 2025Trex Company, Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025分析記事 • Apr 16These 4 Measures Indicate That Trex Company (NYSE:TREX) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Apr 15Trex Company, Inc. Appoints Jodi Lee as Senior Vice President, MarketingTrex Company, Inc. announced that Jodi Lee is joining Trex as Senior Vice President, Marketing, where she will lead the Company’s marketing strategy, drive consumer engagement, and develop innovative campaigns to support Trex’s long-term growth goals. Jodi Lee is an accomplished marketing and business leader with a proven track record of driving significant growth and transformation for iconic brands. With over 20 years of experience in brand development, digital transformation, and strategic partnerships, Jodi excels at delivering revenue growth, launching successful new product lines, and building high-performing marketing teams. Her extensive expertise covers a wide range of responsibilities, including innovation, product development, advertising, customer insights, and P&L management for key business segments. In her recent role as Vice President, Brand Marketing at The Scotts Miracle-Gro Company, she led a team that exceeded $2.5 billion in revenue, launched world-class marketing campaigns, and developed robust innovation pipelines. In 2024, she led Miracle-Gro’s marketing collaboration with Martha Stewart to launch their new Organic line of products and successfully transformed the entire Roundup brand with a new formula and an award-winning marketing campaign, “This Stuff Works”. Earlier in his career, Kevin served as Vice President of Sales and Marketing for the TimberTech brand of decking and railing products. During his tenure, Kevin led a team of sales professionals responsible for both domestic and international markets, including more than 30 countries. A recognized leader in the composite decking industry, Kevin was a founding board member of the Composite Lumber Manufactures Association and served on the board of the North American Deck & Rail Association.お知らせ • Mar 26Trex Company, Inc., Annual General Meeting, May 06, 2025Trex Company, Inc., Annual General Meeting, May 06, 2025. Location: trex university, 331 apple valley road, virginia 22602, winchester United States分析記事 • Mar 18Trex Company, Inc.'s (NYSE:TREX) Shares May Have Run Too Fast Too SoonWith a price-to-earnings (or "P/E") ratio of 27.3x Trex Company, Inc. ( NYSE:TREX ) may be sending very bearish signals...分析記事 • Mar 03Trex Company's (NYSE:TREX) Profits Appear To Have Quality IssuesTrex Company, Inc.'s ( NYSE:TREX ) healthy profit numbers didn't contain any surprises for investors. We believe that...分析記事 • Feb 27Earnings Update: Trex Company, Inc. (NYSE:TREX) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsLast week, you might have seen that Trex Company, Inc. ( NYSE:TREX ) released its full-year result to the market. The...Reported Earnings • Feb 26Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$2.09 (up from US$1.89 in FY 2023). Revenue: US$1.15b (up 5.2% from FY 2023). Net income: US$226.4m (up 10% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.4%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 25Trex Company, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025Trex Company, Inc. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenues of between $325 million and $330 million. For full year, the company expects net sales to range from $1.21 billion to $1.23 billion, representing year-on-year growth of 6% at the midpoint.お知らせ • Feb 20Trex Expands Mid-Tier Composite Decking Options with New Performance-Engineered BoardsTrex Company has unveiled innovations that have solidified its position as the leader at both the premium and entry levels of the composite decking category. This spring, the manufacturer of wood-alternative decking andrailing will complete a strategic trifecta by strengthening its mid-tier offerings with the expansion of its Trex Select® line. Just in time for prime decking season, the company is rolling out three new colors featuring elevated aesthetics and performance - including the industry's first mid-priced board with heat-mitigating technology. To better align with current consumer preferences, the 2025 additions to the Trex Select line not only introduce a brightened color palette but an updated design aesthetic as well. Joining the existing shades of Saddle and Pebble Grey are three fresh, on-trend hues featuring a new grain pattern with subtle streaking and refined embossing: Malted Barley - a warm earthy shade with soft and subtle grey undertones; Millstone - a natural, weathered grey with a timeless shadowed undertone; Whiskey Barrel - a rich, rustic brown complimented with cozy, refined streaking. Further differentiating these new offerings is the fact that they will be the first mid-tier options in the industry to feature Trex's proprietary SunCom comfortable™ IR technology. Advanced heat-mitigation properties engineered into the shell of the boards reflect the sun and keep the surface cooler than other composite decking offerings of a similar color. Trex Select decking features a solid board profile that delivers increased durability, structural integrity and the ability to be curved. Boards come in 12', 16' and 20' lengths and accommodate the Trex Hideaway® Hidden Fastener Collection, allowing for a smooth, unfettered finish free of nails and other visible fasteners. Further enhancing its appeal, Trex Select is backed by a 35-year Limited Residential and Fade & Stain Warranty and a 10-year Limited Commercial Warranty. Like all Trex decking, Select boards are sustainably made from up to 95% recycled and reclaimed content and engineered with a proprietary, high-traffic formulation and ultra-durable integrated shell that resists stains, scratches and mold. They won’t rot, warp, crack or splinter like wood, and upkeep is hassle-free. No sanding, staining or painting is ever needed, and spills wash off easily with just soap and water. Trex Select will be available throughout the Midwest and East Coast in April, with further expansion to the West Coast this summer.お知らせ • Feb 03Trex Company, Inc. to Report Q4, 2024 Results on Feb 24, 2025Trex Company, Inc. announced that they will report Q4, 2024 results After-Market on Feb 24, 2025分析記事 • Jan 28A Look At The Intrinsic Value Of Trex Company, Inc. (NYSE:TREX)Key Insights The projected fair value for Trex Company is US$71.65 based on 2 Stage Free Cash Flow to Equity With...Seeking Alpha • Jan 19Ignore Trex's Third Quarter: Better Revenue And Earnings Are ComingSummary Trex Company, Inc. reported lower Q3 2024 revenue and earnings due to seasonal factors and high capex for its Arkansas plant, but growth is expected post-2025. The company’s competitive edge lies in its cost-efficient manufacturing process, its scale, and use of recycled materials. Despite current declines, Trex’s cost-cutting initiatives and increased capacity from the new plant position it for double-digit earnings growth by late 2025 or early 2026. With a one-year target price of $77.24, I maintain a Buy rating, anticipating strong growth once capex decreases and additional revenue streams kick in. Read the full article on Seeking Alpha分析記事 • Jan 15Trex Company (NYSE:TREX) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jan 02What Does Trex Company, Inc.'s (NYSE:TREX) Share Price Indicate?Trex Company, Inc. ( NYSE:TREX ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Dec 06Trex Company (NYSE:TREX) Knows How To Allocate CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...分析記事 • Nov 24Unpleasant Surprises Could Be In Store For Trex Company, Inc.'s (NYSE:TREX) SharesWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...お知らせ • Nov 19Trex Company, Inc. Appoints Anand Kangala as Chief Information OfficerTrex Company, Inc. announced that Dr. Anand Kangala, has joined Trex as its new Vice President and Chief Information Officer effective November 18, 2024. As a member of the Trex leadership team, Dr. Kangala will lead global IT functions and enterprise technology strategy. Most recently, Dr. Kangala served as Senior Director at Home Depot, where he launched a Transformation Management Office and led the digital strategy to build the foundation for interconnected retail vision through advanced technology and data-driven insights. Before Home Depot, he held various leadership roles in business and technology transformation at Edward Jones, Carter's Inc., Cato Corporation, and IBM. He has a Doctorate in Business Administration from the University of North Carolina at Charlotte and a Master of Business Administration from East Carolina University.Seeking Alpha • Nov 04Trex Company: The Bottom Is In (Rating Upgrade)Summary With numerous headwinds in the rearview, market sentiment is improving for Trex Company. Trex has 3 tailwinds: growth in Restore & Remodel, a new opportunity in railing, and growth in FCF. At $70, Trex stock is undervalued by >15% compared to historical valuation metrics. Read the full article on Seeking AlphaNew Risk • Oct 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.株主還元TREXUS BuildingUS 市場7D0.7%-3.8%-0.3%1Y-32.7%5.2%26.7%株主還元を見る業界別リターン: TREX過去 1 年間で5.2 % の収益を上げたUS Building業界を下回りました。リターン対市場: TREXは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。価格変動Is TREX's price volatile compared to industry and market?TREX volatilityTREX Average Weekly Movement5.9%Building Industry Average Movement6.1%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.2%安定した株価: TREX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: TREXの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19961,839Adam Zambaniniwww.trex.comトレックス社は、米国でコンポジット・デッキおよび手すり製品を製造・販売している。同社は、色あせ、汚れ、カビ、ひっかき傷から保護するために使用できるデッキ製品やアクセサリーを提供しており、クラッディングとしても使用できるデッキ製品であるトレックス・トランセンド、トレックス・シグネチャー、トレックス・トランセンド・リネージ、トレックス・セレクト、トレックス・エンハンス、トレックス・ハイダウェイ・ファスナー・コレクション、ポストキャップ、デッキレール、ライザー、ソフィット、埋め込み式デッキライトを含む屋外照明システムであるトレックス・デッキライティングなどがある。また、トレックス・シグネチャーXシリーズ手すり、トレックス・シグネチャー・アルミ手すり、トレックス・トランセンド手すり、トレックス・セレクト手すり、トレックス・セレクトTレール、トレックス・エンハンス手すりなどの手すり製品や、構造用ポスト、ボトムレール、ピケット、トップレール、装飾用ポストキャップで構成されるトレックス・セクラージョンズなどのフェンス製品も提供している。さらに、トレックス社の屋外用家具、根太上デッキ排水システム「トレックス・レインエスケープ」、ウッドデッキの骨組みや下地材を保護する自己粘着性ブチルテープ「トレックス・プロテクト根太・梁・縁テープ」など、トレックス社の名を冠した製品を製造・販売する第三者とのさまざまなライセンス契約を結んでいる；トレックス・レインエスケープ・ソフィット・ライト（2階建てデッキのデッキ下天井に設置するプラグアンドプレイLEDソフィットライト）、トレックス・シール・レッジャー・フラッシング・テープ（アルミライナー付きブチルフラッシングテープ）、トレックス・パーゴラ（低メンテナンスのアルミ強化セルラーPVC製パーゴラ）、トレックス・ラティス・アウトドア・ボード、トレックス・コーンホールボード、トレックス・ブレード（代替木材複合デッキ材用特殊鋸刃）、トレックス・スパイラルステア、トレックス・アウトドア・キッチン・キャビネットリー。同社は卸売業者、製材小売業者、ホームデポやロウズなどの店舗を通じて製品を販売している。トレックス社は1996年に設立され、バージニア州ウィンチェスターに本社を置いている。もっと見るTrex Company, Inc. 基礎のまとめTrex Company の収益と売上を時価総額と比較するとどうか。TREX 基礎統計学時価総額US$3.77b収益（TTM）US$191.38m売上高(TTM)US$1.18b20.8xPER（株価収益率3.4xP/SレシオTREX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計TREX 損益計算書（TTM）収益US$1.18b売上原価US$716.42m売上総利益US$461.26mその他の費用US$269.87m収益US$191.38m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.84グロス・マージン39.17%純利益率16.25%有利子負債／自己資本比率38.4%TREX の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 15:28終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Trex Company, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28 アナリスト機関Timothy WojsBairdMatthew BouleyBarclaysReuben GarnerBenchmark Company25 その他のアナリストを表示
Seeking Alpha • May 19Trex Company: Growth Is Intact, Valuation Is The ProblemSummary Trex Company has outperformed the S&P 500, rising 20.6% since November, but I maintain a "Hold" rating. Revenue growth remains slow, with higher prices offset by lower volumes and margin compression due to fixed costs. Management is investing in AI, digital tools, and product innovation, targeting expansion in decking, railing, and adjacent markets. Despite long-term catalysts and a relatively low valuation versus peers, near-term profitability headwinds and economic uncertainty warrant caution. Read the full article on Seeking Alpha
ライブニュース • May 14Trex Company Surpasses Q1 Earnings Estimates With Share Buyback and Leadership FocusTrex Company reported Q1 2026 revenue of $343.4 million, up 1% year over year, with adjusted EPS of $0.59 that was 16.1% above Wall Street expectations. Management reaffirmed full-year 2026 revenue guidance of about $1.21 billion and raised its EBITDA outlook, while also authorizing a $150 million share repurchase plan that includes a $100 million accelerated buyback. The company expanded its revolving credit facility to $700 million and continued investing in its Arkansas manufacturing site. New CEO Adam Zambanini outlined five long-term priorities focused on product mix, marketing, distribution, margins and growth support, and Zachary C. Lauer was appointed COO to drive operational execution. The combination of an earnings beat, reaffirmed guidance and a larger credit facility indicates a company emphasizing its premium product focus and operational efficiency while maintaining balance sheet flexibility. Key angles to watch include how effectively Trex converts these capital investments and leadership changes into sustained margin performance and whether share repurchases remain disciplined alongside growth spending.
分析記事 • May 09Results: Trex Company, Inc. Beat Earnings Expectations And Analysts Now Have New ForecastsTrex Company, Inc. ( NYSE:TREX ) last week reported its latest quarterly results, which makes it a good time for...
お知らせ • May 09Trex Company, Inc. Provides Earnings Guidance for the Second Quarter of 2026 and Reaffirms Earnings Guidance for the Full Year of 2026Trex Company, Inc. provided earnings guidance for the second quarter of 2026 and reaffirmed earnings guidance for the full year of 2026. For the quarter, the company expects revenue to be in the range of $388 million to $403 million. For the year, the company expects net sales to be in the range from $1.185 billion to $1.230 billion.
Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.58 (up from US$0.56 in 1Q 2025). Revenue: US$343.4m (up 1.0% from 1Q 2025). Net income: US$61.4m (up 1.6% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • May 05Trex Company, Inc. Appoints Zachary C. Lauer as Senior Vice President, Chief Operations OfficerTrex Company, Inc. announced the appointment of Zachary C. Lauer as Senior Vice President, Chief Operations Officer. Lauer brings more than two decades of experience in operations, supply chain, and manufacturing leadership, including ten years with Trex. Most recently, he served as Senior Vice President, Supply Chain and Manufacturing. Prior to that, he held the role of Group Vice President, Supply Chain, and served in multiple leadership positions, including Vice President and Senior Director of the Company. Before joining Trex, Lauer held numerous senior roles in supply chain, manufacturing, and engineering at Newell-Rubbermaid Company and Federal-Mogul. He holds an MBA from Villanova University and a BS in Aerospace Engineering from the United States Military Academy. In this role, Lauer will lead the Company’s manufacturing, supply chain, engineering, and R&D functions, driving operational excellence and enabling Trex’s continued growth.
Seeking Alpha • May 19Trex Company: Growth Is Intact, Valuation Is The ProblemSummary Trex Company has outperformed the S&P 500, rising 20.6% since November, but I maintain a "Hold" rating. Revenue growth remains slow, with higher prices offset by lower volumes and margin compression due to fixed costs. Management is investing in AI, digital tools, and product innovation, targeting expansion in decking, railing, and adjacent markets. Despite long-term catalysts and a relatively low valuation versus peers, near-term profitability headwinds and economic uncertainty warrant caution. Read the full article on Seeking Alpha
ライブニュース • May 14Trex Company Surpasses Q1 Earnings Estimates With Share Buyback and Leadership FocusTrex Company reported Q1 2026 revenue of $343.4 million, up 1% year over year, with adjusted EPS of $0.59 that was 16.1% above Wall Street expectations. Management reaffirmed full-year 2026 revenue guidance of about $1.21 billion and raised its EBITDA outlook, while also authorizing a $150 million share repurchase plan that includes a $100 million accelerated buyback. The company expanded its revolving credit facility to $700 million and continued investing in its Arkansas manufacturing site. New CEO Adam Zambanini outlined five long-term priorities focused on product mix, marketing, distribution, margins and growth support, and Zachary C. Lauer was appointed COO to drive operational execution. The combination of an earnings beat, reaffirmed guidance and a larger credit facility indicates a company emphasizing its premium product focus and operational efficiency while maintaining balance sheet flexibility. Key angles to watch include how effectively Trex converts these capital investments and leadership changes into sustained margin performance and whether share repurchases remain disciplined alongside growth spending.
分析記事 • May 09Results: Trex Company, Inc. Beat Earnings Expectations And Analysts Now Have New ForecastsTrex Company, Inc. ( NYSE:TREX ) last week reported its latest quarterly results, which makes it a good time for...
お知らせ • May 09Trex Company, Inc. Provides Earnings Guidance for the Second Quarter of 2026 and Reaffirms Earnings Guidance for the Full Year of 2026Trex Company, Inc. provided earnings guidance for the second quarter of 2026 and reaffirmed earnings guidance for the full year of 2026. For the quarter, the company expects revenue to be in the range of $388 million to $403 million. For the year, the company expects net sales to be in the range from $1.185 billion to $1.230 billion.
Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.58 (up from US$0.56 in 1Q 2025). Revenue: US$343.4m (up 1.0% from 1Q 2025). Net income: US$61.4m (up 1.6% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • May 05Trex Company, Inc. Appoints Zachary C. Lauer as Senior Vice President, Chief Operations OfficerTrex Company, Inc. announced the appointment of Zachary C. Lauer as Senior Vice President, Chief Operations Officer. Lauer brings more than two decades of experience in operations, supply chain, and manufacturing leadership, including ten years with Trex. Most recently, he served as Senior Vice President, Supply Chain and Manufacturing. Prior to that, he held the role of Group Vice President, Supply Chain, and served in multiple leadership positions, including Vice President and Senior Director of the Company. Before joining Trex, Lauer held numerous senior roles in supply chain, manufacturing, and engineering at Newell-Rubbermaid Company and Federal-Mogul. He holds an MBA from Villanova University and a BS in Aerospace Engineering from the United States Military Academy. In this role, Lauer will lead the Company’s manufacturing, supply chain, engineering, and R&D functions, driving operational excellence and enabling Trex’s continued growth.
ナラティブの更新 • May 03TREX: Contractor Demand And New Leadership Will Support Multi Year Rebound PotentialAnalysts trimmed the blended price target for Trex Company by a small amount to $58. This reflects slightly higher discount rate assumptions and mixed recent research that includes modest target cuts alongside supportive contractor survey findings and updated models following the latest Q4 results and 2026 guidance.
ナラティブの更新 • Apr 18TREX: Contractor Demand And New Leadership Will Drive Long-Term UpsideAnalysts nudged the Trex Company fair value estimate to $58.00 from $57.00, citing stronger contractor survey data, Q4 results that topped expectations, and updated models that reflect higher revenue growth, firmer profit margins, and a lower future P/E assumption. Analyst Commentary Recent research updates around Trex point to a cluster of higher price targets, an upgrade in rating, and generally constructive commentary following the latest Q4 report and 2026 outlook.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$41.29, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Building industry in the US. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$77.02 per share.
お知らせ • Apr 09Trex Company, Inc. to Report Q1, 2026 Results on May 07, 2026Trex Company, Inc. announced that they will report Q1, 2026 results at 6:30 AM, US Eastern Standard Time on May 07, 2026
ナラティブの更新 • Apr 04TREX: 2026 Guidance And Fire Safety Focus Will Shape Balanced OutlookAnalysts have nudged the fair value estimate for Trex Company in line with a wave of higher Street price targets in the $37.50 to $58 range, citing Q4 results, updated 2026 guidance, and management's focus on product innovation and category growth as key supports for their revised views. Analyst Commentary Recent research updates on Trex show a mixed but generally constructive tone, with many firms lifting price targets following the Q4 report and 2026 guidance.
お知らせ • Mar 25Trex Company Unveils Performance-Engineered Brand PlatformTrex Company was the world’s largest manufacturer of wood-alternative decking, railing and high-performance outdoor living products. Featuring fresh creative and high-profile lifestyle and sports integrations, the ambitious marketing campaign puts real-life performance front and center. From everyday wear-and-tear to extreme weather and demanding site conditions, outdoor materials must stand up to everything from moisture and heat to scratches and heavy use – without the need for constant upkeep. Whether installed beside a backyard pool, along a saltwater dock, or in areas subject to strict fire-safety codes, Trex decking is engineered to withstand those realities, empowering homeowners to live fully outside with confidence and without compromise. At the heart of the 2026 rollout is a trio of dynamic new television spots developed in collaboration with Nashville-based agency BUNTIN and Los Angeles-based production partner TOOL. The three creative concepts bring the advantages of Trex decking and railing to life through relatable, everyday scenarios. Spots launching this week include: “No Regrets” – a humorous side-by-side comparison of a frustrated wood dock owner burdened by sanding and staining versus a carefree Trex dock owner enjoying life on the water, spotlighting Trex’s 100% submersible, marine-grade performance. “It’s Alright” – a lighthearted but reassuring reminder that when homeowners choose Trex – and a trusted TrexPro builder – they’re choosing a seamless experience from concept to completion. Going live later this spring, the third spot titled “Anthem” highlights the innovation, design sophistication and easy ownership that set Trex apart. Low-angle cinematic shots showcase the intricate details of Trex decking, punctuated by graphic callouts reinforcing the brand’s leadership in key areas, from wood-like aesthetics and sustainability to its extensive decking & railing options and a trusted TrexPro contractor network. The camera then pulls back to a sweeping waterfront scene as two adults dive playfully into the pool, ending with the declaration: Trex. Performance-Engineered for Your Life Outdoors. The new Trex commercials will run nationally across broadcast, streaming TV, streaming audio and digital channels throughout 2026 with a focus on high-reach lifestyle networks (e.g., HGTV, Magnolia, FOOD, Disney+, Paramount+, HULU and MAX) and targeted sports programming (e.g., ESPN, Golf Channel). The integrated campaign also includes new radio spots, social concepts and public relations initiatives reinforcing how Trex stands up to real-world backyard challenges without compromise. Additionally, Trex will further amplify brand exposure through high-profile sponsorship integrations including the 2026 HGTV Dream Home and 2026 HGTV Smart Home, the American Century Championship celebrity golf event, and the highly anticipated return of NBC’s golf reality competition series “The Big Break.” These premium partnerships align the brand with platforms that resonate strongly with homeowners and building professionals alike. This consumer push is matched by a robust, integrated trade strategy designed to reach and engage contractors and dealers where they are – on and off the clock. Dedicated creative emphasizes installation consistency, product reliability and the strength of the TrexPro network – positioning Trex as a partner that helps builders protect their reputations, grow their businesses and deliver exceptional outdoor spaces.
ナラティブの更新 • Mar 21TREX: 2026 Outlook And Fire Safety Products Will Balance Margin ConcernsAnalysts have raised Trex Company's average price target into the low to mid $40s, citing better-than-expected Q4 results, 2026 guidance that is in line with or above prior models, and a stronger outlook for product innovation, margins, and category growth. Analyst Commentary Recent Street research around Trex Company skews constructive, with several firms lifting price targets into the low to high US$40s and US$50s range after the Q4 report and 2026 outlook.
お知らせ • Mar 17+ 1 more updateTrex Company, Inc., Annual General Meeting, Apr 28, 2026Trex Company, Inc., Annual General Meeting, Apr 28, 2026. Location: trex university, 331 apple valley road, virginia, winchester United States
Recent Insider Transactions • Mar 12Independent Director recently bought US$504k worth of stockOn the 3rd of March, B. Rose bought around 12k shares on-market at roughly US$40.68 per share. This transaction increased B.'s direct individual holding by 8x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$695k more in shares than they have sold in the last 12 months.
お知らせ • Mar 10Trex Company Introduces Fire-Resistant Outdoor DeckingTrex Company introduced Trex Refuge decking, which is engineered to resist fire ignition and slow flame spread. Trex Refuge decking is a new offering from the category leader that is engineered to resist fire ignition and slow flame spread. The polymer PVC boards are backed by independent third-party testing and designed to meet the latest building-code requirements for Class A Flame Spread and ignition resistance in many jurisdictions. Compliant with standards for both WUI (Wildland-Urban Interface) zones and IWUIC (International Wildland-Urban Interface Code), Trex Refuge decking is suitable for specification in many high fire-risk areas* without sacrificing aesthetics or performance. Trex Refuge decking is made with advanced polymer PVC designed to help resist ignition and slow the spread of flames. Independently tested to the industry’s most rigorous fire-performance standards, it meets the Class A Flame Spread rating – among the highest fire-performance levels for exterior decking. In flame spread testing, Trex Refuge boards outperformed traditional wood decking, delivering a more fire-resistant alternative to wood. Aesthetically, Trex Refuge decking features solid-profile boards with a refined wire-brushed grain pattern that delivers a luxurious natural wood-look finish. The collection is available in two nature-inspired hues: Point Reyes – a misty coastal grey with cool undertones inspired by rugged western shorelines; and Martis Valley – a light, sun-washed beige with soft golden undertones and a clean, contemporary finish. Like all Trex decking, Trex Refuge is engineered for lasting beauty and performance. Boards resist fading, stainingand the effects of weather and other outdoor elements. They won’t rot, warp, or splinter, and require no sanding, staining, or sealing. Trex Refuge decking is backed by a 50-Year Limited Residential Warranty, delivering enduring assurance and high-performance outdoor living. Trex Refuge decking is available in select regions.
ナラティブの更新 • Mar 06TREX: Higher 2026 Outlook And Mixed Margin Confidence Will Shape Future ReturnsWe are lifting our Trex Company fair value estimate to $39 from $32, reflecting analysts' higher $39 to $58 price targets following the Q4 report and updated 2026 outlook, along with adjustments to our margin and discount rate assumptions. Analyst Commentary Recent Street research on Trex Company has centered on the Q4 report and the updated 2026 outlook, with a cluster of price target changes and rating moves across major firms.
Price Target Changed • Feb 25Price target increased by 8.2% to US$48.25Up from US$44.58, the current price target is an average from 20 analysts. New target price is 16% above last closing price of US$41.70. Stock is down 32% over the past year. The company is forecast to post earnings per share of US$1.65 for next year compared to US$1.78 last year.
Reported Earnings • Feb 25Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: US$1.78 (down from US$2.09 in FY 2024). Revenue: US$1.17b (up 2.0% from FY 2024). Net income: US$190.4m (down 16% from FY 2024). Profit margin: 16% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Feb 25+ 2 more updatesTrex Company, Inc. Announces Leadership Changes, Effective from April 28, 2026On February 24, 2026, the Board of Directors (the “ Board ”) of Trex Company, Inc. (the “ Company ”) approved the following changes, each of which will take place effective as of April 28, 2026: Bryan H. Fairbanks will resign from his position as the Company’s President and as a director of the Board further to Mr. Fairbanks’ notice to the Board of his intention to so resign; Adam D. Zambanini, age 49, currently the Company’s Executive Vice President and Chief Operating Officer, will succeed Mr. Fairbanks as President and will become a director of the Board; and With the resignation of Mr. Fairbanks and the addition of Mr. Zambanini, the Board will continue to be comprised of ten members. Mr. Zambanini will join the Board on April 28, 2026 and his initial term as a director will expire at the Annual Meeting of Stockholders in 2027. Mr. Fairbank’s decision to resign is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Mr. Zambanini has served as Executive Vice President & Chief Operating Officer since October 25, 2023. He previously served as President of Trex Residential Products between July 2018 and October 2023. Mr. Zambanini served as Vice President, Marketing between January 2011 and July 2018, and he served in a number of other roles at the Company between September 2005 and December 2010. Given the Company’s desire to retain the benefit of Mr. Fairbanks’ knowledge and experience for a transition period, on February 24, 2026, the Company entered into a Transition Agreement with Mr. Fairbanks whereby he will continue in his current role and actively support a smooth transition of responsibilities to Mr. Zambanini, the Company’s successor President and Chief Executive Officer, until Mr. Zambanini assumes this role on April 28, 2026. Mr. Fairbanks will continue to report to the Board through April 27, 2026, unless terminated sooner (the “ Separation Date ”). Prior to joining Trex, Mr. Zambanini held marketing and market development roles at Rubbermaid Commercial Products, where he most recently served as Product Manager, and began his professional career as a project engineer at Flambeau Inc. Mr. Zambanini received a Bachelor of Science degree in mechanical engineering from Penn State University and a Master of Business Administration degree from Averett University.
ナラティブの更新 • Feb 20TREX: Slower Revenue And Margin Recovery Will Restrain Future Upside PotentialAnalysts have reset their fair value estimate for Trex Company to $32.00, reflecting updated assumptions for slower revenue growth and lower profit margins, while also acknowledging the potential for above-market expansion and strong margins cited in recent upgrades from multiple firms. Analyst Commentary Recent Street research on Trex Company reflects a split view, with several upgrades citing the potential for above market growth and solid margins, while other voices highlight valuation and execution risks that could limit upside from current levels.
お知らせ • Feb 16Trex Company Showcases the Future of Outdoor Living At IBS 2026Trex Company will demonstrate how its expanding lineup of Performance-Engineered™? outdoor living solutions empowers professionals to confidently deliver durable, code-compliant outdoor spaces in every environment. Both feature SunCom comfortable heat-mitigating technology, bringing this performance benefit to a wider range of homeowners and professionals. Trex SunCom comfortable™? decking stays cooler than original Trex boards, but like all decking, it will get hot in direct sun on hot days, especially darker colors. Care should be taken to avoid extended contact between exposed skin and the deck surface, especially with young children and those with special needs. New for 2026, Trex is introducing a 1"x4" board profile to its popular Transcend®? Lineage®? decking line to support multi-width surface designs, drink rail applications and other custom detailing. The square-edge, 16' board is available in all of the Lineage colors and features the same SunCom comfortable technology and 50-year Limited Residential Warranty as standard Lineage boards. The right RAILING FOR EVERY PREFERENCE AND PROJECT: Complementing its decking line, Trex boasts one of the industry's most comprehensive residential railing selections, including steel, aluminum, composite, mesh, cable and glass options across price points and styles. New and noteworthy solutions to check out during IBS 2026 include: Trex Enhance™? Steel Railing with pre-assembled panels; Trex Select®? Aluminum Railing, combining elegance and simplicity with easy-to-install panels; Trex Select™? T-Rail in new 10' lengths to maximize sightlines and reduce sections; Trex Select™? Steel Mesh Panels, delivering industrial mixed-material appeal; Trex Select®? All-in-One Posts, now offered in Charcoal Black; Trex Signature®? X-Series™? Railing, award-winning cable and glass systems for elevated deck builds. A new addition to Trex's IBS presence this year is a focus on fencing. Designed as a durable, low-maintenance alternative to wood, Trex®? Composite Fencing resists rot, warping, splintering and insects - without the need for painting or sealing. The company also holds a place on Barron's list of the 100 Most Sustainable U.S. Companies (2024 and 2025), was named one of America's Most Responsible Companies 2024 by Newsweek, ranked as one of the 100 Best ESG Companies by Investor's Business Daily, and named the Sustainable Brand Leader in the decking category by Green Builder Media for the 15th consecutive year. For more than 2026, Trex Transcend®? Lineage™? Decking: New 1"x4" Profile Expands Design Flexibility: New for 2026, TreX is introducing a 1"x 4" board profile to its popularTranscend®? Lineage®®? decking line to supporting multi-width surface designs, drinks and other custom detailing.
お知らせ • Feb 10Trex Company, Inc. Appoints Irene Tasi as Independent Director and Member of Audit Committee and Compensation Committee, Effective February 9, 2026Trex Company, Inc. announced the appointment of Irene Tasi as a new independent member of its Board of Directors, effective February 9, 2026. Irene Tasi brings more than 25 years of leadership experience across the global industrial and building product sectors, with particular expertise in strategic development and transformation. She currently serves as Chief Transformation Officer at PPG, a global manufacturer and distributor of paints, coatings, and specialty products, where she leads enterprise-wide transformation and growth initiatives. During her tenure at PPG, Ms. Tasi has also served as Senior Vice President of Global Industrial Coatings and as the company’s first Chief Growth Officer, with responsibility for enterprise strategy, M&A, and digital transformation. Prior to joining PPG, Ms. Tasi spent over 20 years at Masco, a leading manufacturer of home improvement and building products, where she held various senior leadership roles driving growth, overseeing strategic transactions, including supporting the TopBuild spin-off, and integrating acquired businesses. Irene Tasi will serve on the Audit Committee and Compensation Committee of the Board. Following Ms. Tasi’s appointment, the Trex Board will temporarily comprise eleven directors, ten of whom are independent, and will be reduced to ten directors following the Annual Meeting.
ナラティブの更新 • Feb 06TREX: Margin Strength New Products And Execution Risk Will Shape ReturnsNarrative Update: Trex Company The analyst price target for Trex has been adjusted from US$42.80 to US$44.35, as analysts factor in expectations for revenue growth above the broader market, continued margin strength, and what they view as a discounted valuation relative to the company’s leading position in composite decking. Analyst Commentary Recent research updates on Trex highlight a mix of optimism around growth, margins, and valuation, balanced by some hesitation around execution and the time it may take for confidence to rebuild.
お知らせ • Feb 02Trex Company, Inc. to Report Q4, 2025 Results on Feb 24, 2026Trex Company, Inc. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
ナラティブの更新 • Jan 23TREX: Margin Recovery And Share Repurchases Will Drive Long-Term UpsideAnalysts maintained their fair value estimate for Trex Company at US$57.00, citing recent upgrades and higher price targets that highlight confidence in the company’s ability to sustain attractive margins and reduce perceived risks around competition, pricing, and longer term earnings estimates. Analyst Commentary Recent research updates on Trex Company show a mix of optimism and caution, with several firms turning more positive on the shares while others highlight execution risks and softer demand trends.
お知らせ • Jan 20Trex Company Expands Its Value-Driven Enhance Decking Line with Two New Heat-Mitigating, On-Trend ColorsTrex Company is expanding its wood conversion-focused Trex Enhance decking line with two new on-trend colors: Pebble Beach and Golden Hour. Both feature the brand's exclusive SunCom comfortable™? heat-mitigating technology, bringing this advanced performance to a wider range of homeowners and professionals. Modern Hues, Smart Design: Engineered to compete with wood decking, Trex Enhance decking combines the durability and ease of composite material with the affordability of pressure-treated lumber. A strategically scalloped profile reduces weight for easier handling and faster installation compared to solid profile deck boards, while helping to keep costs down. The newest additions to the Enhance line introduce two nature-inspired colors that balance timeless appeal with contemporary design flexibility: Pebble Beach- Joining the Enhance Basics line, this soft, weathered gray evokes the look of smooth pebbles shaped by sand and surf. Its relaxed coastal aesthetic and natural-looking wood-grain like finish create a refined, effortless vibe. Golden Hour - Part of the Enhance Naturals collection, this sun-kissed golden hue with warm coconut-brown undertones captures the soft glow of late-afternoon light. It offers a welcoming, elevated look that complements both modern and traditional outdoor spaces. Both new colors feature SunCom comfortable technology, which reflects solar energy to reduce heat absorption, keeping deck surfaces cooler than composite products without this technology.NOTE: Trex SunCom comfortable decking stays cooler than original Trex boards, but like all decking, it will get hot in direct sun on hot days, especially darker colors. On such days, care should be taken to avoid extended contact between exposed skin and the deck surface, especially with young children and those with special needs. They won't rot, warp or splinter and upkeep is practically hassle-free with no sanding, staining or sealing required. Just an occasional cleaning with soap and water is all that is needed to keep boards looking like new for decades. For added assurance, Trex Enhance decking is backed by a 25-year Limited Residential Warranty that includes Fade & Stain. The new Golden Hour and Pebble Beach colors are available now in 12-, 16- and 20-foot grooved profiles; 16- and 20-foot square-edge boards; and 8- and 12-foot fascia boards. Both new additions are accompanied by color match plugs and screws.
お知らせ • Jan 13Trex®? Launches Refuge™? Ignition-Resistant Decking with Class A Flame Spread PerformanceTrex Company announced the limited launch of Trex®? Refuge™? Decking - an ignition-resistant PVC decking line performance-engineered for use in select regions with heightened fire-safety requirements. Designed to meet stringent building codes while maintaining aesthetics, the new cellular PVC offering combines advanced fire performance with the thoughtful design, durability and low-main maintenance benefits that are hallmarks of the Trex brand. Third-party tested to the industry's most rigorous standards, Trex Refuge decking resists ignition and slows fire spread, outperforming traditional wood decking. The line meets ASTM E84 Class A Flame Spread requirements and complies with IWUIC ASTM E2768 Ignition Resistance Standards, making it approved for installation in fire-prone and Wildland-Urban Interface-protected areas (WUI). Adding further confidence and appeal, Trex Refuge is backed by a 50-year Limited Residential Warranty.
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$41.65, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Building industry in the US. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$46.42 per share.
ナラティブの更新 • Jan 09TREX: Margin Recovery Share Buybacks And Mixed Outlook Will Shape ReturnsThe updated analyst price target for Trex Company has been revised slightly lower to US$42.80 from US$43.58, as analysts weigh a modestly reduced fair value and revenue growth outlook against higher assumed profit margins and a slightly lower future P/E multiple, following recent mixed rating changes and commentary on margins, demand, and valuation. Analyst Commentary Recent rating changes and target moves for Trex highlight a split view on how quickly the company can execute on its margin plans and regain growth momentum, and what that means for valuation from here.
分析記事 • Jan 02Here's Why Trex Company (NYSE:TREX) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
ナラティブの更新 • Dec 25TREX: Margin Recovery And Buybacks Will Support Long-Term Upside PotentialAnalysts have reduced their fair value estimate for Trex Company from about $89.50 to $57.00 per share. This reflects lower expectations for revenue growth and margins amid softer demand, channel destocking, and a more competitive, marketing driven industry backdrop, even as some still highlight longer term margin recovery and cash flow support.
ナラティブの更新 • Dec 11TREX: Margin Recovery And Buybacks Will Support Future Share Price UpsideAnalysts made a modest downward revision to Trex Company's price target, trimming fair value by about $0.16, as recent downgrades, reduced price objectives, and concerns over softer demand and escalating competitive pressures tempered conviction in the near term, despite an improving long term margin and cash flow outlook. Analyst Commentary Recent research updates present a mixed picture for Trex, as analysts weigh near term execution risks against a still constructive longer term growth and margin story.
お知らせ • Dec 03Trex Company Announces Directorate Changes, Effective December 3, 2025Trex Company, Inc. announced the appointment of B. Andrew (Andy) Rose as a new independent member of its Board of Directors, effective December 3, 2025. Mr. Rose will serve on the Audit and the Compensation Committees of the Board. Following his appointment, the Board will include ten directors, nine of whom are independent. Mr. Rose brings over 30 years of business leadership experience to Trex. Prior to his retirement last year, he was President and Chief Executive Officer of Worthington Enterprises, a designer, manufacturer and acquirer of market-leading brands in the consumer and building products sectors. Previously, Mr. Rose served as President and Chief Executive Officer of Worthington Industries, where he led its successful separation into two public companies: Worthington Enterprises and Worthington Steel. Having joined Worthington in December 2008, as Vice President and Chief Financial Officer, he played a central role in shaping the company’s financial strategy and capital allocation, and took on expanded leadership roles in company operations and corporate strategy before being named President and CEO in 2020. Prior to joining Worthington, Mr. Rose held partner and principal positions at several financial services firms. He currently serves on the boards of two public companies, Sterling Infrastructure, a provider of e-infrastructure, building, and transportation solutions; and Greif, Inc., a global industrial packaging company. As previously disclosed, Ronald Kaplan, a director since 2008, intends to retire from the Board and will not stand for re-election at the Company’s 2026 Annual Meeting of Shareholders.
ナラティブの更新 • Nov 27TREX: Margin Recovery And Share Buyback Will Support Share Price ReboundAnalysts have lowered their average price target for Trex Company due to recent downgrades and cautious outlooks. Targets have dropped notably from prior highs as concerns over demand softness and competitive pressures weigh on sentiment.
Board Change • Nov 12Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Chris Keffer was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
ナラティブの更新 • Nov 11TREX: Margin Recovery And Share Buyback Will Drive Upside MomentumAnalysts have sharply reduced their average price target for Trex Company from approximately $68 to $44. This change reflects concerns around lower growth forecasts, margin pressures, and a more challenging industry outlook following recent quarterly results and sector downgrades.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to US$32.23, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Building industry in the US. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$45.08 per share.
New Risk • Nov 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
分析記事 • Nov 07Trex Company, Inc. Just Missed Earnings - But Analysts Have Updated Their ModelsIt's shaping up to be a tough period for Trex Company, Inc. ( NYSE:TREX ), which a week ago released some disappointing...
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: US$0.48 (up from US$0.38 in 3Q 2024). Revenue: US$285.3m (up 22% from 3Q 2024). Net income: US$51.8m (up 28% from 3Q 2024). Profit margin: 18% (in line with 3Q 2024). Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 05Price target decreased by 25% to US$52.57Down from US$70.00, the current price target is an average from 19 analysts. New target price is 62% above last closing price of US$32.43. Stock is down 55% over the past year. The company is forecast to post earnings per share of US$1.75 for next year compared to US$2.09 last year.
お知らせ • Nov 05+ 1 more updateTrex Company, Inc. (NYSE:TREX) announces an Equity Buyback for $50 million worth of its shares.Trex Company, Inc. (NYSE:TREX) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares.
ナラティブの更新 • Oct 28Eco Friendly Home Improvement Trends Will Shape Composite Decking Demand AheadAnalysts have modestly reduced their fair value estimate for Trex Company to $68.41 from $70.00, citing ongoing softness in core decking project growth. This is only partially offset by stable industry indicators and the company's strong market position.
お知らせ • Oct 14Trex Company, Inc. to Report Q3, 2025 Results on Nov 04, 2025Trex Company, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
ナラティブの更新 • Oct 13Eco Friendly Trends Will Drive Composite Decking DemandThe analyst price target for Trex Company has been reduced by $2 to $70, as analysts cite a modest softening in reported growth, balanced by long-term strengths in the decking market. Analyst Commentary Recent analyst updates on Trex Company highlight a mix of optimism about the company's long-term prospects and caution regarding shorter-term market signals.
Buy Or Sell Opportunity • Oct 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to US$52.49. The fair value is estimated to be US$66.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.8%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.
お知らせ • Oct 02+ 1 more updateTrex Company, Inc. Appoints Prithvi S. Gandhi as Senior Vice President Effective October 6, 2025On September 30, 2025 the Board of Directors and the Compensation Committee of Trex Company, Inc. appointed Prithvi S. Gandhi to serve as the Company’s Senior Vice President effective October 6, 2025. Mr. Gandhi will also serve as the principal financial and principal accounting officer of the Company and will be a named executive officer for purposes of the Company’s financial filings and public reporting. As the Senior Vice President and Chief Financial Officer, Mr. Gandhi will be responsible for overseeing all aspects of the finance and accounting functions of the Company. Mr. Gandhi, age 55, served as Executive Vice President and CFO of Beacon Roofing Supply from April 2024 to June 2025. Prior to that, from August 2022 until April 2024, he served as Vice President and CFO of TAMKO Building Products, LLC, one of the independent U.S. manufacturers of residential roofing products, where he drove financial performance improvements and spearheaded the company’s entry into sustainable products. From August 2021 to July 2022, Mr. Gandhi was Executive Vice President and Chief Financial Officer of Fast Radius, Inc. Earlier in his career, Mr. Gandhi had a successful eight-year tenure from August 2013 until May 2021, with Owens Corning, where he held multiple senior finance roles, including as Interim CFO from 2019-2020. Mr. Gandhi received a Bachelor of Science degree in Mathematics and Economics from the University of California, a Master of Arts degree in International Economics from Georgetown University, and Master of Business Administration degree with a concentration in Finance and Accounting from the Wharton School of Business.
分析記事 • Sep 09Calculating The Fair Value Of Trex Company, Inc. (NYSE:TREX)Key Insights Using the 2 Stage Free Cash Flow to Equity, Trex Company fair value estimate is US$53.20 With US$63.14...
Buy Or Sell Opportunity • Aug 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to US$64.68. The fair value is estimated to be US$53.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.8%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
New Risk • Aug 08New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$433k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risk Significant insider selling over the past 3 months (US$433k sold).
Reported Earnings • Aug 05Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: US$0.71 (down from US$0.80 in 2Q 2024). Revenue: US$387.8m (up 3.0% from 2Q 2024). Net income: US$75.9m (down 13% from 2Q 2024). Profit margin: 20% (down from 23% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Aug 05Trex Company, Inc. Provides Earnings Guidance for Third Quarter of 2025; Reaffirms Earnings Guidance for Full Year 2025Trex Company, Inc. provided earnings guidance for third quarter of 2025; reaffirmed earnings guidance for full year 2025. For the third quarter, the company expects Revenue Guidance of $295 Million to $305 Million. Sales to range from $295 million to $305 million. For the full year, the company reaffirmed their full-year 2025 guidance for sales growth of 5% to 7%.
Buy Or Sell Opportunity • Aug 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$64.30. The fair value is estimated to be US$53.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.3%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
お知らせ • Jul 31Trex Company Launches the New Trex Deck Railing DesignerTrex Company has launched the new Trex Deck Railing Designer. Designed with speed, accuracy and efficiency in mind, this user-friendly digital platform delivers real-time 3D visualization, instant material estimates and seamless performance across devices. Long known as an innovator in the railing category, Trex developed this new tool based on input from professional deck builders, and to allow homeowners to visualize the numerous railing and decking pairings available from Trex. The resulting platform offers an intuitive, interactive interface that accelerates the specification process and enhances the end-user experience. The Trex Deck Railing Designer supports the configuration of more than 2,000 railing combinations from Trex's portfolio of 13 railing lines. Built with advanced 3D web technology, it loads instantly on desktops, tablets and mobile devices, giving users access to the tool in any setting. "Expert Mode" takes users who know what they want straight to the configurator, where they can customize railing selections and calculate materials. Real-Time 3D Configuration and Material List. Users can visualize railing systems in 3D and obtain a detailed material list in as little as one minute - a process that previously took 10-20 minutes. Mobile-Friendly and Field-Ready. Optimized for fast, responsive performance on any device, the tool is ideal for those on the job and on the go. Save and Share Features. Users can save configurations via curated links and share designs on social media platforms like Facebook and Pinterest, making collaboration easier and more efficient. The new Trex Deck Railing designer is part of a robust library of deck planning tools and resources available on Trex.com.
分析記事 • Jul 21Here's Why Trex Company (NYSE:TREX) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Jul 14Trex Company, Inc. to Report Q2, 2025 Results on Aug 04, 2025Trex Company, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
分析記事 • Jul 03Shareholders Should Be Pleased With Trex Company, Inc.'s (NYSE:TREX) PriceWith a price-to-earnings (or "P/E") ratio of 32.1x Trex Company, Inc. ( NYSE:TREX ) may be sending very bearish signals...
お知らせ • Jun 30+ 7 more updatesTrex Company, Inc.(NYSE:TREX) dropped from Russell Small Cap Comp Growth IndexTrex Company, Inc.(NYSE:TREX) dropped from Russell Small Cap Comp Growth Index
お知らせ • Jun 26+ 2 more updatesTrex Company, Inc. Announces Resignation of Brenda Lovcik as Senior Vice PresidentTrex Company, Inc. announced that Brenda Lovcik has resigned as Senior Vice President to accept a position in Minnesota, near to her family.
分析記事 • Jun 15Here's What's Concerning About Trex Company's (NYSE:TREX) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Reported Earnings • May 09First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.56 (down from US$0.82 in 1Q 2024). Revenue: US$340.0m (down 9.0% from 1Q 2024). Net income: US$60.4m (down 32% from 1Q 2024). Profit margin: 18% (down from 24% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 4.1%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 09Trex Company, Inc. Provides Earnings Guidance for the Second Quarter of 2025 and Maintains Earnings Guidance for the Full Year 2025Trex Company, Inc. provided earnings guidance for the second quarter of 2025 and maintains earnings guidance for the full year 2025. The company currently expected second quarter sales to range from $370 million to $380 million, followed by strong second half year-on-year comparisons. The company expected second quarter margins to approximate first quarter margins. The company is maintaining full year 2025 guidance for sales growth of 5% to 7%.
分析記事 • Apr 30Trex Company, Inc.'s (NYSE:TREX) CEO Will Probably Find It Hard To See A Huge Raise This YearKey Insights Trex Company to hold its Annual General Meeting on 6th of May Total pay for CEO Bryan Fairbanks includes...
お知らせ • Apr 17Trex Company, Inc. to Report Q1, 2025 Results on May 08, 2025Trex Company, Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025
分析記事 • Apr 16These 4 Measures Indicate That Trex Company (NYSE:TREX) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Apr 15Trex Company, Inc. Appoints Jodi Lee as Senior Vice President, MarketingTrex Company, Inc. announced that Jodi Lee is joining Trex as Senior Vice President, Marketing, where she will lead the Company’s marketing strategy, drive consumer engagement, and develop innovative campaigns to support Trex’s long-term growth goals. Jodi Lee is an accomplished marketing and business leader with a proven track record of driving significant growth and transformation for iconic brands. With over 20 years of experience in brand development, digital transformation, and strategic partnerships, Jodi excels at delivering revenue growth, launching successful new product lines, and building high-performing marketing teams. Her extensive expertise covers a wide range of responsibilities, including innovation, product development, advertising, customer insights, and P&L management for key business segments. In her recent role as Vice President, Brand Marketing at The Scotts Miracle-Gro Company, she led a team that exceeded $2.5 billion in revenue, launched world-class marketing campaigns, and developed robust innovation pipelines. In 2024, she led Miracle-Gro’s marketing collaboration with Martha Stewart to launch their new Organic line of products and successfully transformed the entire Roundup brand with a new formula and an award-winning marketing campaign, “This Stuff Works”. Earlier in his career, Kevin served as Vice President of Sales and Marketing for the TimberTech brand of decking and railing products. During his tenure, Kevin led a team of sales professionals responsible for both domestic and international markets, including more than 30 countries. A recognized leader in the composite decking industry, Kevin was a founding board member of the Composite Lumber Manufactures Association and served on the board of the North American Deck & Rail Association.
お知らせ • Mar 26Trex Company, Inc., Annual General Meeting, May 06, 2025Trex Company, Inc., Annual General Meeting, May 06, 2025. Location: trex university, 331 apple valley road, virginia 22602, winchester United States
分析記事 • Mar 18Trex Company, Inc.'s (NYSE:TREX) Shares May Have Run Too Fast Too SoonWith a price-to-earnings (or "P/E") ratio of 27.3x Trex Company, Inc. ( NYSE:TREX ) may be sending very bearish signals...
分析記事 • Mar 03Trex Company's (NYSE:TREX) Profits Appear To Have Quality IssuesTrex Company, Inc.'s ( NYSE:TREX ) healthy profit numbers didn't contain any surprises for investors. We believe that...
分析記事 • Feb 27Earnings Update: Trex Company, Inc. (NYSE:TREX) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsLast week, you might have seen that Trex Company, Inc. ( NYSE:TREX ) released its full-year result to the market. The...
Reported Earnings • Feb 26Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$2.09 (up from US$1.89 in FY 2023). Revenue: US$1.15b (up 5.2% from FY 2023). Net income: US$226.4m (up 10% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.4%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 25Trex Company, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025Trex Company, Inc. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenues of between $325 million and $330 million. For full year, the company expects net sales to range from $1.21 billion to $1.23 billion, representing year-on-year growth of 6% at the midpoint.
お知らせ • Feb 20Trex Expands Mid-Tier Composite Decking Options with New Performance-Engineered BoardsTrex Company has unveiled innovations that have solidified its position as the leader at both the premium and entry levels of the composite decking category. This spring, the manufacturer of wood-alternative decking andrailing will complete a strategic trifecta by strengthening its mid-tier offerings with the expansion of its Trex Select® line. Just in time for prime decking season, the company is rolling out three new colors featuring elevated aesthetics and performance - including the industry's first mid-priced board with heat-mitigating technology. To better align with current consumer preferences, the 2025 additions to the Trex Select line not only introduce a brightened color palette but an updated design aesthetic as well. Joining the existing shades of Saddle and Pebble Grey are three fresh, on-trend hues featuring a new grain pattern with subtle streaking and refined embossing: Malted Barley - a warm earthy shade with soft and subtle grey undertones; Millstone - a natural, weathered grey with a timeless shadowed undertone; Whiskey Barrel - a rich, rustic brown complimented with cozy, refined streaking. Further differentiating these new offerings is the fact that they will be the first mid-tier options in the industry to feature Trex's proprietary SunCom comfortable™ IR technology. Advanced heat-mitigation properties engineered into the shell of the boards reflect the sun and keep the surface cooler than other composite decking offerings of a similar color. Trex Select decking features a solid board profile that delivers increased durability, structural integrity and the ability to be curved. Boards come in 12', 16' and 20' lengths and accommodate the Trex Hideaway® Hidden Fastener Collection, allowing for a smooth, unfettered finish free of nails and other visible fasteners. Further enhancing its appeal, Trex Select is backed by a 35-year Limited Residential and Fade & Stain Warranty and a 10-year Limited Commercial Warranty. Like all Trex decking, Select boards are sustainably made from up to 95% recycled and reclaimed content and engineered with a proprietary, high-traffic formulation and ultra-durable integrated shell that resists stains, scratches and mold. They won’t rot, warp, crack or splinter like wood, and upkeep is hassle-free. No sanding, staining or painting is ever needed, and spills wash off easily with just soap and water. Trex Select will be available throughout the Midwest and East Coast in April, with further expansion to the West Coast this summer.
お知らせ • Feb 03Trex Company, Inc. to Report Q4, 2024 Results on Feb 24, 2025Trex Company, Inc. announced that they will report Q4, 2024 results After-Market on Feb 24, 2025
分析記事 • Jan 28A Look At The Intrinsic Value Of Trex Company, Inc. (NYSE:TREX)Key Insights The projected fair value for Trex Company is US$71.65 based on 2 Stage Free Cash Flow to Equity With...
Seeking Alpha • Jan 19Ignore Trex's Third Quarter: Better Revenue And Earnings Are ComingSummary Trex Company, Inc. reported lower Q3 2024 revenue and earnings due to seasonal factors and high capex for its Arkansas plant, but growth is expected post-2025. The company’s competitive edge lies in its cost-efficient manufacturing process, its scale, and use of recycled materials. Despite current declines, Trex’s cost-cutting initiatives and increased capacity from the new plant position it for double-digit earnings growth by late 2025 or early 2026. With a one-year target price of $77.24, I maintain a Buy rating, anticipating strong growth once capex decreases and additional revenue streams kick in. Read the full article on Seeking Alpha
分析記事 • Jan 15Trex Company (NYSE:TREX) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jan 02What Does Trex Company, Inc.'s (NYSE:TREX) Share Price Indicate?Trex Company, Inc. ( NYSE:TREX ), is not the largest company out there, but it received a lot of attention from a...
分析記事 • Dec 06Trex Company (NYSE:TREX) Knows How To Allocate CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
分析記事 • Nov 24Unpleasant Surprises Could Be In Store For Trex Company, Inc.'s (NYSE:TREX) SharesWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
お知らせ • Nov 19Trex Company, Inc. Appoints Anand Kangala as Chief Information OfficerTrex Company, Inc. announced that Dr. Anand Kangala, has joined Trex as its new Vice President and Chief Information Officer effective November 18, 2024. As a member of the Trex leadership team, Dr. Kangala will lead global IT functions and enterprise technology strategy. Most recently, Dr. Kangala served as Senior Director at Home Depot, where he launched a Transformation Management Office and led the digital strategy to build the foundation for interconnected retail vision through advanced technology and data-driven insights. Before Home Depot, he held various leadership roles in business and technology transformation at Edward Jones, Carter's Inc., Cato Corporation, and IBM. He has a Doctorate in Business Administration from the University of North Carolina at Charlotte and a Master of Business Administration from East Carolina University.
Seeking Alpha • Nov 04Trex Company: The Bottom Is In (Rating Upgrade)Summary With numerous headwinds in the rearview, market sentiment is improving for Trex Company. Trex has 3 tailwinds: growth in Restore & Remodel, a new opportunity in railing, and growth in FCF. At $70, Trex stock is undervalued by >15% compared to historical valuation metrics. Read the full article on Seeking Alpha
New Risk • Oct 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
