Announcement • 2h
Trex Company, Inc. Provides Earnings Guidance for the Second Quarter of 2026 and Reaffirms Earnings Guidance for the Full Year of 2026 Trex 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 07
First quarter 2026 earnings: EPS and revenues exceed analyst expectations First 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. Live News • May 07
Trex Company Expands Credit Facility and Buyback as Analyst Flags Cost Pressures Stifel reduced its price target on Trex Company to $40 from $42 and kept a Hold rating, citing cost pressures and a softer macro backdrop. Trex expanded and amended its revolving credit facility to US$700 million, extending the maturity to March 2031. The company launched a US$100 million accelerated share repurchase program and appointed Zachary C. Lauer as Senior Vice President and Chief Operations Officer.
For you as an investor, the mix of analyst caution and corporate actions tells a few different stories. Stifel’s lower price target highlights concerns around costs and broader economic conditions, which can affect sentiment toward the stock. At the same time, the larger, longer-dated credit facility gives Trex more room to manage working capital, invest in operations and handle potential swings in demand without relying solely on cash on hand.
The US$100 million accelerated share repurchase points to management’s willingness to return capital to shareholders and potentially adjust the share count more quickly than through open-market buybacks. The appointment of Zachary C. Lauer as COO, following the earlier CEO transition to Adam D. Zambanini, signals continued attention to manufacturing, supply chain and R&D execution, which are central for a company focused on outdoor living products. Together, the financing, buyback and leadership changes give you a clearer picture of how Trex is positioning its balance sheet and operations while contending with the cost backdrop highlighted by Stifel. Announcement • May 05
Trex Company, Inc. Appoints Zachary C. Lauer as Senior Vice President, Chief Operations Officer Trex 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. Valuation Update With 7 Day Price Move • Apr 14
Investor 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. Announcement • Apr 09
Trex Company, Inc. to Report Q1, 2026 Results on May 07, 2026 Trex Company, Inc. announced that they will report Q1, 2026 results at 6:30 AM, US Eastern Standard Time on May 07, 2026 Announcement • Mar 25
Trex Company Unveils Performance-Engineered Brand Platform Trex 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. Recent Insider Transactions • Mar 12
Independent Director recently bought US$504k worth of stock On 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. Announcement • Mar 10
Trex Company Introduces Fire-Resistant Outdoor Decking Trex 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. Price Target Changed • Feb 25
Price target increased by 8.2% to US$48.25 Up 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 25
Full year 2025 earnings: EPS in line with analyst expectations despite revenue beat Full 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. Announcement • Feb 16
Trex Company Showcases the Future of Outdoor Living At IBS 2026 Trex 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. Announcement • Feb 10
Trex Company, Inc. Appoints Irene Tasi as Independent Director and Member of Audit Committee and Compensation Committee, Effective February 9, 2026 Trex 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. Announcement • Feb 02
Trex Company, Inc. to Report Q4, 2025 Results on Feb 24, 2026 Trex Company, Inc. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026 Announcement • Jan 20
Trex Company Expands Its Value-Driven Enhance Decking Line with Two New Heat-Mitigating, On-Trend Colors Trex 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. Announcement • Jan 13
Trex®? Launches Refuge™? Ignition-Resistant Decking with Class A Flame Spread Performance Trex 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 09
Investor 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. Announcement • Dec 03
Trex Company Announces Directorate Changes, Effective December 3, 2025 Trex 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. Board Change • Nov 12
Insufficient new directors There 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. Valuation Update With 7 Day Price Move • Nov 11
Investor 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 10
New major risk - Revenue and earnings growth Earnings 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. Reported Earnings • Nov 06
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third 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 05
Price target decreased by 25% to US$52.57 Down 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. Announcement • Oct 14
Trex Company, Inc. to Report Q3, 2025 Results on Nov 04, 2025 Trex Company, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025 Buy Or Sell Opportunity • Oct 09
Now 21% undervalued after recent price drop Over 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. Buy Or Sell Opportunity • Aug 22
Now 21% overvalued after recent price rise Over 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 08
New minor risk - Insider selling There 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 05
Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beat Second 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. Announcement • Aug 05
Trex Company, Inc. Provides Earnings Guidance for Third Quarter of 2025; Reaffirms Earnings Guidance for Full Year 2025 Trex 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 04
Now 21% overvalued after recent price rise Over 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. Announcement • Jul 31
Trex Company Launches the New Trex Deck Railing Designer Trex 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. Announcement • Jul 14
Trex Company, Inc. to Report Q2, 2025 Results on Aug 04, 2025 Trex Company, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025 Reported Earnings • May 09
First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind First 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. Announcement • May 09
Trex Company, Inc. Provides Earnings Guidance for the Second Quarter of 2025 and Maintains Earnings Guidance for the Full Year 2025 Trex 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%. Announcement • Apr 17
Trex Company, Inc. to Report Q1, 2025 Results on May 08, 2025 Trex Company, Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025 Announcement • Apr 15
Trex Company, Inc. Appoints Jodi Lee as Senior Vice President, Marketing Trex 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. Announcement • Mar 26
Trex Company, Inc., Annual General Meeting, May 06, 2025 Trex Company, Inc., Annual General Meeting, May 06, 2025. Location: trex university, 331 apple valley road, virginia 22602, winchester United States Reported Earnings • Feb 26
Full year 2024 earnings: EPS exceeds analyst expectations Full 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. Announcement • Feb 25
Trex Company, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025 Trex 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. Announcement • Feb 20
Trex Expands Mid-Tier Composite Decking Options with New Performance-Engineered Boards Trex 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. Announcement • Feb 03
Trex Company, Inc. to Report Q4, 2024 Results on Feb 24, 2025 Trex Company, Inc. announced that they will report Q4, 2024 results After-Market on Feb 24, 2025 Announcement • Nov 19
Trex Company, Inc. Appoints Anand Kangala as Chief Information Officer Trex 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. New Risk • Oct 29
New major risk - Earnings quality The 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.