Trex Q2 sales rise 3%, EPS beats expectations
Overview
Trex Q2 2025 net sales rise 3% yr/yr to $388 mln
Adjusted EPS of $0.73 beats analyst expectations, per LSEG data
Co reaffirms full-year 2025 guidance for 5%-7% revenue growth
Outlook
Trex expects Q3 revenue between $295 mln and $305 mln
Company reaffirms 2025 revenue growth guidance of 5% to 7%
Trex anticipates adjusted EBITDA margin to exceed 31% in 2025
Company says tariffs impact less than 5% of cost of sales
Result Drivers
NEW PRODUCT SALES - New products accounted for 22% of trailing twelve-month sales, significantly contributing to Q2 results
CHANNEL POSITIONING - Strong presence in pro channel and home centers drove sales performance, per CEO Bryan Fairbanks
ARKANSAS FACILITY - New plastic processing facility in Arkansas surpassing production expectations, reducing need for external material purchases
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Adjusted EPS | Beat | $0.73 | $0.71 (19 Analysts) |
Q2 Adjusted Net Income | Beat | $78.72 mln | $76.50 mln (17 Analysts) |
Q2 Net Income | $75.91 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 10 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the construction supplies & fixtures peer group is "buy"
Wall Street's median 12-month price target for Trex Company Inc is $70.00, about 9.4% above its August 1 closing price of $63.42
The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 26 three months ago
Press Release:
