Trex Q2 sales rise 3%, EPS beats expectations

Trex

04/08/2025 21:37

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: ID:nBw9nGyw5a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)