Trex Company, Inc. (NYSE:TREX) Q2 2025 Earnings Call August 3, 2025 4:30 PM ET Company Participants Amy M. Fernandez - Senior VP, Chief Legal Officer, Secretary & Chief Sustainability Officer Brenda K. Lovcik - Senior VP & CFO Bryan Horix Fairbanks - President, CEO & Director Casey Kotary - Head of Investor Relations Conference Call Participants Philip H. Ng - Jefferies LLC, Research Division Rafe Jason Jadrosich - BofA Securities, Research Division Ryan James Merkel - William Blair & Company LLC, Research ...

Trex (TREX) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.8 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.78%. A quarter ago, it was expected that this maker of fencing and decking products would post earnings of $0.58 per share when it actually produced earnings of $0.6, delivering a surprise of +3.45%.Over the last four quart ...

Trex (TREX) Q2 2025 Earnings Call August 04, 2025 04:30 PM ET Company ParticipantsCasey Kotary - DirectorBryan Fairbanks - President, CEO & DirectorBrenda Lovcik - SVP & CFOTrey Grooms - Managing DirectorKeith Hughes - MD - Sell Side Equity ResearchRyan Merkel - Co-Group Head–IndustrialsCollin Verron - DirectorKetan Mamtora - Director - Building Products Equity ResearchMichael Rehaut - Executive DirectorTrevor Allinson - Director - Equity ResearchPhilip Ng - Managing DirectorSteven Ramsey - Deputy Director ...

Trex (TREX) Q2 2025 Earnings Call August 04, 2025 04:30 PM ET Speaker0Good day, and welcome to the Trex Company Second Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. Please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your telephone keypad.To withdraw your question, Please note this event is being recorde ...

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-14649 Trex Company, Inc. (Exact name of registrant as specified in its charter) Delaware 54-1910453 (State or other jurisdiction of incorpo ...

Exhibit 99.1 NEWS RELEASE TREX COMPANY REPORTS SECOND QUARTER 2025 RESULTS Second Quarter Sales Exceeded Guidance Driven by New Product Sales New Products Accounted for 22% of Trailing Twelve-Month Sales Third Quarter Revenue Guidance of $295 Million to $305 Million Full Year 2025 Guidance Reaffirmed at 5% to 7% Revenue Growth and Adjusted EBITDA Margin to Exceed 31% WINCHESTER, Va. –August 4, 2025– Trex Company, Inc. (NYSE:TREX), the world's largest manufacturer of wood-alternative decking and railing and ...

Group 1 - Trex Company (NYSE: TREX) has faced challenges for its shareholders over the past few years [1] - In November 2021, an in-depth analysis of Trex Company was initiated to understand its performance [1] Group 2 - Crude Value Insights provides an investment service focused on oil and natural gas, emphasizing cash flow and growth potential [1] - The service includes a stock model account, cash flow analyses of exploration and production firms, and live sector discussions [2]

Core Insights - Trex Company has launched the Trex Deck Railing Designer, a digital platform aimed at simplifying the railing selection process for both trade professionals and homeowners [1][2][3] Group 1: Product Features - The Trex Deck Railing Designer allows users to visualize over 2,000 railing combinations from Trex's 13 railing lines, enhancing the specification process [3] - The platform is built with advanced 3D web technology, providing real-time visualization and instant material estimates across various devices [1][3] - It includes a dual mode interface: "Explorer Mode" for browsing and comparing styles, and "Expert Mode" for direct customization and material calculation [11] Group 2: User Experience - The tool significantly reduces the time needed for material estimation from 10-20 minutes to as little as one minute [11] - It is optimized for mobile use, making it suitable for professionals on the job [11] - Users can save and share their configurations easily, facilitating collaboration [11] Group 3: Company Background - Trex Company is recognized as the world's largest manufacturer of high-performance, low-maintenance composite decking and residential railing [1][6] - The company has a strong distribution network with over 6,700 retail outlets across six continents [6] - Trex has received multiple accolades, including being named America's Most Trusted Outdoor Decking for five consecutive years from 2021 to 2025 [6]

Core Viewpoint - Trex (TREX) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending June 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The consensus estimate for Trex's quarterly earnings is $0.71 per share, reflecting an 11.3% decrease year-over-year. Revenues are projected to be $377.91 million, which is a 0.4% increase from the same quarter last year [3]. Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised 0.95% higher, indicating a collective reassessment by analysts regarding the company's earnings outlook [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that Trex's Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.07%, suggesting a bearish sentiment among analysts [12]. Historical Performance - Trex has a history of beating consensus EPS estimates, having done so in the last four quarters. In the most recent quarter, it reported earnings of $0.60 per share against an expectation of $0.58, achieving a surprise of +3.45% [13][14]. Investment Considerations - While Trex does not appear to be a strong candidate for an earnings beat, investors are advised to consider other factors that may influence stock performance ahead of the earnings release [17].

Industry Overview - The Zacks Building Products – Wood industry is currently facing challenges such as rising construction costs, potential housing project delays, and affordability concerns for consumers [1] - Spending on home repair and remodeling has decreased from pandemic highs due to elevated mortgage rates impacting consumer budgets [1][2] - There is a strong need for investments in critical replacements and modernization of aging housing stock, alongside increased funding for infrastructure and carbon/ESG-related projects [2][6] Trends Impacting the Industry - The U.S. housing market is constrained by high interest rates and low consumer confidence, affecting demand for lumber and remodeling [4] - The reimplementation of tariffs on Canadian softwood lumber could lead to supply shortages and increased material costs, as Canada supplies about 30% of U.S. softwood lumber [4] - Volatility in lumber prices remains a significant concern, impacting inventory costs and profit margins [5] Company Strategies - Companies are focusing on acquisitions, product innovation, and efficient cost-reduction strategies to navigate current challenges [7][8] - Operational excellence is being emphasized, including improvements in merchandising, harvest, and transportation efficiencies [8] Industry Performance - The Zacks Building Products – Wood industry has outperformed the broader Zacks Construction sector and the S&P 500 over the past year, gaining 21.6% compared to the sector's 8.8% and the S&P 500's 12.3% [13] - The industry currently has a Zacks Industry Rank of 155, placing it in the bottom 37% of over 250 Zacks industries, indicating dull near-term prospects [9][10] Earnings Outlook - Analysts have shown decreasing confidence in the industry's earnings growth potential, with aggregate earnings estimates for 2025 declining from $2.22 to $2.11 per share [11] - Despite the bleak near-term outlook, some companies are highlighted for their potential to capitalize on fundamental strengths [12] Notable Companies - **Worthington Enterprises, Inc. (WOR)**: Gained 48.4% over the past year, with an upward estimate revision for fiscal 2026 earnings to $3.65 from $3.14 per share [22] - **PotlatchDeltic Corporation (PCH)**: Gained 5% over the past year, with an upward estimate revision for 2025 earnings to 88 cents from 83 cents per share [26] - **Trex Company, Inc. (TREX)**: Experienced a loss of 20.9% over the past year, but has seen an upward estimate revision for 2025 earnings to $2.21 from $2.16 per share [30]