Trex Q4 EPS $0.04 Tops Estimates; Raises 2026 Revenue Guidance to $1.21B
Trex posted Q4 adjusted EPS $0.04, topping a $0.01 loss estimate, and revenue $161.1M beat $144.7M forecasts despite a 3.9% YoY decline. It issued full-year guidance with revenue midpoint $1.21B and EBITDA $327.5M, driving shares up to $42.93.
1. Q4 Earnings and Revenue Beat
Trex reported adjusted Q4 EPS of $0.04, surpassing a $0.01 per share loss estimate, and revenue of $161.1 million exceeded $144.7 million estimates despite a 3.9% year-on-year decline driven by softer volumes. The earnings beat reflected improved pricing and cost controls across its composite decking and railing segments.
2. Raised 2026 Guidance
The company set 2026 revenue guidance with a $1.21 billion midpoint and EBITDA guidance of $327.5 million, both above prior expectations, citing stable end-market demand and margin support from ongoing cost efficiencies.
3. Market Reaction and Performance
Shares rose 3.6% to $42.93 following the report, extending a 19.8% year-to-date gain, though the stock remains 37.3% below its July 2025 52-week high of $68.49 and has seen 17 moves greater than 5% over the past year.