Overview

* Stella-Jones ( STLJF ) Q3 sales rise 5% to C$958 mln, missing analyst expectations

* Net income for Q3 2025 increases to C$88 mln, with EPS of C$1.59

* Company had previously announced plan to acquire Brooks Manufacturing

Outlook

* Company did not provide specific financial guidance for future quarters or full year

Result Drivers

* UTILITY POLES - Sales increased due to volume growth from new contracts, offset by lower spot market pricing

* RAILWAY TIES - Sales rose due to improved pricing despite stable volumes

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Miss C$958 C$960.40

mln mln (8

Analysts

)

Q3 Net C$88 mln

Income

Q3 Gross 19.60%

Margin

Q3 C$171

EBITDA mln

Q3 17.80%

EBITDA

Margin

Q3 Gross C$188

Profit mln

Q3 C$135

Operatin mln

g Income

Q3 14.10%

Operatin

g Margin

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the forest & wood products peer group is "buy."

* Wall Street's median 12-month price target for Stella-Jones Inc ( STLJF ) is C$89.00, about 10.6% above its November 4 closing price of C$79.56

* The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release:

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(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.)