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/Mis Actual Consensu

s s

Estimate

Q2 Beat $0.73 $0.71

Adjusted (19

EPS Analysts

)

Q2 Beat $78.72 $76.50

Adjusted mln mln (17

Net Analysts

Income )

Q2 Net $75.91

Income 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 ( TREX ) 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:

(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.)