{"filings":[{"id":2421676,"accession_number":"0001193125-26-362066","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2026-08-24T13:00:15+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Trex names Brian J. Taylor as first Chief Commercial Officer; effective Aug 24, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Brian J. Taylor as SVP & Chief Commercial Officer, effective Aug 24, 2026; newly created role leading sales, marketing, and IT.","Compensation: $480K base salary; 60% target cash bonus; 135% LTI target; $450K time-based RSU grant vesting over 3 years.","$100K signing bonus; standard CIC and Severance agreements; relocation benefits per company policy.","Taylor joins from POOLCORP (VP Sales N.A.); previously 24 yrs at Sherwin-Williams incl. SVP Global Mktg & Sales for $6.8B Performance Coatings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2033244,"accession_number":"0001193125-26-331450","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2026-08-04T10:30:18+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q2 revenue $418M (+8% YoY); reaffirms raised FY guidance; accelerates Arkansas expansion","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $418M (+8% YoY); net income $62M ($0.60 EPS); adjusted EPS $0.62 (incl. $0.03 write-down).","Adjusted EBITDA $112M vs $122M prior year; free cash flow $182M.","Board approved $150M additional share repurchase; repurchased $51M in Q2.","Accelerating Arkansas decking production ramp-up to Q3 2026, six months earlier than planned.","Reaffirming FY2026 guidance: revenue $1.215B-$1.25B, adj. EBITDA $335M-$350M; Q3 revenue guidance $305M-$320M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1622396,"accession_number":"0001193125-26-302685","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2026-07-14T14:00:14+00:00","items":["7.01"],"status":"ready","headline":"Trex corrects verbal misstatement of FY2026 Adjusted EBITDA guidance to $335-$350M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["During July 13 conference call, management mistakenly said Adjusted EBITDA guidance $330-$345M.","Correct guidance remains $335-$350M as stated in prior press release.","No change to official guidance; verbal error only."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1609836,"accession_number":"0001193125-26-302012","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2026-07-13T20:07:16+00:00","items":["8.01","9.01"],"status":"ready","headline":"Trex realigns distribution network; SBP sole national distributor; Q2 rev ~$418M above guidance, raises FY26 outlook","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q2 preliminary revenue ~$418M (above guidance $388-403M); adjusted EBITDA ~$112M; full year 2026 guidance raised.","SBP (Specialty Building Products) named sole national distributor of Trex products in North America, effective Jan 1, 2027.","Terminates distribution relationship with Boise Cascade effective Aug 12, 2026; no termination fees.","Expands regional distribution with WS Building Materials (Midwest/Mid-Atlantic), Coastal Forest Products (New England), and BlueLinx (South Central).","Dual-distribution model to be implemented in all markets (excl. Canada/California) by Jan 1, 2029; SBP subject to non-compete."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":68402,"accession_number":"0001193125-26-221659","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2026-05-13T20:15:17+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex files amended 8-K adding earnings call transcript; no new financial data","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Amendment No. 1 furnishes transcript of May 7, 2026 Q1 2026 earnings call as Exhibit 99.2.","Original earnings results were previously reported on May 7, 2026; this filing adds no new financial figures.","Transcript includes commentary from CEO Adam Zambanini and CFO Prithvi Gandhi; full text not available in this excerpt.","Investor should refer to the original earnings release for specific Q1 2026 numbers and guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91066,"accession_number":"0001193125-26-210213","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q1 net sales $343M, EPS $0.58; initiates $150M buyback, reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $343M (+1% YoY), gross margin 40.5%; diluted EPS $0.58 vs $0.56 prior year.","Adjusted EBITDA $103M vs $101M; adjusted diluted EPS $0.59 vs $0.60.","Authorized $150M share repurchase program ($100M ASR + $50M discretionary); board added 10M shares to authorization.","Launched 'Refuge' ignition-resistant PVC decking; five long-term strategic priorities announced.","Reaffirmed FY2026 guidance: net sales $1.185B-1.23B, adj EBITDA $315M-340M; Q2 sales guide $388M-403M."],"consensus_eps_estimate":0.5171,"consensus_eps_actual":0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":343403000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91065,"accession_number":"0001193125-26-202794","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["5.02","5.07","7.01","9.01"],"status":"ready","headline":"Trex appoints Zachary Lauer as COO, effective April 28, with $493k base salary and 60% cash target","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lauer, formerly SVP Supply Chain & Manufacturing, promoted to COO overseeing manufacturing, supply chain, engineering, and R&D.","Base salary $493,000 (prorated for 2026); cash incentive target 60% of salary; long-term equity target 135%.","Enters standard change-in-control severance (1.5x salary plus target) and severance agreement (1x salary plus accelerated vesting).","At April 28 annual meeting, shareholders elected four directors (all for, but Volas had 7.5M against) and ratified Ernst & Young.","Advisory say-on-pay vote passed with 44.9M for, 34.7M against (43.5% opposed)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91064,"accession_number":"0001193125-26-135874","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2026-04-01T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Trex enters new $700M credit facility, replacing $550M prior facility, maturing 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $700M revolving credit facility replaces prior $550M facility; term extended to March 26, 2031.","Includes $60M letter of credit sublimit and $40M swing line sublimit; interest based on Term SOFR plus 1.00%-1.75% margin.","Financial covenants: interest coverage ratio >= 2.50x and debt/EBITDA <= 3.75x (4.25x for qualifying acquisitions).","Proceeds may be used to refinance existing debt, working capital, capex, permitted acquisitions, and fees.","Security granted on substantially all assets (accounts, equipment, inventory, IP, etc.) excluding excluded property."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100967,"accession_number":"0001193125-26-105132","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2026-03-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex files 8-K/A to furnish transcript of Q4 2025 earnings call","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Amendment adds transcript of Feb 24, 2026 conference call discussing Q4 and full-year 2025 results.","Original earnings press release was previously furnished on Feb 24, 2026; this filing provides no new financial data.","Call participants include CEO Bryan Fairbanks, CFO Prithvi Gandhi, COO Adam Zambanini, and others."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100971,"accession_number":"0001193125-26-086881","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2026-03-03T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Trex enters $100M accelerated share repurchase with Wells Fargo; initial delivery of ~1.9M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Prepaid $100M to Wells Fargo on Feb 27; received ~1.9M shares initially, valued at ~80% of prepayment at Feb 26 close.","Final share count based on volume-weighted average price during period ending May 21, 2026; Wells Fargo may accelerate valuation from Apr 9.","Funded through line of credit; ASR intended to comply with Rule 10b5-1(c) and 10b-18.","At settlement, Wells Fargo may deliver additional shares or Trex may pay cash if final shares less than initial; company subject to typical buyback restrictions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100970,"accession_number":"0001193125-26-067031","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Trex CEO Bryan Fairbanks to retire April 28; Adam Zambanini named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bryan Fairbanks resigns as President/CEO and director effective April 28, 2026; no disagreement with company.","Adam Zambanini (current EVP & COO) appointed President/CEO and board member, effective April 28, 2026.","Zambanini's new compensation: $900,000 salary, 110% target annual incentive, 450% equity target.","Fairbanks will support transition through April 27, then serve as consultant for up to 12 months at $16,666/month.","Separate earnings release for Q4/FY2025 issued today; not detailed in this 8-K filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100969,"accession_number":"0001193125-26-066985","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q4 sales $161M, adjusted EPS $0.04; FY25 adj EBITDA $336M; guides FY26 revenue $1.185-1.230B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $161M (down 4% YoY); GAAP EPS $0.02, adjusted EPS $0.04; adjusted EBITDA $22M.","Full year 2025 net sales $1.2B (+2% YoY); net income $190M ($1.78 EPS); adjusted net income $202M ($1.88 EPS).","FY25 adjusted EBITDA $336M; gross margin 39.2% vs 43.6% prior year; impacted by $6M warranty charge and growth investments.","FY26 guidance: revenue $1.185B-$1.230B, adjusted EBITDA $315M-$340M; home center stocking locations increased.","Repurchased $50M of stock in Q4; Board authorized $150M buyback for 1H 2026."],"consensus_eps_estimate":-0.0154,"consensus_eps_actual":1.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":1174267000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100968,"accession_number":"0001193125-26-042811","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Trex appoints Irene Tasi (PPG) to board effective Feb 9, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Irene Tasi appointed independent director effective Feb 9, 2026; will serve on Audit and Compensation committees.","Tasi is SVP and Chief Transformation Officer at PPG (NYSE:PPG) with over 25 years leadership experience.","Board temporarily expands to 11 directors (10 independent); will reduce to 10 after Kaplan retirement at 2026 annual meeting.","Appointment continues board refreshment; Tasi brings building products and digital transformation expertise."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117301,"accession_number":"0001193125-25-306027","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2025-12-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Trex appoints B. Andrew Rose to board; former Worthington CEO brings 30+ years experience","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointment effective December 3, 2025; Rose will serve on Audit and Compensation Committees.","Rose previously President and CEO of Worthington Enterprises (2023-2024) and Worthington Industries (2020-2023).","Board now has 10 directors, 9 independent; Rose is class of 2026 and will stand for election.","Director Ronald Kaplan (since 2008) will not stand for re-election at 2026 annual meeting.","Rose also serves on boards of Sterling Infrastructure and Greif, Inc."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117298,"accession_number":"0001193125-25-306089","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2025-12-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex provides transcript of Q3 2025 earnings call; results previously disclosed on Nov 4","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["This amendment adds the transcript of the Q3 2025 earnings conference call held on November 4, 2025.","The transcript text provided is truncated and does not contain specific financial results or guidance.","No new financial information beyond what was originally furnished in the November 4, 2025 press release is included."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117300,"accession_number":"0001193125-25-264647","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q3 sales up 22% to $285M; cuts FY2025 guidance to flat; authorizes $50M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $285M (+22% YoY); GAAP diluted EPS $0.48; adjusted EPS $0.51.","Adjusted EBITDA $90M (+33% YoY); gross margin up 60bp to 40.5%.","FY2025 revenue guidance cut to $1.15B-$1.16B (~flat YoY); adj. EBITDA margin 28.0%-28.5%.","Q4 sales expected $140M-$150M citing weak R&R and distributor destocking.","Board authorized $50M share repurchase; 2026 gross margin expected down ~250bp."],"consensus_eps_estimate":0.5791,"consensus_eps_actual":1.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":1013142000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117299,"accession_number":"0001193125-25-226786","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Trex appoints Prithvi Gandhi as SVP & CFO effective Oct 6, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Prithvi Gandhi named SVP & CFO, succeeding effective Oct 6, 2025; will serve as principal financial and accounting officer.","Gandhi previously EVP & CFO of Beacon Roofing (Apr 2024–Jun 2025); also CFO at TAMKO and interim CFO at Owens Corning.","Base salary $560K; annual cash incentive target 75% of base; LTI target 205% of base; $500K RSU grant vesting Oct 6, 2028.","$200K cash signing bonus, repayable if Gandhi resigns without good reason or is terminated for cause within 3 years.","Standard CIC severance (1.5x base + bonus) and non-CIC severance (1x base + bonus); no family relationships or transactions to disclose."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133736,"accession_number":"0001193125-25-204407","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2025-09-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex files 8-K/A to include Q2 2025 earnings call transcript; specifics not extractable from partial exhibit","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Amendment adds transcript of Aug 4, 2025 conference call discussing Q2 2025 results.","Original press release furnished on Aug 4; transcript provides management commentary.","No new financial data beyond the previously issued press release.","Company participants include CEO Bryan Fairbanks and CFO Brenda Lovcik."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133737,"accession_number":"0000950170-25-101987","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q2 sales $388M (+3% YoY) beat guidance; FY25 revenue growth 5-7% reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $388M, up 3% YoY; net income $76M ($0.71 diluted EPS); adjusted EPS $0.73.","Adjusted EBITDA $122M; gross margin 40.8% vs 44.7% last year due to inventory strategy & one-time costs.","Q3 revenue guidance $295M-$305M; full-year 2025 guidance reaffirmed: 5-7% sales growth, adj. EBITDA margin >31%.","New products launched within last 36 months represented 22% of Q2 sales (vs 13% prior-year).","Tariffs impact less than 5% of cost of sales, primarily on aluminum/steel for railing and fasteners."],"consensus_eps_estimate":0.7239,"consensus_eps_actual":1.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":727794000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150453,"accession_number":"0000950170-25-089954","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2025-06-25T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Trex CFO Brenda Lovcik resigns; CEO Bryan Fairbanks to serve as interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brenda Lovcik resigns as CFO to relocate to Minnesota; will remain through Aug 5, 2025.","CEO Bryan Fairbanks, who served as CFO from 2015-2020, will assume interim CFO duties.","Departure is not due to any disagreement with the company.","Trex reaffirms FY2025 guidance: revenue growth of 5%-7%, Adjusted EBITDA margin >31%.","Q2 2025 revenue guidance reiterated at $370M-$380M; company has begun CFO search."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150451,"accession_number":"0000950170-25-082725","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2025-06-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex amends 8-K to include Q1 2025 earnings call transcript; no new financial data","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Amendment No. 1 furnishes transcript of earnings call held May 8, 2025.","Transcript text provided is incomplete; cuts off during forward-looking statement caution.","Company previously reported Q1 2025 results in its May 8, 2025 press release (not included here).","Investors should refer to the original 8-K for actual financial results and guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150452,"accession_number":"0000950170-25-066913","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q1 sales $340M beat guidance; adj. EPS $0.60; full-year guidance reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $340M vs $374M last year (which included $40M extra channel inventory); Q2 guidance $370M-$380M.","GAAP diluted EPS $0.56; adjusted diluted EPS $0.60; adjusted EBITDA $101M.","Gross margin 40.5% vs 45.4% YoY, impacted by railing conversion costs and Enhance® refinements.","New products launched in last 36 months accounted for 22% of trailing 12-month sales (up from ~10% last year).","Full-year 2025 guidance reaffirmed: 5-7% revenue growth, adjusted EBITDA margin >31%; <5% of cost exposed to tariffs."],"consensus_eps_estimate":null,"consensus_eps_actual":0.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":339993000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169423,"accession_number":"0000950170-25-041766","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2025-03-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Company Q4/FY2024 earnings call transcript filed; specific financial results not extractable from provided text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing is an amendment to include transcript of February 24, 2025 earnings call.","Full transcript text not included in prompt; only introductory remarks available.","Original earnings press release (Exhibit 99.1) contained financial results for three and twelve months ended Dec 31, 2024.","No new material financial disclosures identified in this amendment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169424,"accession_number":"0000950170-25-025597","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q4 sales $168M, down 14%; FY net income up 10%; guides FY25 rev growth ~6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $168M (-14.4% YoY); gross margin 32.7% vs 36.1% prior year.","FY24 net sales $1.2B (+5.2%); net income $226M ($2.09 EPS, +10.2% YoY); EBITDA $360M, margin 31.3%.","2025 revenue guidance $1.21B-$1.23B (~6% midpoint growth); adj. EBITDA margin >31%.","Q1 2025 revenue guided $325M-$330M; ~$40M shift from Q1 to remainder of year due to inventory strategy.","Repurchased 1.6M shares for $100M in 2024; capex ~$200M for Arkansas campus."],"consensus_eps_estimate":null,"consensus_eps_actual":2.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":1151449000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186474,"accession_number":"0000950170-24-129533","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2024-11-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex files amended 8-K with Q3 2024 earnings call transcript; financial results not extractable from provided text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Amendment adds transcript of October 28, 2024 conference call discussing Q3 2024 results.","Original press release was previously furnished; specific EPS and revenue figures not included in the excerpt provided.","Unable to determine YoY changes, segment performance, or guidance from the limited exhibit text.","Ticker: TREX; event is an earnings-related filing with incomplete supporting data."],"consensus_eps_estimate":null,"consensus_eps_actual":1.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":983822000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186476,"accession_number":"0000950170-24-117718","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q3 net sales $234M, EPS $0.37; reaffirms FY2024 sales midpoint $1.14B, EBITDA margin high end 30.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales down 23% to $234M; net income $41M ($0.37 diluted EPS), vs $65M ($0.60) last year.","EBITDA $68M (margin 29.1%) vs $99M (32.7%) prior year; excluding warranty benefit, adjusted margins compare favorably.","Year-to-date net sales up 9% to $984M; net income $217M ($1.99 per share), up 18% from $183M.","Reaffirms FY2024 net sales guidance at midpoint $1.14B; expects EBITDA margin at high end of 30.5% guidance.","Arkansas facility capex ~$550M, decking production in 2027; repurchased 1.6M shares for $100M YTD."],"consensus_eps_estimate":null,"consensus_eps_actual":1.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":983822000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186475,"accession_number":"0000950170-24-114223","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2024-10-11T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Trex extends $150M Revolving B loan maturity from Dec 2024 to Dec 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Second Amendment to Credit Agreement executed Oct 10, 2024; extends Revolving B maturity by two years.","Total revolving commitments unchanged: $400M Revolving A + $150M Revolving B = $550M.","Interest rate terms unchanged: Base Rate + 0.20%-1.15% for Base Rate loans; SOFR + 1.20%-2.15% for Term SOFR loans.","Amendment involves lenders Bank of America, TD Bank, PNC, and Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203060,"accession_number":"0000950170-24-101597","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2024-08-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex files 8-K/A to add Q2 2024 earnings call transcript; no new financial data in this filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Amendment to prior 8-K adds transcript of August 6, 2024 earnings call as Exhibit 99.2.","Transcript excerpt provides only opening remarks; no financial results or guidance included in this filing.","Original Q2 2024 results were furnished on August 6, 2024 in a separate press release.","Investors should refer to the original earnings press release for financial details."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203063,"accession_number":"0000950170-24-098550","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2024-08-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Trex repurchases 822,400 shares for $50M in Q3 2024; 9.7M shares remain under program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchased 822,400 shares at avg price $60.83/share for total $50M in Q3 2024.","Remaining repurchase authority as of Aug 19, 2024: 9.7M shares; program has no expiration.","CEO Bryan Fairbanks says buybacks reflect confidence in long-term growth and capital return commitment.","Program originally announced May 8, 2023, authorized up to 10.8M shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203062,"accession_number":"0000950170-24-098288","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2024-08-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Trex appoints Chris Keffer as independent director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chris Keffer appointed to Trex Board effective August 15, 2024; fills vacancy reported June 7, 2023.","Keffer is President & CEO of STIHL Inc. and previously spent 27 years at Stanley Black & Decker.","Board now consists of ten directors, nine of whom are independent; Keffer is considered independent.","He will serve on the Compensation Committee and the Nominating and Corporate Governance Committee.","Keffer's term expires at the 2025 annual meeting; he will be included in the 2025 slate of nominees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203061,"accession_number":"0000950170-24-091770","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q2 net sales $376M (+6% YoY); full-year revenue guidance cut to $1.13-1.15B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 diluted EPS $0.80, up 13% from $0.71; net income $87M.","Net sales $376M (+6% YoY); gross margin 44.7% (+80 bps); EBITDA margin 34.6% (+180 bps).","Full-year 2024 revenue guidance lowered to $1.13B-$1.15B; prior implied higher.","Q3 revenue guidance $220M-$230M; full-year EBITDA margin guidance maintained at 30.0%-30.5%.","CEO cites softness in entry-level segment; premium products (Transcend, Signature) continued double-digit sell-through growth."],"consensus_eps_estimate":null,"consensus_eps_actual":1.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":750105000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219343,"accession_number":"0001193125-24-146545","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2024-05-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex furnishes transcript of Q1 2024 earnings call; no specific results in filing","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company held Q1 2024 earnings conference call on May 9, 2024 to discuss financial and operating results.","This amendment provides a transcript of that call; the press release with results was previously filed.","No financial figures, guidance changes, or material commentary are extractable from the limited transcript excerpt provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219344,"accession_number":"0001193125-24-135255","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q1 net sales $374M (+57% YoY); EPS $0.82; reaffirms FY24 revenue $1.215-1.235B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Gross margin expanded 580 bps to 45.4% on higher utilization and cost efficiencies.","EBITDA of $133M (35.6% margin) vs $69M (28.8%) in Q1 2023.","Q2 revenue guidance $380-390M; Early Buy program shifted ~$75M into Q1.","Sell-through mid-single digit total; double-digit for premium products.","Reaffirms FY24 EBITDA margin target of 30.0-30.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":373635000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239173,"accession_number":"0001193125-24-058852","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2024-03-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q4/FY2023 earnings previously disclosed; amendment adds call transcript without new material data","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Amendment to 8-K filed March 5, 2024, includes transcript of Feb 26 earnings call.","Original press release with Q4/FY2023 results furnished on Feb 26; no further financial figures in this filing.","Transcript excerpt provided contains only introductory remarks; no specific EPS, revenue, or guidance details available.","Investors should refer to the original press release for financial results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239174,"accession_number":"0001193125-24-046200","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2024-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q4 sales $196M beat guidance; 2024 outlook 12% revenue growth, margin expansion","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $196M vs $192M YoY; diluted EPS $0.20 vs $0.09; gross margin 36.1% vs 34.1%.","FY 2023 net sales $1.1B (flat YoY); net income $205M ($1.89 EPS) vs $185M ($1.65); gross margin 41.3% (up 480 bps).","2024 guidance: net sales $1.215-1.235B (12% growth at midpoint); EBITDA margin 30.0-30.5%; capex ~$220M for Arkansas campus.","Q1 2024 sales expected $360-370M, including $60-80M from Early Buy program shift.","Repurchased 264,896 shares ($15.6M) under new 10.8M-share buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":1.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":1094837000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256681,"accession_number":"0001193125-23-273131","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2023-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex files amendment adding Q3 2023 earnings call transcript; CFO Brenda Lovcik named","summary_kind":"llm","event_type":"leadership","confidence":"low","bullets":["Company held Q3 2023 earnings conference call on Oct 30, 2023; transcript furnished as Exhibit 99.2.","Brenda Lovcik introduced as recently named SVP and Chief Financial Officer.","Specific financial results not included in this excerpt; rely on previously issued press release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256683,"accession_number":"0001157523-23-001574","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2023-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q3 net sales $304M, gross margin 43.1%; raises FY 2023 revenue and EBITDA margin guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $304M vs $188M a year ago; non-recurrence of channel destocking drove volume growth.","Gross margin 43.1% (41.8% ex $3.8M warranty benefit) vs 24.5% last year; cost-out and plant performance helped.","Adjusted EBITDA $96M (31.5% margin) vs $31M (16.4%) in Q3 2022; net income $65M ($0.60 EPS).","Raises FY 2023 revenue guidance to ~$1.09B (midpoint) from $1.04-1.06B; adjusted EBITDA margin now 29-29.5%.","Q4 2023 revenue expected $185-195M; year-end channel inventories seen below year-end 2022 levels."],"consensus_eps_estimate":null,"consensus_eps_actual":1.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":899092000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256682,"accession_number":"0001157523-23-001469","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2023-10-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Trex appoints Brenda Lovcik as CFO, effective October 23, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brenda Lovcik named SVP & CFO; brings 25+ years finance experience at Johnson Controls and Medtronic.","Base salary $540k, $300k signing bonus, $300k time-based RSU grant vesting over 3 years.","Target cash incentive 75% of base salary; long-term equity target 205% of base salary.","No family relationships or transactions with Trex; standard severance and CIC agreements apply."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274052,"accession_number":"0001157523-23-001402","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2023-09-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Trex sets 5-year targets: FY2028 net sales $1.8-1.9B, EBITDA >$600M, margin ~34%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Net sales target of $1.8B to $1.9B for full year 2028.","EBITDA targeted to double to over $600M by FY2028.","EBITDA margin improvement of 500 bps to approximately 34%.","Growth driven by outdoor living strength, wood conversion, railing, and portfolio expansion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274050,"accession_number":"0001193125-23-206821","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2023-08-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex files amended 8-K attaching Q2 2023 earnings call transcript; no new financial data","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["The amendment adds a transcript of the July 31, 2023 conference call discussing Q2 2023 results.","Original earnings press release was previously furnished on July 31, 2023; transcript only provides discussion, not separate financial updates.","Provided exhibit (Ex-99.2) includes only introductory remarks; actual financial results and management commentary are not included in the snippet.","No changes to previously announced Q2 2023 revenue, EPS, or guidance are indicated in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274051,"accession_number":"0001157523-23-001191","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2023-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q2 net sales $357M, raises FY EBITDA margin guidance to 28-29%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $357M vs $386M prior year; net income $77M ($0.71 diluted EPS) vs $89M ($0.79).","Gross margin improved to 43.9% vs 40.7% YoY; EBITDA margin 32.8%.","Full-year 2023 revenue guidance initiated at $1.04B-$1.06B; Q3 revenue guided $280M-$290M.","FY EBITDA margin guidance raised to 28%-29% from 26%-27%; SG&A expected at high end of 15%-16%.","Repurchased 264,896 shares for $16M in Q2; Arkansas plant modular construction continues."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":595256000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291214,"accession_number":"0001193125-23-162339","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2023-06-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Trex Company announces death of Lead Independent Director Michael F. Golden","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael F. Golden, Lead Independent Director since 2013, passed away unexpectedly on June 7, 2023.","Golden served on the board for over a decade, contributing to product launches, sales force expansion, and market reach.","Prior to Trex, he was President and CEO of Smith & Wesson Holding Corp. (2004-2011) and held executive roles at Kohler, Stanley Works, and Black & Decker.","Chairman James E. Cline and CEO Bryan H. Fairbanks expressed condolences and noted his lasting impact on the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291213,"accession_number":"0001193125-23-153003","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2023-05-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Trex CFO Dennis Schemm resigns; CEO Bryan Fairbanks to serve as interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dennis Schemm resigns as CFO effective June 9, 2023; departure not due to any disagreement with the company.","Bryan Fairbanks, current President & CEO and former CFO (2015-2020), will assume interim CFO responsibilities.","Company has begun a search to identify a permanent CFO.","Schemm leaving to accept a position in a southern state closer to family."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291210,"accession_number":"0001193125-23-145696","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2023-05-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q1 2023 earnings call transcript filed; financial details unavailable in provided text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Conference call transcript includes prepared remarks and Q&A with Trex management on Q1 2023 performance.","Specific financial results (revenue, EPS) were announced in the prior 8-K press release; this filing only adds the transcript.","No new material information or guidance revisions are identifiable from the provided transcript excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":238718000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291212,"accession_number":"0001157523-23-000766","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q1 net sales $239M, EPS $0.38; board authorizes new share repurchase of up to 10.8M shares","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $239M vs $339M YoY; net income $41M ($0.38 diluted EPS) vs $71M ($0.62) prior year.","EBITDA $69M with 28.8% margin; gross margin 39.6% vs 39.8% consolidated and 40.9% residential last year.","Board approved new share repurchase program of up to 10.8M shares (approx. 10% of outstanding), no expiration date.","Q2 2023 revenue guidance $310M-$320M; reaffirm FY 2023 EBITDA margin 26%-27%; capex $130M-$140M.","Residential volume decline attributed to cautious channel purchases amid softening economy; Commercial segment divested Dec 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":238718000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291211,"accession_number":"0001193125-23-112859","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2023-04-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Trex appoints Melkeya McDuffie as independent director, filling board vacancy","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Melkeya McDuffie as independent director effective April 24, 2023.","McDuffie is EVP & CHRO of Clean Harbors (NYSE:CLH) with prior HR roles at Waste Management, HSBC, Quest Diagnostics.","She will serve on Audit and Compensation Committees; initial equity grant on May 4, 2023.","Board now has ten directors, eight independent; McDuffie will stand for election at 2024 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":312013,"accession_number":"0001193125-23-069692","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K/A","filed_at":"2023-03-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex FY2022 earnings call transcript furnished via 8-K/A; no new financial data","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Amendment adds transcript of Feb 27, 2023 conference call for year ended Dec 31, 2022.","Press release with full financial results was previously furnished; no new figures here.","Conference call discussed 2022 performance, but specific results not reproduced in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":312014,"accession_number":"0001157523-23-000365","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2023-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Trex Q4 net sales $192M, adj. EPS $0.23; FY22 net sales $1.1B; guides Q1 $230-240M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $192M (down from $304M YoY); net income $10M ($0.09 diluted EPS).","Adjusted Q4 EPS $0.23, adjusted EBITDA $46M (24.1% margin).","Full year net sales $1.1B (down from $1.2B); net income $185M ($1.65 diluted EPS).","Completed sale of Trex Commercial Products on Dec 30, 2022; returned $395M via share repurchases in 2022.","Guides Q1 2023 net sales $230-240M; FY23 EBITDA margin 26-27%; capex $130-140M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":1106043000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330597,"accession_number":"0001193125-22-315320","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2022-12-30T23:59:59+00:00","items":["1.01","2.01","7.01","9.01"],"status":"ready","headline":"Trex sells commercial products business to Sightline for $8.25M; expects $13-16M after-tax loss","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price $8.25M; Trex expects after-tax loss of $13-16M in Q4 2022.","Trex Commercial segment had sales of $35.1M (3.8% of total) and net loss of $2.4M for 9 months ended Sep 30, 2022.","Sightline offered employment to all Trex Commercial employees; Trex agrees to 5-year non-compete on commercial railing systems.","Trex to focus resources on outdoor living growth opportunities and composite decking leadership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330596,"accession_number":"0001193125-22-311750","cik":1069878,"company_name":"TREX CO INC","ticker":"TREX","form_type":"8-K","filed_at":"2022-12-23T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Trex adds $150M Revolving B Loan facility under amended credit agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Trex entered First Amendment to Credit Agreement, adding Revolving B Loan with $150M capacity, maturing Dec 22, 2024.","Existing $400M Revolving A Loan (maturing May 18, 2027) and sublimits for L/C ($60M) and Swing Line ($20M) unchanged.","Interest rates vary by pricing tier based on leverage; ESG KPIs may adjust pricing.","Transaction fees of $500,588.28 incurred for the amendment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":4351278576.528775,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-12-23T23:59:59+00:00|330596"}