earnings
confidence high
sentiment neutral
materiality 0.75
Trex Q2 sales $388M (+3% YoY) beat guidance; FY25 revenue growth 5-7% reaffirmed
TREX CO INC
2025-Q2 EPS
reported $1.27
vs consensus $0.72
▲ beat
(+75.4%)
- 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.