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Trex Company, Inc. (TREX) Q4 2025 Earnings Call Transcript

Seeking Alpha
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Trex reported Q4 2025 earnings of $0.04 EPS, beating estimates by $0.05, despite a 3.88% year-over-year revenue decline to $161.13 million, which still exceeded forecasts by $16.75 million. CEO Bryan Fairbanks and CFO Prithvi Gandhi led the February 24, 2026, call, highlighting cost controls and operational efficiency amid softer demand in the composite decking market. Management emphasized sustainability initiatives, with Chief Sustainability Officer Amy Fernandez noting progress in recycled material usage and carbon footprint reduction as key strategic priorities. Analysts from Goldman Sachs, UBS, and Jefferies pressed executives on 2026 outlook, supply chain stability, and pricing strategies during the Q&A session. The company reiterated long-term growth targets, citing residential construction trends and product innovation as drivers, though near-term macroeconomic pressures remain a challenge.
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SA Transcripts158.6K FollowersFollow5ShareSaveCommentsQ4: 2026-02-24 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $0.04 beats by $0.05 | Revenue of $161.13M (-3.88% Y/Y) beats by $16.75M Trex Company, Inc. (TREX) Q4 2025 Earnings Call February 24, 2026 4:30 PM EST Company Participants Casey KotaryAmy Fernandez - Senior VP, Chief Legal Officer, Secretary & Chief Sustainability OfficerBryan Fairbanks - President, CEO & DirectorAdam Zambanini - Executive VP & COOPrithvi Gandhi - Senior VP & CFO Conference Call Participants John Lovallo - UBS Investment Bank, Research DivisionSusan Maklari - Goldman Sachs Group, Inc., Research DivisionPhilip Ng - Jefferies LLC, Research DivisionKetan Mamtora - BMO Capital Markets Equity ResearchKeith Hughes - Truist Securities, Inc., Research DivisionTimothy Wojs - Robert W. Baird & Co. Incorporated, Research DivisionRyan Merkel - William Blair & Company L.L.C., Research DivisionCollin Verron - Deutsche Bank AG, Research DivisionTrevor Allinson - Wolfe Research, LLCMichael Rehaut - JPMorgan Chase & Co, Research DivisionReuben Garner - The Benchmark Company, LLC, Research DivisionTrey Grooms - Stephens Inc., Research DivisionAdam Baumgarten - Vertical Research Partners, LLCMatthew Bouley - Barclays Bank PLC, Research DivisionSteven Ramsey - Thompson Research Group, LLC Presentation Operator Good day, and welcome to the Trex Company, Inc. Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Casey Kotary. Please go ahead.

Casey Kotary Thank you, everyone, for joining us today. With us on the call are Bryan Fairbanks, President and Chief Executive Officer; Adam Zambanini, Executive Vice President and Chief Operating Officer; and Chris Gandhi, Senior Vice President and Chief Financial Officer. Also joining the call is Amy Fernandez, Senior Vice President, Chief Legal Officer and Secretary; as well as other members of Trex management. The company issued a press release today after market close containing financial results for the fourth quarter and full year 2025. This release is available on the company's website. This conference call is also being webcast and will be available on the Investor Relations page of the company's

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