TREX CO INC
No SEC Form 4 filings for $TREX in the last 30 days.
See all $TREX insider activity →Trex Company (NYSE:TREX) reported Q2 results and discussed margin pressure from a faster Little Rock production ramp, which cut gross margin by over 100 bps. Utilization improved by late June. GAAP SG&A was $67 million (16.1% of sales). Q2 free cash flow was $182 million. Trex raised 2026 guidance and forecast Q3 net sales of $305–$320 million.
Trex Company reported Q2 sales beat tied to broad demand acceleration, including a return of entry-level consumers. The company is restructuring North American distribution, ramping the Little Rock wood-conversion facility, and raised full-year 2026 adjusted gross margin guidance to 38%. Trex targets $2B revenue by 2030 and plans an additional $150M share repurchase in 2026.
Trex (NYSE: TREX) reported Q2 CY2026 revenue of $418 million, up 7.8% year on year and slightly above the $416.8 million analyst estimate. Adjusted EPS was $0.62, below the $0.63 consensus. For next quarter, Trex guided revenue to about $312.5 million and raised full-year revenue guidance to $1.23 billion at the midpoint.
Over the past 7 days, alphai's AI scored 6 news stories mentioning TREX (TREX CO INC). Coverage has skewed bullish: 4 bullish, 1 neutral, and 1 bearish.
Recent TREX coverage spans earnings, market movers and financial news.
Guidance raise tied to Little Rock ramp and utilization should support near-term sentiment, with margin seasonality flagged for Q3.
Guidance and capacity timing changes suggest improving profitability trajectory, but near-term Q3 margin seasonality and ramp inefficiencies remain key risks.
Guidance lift plus demand acceleration supports a constructive near-term setup, but margin pressure from production inefficiencies and operating margin decline adds risk.
In-line revenue plus an EPS miss, offset by optimistic next-quarter revenue guidance, creates a mixed setup for near-term positioning.
Margin compression and near-term investment-phase costs appear to outweigh the revenue beat, pressuring sentiment despite raised revenue guidance.
alphai scores every news story that mentions TREX with an AI model for sentiment and relevance, and aggregates insider trades from TREX CO INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Trex Company (NYSE:TREX) reported Q2 results and discussed margin pressure from a faster Little Rock production ramp, which cut gross margin by over 100 bps. Utilization improved by late June. GAAP SG&A was $67 million (16.1% of sales). Q2 free cash flow was $182 million. Trex raised 2026 guidance and forecast Q3 net sales of $305–$320 million.
4 min readTrex Company reported Q2 sales beat tied to broad demand acceleration, including a return of entry-level consumers. The company is restructuring North American distribution, ramping the Little Rock wood-conversion facility, and raised full-year 2026 adjusted gross margin guidance to 38%. Trex targets $2B revenue by 2030 and plans an additional $150M share repurchase in 2026.
6 min readTrex (NYSE: TREX) reported Q2 CY2026 revenue of $418 million, up 7.8% year on year and slightly above the $416.8 million analyst estimate. Adjusted EPS was $0.62, below the $0.63 consensus. For next quarter, Trex guided revenue to about $312.5 million and raised full-year revenue guidance to $1.23 billion at the midpoint.
6 min readTrex Company (NYSE:TREX) reported Q2 CY2026 revenue of $418 million, up 7.8% year on year and in line with Wall Street expectations. Non-GAAP EPS was $0.62, down from $0.73 and slightly below consensus. For next quarter, Trex guided revenue to about $312.5 million, about 4.1% above estimates.
6 min readTrex Company (TREX) shares fell 3.7% in pre-open after a mixed Q2 2026 report. Adjusted EPS was $0.62, in line with consensus, while net sales were $418 million, above expectations and up about 8% YoY. Gross margin fell to 37.9% from 40.8%. Management guided Q3 revenue $305–$320 million and FY 2026 revenue $1.22–$1.25 billion.
3 min readTREX CO INC (TREX) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 trex-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 News release TREX COMPANY REPORTS RECORD REVENUE AND STRONG Second QUARTER 2026 RESULTS Broad Based Volume-driven Growth Across Product Lines, Price Points and Channels Accelerating Timing of Arkansas Expansion to Meet Increa
6 min readUS stock index futures were mixed ahead of June CPI and Kevin Warsh’s congressional testimony. IBM shares fell about 20% after preannouncing a revenue miss and citing customer spending restraint. Bank earnings were mixed, with Goldman up and JPMorgan down. Oil prices stayed elevated near $80 WTI and $86 Brent, lifting rate-hike odds.
7 min readTrex (NYSE:TREX) said it overhauled its distribution network, replacing Boise Cascade’s footprint without losing coverage, and expects the transition to be largely complete within 30 days. Preliminary Q2 net sales were about $418M and adjusted EBITDA about $112M. Trex raised 2026 revenue to $1.215B-$1.25B and adjusted EBITDA to $330M-$345M.
5 min readTrex (NYSE:TREX) shares rose 2.6% after the company raised full-year 2026 guidance and reported preliminary Q2 results above its range. It expects Q2 sales of about $418M versus prior $388M-$403M, and adjusted EBITDA around $112M. Full-year 2026 net sales are guided to $1.215B-$1.250B, with adjusted EBITDA $335M-$350M, alongside North American distributor changes.
2 min readThe London Company’s Q1 2026 investor letter for its Small-Mid Cap Strategy said the portfolio fell 3.4% in the quarter (-3.6% net) versus a 2.0% gain in the Russell 2500, citing sector exposure and stock selection. It reported exiting Trex (NYSE:TREX) after reassessing competition following James Hardie’s AZEK acquisition, noting potential market-share pressure and higher marketing spend.
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