Trex raises full‑year 2026 sales and EBITDA outlook after 26% Q3 revenue jump

Trex Company reported third‑quarter 2026 net sales of $360 million, a 26% year‑over‑year increase, and non‑GAAP earnings per share of $0.55. The company lifted its full‑year net‑sales guidance to $1.296 billion‑$1.306 billion and adjusted EBITDA guidance to $355 million‑$360 million. Management highlighted strong volume growth in its Trex Enhance product line and noted higher freight and ramp costs as offsetting factors.

The company expects FY2026 revenue to exceed consensus estimates, which could support higher share prices (the company’s press release says the guidance is above analyst forecasts). The raised guidance also expands the revenue base for investors planning long‑term exposure to the decking market.

  • 1Q3 2026 net sales were $360 million, up 26% YoY.
  • 2Non‑GAAP EPS for Q3 was $0.55, beating estimates by $0.07.
  • 3Full‑year net‑sales guidance was raised to $1.296 billion‑$1.306 billion.
  • 4Adjusted EBITDA guidance for FY2026 was raised to $355 million‑$360 million.
  • 5Trex repurchased 1.2 million shares for $55 million in Q3.
  • 6Q4 2026 revenue guidance was set at $175 million‑$185 million, above consensus of $167.90 million.

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