Trex

TREX

Market cap $4.44B

Leading commercial real estate service company Jones Lang LaSalle Incorporated contributed positively to performance during the fourth quarter. Best-in-class industrial REIT Prologis, Inc. contributed positively to performance during the fourth quarter, aided by the company's strong third quarter financial report, coupled with management's robust multi-year business outlook. Investors appear worried that CoStar's Apartments.com: Apartments and Homes for Rent business may face increased competition from Zillow Rentals due to its lower price point.

Earnings season frequently delivers surprises, sometimes even on the same day. Trex Company Inc. NYSE: TREX delivered a strong earnings report after the market closed.

Trex Company remains a hold as valuation offers limited upside despite recent technical improvements. Q4 2025 sales beat expectations at $161.1M, but operating margin fell sharply to 2.2% due to inflationary pressures. TREX's robust liquidity and manageable net debt/EBITDA ratio of 0.4x support financial stability amid macro headwinds.

Sold 107,400 shares of Trex; estimated trade value ~$4.34 million based on quarterly average price Quarter-end position value dropped by $6.34 million, reflecting both sales and stock price movement Transaction represented 3.03% of 13F AUM as of December 31, 2025 Post-sale, Masterton held 47,811 shares valued at $1.68 million Stake now represents 1.17% of AUM, placing it outside the fund's top five holdings We're bullish on these 10 stocks ›

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

Trex (TREX) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share. This compares to earnings of $0.09 per share a year ago.

WINCHESTER, Va.--(BUSINESS WIRE)--Trex Company, Inc. (NYSE:TREX), the world's largest manufacturer of high-performance, low-maintenance composite decking and railing products, today announced that Bryan H. Fairbanks, Trex's President and Chief Executive Officer, will retire from Trex after nearly 23 years with the Company, effective April 28, 2026. The Board of Directors has appointed Adam D. Zambanini, Trex's current Executive Vice President and Chief Operating Officer, as Trex's next Presiden.

WINCHESTER, Va.--(BUSINESS WIRE)--Trex Company, Inc. (NYSE:TREX), the world's largest manufacturer of wood-alternative decking and railing, today announced financial results for the fourth quarter and full year of 2025. Fourth Quarter 2025 Financial Highlights Net sales of $161 million Gross profit of $49 million / Adjusted gross profit of $50 million Gross margin of 30.2% Net income of $2 million and diluted earnings per share of $0.02 / Adjusted net income of $4 million and adjusted diluted e.

Wasatch Advisors sold 1,563,974 shares of Trex Company in the fourth quarter; the estimated transaction value was $63.26 million. Meanwhile, the quarter-end position value fell by $140.56 million, reflecting both trading and share price movement.

Kanen initiated a position with 250,000 share for an estimated trade size of $8.83 million (estimate based on average quarterly price). The transaction resulted in the Trex position representing 2.68% of 13F reportable assets under management.