Overview
Trex Company (NYSE:TREX) announced that its preliminary second‑quarter 2026 sales are expected to be approximately $418 million, which exceeds the company’s prior guidance range of $388 million to $403 million and also beats the consensus estimate of $397.6 million. Adjusted EBITDA for the quarter is projected to be about $112 million.
Full‑Year Guidance
For the full fiscal year 2026, Trex lifted its net‑sales outlook to a range of $1.215 billion to $1.250 billion and its adjusted EBITDA outlook to $335 million‑$350 million.
Distribution Realignment
The company disclosed a realignment of its North American distribution network. Specialty Building Products has been appointed as Trex’s sole national distributor for decking and railing products across North America. In addition, regional distribution responsibilities have been expanded: WS Building Materials will cover Wisconsin, Illinois, North Dakota, South Dakota, Indiana, Iowa, Nebraska and Missouri; Coastal Forest Products will serve the New England region, including New York, Connecticut, Rhode Island, New Hampshire, Vermont and Maine; and BlueLinx will distribute Trex products in Louisiana, Arkansas, Mississippi, Alabama, Georgia, Tennessee, Kentucky and portions of Missouri, Illinois, Indiana, Ohio and West Virginia. As part of the realignment, Trex will discontinue its relationship with Boise Cascade as a distributor.
Executive Comment
Chief Financial Officer Prith Gandhi, Senior Vice President and CFO, said the company anticipates the second‑quarter sales figure of roughly $418 million, driven by strong sell‑through and consumer demand across its channels and products.
Market Reaction
Trex’s shares rose about 2.6 % following the announcement, and the company scheduled a conference call for today at 5:00 pm EST to discuss the updates.