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Added to YB: 2026-04-27

Pitch date: 2026-04-23

JCTC [neutral]

Jewett-Cameron Trading Company Ltd.

+6.05%

current return

Author Info

No bio for this author

Company Info

Jewett-Cameron Trading Company Ltd., through its subsidiaries, engages in the manufacturing and distribution of pet, fencing, and other products.

Market Cap

$6.8M

Pitch Price

$1.89

Price Target

N/A

Dividend

N/A

EV/EBITDA

-1.56

P/E

-0.83

EV/Sales

0.25

Sector

Building Products

Category

turnaround

Show full summary:
The North American Deep Value Week – 2026/16 | Jewett-Cameron – Q2 shows revenue growth but sharp margin pressure and rising losses

JCTC (earnings): Q2 rev +16% YoY to $10.5M, H1 +5% to $19.2M on Lifetime Steel Post volumes & Greenwood recovery; but Q2 net loss -$1.25M (vs -$0.57M), H1 loss -$5.2M (vs -$1.2M). Gross margin collapsed: Q2 15.7% vs 20.1%, H1 3.0% vs 19.2% on below-cost inventory sales, tariff inflation, higher logistics. Inventory -40%, bank debt rose to $4.3M. Restructuring underway; FY26 outlook remains challenging on tariffs, fuel costs, weak demand.

Read full article (1 min)