Professional
Added to YB: 2026-05-22
Pitch date: 2026-04-10
TREX [neutral]
Trex Company, Inc.
+1.33%
current return
Author Info
No bio for this author
Company Info
Trex Company, Inc. manufactures and sells composite decking and railing products in the United States.
Market Cap
$4.0B
Pitch Price
$38.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.02
P/E
21.28
EV/Sales
3.74
Sector
Building Products
Category
growth
Alpha Wealth Funds Portfolio Holding: Trex Company, Inc.
TREX (holding update): World's largest wood-alternative composite decking maker (95% recycled materials). CEO transition April 28, Zambanini (COO) succeeding Fairbanks. Q1 beat $0.04 EPS vs loss est; Q2 seasonal surge to $0.51 EPS exp May 7. Rising lumber ($468.50/mbf) boosts competitiveness. Housing starts to accelerate on lower rates under Trump admin. 40% COGS oil-sensitive; $10/bbl = 100-200bps margin pressure offset by pricing power. Recent insider buys: Director Rose 12,380 shares $40.68, CFO Gandhi 15K shares $31.92.
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