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Trex Co Inc. (TREX) Stock Fundamental Analysis & AI Rating 2026

TREX NYSE Lumber & Wood Products (No Furniture) DE CIK: 0001069878
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-12-31
HOLD
72% Conf
Pending
Analysis scheduled

📊 TREX Key Takeaways

Revenue: $1.2B
Net Margin: 16.2%
Free Cash Flow: $134.5M
Current Ratio: 1.24x
Debt/Equity: 0.00x
EPS: $1.78
AI Rating: HOLD with 72% confidence
Trex Co Inc. (TREX) receives a HOLD rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.2B, net profit margin of 16.2%, and return on equity (ROE) of 18.4%, Trex Co Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete TREX stock analysis for 2026.

Is Trex Co Inc. (TREX) a Good Investment?

Claude

Trex demonstrates exceptional operational fundamentals with zero debt, strong profitability margins (39.2% gross, 22% operating), and robust cash generation, but faces significant headwinds evidenced by flat revenue/net income growth and declining EPS (-19.1% YoY). The company's debt-free balance sheet and strong ROE (18.4%) are undermined by weak liquidity metrics and stagnant top-line performance, suggesting a mature business in consolidation rather than expansion mode.

Why Buy Trex Co Inc. Stock? TREX Key Strengths

Claude
  • + Zero long-term debt with pristine balance sheet and 431.4x interest coverage
  • + Strong profitability margins (39.2% gross, 22% operating, 16.2% net) indicating operational excellence
  • + Excellent returns on equity (18.4%) and assets (13.1%) demonstrating capital efficiency
  • + Solid free cash flow generation ($134.5M) despite significant capex ($223.6M)
  • + Operating cash flow of $358.1M provides financial flexibility

TREX Stock Risks: Trex Co Inc. Investment Risks

Claude
  • ! Stagnant growth with flat revenue and net income YoY despite 12 insider filings suggesting uncertainty
  • ! Declining diluted EPS (-19.1% YoY) indicating share dilution or earnings pressure despite flat net income
  • ! Weak liquidity position with quick ratio of only 0.29x and minimal cash reserves ($3.8M) relative to asset base
  • ! Current ratio of 1.24x below healthy threshold of 1.5x-2.0x, signaling potential working capital constraints
  • ! Missing revenue growth data and lack of organic expansion signals limit upside potential

Key Metrics to Watch

Claude
  • * Revenue growth trajectory and YoY comparison to assess demand recovery
  • * Operating cash flow sustainability relative to capex as indicator of cash deployment strategy
  • * Gross margin stability amid input cost pressures in lumber/wood products sector
  • * Free cash flow trends and cash balance accumulation to address liquidity concerns
  • * EPS trajectory and any dilution patterns indicating shareholder value impact

Trex Co Inc. (TREX) Financial Metrics & Key Ratios

Revenue
$1.2B
Net Income
$190.4M
EPS (Diluted)
$1.78
Free Cash Flow
$134.5M
Total Assets
$1.5B
Cash Position
$3.8M

💡 AI Analyst Insight

Trex Co Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

TREX Profit Margin, ROE & Profitability Analysis

Gross Margin 39.2%
Operating Margin 22.0%
Net Margin 16.2%
ROE 18.4%
ROA 13.1%
FCF Margin 11.5%

TREX vs Materials Sector: How Trex Co Inc. Compares

How Trex Co Inc. compares to Materials sector averages

Net Margin
TREX 16.2%
vs
Sector Avg 10.0%
TREX Sector
ROE
TREX 18.4%
vs
Sector Avg 14.0%
TREX Sector
Current Ratio
TREX 1.2x
vs
Sector Avg 1.6x
TREX Sector
Debt/Equity
TREX 0.0x
vs
Sector Avg 0.6x
TREX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Trex Co Inc. Stock Overvalued? TREX Valuation Analysis 2026

Based on fundamental analysis, Trex Co Inc. appears fundamentally strong relative to the Materials sector in 2026.

Return on Equity
18.4%
Sector avg: 14%
Net Profit Margin
16.2%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Trex Co Inc. Balance Sheet: TREX Debt, Cash & Liquidity

Current Ratio
1.24x
Quick Ratio
0.29x
Debt/Equity
0.00x
Debt/Assets
28.8%
Interest Coverage
431.37x
Long-term Debt
$0.0

TREX Revenue & Earnings Growth: 5-Year Financial Trend

TREX 5-year financial data: Year 2021: Revenue $1.2B, Net Income $144.7M, EPS $1.24. Year 2022: Revenue $1.2B, Net Income $175.6M, EPS $1.51. Year 2023: Revenue $1.2B, Net Income $208.7M, EPS $1.80. Year 2024: Revenue $1.2B, Net Income $184.6M, EPS $1.65. Year 2025: Revenue $1.2B, Net Income $204.1M, EPS $1.88.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Trex Co Inc.'s revenue has remained relatively flat over the 5-year period, with a 2% decline. The most recent EPS of $1.88 reflects profitable operations.

TREX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.5%
Free cash flow / Revenue

TREX Quarterly Earnings & Performance

Quarterly financial performance data for Trex Co Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $233.7M $40.6M $0.37
Q2 2025 $376.5M $60.4M $0.71
Q1 2025 $340.0M $60.4M $0.56
Q3 2024 $233.7M $40.6M $0.37
Q2 2024 $356.5M $41.1M $0.71
Q1 2024 $238.7M $41.1M $0.38
Q3 2023 $188.5M $14.4M $0.13
Q2 2023 $356.5M $41.1M $0.71

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Trex Co Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$358.1M
Cash generated from operations
Stock Buybacks
$54.5M
Shares repurchased (TTM)
Capital Expenditures
$223.6M
Investment in assets
Dividends
None
No dividend program

TREX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Trex Co Inc. (CIK: 0001069878)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 4 xslF345X06/form4.xml View →
Apr 3, 2026 4 xslF345X06/form4.xml View →
Apr 1, 2026 8-K trex-20260401.htm View →
Mar 16, 2026 DEF 14A trex-20260310.htm View →
Mar 3, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about TREX

What is the AI rating for TREX?

Trex Co Inc. (TREX) has an AI rating of HOLD with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TREX's key strengths?

Claude: Zero long-term debt with pristine balance sheet and 431.4x interest coverage. Strong profitability margins (39.2% gross, 22% operating, 16.2% net) indicating operational excellence.

What are the risks of investing in TREX?

Claude: Stagnant growth with flat revenue and net income YoY despite 12 insider filings suggesting uncertainty. Declining diluted EPS (-19.1% YoY) indicating share dilution or earnings pressure despite flat net income.

What is TREX's revenue and growth?

Trex Co Inc. reported revenue of $1.2B.

Does TREX pay dividends?

Trex Co Inc. does not currently pay dividends.

Where can I find TREX SEC filings?

Official SEC filings for Trex Co Inc. (CIK: 0001069878) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TREX's EPS?

Trex Co Inc. has a diluted EPS of $1.78.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TREX a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Trex Co Inc. has a HOLD rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TREX stock overvalued or undervalued?

Valuation metrics for TREX: ROE of 18.4% (sector avg: 14%), net margin of 16.2% (sector avg: 10%). Higher ROE suggests strong returns relative to peers.

Should I buy TREX stock in 2026?

Our dual AI analysis gives Trex Co Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is TREX's free cash flow?

Trex Co Inc.'s operating cash flow is $358.1M, with capital expenditures of $223.6M. FCF margin is 11.5%.

How does TREX compare to other Materials stocks?

Vs Materials sector averages: Net margin 16.2% (avg: 10%), ROE 18.4% (avg: 14%), current ratio 1.24 (avg: 1.6).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 17, 2026 | Data as of: 2025-12-31 | Powered by Claude AI