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TRTREX

What Trex CO promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

17 of 19 judged targets kept · 25 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Arkansas decking-line production startupfirst half of 2027Sep 2024Jun 2026:I want to discuss our decision to accelerate the ramp-up of the Little Rock facility by over 6 months.
Call transcript, Jun 2026 · no direct link
Achieved
Full-year adjusted EBITDA (dollars)$315 million to $340 millionDec 2025Jun 2026:as you look to your full year EBITDA guidance of $335 million to $350 million
Call transcript, Jun 2026 · no direct link
Revised Up
Full-year depreciation and amortizationapproximately $85 millionDec 2025Jun 2026:This accelerated rollout is not expected to have a material impact on our expected depreciation as we already began depreciating our lines when we made them production ready.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Trex CO’s full ledger

A free account opens 5 company ledgers a month. All 44 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 44 tracked commitments for Trex CO

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.