Stella-Jones Inc. (SJ) Earnings Call Transcripts

Stella-Jones Inc.'s Latest Earnings Call - May 6, 2026

In the first quarter of 2026, Stella-Jones Inc. reported revenues of approximately $791 million, marking an increase of $18 million compared to the previous quarter. The company maintained an EBITDA margin close to 18% and generated $47 million in cash from operations, reflecting strong operational performance despite a challenging market environment. Management reiterated their commitment to long-term growth with a target of achieving approximately $4 billion in sales by 2028, alongside an EPS growth rate of over 10%. No changes to guidance were indicated during the call, but the positive momentum in utility products is expected to drive future performance.

Reported metrics

Guidance from management

Management maintained their long-term sales growth target of approximately $4 billion by 2028, with EBITDA margins expected to range from 17.5% to 18.5%. No changes to guidance were indicated during the call.

What management said

Thank you. There being no further questions, I hereby declare that the corporation's annual consolidated financial statements for the financial year ended December 31, 2025, as well as the independent auditor's report thereto annexed have been received by the shareholders of the corporation. Next item of business is the election of the directors. The number of directors to be elected at this meeting have been fixed a...

Thank you. We will now vote. If you're a registered shareholder or duly appointed proxy holder attending virtually, you may vote using the platform. If you're a registered shareholder or duly appointed proxy holder attending in person, please use your tablet to vote. We'll now consider the next item on our agenda. I will now entertain a motion regarding the advisory vote on the corporation's approach to executive com...

What analysts pressed on

Analysts expressed concerns regarding the competitive pressures in the railway ties segment and the overall market dynamics affecting this business line. There were also inquiries about potential expansions into high-speed rail, which management clarified is not currently a focus area.

Main topics on the call

• Revenue Growth in Utility Products — Stella-Jones reported that utility products remain the primary growth driver, with customer purchasing activity accelerating in the second half of 2025 and continuing into early 2026. Management stated, "Utility products...
• Acquisitions and Strategic Growth — The acquisitions of Rockwell and Brooks are highlighted as significant milestones, expanding Stella-Jones' capabilities in transmission infrastructure. Eric Vachon noted, "These businesses expand our reach in transmissio...
• Challenges in Railway Ties — Management acknowledged a challenging environment for railway ties, citing competitive pressures and market dynamics. However, they emphasized ongoing efforts to optimize operations, stating, "We are taking practical ste...
• Dividend Growth — Stella-Jones announced a 10% increase in the quarterly dividend to $0.34 per share, marking the 22nd consecutive annual increase. This demonstrates the company's commitment to returning value to shareholders and reflects...

Read the full Stella-Jones Inc. transcript (May 6, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 33 Stella-Jones Inc. earnings call transcripts on record, spanning March 11, 2020 to August 6, 2026. Based on this history, Stella-Jones Inc. reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SJ

Exchange

TSX

Country

CA

Sector

Materials

Industry

Paper and Forest Products

Calls on record

33

First call

March 11, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly