Stella-Jones (STLJF) Stock Price & Analysis
STLJF Stock Chart & Stats
- Day’s Range
- $47.75 - $47.75
- 52-Week Range
- $45.01 - $74.00
- Previous Close
- $48.52
- Volume
- 101
- Average Volume (3M)
- 17.78K
- Market Cap
- $2.62B
- Enterprise Value
- $5.79B
- Total Cash (Recent Filing)
- $138.00M
- Total Debt (Recent Filing)
- $1.65B
- Price to Earnings (P/E)
- 14.2
- Beta
- 0.01
- Next Earnings
- Nov 04, 2026 (Est.)
- EPS Estimate
- 1.13
- Last Dividend Ex-Date
- Sep 03, 2026
- Dividend Yield
- 2.01%
Bulls Say, Bears Say
Bulls Say
Strong Revenue, Profitability And Cash Generation
Strong revenue growth combined with healthy operating profitability and substantial free cash flow indicates meaningful earnings capacity. This financial base can support debt reduction, capital investment, and customer-serving expansion while improving resilience across the next several quarters.
Utility Pole Market Position And Recurring Demand
Utility poles serve ongoing grid, telecommunications, maintenance, and replacement needs, giving the company exposure to recurring infrastructure spending. Recent volume growth and management’s mid-single-digit annual target support durable demand and continued relevance in a core segment.
Contracted Capacity Expansion
Expanding steel-structure capacity while securing a long-term customer commitment improves visibility into future utilization and revenue. The investment also broadens the company’s infrastructure product platform, creating a foundation for growth beyond existing treating operations.
Bears Say
Persistent Margin Compression And Cost Recovery Risk
Margin deterioration reduces the amount of revenue converted into earnings and cash available for reinvestment. Fuel, environmental, maintenance, and temporary production costs, combined with delayed price pass-through, could continue weighing on profitability until recovery actions take effect.
Residential Lumber Weakness
Residential lumber weakness indicates pressure in a meaningful product channel, with both pricing and volume contributing to lower sales. If this trend persists, it can dilute consolidated growth, reduce operating leverage, and place greater reliance on utility and infrastructure demand.
Railway Tie Volume And Restructuring Pressure
Lower railway tie volumes, particularly from Class 1 customers, pressure a segment supported by recurring replacement programs. The optimization charges also show that network economics require remediation, creating execution risk before planned savings are realized from 2027 onward.
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Stella-Jones Stock Smart Score
Company Description
Stella-Jones
Stella-Jones Inc., established in 1992 and headquartered in Saint-Laurent, Canada, is a key manufacturer and distributor of pressure-treated wood products throughout Canada and the United States. The company supplies railway ties and timbers to railroad operators, alongside wood utility poles for electrical and telecommunications companies. It also provides residential lumber and accessories to retailers, designed for diverse outdoor applications. Furthermore, Stella-Jones offers a broad range of industrial products, such as bridge and crossing timbers, foundation and marine piling, construction timbers, crane mats, fence posts, and highway guardrail posts. The company also produces coal tar-based products, as well as wood preservatives and creosote.
- Sector
- Basicmaterials
- Industry
- Paper, Lumber & Forest Products
- CEO
- Eric Vachon
- Employees
- 3,200
- Website
- www.stella-jones.com
- Address
- 3100 de la COte-Vertu Boulevard, Saint-Laurent, QC, H4R 2J8, CA
Stella-Jones (STLJF) Earnings & Revenues
STLJF Company Deck
STLJF Earnings Call
Earnings Call SentimentNeutral
The call presented a balanced view: top-line resilience, strong cash generation, strategic capacity expansions (steel structures) and successful integration of the crossarm acquisition are clear positives. However, Q2 profitability was meaningfully affected by one-time tie charges, site-specific environmental and maintenance costs, temporary steel-structure inefficiencies and fuel-price pressure that reduced adjusted EBITDA and compressed margins. Management expects these headwinds to ease, believes margins (excluding nonrecurring items) would have been near 17.5%, and maintains its medium-term margin target, resulting in a cautiously optimistic outlook but with noted near-term execution and cost-recovery risks.
View all STLJF earnings summariesSTLJF Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 7 | 4 | 11 |
| Technical Analysis | 4 | 4 | 2 |
| Moving Averages | 3 | 0 | 9 |