Trex names U.S. Lumber Group sole national distributor, exits Boise Cascade; Q2 revenue beats

Specialty Building Products (SBP) will be Trex’s sole national distributor of decking and railing products across North America. In addition to SBP covering national distribution, Trex will also further expand its regional distribution footprint with WS Building Materials (formerly Snavely, Weekes, and Logan), Coastal Forest Products in New England and BlueLinx in the South Central region. These actions further align Trex’s distribution network with the number-one brand in decking and railing while streamlining access to products across key markets nationwide. As part of these distribution actions, Trex will transition away from Boise Cascade as a distributor of Trex products.

Full Year 2026 Guidance | Low | High | Net sales | $1.215B | $1.250B | Adjusted EBITDA | $335M | $350M | Depreciation and amortization | ~$85M | SG&A | ~18% of net sales | Interest expense | $8M | $10M | Effective tax rate | 25.5% | 27.0% | CapEx | $100M | $120M

SBP is the largest and fastest growing distributor of specialty building products in North America. The company first began distributing Trex decking products in 2002 and has since become one of Trex’s largest and most impactful partners. With the acquisition of OrePac in 2025, SBP expanded its footprint to serve all of North America, providing Trex with unparalleled reach to consumers and contractors.

To further optimize its channel distribution network, Trex is also expanding its relationship with WS Building Materials, one of the largest regional distributors in the Midwest, MidAtlantic and southern United States. WS Building Materials will now support Trex across Wisconsin, Illinois, North Dakota, South Dakota, Indiana, Iowa, Nebraska, and Missouri. ... Trex is also adding Coastal Forest Products as a regional distributor in New England supporting Trex throughout New York, Connecticut, Rhode Island, New Hampshire, Vermont, and Maine. ... Finally, Trex is expanding its distribution network in the South Central Region with BlueLinx, further strengthening coverage and service levels in this important market. BlueLinx will distribute Trex in Louisiana, Arkansas, Mississippi, Alabama, Georgia, Tennessee, Kentucky and parts of Missouri, Illinois, Indiana, Ohio, and West Virginia.

On July 13, 2026, Trex Company, Inc. (the “Company”) entered into a National Distribution Agreement (the “Agreement”) with U.S. Lumber Group, LLC (“USL”) and certain of its affiliates (collectively with USL, the “Distributor”), pursuant to which the Company appointed the Distributor as its authorized national distributor of the Company’s decking, railing, decking fascia, and deck fastening products and certain other products as mutually agreed from time to time (collectively, the “Trex Products”) in the United States and Canada (the “Territory”).

Effective January 1, 2027, the Distributor’s appointment will become the sole and exclusive national distributor appointment with respect to the Trex Products in the Territory.

Effective January 1, 2027, the Distributor will be subject to a non-compete restriction prohibiting the Distributor from directly or indirectly promoting, distributing, or selling products that compete with the Trex Products.

On July 13, 2026, the Company provided notice of termination, which shall be effective August 12, 2026, of its entire commercial distribution relationship with Boise Cascade Company and its subsidiary Boise Cascade BMD, L.L.C., including any and all predecessors, successors, subsidiaries, affiliates and/or other related entities. There are no termination fees associated with the termination.