Stella-jones Inc. · TSX:SJ
Stella-jones — Q1 2026 Earnings Presentation
8 slides from Stella-jones's earnings presentation, May 6, 2026
Slide 1: Q1 2026 Financial Results
Q1 2026 Financial Results Presented by: Eric Vachon, President & CEO Silvana Travaglini, Senior Vice-President & CFO David Galison, Vice-President, Investor Relations May 6, 2026
Slide 2: Caution Regarding Forward-Looking Statements
Caution Regarding Forward-Looking Statements For the purpose of this presentation, Stella-Jones Inc. is referred to as “Stella-Jones” or the “Company” and includes its wholly-owned subsidiaries. This presentation contains forward-looking information within the meaning of applicable securities laws (
Slide 3: Q1 2026 Highlights
Q1 2026 Highlights Sales By Product Category (In Millions of $) 15 33 76 • Sales of $791 million, up from $773 million in Q1 2025 • Operating income of $97 million compared to $143 million in Q1 2025 Utility products Railway ties • Adjusted EBITDA(1) of $136 million, or 17.2% margin(1), Residential
Slide 4: Q1 2026 Product Category Overview
Q1 2026 Product Category Overview Utility Railway Ties Residential Industrial Logs & Products* Lumber Products Lumber 59% of sales 25% of sales 10% of sales 4% of sales 2% of sales • Sales of $469M • Sales of $198M • Sales of $76M • Sales of $33M • Sales of $15M • Volume growth • Class 1 volumes und
Slide 5: Q1-2026 Financial Highlights
Q1-2026 (in millions of Canadian dollars, except per share data and margins) Q1-26 Q1-25 791 773 Financial Sales Gross profit(1) 155 168 Highlights Gross profit margin(1) Adjusted EBITDA(1) 19.6% 136 21.7% 141 Adjusted EBITDA margin(1) 17.2% 18.2% Net income 60 93 Cash flow from operating activities
Slide 6: Disciplined Capital Allocation
Disciplined Prudent capital allocation and investment-grade rating allows pursuit of growth opportunities while returning capital to shareholders. Capital Allocation Cash Flow Generation Return to Strategy Shareholders • $47 million in cash from • Announced quarterly operations: dividend of $0.34 pe
Slide 7: Staying the Course
Staying the Course • Utility Products momentum sustained, driven by contract strength and continued double-digit volume growth for wood utility poles. • Steel growth initiatives advancing on plan, reinforcing the Company's long- term diversification strategy. • Railway Ties optimization underway, su
Slide 8: David Galison, Vice President, Investor Relations
Investor Relations Media David Galison Stephanie Corrente Vice President, Investor Relations Director, Corporate Communications dgalison@stella-jones.com scorrente@stella-jones.com stella-jones.com