Stella-jones Inc. · TSX:SJ
Stella-jones — Q4 2025 Earnings Presentation
10 slides from Stella-jones's earnings presentation, Feb 26, 2026
Slide 1: Q4 and Full-Year 2025 Financial Results
Q4 and Full-Year 2025 Financial Results Presented by: Eric Vachon, President & CEO Silvana Travaglini, Senior Vice-President & CFO David Galison, Vice-President, Investor Relations February 26, 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: Solid Execution & Momentum
Solid Execution & Momentum • Advanced Infrastructure-focused Strategy outlined at Investor Day: • Broadened addressable market with acquisitions of Locweld Inc. and Brooks Manufacturing Co. • Announced U.S. steel lattice tower greenfield facility • Delivered strong results: • EBITDA(1) margin >18% •
Slide 4: Q4 2025 Highlights
Q4 2025 Highlights SALES BY PRODUCT CATEGORY (in millions of $) • Results bolstered by higher wood utility poles volumes and 13 25 contributions from recent acquisitions 80 • Operational investments to increase capacity at our Canadian steel structure manufacturing facility • Latest 2023-2025 financ
Slide 5: Our Progress on Sustainability
Our Progress on Sustainability • Investment of ~ $5 million in a forest harvesting company in partnership with local First Nations in British Columbia should contribute to a dependable, longer term supply of transmission utility pole fibre • Strengthens partnerships with Indigenous communities and a
Slide 6: FY2025 Product Category Overview
FY2025 Product Category Overview Utility Railway Ties Residential Logs & Industrial Products* Lumber Lumber Products 52% of sales 24% of sales 18% of sales 5% of sales 1% of sales • Sales of $1,822M • Sales of $821M • Sales of $615M • Sales of $160M • Sales of $74M • Volume growth and • Sales below
Slide 7: Q4-2025 & Year-End Financial Highlights
Q4-2025 & (in millions of Canadian dollars, except per share Q4-25 Q4-24 FY2025 FY2024 Year-End data and margins) Financial Sales 727 730 3,492 3,469 Gross Profit(1) 143 138 705 724 Highlights Gross Profit Margin(1) 19.7% 18.9% 20.2% 20.9% Operating Income 83 81 516 503 Operating Income Margin(1) 11
Slide 8: Disciplined Capital Allocation
. Disciplined Prudent capital allocation and investment-grade rating allows pursuit of growth opportunities while returning capital to shareholders. Capital Allocation Strong Cash Return to NCIB Flow Shareholders Program Strategy Generation Commitment • Announced quarterly • Renewed for purchase of
Slide 9: Clear Roadmap for Growth
Clear Roadmap for Growth • Focused on scaling steel structure business and reinforcing industry leadership in North America. • Committed to long-term growth, strategic opportunities, and continued value for shareholders.
Slide 10: Investor Relations Media
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