Trex Company, Inc.

TREXleader

Trex is the undisputed leader in wood-alternative composite decking, holding ~45% of the composite deck market. Its decks are made from 95% recycled content (reclaimed wood and plastic bags) and command premium pricing due to brand strength and durability.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($1.1B)

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Residential (90%)

Commercial (10%)

Segment Breakdown & Key Customers

Product Details

Trex Decking (Transcend/Select/Enhance)85%

Wood-alternative composite decking made from 95% recycled materials — industry-leading brand.

Trex Transcend Lineage10%

Premium composite deck boards launched 2024 — new manufacturing process.

Trex Commercial & Accessories5%

Commercial railing systems, lighting, and structural components.

Supply Chain Relationships

Key Customers

The Home Depot, Inc.

Deck board distribution

Impact: ~45% of revenue

Lowe's Companies, Inc.

Deck board distribution

Impact: ~20% of revenue

Macro & Market Context

소재Sector News

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

Upcoming Catalysts

◆FCX·NEM·ALB Q1 실적 (2026.04~05)◆중국 희토류 수출 쿼터 2026H1 발표◆LME 구리 재고 월간 업데이트

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Company Info

Headquarters

Winchester, VA

Founded

1996

Employees

1,100

Website

trex.com

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