)
Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Stella-Jones (SJ) investor relations material
Stella-Jones Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Achieved Q3 2025 sales of $958 million, a 5% year-over-year increase, with strong execution across all business segments and robust operating income and EBITDA growth, supported by organic sales and the steel structure division.
Net income for Q3 2025 was $88 million ($1.59 per share), up from $80 million ($1.42 per share) in Q3 2024.
Completed the Brooks acquisition, expanding product offerings and presence in wood distribution crossarm and transmission framing components, strengthening the utility sector position.
Published latest ESG report, achieving limited assurance on Scope 1 and 2 GHG emissions and advancing emission reduction projects.
Financial highlights
Organic sales grew 2% year-over-year; total sales up 5% including Lockwell acquisition, adding $43 million; Q3 EBITDA rose to $171 million with a 17.8% margin.
Q3 2025 gross profit was $188 million (19.6% margin), operating income at $135 million (14.1% margin), and net income at $88 million.
Utility pole sales reached $480 million, up from $448 million in Q3 2024; volumes up 5%, pricing down 3%.
Railway tie sales increased $6 million to $211 million, driven by better pricing despite lower Class 1 volumes.
Residential lumber sales rose to $201 million from $191 million, reflecting higher pricing and stable demand.
Cash from operations in Q3 was $198 million, up from $186 million last year.
Outlook and guidance
Utility pole sales growth for 2025 expected in the low single-digit range versus 2024.
Railway ties forecasted to decline mid-single digits year-over-year due to project delays and Class 1 customer changes.
Residential lumber sales anticipated to trend in the $600–$650 million range long-term.
Full-year financial objectives maintained; confident in long-term sales growth for infrastructure categories, supported by a strong balance sheet and continued investment.
The Brooks acquisition is expected to accelerate growth and broaden the infrastructure solutions portfolio.
How to mitigate Class 1 railway ties volume loss?
Brooks acquisition: utility pole pricing impact?
Gross margin decline: drivers and outlook?
Brooks acquisition: Canadian market expansion?
Railway ties: Strategy for 2026 share gains?
NCIB renewal: Signal for future growth investments?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Stella-Jones earnings date
Investor Day 202520 Nov, 2025
Next Stella-Jones earnings date
Investor Day 202520 Nov, 2025
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Stella-Jones Inc produces and distributes pressure-treated wood products, including railway ties, utility poles, residential lumber, and industrial wood products. The company serves sectors such as railway transportation, electrical distribution, and construction industries across North America. Stella-Jones operates through a network of manufacturing and treating facilities. It is headquartered in Montreal, Canada, and its shares are listed on the TSX.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage