TreeCon Resources Inc
TCOR · Distributors · United States of America
TreeCon Resources, Inc. is a holding company. The Company, through its subsidiaries, operates a portfolio of businesses based primarily in the east Texas forest region. Its logging and heavy equipment dealership operations are conducted through the Company’s wholly owned subsidiary TTJ Equipment, with sales, leasing, financing and service locations in Lufkin, Jasper, Longview and Cleveland, Texas. The Company's lumber and treating operations are conducted through it’s wholly owned subsidiaries, Southern Forest Products in Newton County, Texas and International Forest Products in Houston, Texas. The Company also owns and manages a real estate portfolio consisting primarily of timberlands in Texas and Louisiana.
- Construction starts / housing permits (leading)
- Commodity input price spreads (coincident)
- Capacity utilization (coincident)
- Trade-flow shifts / import competition (trend)
- Trade tariffs (US-China steel/cement) · exposure: high
- Energy cost / carbon-pricing exposure · exposure: high (cement)
- Supply chain bottlenecks (forestry, paper pulp) · exposure: medium
- EBITDA per ton — core unit economic
- Capacity utilization % — 75-85% healthy
- Net debt / EBITDA — below 3.5x given cyclicality
- ROIC through-cycle — 8-12% acceptable
Detailed financial analysis, valuation snapshot, multi-period history, and AI narrative are pending — generated when this company is included in the next analysis batch. Profile data above is point-in-time as of 2026-04-30.