Jewett-Cameron Trading Company Ltd.
- Open
- 2.96
- Day high
- 3.01
- Day low
- 2.96
- Prev close
- 2.96
- Volume
- 4K
- Mkt cap
- $11M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 0.7
- P/S
- 0.3
- Yield
- —
- Per share
- —
- ▲Insiders net buying $973K over the last 3 months (43 open-market buys, 5 sales)
- ◆Cluster buying — multiple insiders bought within days
Jewett-Cameron Trading Company Ltd. (JCTC) is a Basic Materials company listed on NASDAQ. The stock is down 18% over the past year. Over the trailing 3 months, insiders filed 43 open-market buys and 5 sales (SEC Form 4).
Jewett-Cameron Trading Company Ltd. (JCTC) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
JCTC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 14, 2026 | — | $-0.23 | — | $10M | — |
| Apr 13, 2026 | — | $-0.35 | — | $9M | — |
| Jan 14, 2026 | — | $-0.63 | — | $9M | — |
| Dec 1, 2025 | — | $-0.65 | — | $10M | — |
| Jul 14, 2025 | — | $-0.18 | — | $13M | — |
| Apr 14, 2025 | — | $-0.16 | — | $9M | — |
| Jan 14, 2025 | — | $-0.19 | — | $9M | — |
| Nov 20, 2024 | — | $-0.05 | — | $13M | — |
| Jul 15, 2024 | — | $0.04 | — | $16M | — |
| Apr 15, 2024 | — | $-0.15 | — | $10M | — |
| Feb 29, 2024 | — | $-0.15 | — | $8M | — |
| Aug 31, 2023 | — | $0.08 | — | $15M | — |
JCTC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 28, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 209 | $2.90 |
| Aug 28, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 2,327 | $2.90 |
| Aug 25, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 991 | $2.90 |
| Aug 25, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 5,000 | $2.90 |
| Aug 25, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 1,197 | $2.90 |
| Aug 21, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 43 | $2.92 |
| Aug 21, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 854 | $2.90 |
| Aug 21, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 5,000 | $2.90 |
| Aug 14, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 2 | $2.89 |
| Aug 14, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 519 | $2.90 |
| Aug 14, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 457 | $2.90 |
| Aug 14, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 5,000 | $2.90 |
| Aug 14, 2026 | AJB Investment Fund II, LP10 percent owner | Buy | 1,000 | $2.88 |
| Aug 10, 2026 | Kotarba Scottdirector, 10 percent owner: | Buy | 176,006 | $1.85 |
| Aug 10, 2026 | OREGON COMMUNITY FOUNDATION10 percent owner | Sell | 1 | $1.85 |
Source: JCTC SEC Form 4 filings, latest Aug 28, 2026. For informational purposes only — not investment advice.
See the full JCTC insider & 13F page →Jewett-Cameron Trading Company Ltd. company profile
Overview
Jewett-Cameron Trading Company Ltd. (NASDAQ:JCTC) is a specialty manufacturing and distribution company founded in 1953 and headquartered in North Plains, Oregon. The company operates through three distinct business segments, manufacturing and distributing specialty metal products, wholesale wood products, and processing agricultural seeds. Originally established as a trading company, Jewett-Cameron has evolved into a diversified manufacturer and distributor serving home improvement retailers, e-commerce platforms, and agricultural distributors across North America and internationally.
Business
Jewett-Cameron operates in the specialty building materials and agricultural products industry, focusing on three main business segments that serve different end markets. The Industrial Wood Products segment processes and distributes treated lumber products, primarily serving the transportation industry with treated plywood solutions. This segment focuses on industrial applications where wood products require special treatment for durability and compliance with transportation industry standards. The Pet, Fencing and Other segment represents the company's largest revenue contributor and encompasses several product categories. This segment manufactures and distributes pet containment products including various enclosures, kennels, beds, bowls, and compostable dog waste bags under brands like Lucky Dog. The fencing division produces post systems, wood and metal fencing infill products, and complete security fencing solutions marketed under brands such as Adjust-A-Gate, Fit-Right, Perimeter Patrol, and Lifetime Post. Additionally, this segment includes garden, landscaping, and miscellaneous home improvement products under brands like Early Start, Spring Gardner, Greenline, and Weatherguard. The company has also introduced sustainable bag products through its MyEcoWorld line. The Seed Processing and Sales segment operates through the company's Greenwood division, processing and distributing agricultural seeds to distributors while also providing seed cleaning services. This segment serves agricultural markets by preparing seeds for planting seasons and maintaining seed quality through specialized processing equipment. Based on recent earnings data, the Pet, Fencing and Other segment generates the majority of revenues, with the Industrial Wood Products and Seed Processing segments contributing smaller portions to overall sales.
Revenue model
Jewett-Cameron generates revenue primarily through product sales across its three business segments, operating as both a manufacturer and distributor in the specialty building materials and agricultural sectors. The company's business model centers on wholesale distribution to major home improvement retailers like Home Depot and Lowe's, e-commerce platforms, and other retail channels. Revenue is generated through direct product sales with the company maintaining inventory and fulfilling orders to these retail partners. The Pet, Fencing and Other segment benefits from established relationships with big-box retailers, where the company has secured valuable in-store display space for products like the Lifetime Steel Post system. In the Industrial Wood Products segment, the company processes raw lumber into treated specialty products, adding value through manufacturing processes before selling to transportation industry customers. The Seed Processing segment generates revenue through both processing services for agricultural customers and direct sales of cleaned and processed seeds to distributors. Several factors influence the company's margins and profitability. Commodity price fluctuations in wood and metal materials directly impact input costs, as seen in recent quarters where material constraints affected wood fence product availability. Seasonal demand patterns affect sales, particularly in fencing and garden products which see higher demand during spring and summer months. Tariff policies and international trade considerations impact sourcing costs, prompting the company to diversify its supply chain across multiple countries to mitigate potential tariff impacts. Retail consolidation and buying power of major home improvement chains affects pricing negotiations and shelf space allocation. The company's ability to secure prime retail real estate through in-store displays represents a competitive advantage that supports pricing power and sales velocity.
Competitive moat
Jewett-Cameron's competitive moat appears relatively modest, primarily consisting of established retail relationships and brand recognition in niche product categories rather than strong structural advantages. The company's strongest defensive position comes from its retail partnerships and shelf space with major home improvement retailers like Home Depot and Lowe's. Securing in-store display space for products like the Lifetime Steel Post system creates barriers for competitors and provides consistent product visibility to consumers. These relationships, built over decades, offer some protection as retailers prefer working with established suppliers who can reliably fulfill orders and maintain product quality. The company's brand portfolio in specialized categories like pet containment (Lucky Dog) and gate hardware (Adjust-A-Gate) provides some customer loyalty and recognition, particularly among DIY consumers and contractors who value proven solutions for specific applications. The MyEcoWorld sustainable products line represents an attempt to differentiate in the growing environmentally-conscious consumer segment. However, the company's moat faces several vulnerabilities. The specialty building materials industry has relatively low barriers to entry, with numerous competitors able to manufacture similar fencing, pet, and garden products. The company lacks proprietary technology or patents that would prevent competitive copying of its products. Additionally, dependence on major retailers creates vulnerability, as losing shelf space or display positions could significantly impact sales. The agricultural seed processing business faces competition from larger agricultural companies with more resources and broader geographic reach. The company's small size compared to industry leaders limits its ability to achieve significant economies of scale or invest heavily in research and development for breakthrough products. Overall, while Jewett-Cameron maintains market positions in its segments, the moat appears narrow and requires continuous execution to defend against competitive pressures.
Risks & safety
Jewett-Cameron exhibits a strong balance sheet position but faces operational challenges that create mixed safety considerations. **Overall Assessment:** The company maintains excellent liquidity and zero long-term debt, providing substantial financial flexibility, though recent operating losses raise concerns about operational efficiency. **Cash and Solvency:** - Current ratio of 5.84 indicates very strong short-term liquidity - Zero long-term debt eliminates solvency risk - $435,635 cash position supplemented by $6 million available revolving credit line - Negative operating cash flow of $2.6 million in recent quarter raises working capital management concerns **Valuation Metrics:** - Price-to-book ratio of 0.69 suggests trading below book value - Graham Net-Net ratio of 2.32 indicates potential deep value opportunity - Recent losses make P/E ratios negative and less meaningful - Enterprise value metrics distorted by negative EBITDA **Other Considerations:** - Inventory reduction of 23% demonstrates management focus on working capital optimization - Potential asset monetization through $9 million seed facility sale could strengthen balance sheet - Small market capitalization of $13.2 million creates liquidity risk for investors - Operational turnaround needed to restore profitability and positive cash generation
Recent development
Over the past two years, Jewett-Cameron has pursued several strategic initiatives focused on operational optimization, product innovation, and asset monetization while navigating challenging market conditions. The company has significantly expanded its retail presence through in-store display programs, growing Lifetime Steel Post displayers from initial placements to 330 locations across Home Depot and Lowe's stores. This retail expansion strategy represents a key growth driver, providing enhanced product visibility and sales velocity in high-traffic retail environments. Product innovation efforts have centered on developing differentiated solutions like the Adjust-A-Gate Unlimited, described as a unique low-profile gate kit that addresses specific customer needs in the fencing market. The company has also emphasized its transition toward sustainable products through the MyEcoWorld line, responding to growing consumer demand for environmentally conscious alternatives. Supply chain diversification has become a strategic priority, with management implementing multi-sourcing strategies to mitigate potential tariff impacts and reduce dependence on single-country suppliers. This operational shift aims to provide greater flexibility and cost stability in an uncertain trade environment. The most significant strategic move involves asset monetization, with the company listing its 11.6-acre seed processing facility for sale at $9 million. This potential divestiture reflects management's focus on optimizing the asset base and potentially exiting lower-performing segments to concentrate resources on higher-growth opportunities. Inventory management has been a major operational focus, with the company achieving a 23% reduction in inventory levels while working to improve working capital efficiency. Despite these efforts, the company has experienced margin pressure, with gross margins declining from 25.1% to 20.1% year-over-year in the most recent quarter, reflecting ongoing operational challenges in the current market environment.
JCTC company profile · for informational purposes only — not investment advice.
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