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Simpson Manufacturing (SSD)
NYSE:SSD
US Market

Simpson Manufacturing Co (SSD) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 27, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
1.87
Last Year’s EPS
1.85
Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 09, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a balanced view: management highlighted solid top‑line growth (4.5% YoY), EPS leverage, strong cash generation, a company safety milestone and progress in higher‑value businesses (OEM, component manufacturing, digital). At the same time, material headwinds remain—tariff costs roughly offset price increases, volumes were down (~1%) with regional weakness in high‑content markets, Q4 margins and adjusted EBITDA showed some pressure, and operating expenses rose due to one‑time items and variable compensation. Guidance for 2026 is cautious (operating margin 19.5%–20.5%) and assumes flattish housing starts, leaving outcomes sensitive to tariffs, steel costs, and regional demand.
Company Guidance
For FY2026 Simpson guided consolidated operating margin of 19.5%–20.5% (targeting ~20%) with management assuming flattish U.S. housing starts (aiming to grow above the market) and slight growth in Europe; they expect a slightly lower gross margin driven by tariffs and higher depreciation, calling out roughly $100M of annualized tariff cost offset in part by ~$100M of annualized pricing (about $60M realized in 2025, with the remaining ~$40M flowing in 2026). Key assumptions and metrics include €/$ (FX) headwinds (about $5M impact to OpEx), $3–5M of European footprint‑optimization costs, a $10–12M benefit from sale of vacant land, an effective tax rate of roughly 20–25%, capital expenditures of $75–85M, absolute operating expenses expected down about $10–15M year‑over‑year (as part of ~$30M annualized cost‑savings), a new $150M share‑repurchase authorization for 2026, and a commitment to return at least 35% of free cash flow to shareholders.
Revenue Growth and Sales Composition
Full year 2025 net sales of $2.3 billion, up 4.5% year‑over‑year. Management attributed ~3% of growth to pricing, ~1% to acquisitions, ~1% to foreign exchange, and an approximate 1% volume decline due to weaker housing starts.
Strong North America and European Top‑Line Performance
North America net sales were $1.8 billion, up 4.5% year‑over‑year and including an approximate $60 million benefit from pricing actions. Europe full year net sales were $499.6 million, up 4.3% year‑over‑year (Q4 Europe net sales $117.9 million, up 9.1% YoY).
Margin and Profitability Resilience
Full‑year operating margin was 19.6%, up 30 basis points year‑over‑year. Consolidated full‑year gross margin was relatively flat at ~45.9%. Adjusted EBITDA totaled $544.3 million, up 3.3% YoY. EPS growth outpaced revenue by ~390 basis points in 2025; Q4 net income was $56.2 million or $1.35 per diluted share (vs $55.5M / $1.31 prior year).
Safety and Operational Execution
Achieved a total recordable incident rate (TRIR) of <1.0 for the second consecutive year—the best result in company history—with meaningful reductions in lost time injuries and incident severity. Operational execution metrics included a 98% product delivery fill rate and eight major awards recognizing service and product innovation.
Strong Cash Generation and Shareholder Returns
Generated operating cash flow of $458.6 million for the full year (Q4 cash flow $155.6M). Invested $161.5 million in capex, paid $47.6 million in dividends, and repurchased $120 million of stock in 2025. Board authorized up to $150 million in new repurchases for 2026 and management plans to return at least 35% of free cash flow to shareholders.
Growth in Strategic Businesses and Digital Expansion
OEM business volumes up double digits; component manufacturing volumes up in the low single digits. Monet Dassault acquisition performing well. Launched CS Producer cloud software and expanded digital solutions and equipment offerings, positioning the company to capture higher‑value, premium revenue streams.

Simpson Manufacturing Co (SSD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

SSD Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 27, 2026
2026 (Q1)
1.86 / -
1.85
Feb 09, 2026
2025 (Q4)
1.22 / 1.35
1.313.05% (+0.04)
Oct 27, 2025
2025 (Q3)
2.41 / 2.58
2.2116.74% (+0.37)
Jul 28, 2025
2025 (Q2)
2.26 / 2.47
2.316.93% (+0.16)
Apr 28, 2025
2025 (Q1)
1.57 / 1.85
1.774.52% (+0.08)
Feb 10, 2025
2024 (Q4)
1.27 / 1.31
1.282.34% (+0.03)
Oct 21, 2024
2024 (Q3)
2.38 / 2.21
2.43-9.05% (-0.22)
Jul 22, 2024
2024 (Q2)
2.44 / 2.31
2.5-7.60% (-0.19)
Apr 22, 2024
2024 (Q1)
1.92 / 1.77
2.05-13.66% (-0.28)
Feb 05, 2024
2023 (Q4)
1.49 / 1.28
1.35-5.19% (-0.07)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

SSD Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 09, 2026
$196.07$205.82+4.97%
Oct 27, 2025
$175.53$186.09+6.02%
Jul 28, 2025
$165.42$182.97+10.61%
Apr 28, 2025
$153.02$153.31+0.19%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Simpson Manufacturing (SSD) report earnings?
Simpson Manufacturing (SSD) is schdueled to report earning on Apr 27, 2026, After Close (Confirmed).
    What is Simpson Manufacturing (SSD) earnings time?
    Simpson Manufacturing (SSD) earnings time is at Apr 27, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is SSD EPS forecast?
          SSD EPS forecast for the fiscal quarter 2026 (Q1) is 1.87.