SiteOne Landscape Supply (SITE)
NYSE:SITE
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.38Last Year’s EPS
2.95Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a company that successfully navigated difficult near-term conditions: management delivered double-digit adjusted EBITDA growth, strong gross margin expansion, material private-label and digital momentum, continued M&A activity and maintained a conservative, well-funded balance sheet. However, Q1 volume weakness (weather and macro), increased SG&A as a percent of sales, commodity and freight cost pressures, and cautious commentary on end-market demand temper the outlook. Overall the positives (margin gains, EBITDA growth, operational progress, M&A pipeline and liquidity) outweigh the headwinds, though execution and macro stability remain important near-term risks.Company Guidance
Adjusted EBITDA Growth and Margin Expansion
Adjusted EBITDA increased 14% year-over-year to $25.5 million in Q1; adjusted EBITDA margin expanded 30 basis points to 2.7%, demonstrating improved profitability despite flat sales.
Gross Profit and Gross Margin Improvement
Gross profit rose 3% and gross margin improved by 90 basis points to 33.9% in the quarter, driven by price realization, private label momentum and commercial initiatives.
Resilient Pricing and Outlook for 2026
Company expects pricing to contribute ~2%-3% to 2026 sales growth; management projects low single-digit organic daily sales growth for the year (flat volume + 2%-3% pricing).
Private Label and Small Customer Momentum
High-growth private label product lines grew ~40% in the quarter (total private label grew ~10%); private label represents ~15% of sales with a target to increase ~100 basis points per year toward a 25%-30% long-term mix.
Digital Sales and Sales Force Productivity
Digital sales on siteone.com increased over 60% year-over-year and regular active users grew ~60%, with strong sales growth among digitally engaged customers; continued CRM-led sales force productivity efforts.
Acquisition Activity and M&A Pipeline
Completed 2 acquisitions in Q1 (Bourget Flagstone and Reinders) representing ~$110 million trailing 12-month sales; 108+ acquisitions since 2014 adding ~$2.2 billion in trailing sales. Management reports a robust pipeline and continued M&A optionality.
Balance Sheet Strength and Liquidity
Net debt $585 million and net debt to TTM adjusted EBITDA of 1.4x (within 1.0x–2.0x target and down from 1.5x LY); available liquidity approximately $502 million (cash $84M + $418M ABL); ABL maturity extended to April 2031.
Operational Improvements and Delivery Efficiency
Net delivery expense reduced via associate/equipment efficiency and fuel surcharges; continued progress on turning around underperforming 'focus' branches (200 bps adjusted EBITDA margin improvement in focus branches in 2025 and ongoing improvement in 2026).
SITE Earnings History
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
SITE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $142.94 | $120.97 | -15.37% |
Feb 11, 2026 | $148.78 | $163.25 | +9.73% |
Oct 29, 2025 | $123.24 | $132.15 | +7.23% |
Jul 30, 2025 | $128.57 | $142.22 | +10.62% |
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 SiteOne Landscape Supply (SITE) report earnings?
SiteOne Landscape Supply (SITE) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is SiteOne Landscape Supply (SITE) earnings time?
SiteOne Landscape Supply (SITE) earnings time is at Aug 05, 2026, Before Open (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 SITE EPS forecast?
SITE EPS forecast for the fiscal quarter 2026 (Q2) is 3.38.