Simpson Manufacturing Co Inc (SSD)
NYSE:SSD
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Earnings Data
Report Date
Jul 27, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.7Last Year’s EPS
2.47Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights solid top-line growth, strong adjusted EBITDA and EPS improvement driven by pricing, cost discipline and targeted growth in higher-margin segments (component manufacturing and OEM). The company also strengthened liquidity, reduced inventory and returned capital to shareholders. Offsetting these positives are notable gross margin pressure (tariffs, higher input and labor costs and Gallatin start-up costs), Europe volume weakness and a softer housing-start outlook for 2026. Management's tone is constructive but cautious, emphasizing execution, pricing realization (~$130M annualized) and cost actions to mitigate headwinds while acknowledging near-term market uncertainty.Company Guidance
Consolidated Revenue Growth
Net sales of $588.0M, up 9.1% year-over-year; North America net sales $461.9M, up 9.8%; Europe net sales $121.0M, up 6.3% (FX-driven). 2025 pricing contributed ~6% and foreign exchange ~3%, partially offset by ~1% volume decline.
Strong Adjusted EBITDA and Operating Income
Adjusted EBITDA of $139.4M, up 14.1% YoY, representing a 23.7% adjusted EBITDA margin; consolidated income from operations $114.6M, up 12% YoY; operating margin improved 50 basis points to 19.5%.
Net Income and EPS Improvement
Net income $88.2M, $2.13 per diluted share versus $77.9M, $1.85 per share prior year; effective tax rate 24.1%, ~140 basis points below prior year, supporting higher EPS.
Pricing Realization Increased
2025 price increases now expected to contribute approximately $130M in annualized net sales (up from prior ~$100M estimate), with an incremental ~$70M expected in 2026 versus prior-year realized amount.
Segment Momentum — Component and OEM
Component manufacturer business volumes up double digits driven by new customer wins; OEM business delivered double-digit volume growth, supported by prefabrication and mass timber demand.
Product Sales Mix Strength
Wood construction product sales up 8.3% and concrete construction product sales up 14.7% year-over-year (concrete growth tied to imported products and tariff-driven price increases).
Improved Expense Discipline and Headcount Reduction
Operating expenses increased only 1.7% to $150.7M while operating expenses as a % of net sales improved to 25.6% from 27.5%; SG&A headcount down ~9.1% YoY, delivering personnel-related cost reductions.
Inventory Reduction and Liquidity Position
Inventory of $549M, down $45.2M vs Dec 31, 2025; pounds on hand in North America down double digits. Cash & equivalents $341M, debt $370.5M, net debt ~$29.5M; revolver with $525.8M availability.
Capital Allocation and Shareholder Returns
Q1 capital expenditures $17.7M; returned $12M in dividends and repurchased $50M of common stock; Board authorized up to $150M new repurchase program for 2026, underscoring strong capital returns focus.
SSD 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
SSD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 27, 2026 | $186.51 | $191.08 | +2.45% |
Feb 09, 2026 | $195.74 | $205.47 | +4.97% |
Oct 27, 2025 | $175.24 | $185.78 | +6.02% |
Jul 28, 2025 | $165.14 | $182.66 | +10.61% |
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 Co Inc (SSD) report earnings?
Simpson Manufacturing Co Inc (SSD) is schdueled to report earning on Jul 27, 2026, After Close (Confirmed).
What is Simpson Manufacturing Co Inc (SSD) earnings time?
Simpson Manufacturing Co Inc (SSD) earnings time is at Jul 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 (Q2) is 2.7.