Simpson Manufacturing Co., Inc 8-K, filed Oct 26, 2026

Simpson Manufacturing Co., Inc. (SSD)

8-K 2026-10-26 For: 2026-10-26

Added on October 27, 2026

About this 8-K

Simpson Manufacturing Co., Inc filed this 8-K on October 26, 2026.

Simpson Manufacturing Co., Inc. reported third-quarter net sales of $638.1 million, up 2.3% year-over-year, and diluted EPS of $2.68, up 3.9%. Its Board approved a $1.0 billion share repurchase authorization with no expiration date, superseding the prior $200.0 million authorization. AI summary

Items reported

Item 2.02: Financial results
Item 7.01: Regulation FD disclosure
Item 9.01: Financial statements and exhibits

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Securities registered pursuant to Section 12(b) of the Act:
Title of Each Class	Trading Symbol	Name of Each Exchange on Which Registered
Common Stock, par value $0.01 per share	SSD	New York Stock Exchange


☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-2)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240. 13e-4(c))


Exhibit No.						Description

99.1						Press Release dated October 26, 2026 (Q3 Earnings Release)
99.2						Press Release dated October 26, 2026 (Share Repurchase Program)
99.3						Simpson Manufacturing Co., Inc. Investor Presentation
104						Cover Page Interactive Data File (embedded within the XBRL document)


l	Net sales of $638.1 million increased 2.3% year-over-year
l	Income from operations of $141.0 million increased 0.2% year-over-year
l	Net income per diluted share of $2.68 increased 3.9% year-over-year
l	Repurchased $66.3 million of common stock during the quarter
l	Approved a new $1.0 billion share repurchase authorization
l	Declared a $0.30 per share dividend


	Three Months Ended		Year-Over-	Nine Months Ended		Year-Over-
	September 30,		Year	September 30,		Year
	2026	2025	Change	2026	2025	Change
	(In thousands, except per share data and percentages)
Net sales	$638,130	$623,513	2.3%	$1,897,170	$1,793,463	5.8%
Gross profit	291,583	287,671	1.4%	875,667	831,128	5.4%
Gross profit margin	45.7%	46.1%		46.2%	46.3%
Total operating expenses	150,498	160,700	(6.3)%	455,574	461,734	(1.3)%
Income from operations	141,009	140,743	0.2%	424,756	383,306	10.8%
Operating income margin	22.1%	22.6%		22.4%	21.4%
Net income	$109,124	$107,444	1.6%	$324,382	$288,869	12.3%
Net income per diluted common share	$2.68	$2.58	3.9%	$7.90	$6.89	14.7%
Adjusted EBITDA1	$167,239	$155,712	7.4%	$502,683	$437,779	14.8%


Simpson Manufacturing Co., Inc.
Announces 2026 Third Quarter Financial Results and Updates 2026 Guidance


	Trailing Twelve Months Ended		Year-Over-
	September 30,		Year
	2026	2025	Change
	(In thousands, except percentages)
Total U.S. Housing starts2	1,344	1,370	(1.9)%


	Three Months Ended September 30,		Nine Months Ended September 30,
	2026	2025	2026	2025
Net sales	$638,130	$623,513	$1,897,170	$1,793,463
Cost of sales	346,547	335,842	1,021,503	962,335
Gross profit	291,583	287,671	875,667	831,128
Research and development and engineering expense	18,907	20,793	55,538	61,399
Selling expense	54,928	56,123	162,239	166,730
General and administrative expense	76,663	83,784	237,797	233,605
Total operating expense	150,498	160,700	455,574	461,734
Acquisition and integration related costs	141	309	892	449
Net gain on disposal of assets	(65)	(14,081)	(5,555)	(14,361)
Income from operations	141,009	140,743	424,756	383,306
Interest income and other finance costs, net	4,665	2,317	13,294	4,315
Other & foreign exchange loss, net	679	777	(4,508)	151
Income before taxes	146,353	143,837	433,542	387,772
Provision for income taxes	37,229	36,393	109,160	98,903
Net income	$109,124	$107,444	$324,382	$288,869
Earnings per common share:
Basic	$2.69	$2.59	$7.92	$6.92
Diluted	$2.68	$2.58	$7.90	$6.89
Weighted average shares outstanding:
Basic	40,612	41,520	40,932	41,737
Diluted	40,738	41,704	41,059	41,903
Cash dividends declared per common share	$0.30	$0.29	$0.89	$0.86
Other data:
Depreciation and amortization	$26,042	$22,999	$76,990	$63,516
Pre-tax equity-based compensation expense	$6,912	$5,829	$21,854	$18,734


	September 30,		December 31,
	2026	2025	2025
Cash and cash equivalents	$491,251	$297,304	$384,138
Trade accounts receivable, net	409,361	395,353	302,688
Inventories	511,886	591,877	594,192
Other current assets	58,637	64,834	71,485
Total current assets	1,471,135	1,349,368	1,352,503
Property, plant and equipment, net	609,959	613,896	627,854
Operating lease right-of-use assets	104,529	94,363	115,060
Goodwill	542,472	557,836	558,521
Intangible assets, net	357,129	392,517	387,729
Other noncurrent assets	39,551	37,443	31,959
Total assets	$3,124,775	$3,045,423	$3,073,626

Trade accounts payable	$111,922	$103,593	$91,467
Long-term debt, current portion	15,000	22,500	15,000
Accrued liabilities and other current liabilities	309,004	277,204	275,328
Total current liabilities	435,926	403,297	381,795
Operating lease liabilities, net of current portion	85,777	76,599	96,819
Long-term debt, net of current portion and issuance costs	289,829	346,709	355,509
Deferred income tax	110,857	94,088	99,792
Other long-term liabilities	53,034	111,437	104,234
Non-qualified deferred compensation plan awards	4,173	6,653	5,715
Stockholders’ equity	2,145,179	2,006,640	2,029,762
Total liabilities, mezzanine equity, and stockholders’ equity	$3,124,775	$3,045,423	$3,073,626


*	Unfavorable percentage changes are presented in parentheses, if any.
**	The Company manages its business by geographic segment but presents sales by product group as additional information.
N/M	Statistic is not material or not meaningful.


*	Includes acquisition integration and restructuring related expenses, non-qualified deferred compensation adjustments, severance costs, other & foreign exchange loss net, and net loss or gain on disposal of assets.
**	Includes certain reclassifications in the three and nine months ended September 30, 2025, to conform to the current period presentation.


		Three Months Ended			Nine Months Ended
		September 30,		%	September 30,		%
		2026	2025	change*	2026	2025	change*
Net Sales by Reporting Segment
	North America	$501,951	$483,606	3.8%	$1,486,166	$1,396,993	6.4%
	Percentage of total net sales	78.7%	77.6%		78.3%	77.9%
	Europe	129,887	134,431	(3.4)%	394,425	381,688	3.3%
	Percentage of total net sales	20.4%	21.6%		20.8%	21.3%
	Asia/Pacific	6,292	5,476	14.9%	16,579	14,782	12.2%
		$638,130	$623,513	2.3%	$1,897,170	$1,793,463	5.8%
Net Sales by Product Group**
	Wood Construction	$534,089	$524,439	1.8%	$1,600,067	$1,520,283	5.2%
	Percentage of total net sales	83.7%	84.1%		84.3%	84.8%
	Concrete Construction	102,500	97,800	4.8%	293,038	269,885	8.6%
	Percentage of total net sales	16.1%	15.7%		15.4%	15.0%
	Other	1,541	1,274	N/M	4,065	3,295	N/M
		$638,130	$623,513	2.3%	$1,897,170	$1,793,463	5.8%
Gross Profit (Loss) by Reporting Segment
	North America	$243,148	$235,589	3.2%	$726,018	$688,903	5.4%
	North America gross margin	48.4%	48.7%		48.9%	49.3%
	Europe	46,935	51,014	(8.0)%	145,658	139,311	4.6%
	Europe gross margin	36.1%	37.9%		36.9%	36.5%
	Asia/Pacific	2,091	2,077	N/M	5,738	5,336	N/M
	Administrative and unallocated other	(591)	(1,009)	N/M	(1,747)	(2,422)	N/M
		$291,583	$287,671	1.4%	$875,667	$831,128	5.4%
Income (Loss) from Operations
	North America	$137,024	$125,179	9.5%	$413,321	$366,516	12.8%
	North America operating margin	27.3%	25.9%		27.8%	26.2%
	Europe	15,316	16,119	(5.0)%	42,102	41,097	2.4%
	Europe operating margin	11.8%	12.0%		10.7%	10.8%
	Asia/Pacific	409	555	N/M	599	828	N/M
	Administrative and unallocated other	(11,740)	(1,110)	N/M	(31,266)	(25,135)	N/M
		$141,009	$140,743	0.2%	$424,756	$383,306	10.8%