SSD · Simpson Manufacturing Co., Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 27, 2026TL;DR. Simpson Manufacturing posted Q2 2026 net sales of $671.1 million (+6.3% YoY), operating margin of 25.2% (+300 bps) aided by a $5.5M eminent-domain gain, and adjusted EBITDA of $196.1 million (+22.6%), but narrowed full-year operating margin guidance to 19.7%–20.5% as rising steel costs, tariffs, and lapped pricing actions pressure the back half.
- + Net sales rose 6.3% YoY to $671.1M with operating margin expanding 300 bps to 25.2%
- + Europe delivered record operating margin of 13.7% on 7.6% sales growth and 3% volume growth
- + Adjusted EBITDA grew 22.6% to $196.1M (29.2% margin) and diluted EPS rose 25.1% to $3.09
- + Board raised 2026 share repurchase authorization by $50M to $200M, signaling capital return commitment
- − Company does not expect to maintain H2 2026 revenue growth and profitability as pricing laps and steel costs rise
- − Full-year operating margin guidance narrowed to 19.7%–20.5% with lower gross margin expected from steel, tariffs, and depreciation
- − Q2 volume declined ~1% globally and U.S. housing starts expected down low single digits in 2026
- − Residential and commercial business volumes declined modestly amid persistent affordability pressure and cautious customers
- − Foreign exchange risk and $3M deferred comp drag plus $2M higher incentive comp increased operating expenses
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Lumber & Wood Production — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SSD
this stock
Simpson Manufacturing Co., Inc.
|
$7.24B | +5.8% | +4.5% | 19.3 | 2.6% |
|
WFG
West Fraser Timber Co., Ltd
|
$5.61B | +13.5% | — | — | 3.5% |
|
UFPI
Ufp Industries Inc
|
$4.38B | -15.2% | +21.6% | 18.2 | 3.9% |
|
BCC
BOISE CASCADE Co
|
$2.65B | +0.7% | +12.7% | — | 4.6% |
|
NWGL
CL Workshop Group Ltd
|
$23.51M | +0.0% | — | — | 3.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SSD | -2.4% | -3.4% | -3.9% | -6.4% | +5.8% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -1.7% | -3.5% | -16.0% | -5.8% | -6.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.