Seeking Alpha·Oct 26, 2026
Simpson Manufacturing Co., Inc. (SSD) Q3 2026 Earnings Call TranscriptSimpson Manufacturing Co., Inc. (SSD) Q3 2026 Earnings Call Transcript
Simpson Manufacturing pairs specification-driven pricing durability with a rapidly transformed capital structure: gross margin held at 45.7% in 2026Q3 versus 46.4% a year earlier, remaining roughly 1,000 basis points above Masco's 35.5%, while total debt collapsed 85% from $564.1M in 2025Q4 to $85.8M as cash tripled to…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 2.3% year over year in 2026Q3 from 9.1% in 2026Q1, yet gross margin held at 45.7% as SG&A discipline (20.6% of sales versus 22.7% a year prior) kept operating margin near 22.1%.
Simpson Manufacturing Co., Inc. reported higher sales of US$587.96 million and net income of US$88.22 million in the first-quarter 2026 results, alongside increased earnings per share.
The market is mispricing Simpson Manufacturing Co., Inc., applying a stale, cyclical valuation framework to a business that has structurally transformed its earnings power and resilience.
Simpson Manufacturing Co., Inc. is recognized as a best-in-class industrial compounder, indicating strong long-term growth and operational excellence.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 26, 2026 | $2.68+9.8% vs $2.44 | $638M+2.2% vs $624M |
Q3 2026 Jul 27, 2026 | $3.09+13.6% vs $2.72 | $671M+1.9% vs $659M |
Q2 2026 Apr 27, 2026 | $2.13+17.0% vs $1.82 | $588M+6.9% vs $550M |
Q1 2026 Feb 9, 2026 | $1.35+7.1% vs $1.26 | $539M+1.6% vs $531M |
Simpson Manufacturing Co., Inc. (SSD) Q3 2026 Earnings Call Transcript
Simpson Manufacturing NYSE: SSD reported third-quarter 2026 net sales of $638.1 million, up 2.3% from a year earlier, as pricing more than offset relatively flat global sales volumes amid continued housing-market pressure.
Simpson Manufacturing (SSD) came out with quarterly earnings of $2.68 per share, beating the Zacks Consensus Estimate of $2.47 per share. This compares to earnings of $2.58 per share a year ago.
PLEASANTON, Calif., Oct. 26, 2026 /PRNewswire/ -- Simpson Manufacturing Co., Inc. (the "Company") (NYSE: SSD), an industry leader in engineered structural connectors and building solutions, today announced that its Board of Directors has approved a new $1.0 billion share repurchase authorization, effective October 22, 2026.
Benchmark SSD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Simpson Manufacturing Co., Inc. (SSD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $196.89 | $8.1B | 21.07 | 4.51% | 15.62% | 18.25% | 0.58% | |
| $82.22 | $16.21B | 17.40 | -3.4% | 12.07% | — | 1.51% | |
| $57.19 | $4.68B | 30.06 | 20.11% | 8.24% | 17.21% | 0.69% | |
| $54.74 | $5.69B | 31.30 | 1.98% | 13.89% | 17.59% | — | |
| $220.06 | $5.93B | 24.75 | 1% | 7.87% | 34.75% | 1.47% | |
| $280.95 | $80.83B | 24.83 | 0.92% | 19.39% | 103.35% | 2.17% |
Simpson Manufacturing Co., Inc. (SSD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Simpson Manufacturing Co., Inc. (SSD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 26, 2026·SEC
Oct 6, 2026·SEC
Jul 27, 2026·SEC
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Simpson Manufacturing Co., Inc. (SSD) stock FAQ — growth, dividends, profitability & financials explained
Simpson Manufacturing Co., Inc. (SSD) reported $2.44B in revenue over the trailing twelve months. Revenue was $2.33B in fiscal year 2025. That is 1053% more than the $202.4M of fiscal year 1996.
Simpson Manufacturing Co., Inc. (SSD) grew revenue by 5.4% over the trailing twelve months, compared with the twelve months before.
Yes. Simpson Manufacturing Co., Inc. (SSD) earned $380.6M in net income over the trailing twelve months (a 15.6% net margin).
Yes. Simpson Manufacturing Co., Inc. (SSD) pays a dividend that yields 0.58% at the current price, a small yield.
Simpson Manufacturing Co., Inc. (SSD) had a return on equity (ROE) of 18.2% over the trailing twelve months. That is above the market's typical 10-15%.
Simpson Manufacturing Co., Inc. (SSD) generated $334.4M in free cash flow over the trailing twelve months.
