Inferra AI / Company / SSD
Simpson Manufacturing Co., Inc.
SSD · Industrials
Last earnings Oct 26, 2026
Key results
Net revenuequarter
$483.6 million
North America Segment 2025 Third Quarter Financial Highlights Net sales of $483.6 million increased 4.8% from $461.4 million primarily due to price increases that took effect in June 2025 and incremental sales from the Company's 2024 acquisitions, partially offset by decreased sales volumes.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Gross marginquarter
49.0%
Gross margin declined to 49.0% from 49.5% due to higher factory and overhead as well as warehouse costs, as a percentage of net sales.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Revenuequarter
$8.1 million
Europe Segment 2025 Third Quarter Financial Highlights Net sales of $134.4 million increased 10.9% from $121.2 million due to increased sales volume as well as the positive effect of approximately $8.1 million in foreign currency translation.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Gross margin increased to 37.9% from 36.6% , primarily due to lower material costs, as a percentage of net sales.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
EPSquarter
19%
Customer-centric business model, above market volume growth(1), high brand recognition and trusted reputation Leader in structural solutions for wood connections with significant opportunities in all addressable markets Strong gross profit and operating margins with an EPS CAGR of 19%(2) over the last 10 years Strong balance sheet with less than 1x leverage ~50% of free cash flow returned to stockholders since 2021(3) exceeding 35% target Diversified product offerings serving customers across five end-use market segments 3 Celebrating 30 Years as a Public Company (1) Since its debut at $11.50 per share ($2.875 split-adjusted) at its initial public offering (IPO) on May 25, 1994.
SEC original ↗Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2025
Free cash flowquarter
35%
Customer-centric business model, above market volume growth(1), high brand recognition and trusted reputation Leader in structural solutions for wood connections with significant opportunities in all addressable markets Strong gross profit and operating margins with an EPS CAGR of 19%(2) over the last 10 years Strong balance sheet with less than 1x leverage ~50% of free cash flow returned to stockholders since 2021(3) exceeding 35% target Diversified product offerings serving customers across five end-use market segments 3 Celebrating 30 Years as a Public Company (1) Since its debut at $11.50 per share ($2.875 split-adjusted) at its initial public offering (IPO) on May 25, 1994.
SEC original ↗Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2025
B EPSquarter
16%
Revenue Growth (1994 2024) ~15x$150 M $2.2 B EPS Growth (1994 2024) ~54x$0.14 $7.60 4 Compound annual growth rate of ~16%(1) since 1994 IPO $175.32 $0.00 $50.00 $100.00 $150.00 $200.00 $250.00 Simpson s Purpose and Unique Culture OUR MISSION OUR COMPANY VALUES 1.
SEC original ↗Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2025
housing starts (Census Bureau) Revenue $1.25 B Op.
SEC original ↗Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2025
Income $250 M 2020 2024 Revenue $2.23 B Op.
SEC original ↗Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2025
AI analysis
Q3 2025 · reported Oct 27, 2025
Based on: Earnings release + Q3 2025 deck + parent 8-K — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Oct 27, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Net revenue | $483.6 million | — | — |
| Gross margin | 49.0% | — | — |
| Revenue | $8.1 million | — | — |
| EPS | 19% | — | — |
| Free cash flow | 35% | — | — |
| B EPS | 16% | — | — |
Guidance · company-stated
Direction: Raised
“Announces 2025 Third Quarter Financial Results and Updates 2025 Guidance l Net sales of $623.5 million increased 6.2% year-over-year l Income from operations of $140.7 million increased 12.7% year-over-year including one-time gain on sale l Net income per diluted share of $2.58 increased 16.7% year-over-year l Repurchased $30.0 million of common stock during the quarter increased 2025 share repurchase authorization program to $120.0 million l Announced 2026 share repurchases up to $150.0 million of the Company's common stock l Declared a $0.29 per share dividend Pleasanton, CA - October 27, 2025 Simpson Manufacturing Co.”
“The outlook reflects the previously announced price increases that went into effect on June 2, 2025 and October 15, 2025 and it includes a benefit of $12.9 million from the sale of the existing Gallatin, Tennessee facility as well as non-recurring severance costs of approximately $9.0 to $12.0 million .”
Classified from the release's primary full-year outlook statement.
Margin
Cash flow & capex
Capital allocation
Announces 2025 Third Quarter Financial Results and Updates 2025 Guidance l Net sales of $623.5 million increased 6.2% year-over-year l Income from operations of $140.7 million increased 12.7% year-over-year including one-time gain on sale l Net income per diluted share of $2.58 increased 16.7% year-over-year l Repurchased $30.0 million of common stock during the quarter increased 2025 share repurchase authorization program to $120.0 million l Announced 2026 share repurchases up to $150.0 million of the Company's common stock l Declared a $0.29 per share dividend Pleasanton, CA - October 27, 2025 Simpson Manufacturing Co.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue +28.9% computed from stated figures
Event summary
dated October 27, 2025 Simpson Manufacturing Co., Inc
Based on: Earnings release + Q3 2025 deck + parent 8-K — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “Announces 2025 Third Quarter Financial Results and Updates 2025 Guidance l Net sales of $623.5 million increased 6.2% year-over-year l Income from operations of $140.7 million increased 12.7% year-over-year including one-time gain on sale l Net income per diluted share of $2.58 increased 16.7% year-over-year l Repurchased $30.0 million of common stock during the quarter increased 2025 share repurchase authorization program to $120.0 million l Announced 2026 share repurchases up to $150.0 million of the Company's common stock l Declared a $0.29 per share dividend Pleasanton, CA - October 27, 2025 Simpson Manufacturing Co.”
Company outlook: “The outlook reflects the previously announced price increases that went into effect on June 2, 2025 and October 15, 2025 and it includes a benefit of $12.9 million from the sale of the existing Gallatin, Tennessee facility as well as non-recurring severance costs of approximately $9.0 to $12.0 million .”
Revenue — Raised (“increased”)
“Announces 2025 Third Quarter Financial Results and Updates 2025 Guidance l Net sales of $623.5 million increased 6.2% year-over-year l Income from operations of $140.7 million increased 12.7% year-over-year including one-time gain on sale l Net income per diluted share of $2.58 increased 16.7% year-over-year l Repurchased $30.0 million of common stock during the quarter increased 2025 share repurchase authorization program to $120.0 million l Announced 2026 share repurchases up to $150.0 million of the Company's common stock l Declared a $0.29 per share dividend Pleasanton, CA - October 27, 2025 Simpson Manufacturing Co.”
Company outlook — Raised (“increases”)
“The outlook reflects the previously announced price increases that went into effect on June 2, 2025 and October 15, 2025 and it includes a benefit of $12.9 million from the sale of the existing Gallatin, Tennessee facility as well as non-recurring severance costs of approximately $9.0 to $12.0 million .”
Classified from the release's primary full-year outlook statement.
Capital allocation
Announces 2025 Third Quarter Financial Results and Updates 2025 Guidance l Net sales of $623.5 million increased 6.2% year-over-year l Income from operations of $140.7 million increased 12.7% year-over-year including one-time gain on sale l Net income per diluted share of $2.58 increased 16.7% year-over-year l Repurchased $30.0 million of common stock during the quarter increased 2025 share repurchase authorization program to $120.0 million l Announced 2026 share repurchases up to $150.0 million of the Company's common stock l Declared a $0.29 per share dividend Pleasanton, CA - October 27, 2025 Simpson Manufacturing Co.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Corporate Developments For the quarter ended September 30, 2025, the Company repurchased 158,865 shares of common stock in the open market at an average price of $188.84 per share, for a total of $30.0 million.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
For the nine month period ended September 30, 2025, the Company repurchased 522,150 shares of common stock in the open market at an average price of $172.36 per share, for a total of $90.0 million.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
On October 23, 2025, the Company's Board of Directors (the Board ) increased the 2025 share repurchase authorization by an additional $20.0 million, with an aggregate $30.0 million now available for repurchases of the Company's common stock through December 31, 2025.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
On October 23, 2025, the Board authorized the Company to repurchase up to $150.0 million of the Company's common stock, effective January 1, 2026 through December 31, 2026.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
On October 23, 2025, the Board declared a quarterly cash dividend of $0.29 per share, estimated to be $12.0 million in aggreg ate.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Strategy & priorities
We remain focused on driving above market growth.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Olosky continued, As we look ahead, we are undertaking proactive strategic cost savings initiatives to align our operations with evolving market demand and position the Company for long-term success.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
We expect these initiatives to generate at least $30 million in annualized cost savings.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
While these decisions are never easy, we remain committed to supporting our people and maintaining our strong focus on innovation, customer service, and operational excellence.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
The increase was due to higher gross profit, partially offset by higher variable incentive compensation, personnel costs, severance costs related to strategic cost savings initiatives, and software related costs.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Risks & headwinds
Our pricing actions, particularly in response to tariff pressures and a positive impact from foreign exchange, drove net sales growth of over 6%.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Forward-looking statements are subject to inherent uncertainties, risks and other factors that are difficult to predict and could cause our actual results to vary in material respects from what we have expressed or implied by these forward-looking statements.
SEC original ↗Simpson Manufacturing Co., Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Forward-looking statements are subject to inherent uncertainties, risks and other factors that are difficult to predict and could cause our actual results to vary in material respects from what we have expressed or implied by these forward- looking statements.
SEC original ↗Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2025
Part of the 2013 dividend was accelerated due to uncertainty of changes to ta x code in 2013.
SEC original ↗Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2025
Income $430 M Net Pricing ~$450 M Share Gains ~$200 M ETANCO $300 M 17 Progress Made from 2020 to 2024 Despite market headwinds, we entered 2025 from a position of strength.
SEC original ↗Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2025
Earnings deck slides
0 decks with slide viewSimpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Simpson Manufacturing Co., Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documentsEarnings releases
12 documentsPresentations
7 documents
Transcripts
0 documentsNo transcripts for Simpson Manufacturing Co., Inc. are held in this edition of the library.
Mentioned by
10 companiesOther tracked companies whose held documents mention Simpson Manufacturing Co., Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
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