Jun 2026 (Q2 FY26) — Jul 29, 2026
SiteOne Landscape Supply Q2 FY26 — Solid Performance Despite Softer End Markets
Read the full callSiteOne Landscape Supply (SITE) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
SiteOne Landscape Supply earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 940 | +0.1% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | -2.8 | +0.4 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | -26.6 | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Guidance
What management said, and what became of it
10 of 10 judged targets kept · 11 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Full-year organic daily sales growth (FY26 guidance) | low single-digit organic daily sales growth | Dec 2025 | we expect our organic daily sales to be flat to up 1% for the full year 2026 | Revised Down |
| Full-year adjusted EBITDA (FY26 guidance) | $425 million to $455 million | Dec 2025 | we expect our full year adjusted EBITDA for fiscal 2026 to be in the range of $425 million to $455 million | On Track |
11 of SiteOne Landscape Supply, Inc.'s 21 targets are still open. See which are on track and which have gone quiet. The 2 above are the free sample; 19 more targets are in the full ledger.
Claimed
- Net sales increased 5% to approximately $1.53 billion during the quarter.
- Adjusted EBITDA increased 5% to $237.2 million, with adjusted EBITDA margin maintained at 15.5%.
- Net income attributable to SiteOne increased 8% to $139.3 million.
- Gross profit increased 6% to approximately $565 million, and gross margin improved 50 basis points to 36.9%.
- Returned over $100 million to shareholders through share repurchases, including 797,000 shares for $94 million in Q2.
Qualified
- Organic volume declined approximately 2% during the quarter due to weakness in new residential construction and repair and upgrade end markets.
- New residential landscaping demand is expected to be down high single digits for the full year 2026.
- Repair and upgrade market demand is expected to be down approximately mid-single digits in 2026.
- SG&A as a percentage of net sales increased 30 basis points to 24.2%, driven by modest organic daily sales growth, higher fuel costs, and increased healthcare expenses.
- The extra week in fiscal 2026 is expected to reduce full-year adjusted EBITDA by $4 million to $5 million.
Price
$94.27 +5.49% · +$4.91
Performance −24.0% 1Y
1Y: $124.05 on 14 Oct 2025 → $94.27. High $163.25 (11 Feb 2026), low $86.36 (7 Oct 2026).
- Previous close
- $89.36
- 52-week range
- $86.36 – $163.25
- One year
- −22.92%
Overview
- Symbol
- SITE
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
10 of 10 judged targets kept · 11 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Full-year organic daily sales growth (FY26 guidance) | low single-digit organic daily sales growth | Dec 2025 | we expect our organic daily sales to be flat to up 1% for the full year 2026 | Revised Down |
| Full-year adjusted EBITDA (FY26 guidance) | $425 million to $455 million | Dec 2025 | we expect our full year adjusted EBITDA for fiscal 2026 to be in the range of $425 million to $455 million | On Track |
Claimed
- Net sales increased 5% to approximately $1.53 billion during the quarter.
- Adjusted EBITDA increased 5% to $237.2 million, with adjusted EBITDA margin maintained at 15.5%.
- Net income attributable to SiteOne increased 8% to $139.3 million.
- Gross profit increased 6% to approximately $565 million, and gross margin improved 50 basis points to 36.9%.
- Returned over $100 million to shareholders through share repurchases, including 797,000 shares for $94 million in Q2.
Qualified
- Organic volume declined approximately 2% during the quarter due to weakness in new residential construction and repair and upgrade end markets.
- New residential landscaping demand is expected to be down high single digits for the full year 2026.
- Repair and upgrade market demand is expected to be down approximately mid-single digits in 2026.
- SG&A as a percentage of net sales increased 30 basis points to 24.2%, driven by modest organic daily sales growth, higher fuel costs, and increased healthcare expenses.
- The extra week in fiscal 2026 is expected to reduce full-year adjusted EBITDA by $4 million to $5 million.
The full ledger
Open SiteOne Landscape Supply, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 21 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 29, 2026
SiteOne Landscape Supply Q1 FY26 — Strong EBITDA Growth Despite Soft Market
Read the full callEvery analysed call
SiteOne Landscape Supply earnings calls (SITE)
Financials
What the filings say
Net profit, year on year: +3% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,414 | 1,209 | 1,013 | 939 | 1,462 | 1,258 | 1,046 | 940 |
| Operating profit | 170 | 70 | -25 | -29 | 187 | 85 | -5 | -26 |
| Operating margin | 12.0% | 5.8% | −2.5% | −3.1% | 12.8% | 6.8% | −0.5% | −2.8% |
| Interest | 9 | 10 | 7 | 7 | 10 | 9 | 8 | 8 |
| Profit before tax | 161 | 60 | -32 | -37 | 177 | 76 | -13 | -34 |
| Tax rate | 24.9% | 26.2% | 32.0% | 25.5% | 25.4% | 20.4% | 40.9% | 28.9% |
| Net profit | 120 | 44 | -22 | -27 | 129 | 59 | -9 | -27 |
| EPS ($ per share) | 2.66 | 0.98 | — | -0.61 | 2.88 | 1.32 | — | -0.60 |
| Line item | Dec 2018 | Dec 2019 | Jan 2021 | Jan 2022 | Jan 2023 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 1 | 1 | 1 | 1 |
| Reserves | 60 | 138 | 259 | 498 | 743 | 916 | 1,040 | 1,192 |
| Total liabilities | 867 | 1,050 | 901 | 1,058 | 1,231 | 1,343 | 1,479 | 1,536 |
| Fixed assets | 88 | 105 | 130 | 152 | 189 | 249 | 292 | 295 |
| Total assets | 1,169 | 1,443 | 1,696 | 2,116 | 2,534 | 2,829 | 3,071 | 3,220 |
| Line item | Dec 2018 | Dec 2019 | Jan 2021 | Jan 2022 | Jan 2023 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 78 | 131 | 229 | 211 | 217 | 298 | 283 | 301 |
| Cash from investing | -164 | -92 | -184 | -182 | -284 | -226 | -177 | -83 |
| Cash from financing | 87 | -37 | -9 | -30 | 43 | -18 | -81 | -135 |
| Net cash flow | 1 | 2 | 36 | -1 | -25 | 53 | 25 | 84 |
| Capital expenditure | -15 | -19 | -19 | -32 | -27 | -32 | -40 | -54 |
| Free cash flow | 63 | 111 | 211 | 178 | 190 | 265 | 243 | 247 |
SITE revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2027 | Q2 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | — | — | 100% | 100% | 100% | 100% | 100% | 100% | +4.7% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
SITE operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Distribution centers | 5As shown on Slide 4 of the earnings presentation, we have a strong footprint of more than 680 branches and 5 distribution centers across 45 US states and 5 Canadian provinces.Source: earnings call transcript | 5As shown on Slide 4 of the earnings presentation, we have a strong footprint of more than 680 branches and 5 distribution centers across 45 US states and 5 Canadian provinces.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
68 filings between Nov 4, 2025 and Aug 26, 2026.
Open market
decisions to buy or sellPurchases
$1.54M
4 purchases by 2 insiders
Sales
$665.1K
4 sales by 3 insiders
50% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 4
- Award — granted as compensation
- 28
- Option exercise — converted options into shares
- 23
- Tax withheld — shares kept back by the company to cover tax
Also filed: 5 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| BLACK DOUG | $1.30M | — | Aug 26, 2026 |
| Elema Eric J | — | $278.9K | Feb 13, 2026 |
| GUTHRIE JOHN T | — | $258.2K | Nov 26, 2025 |
| Laughlin Daniel T. | $247.2K | — | May 6, 2026 |
| Diaz Fred M | — | $128.1K | May 28, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 26, 2026 | BLACK DOUG CEO | Purchase | 5,000 | $480.6K |
| Aug 4, 2026 | BLACK DOUG CEO | Purchase | 4,000 | $407.8K |
| Aug 4, 2026 | BLACK DOUG CEO | Purchase | 4,000 | $408.5K |
| Jun 2, 2026 | Jackson Travis Ryan General Counsel & Secretary | Option exercise | 547 | — |
| Jun 2, 2026 | Jackson Travis Ryan General Counsel & Secretary | Tax withheld | 160 | $16.6K |
| May 28, 2026 | Diaz Fred M Director | Sale 10b5-1 plan | 562 | $63.2K |
| May 27, 2026 | Diaz Fred M Director | Sale 10b5-1 plan | 563 | $64.8K |
| May 13, 2026 | Sansone Judith S Director | Award | 1,186 | $0 |
| May 13, 2026 | Dunbar Webster Roy Director | Award | 1,186 | $0 |
| May 13, 2026 | Douglas William W III Director | Award | 1,186 | $0 |
| May 13, 2026 | WYSZOMIERSKI JACK L Director | Award | 1,186 | $0 |
| May 12, 2026 | Isbell Jeri L Director | Option exercise | 1,125 | — |
| May 12, 2026 | Drake Larisa Director | Option exercise | 1,125 | — |
| May 12, 2026 | Diaz Fred M Director | Option exercise | 1,125 | — |
| May 6, 2026 | Laughlin Daniel T. SVP, Strategy & Development | Purchase | 2,000 | $247.2K |
| May 1, 2026 | Isbell Jeri L Director | Option exercise | 878 | — |
| Feb 13, 2026 | Elema Eric J EVP, CFO and Assistant Sec. | Option exercise | 3,755 | $100.1K |
| Feb 13, 2026 | BLACK DOUG CEO | Gift | 10,000 | $0 |
| Feb 13, 2026 | Elema Eric J EVP, CFO and Assistant Sec. | Sale | 1,765 | $278.9K |
| Feb 13, 2026 | BLACK DOUG CEO | Gift | 10,000 | $0 |
| Feb 10, 2026 | BLACK DOUG CEO | Option exercise | 1,579 | — |
| Feb 10, 2026 | Salmon Scott EVP, Strategy & Development | Tax withheld | 86 | $12.8K |
| Feb 10, 2026 | Ketter Joseph EVP, Human Resources | Option exercise | 255 | — |
| Feb 10, 2026 | Versaggi Shannon EVP Mktg, Cat. Mgmt. & Pricing | Tax withheld | 83 | $12.3K |
| Feb 10, 2026 | Versaggi Shannon EVP Mktg, Cat. Mgmt. & Pricing | Option exercise | 232 | — |
| Feb 10, 2026 | BLACK DOUG CEO | Tax withheld | 702 | $104.4K |
| Feb 10, 2026 | Elema Eric J EVP, CFO and Assistant Sec. | Tax withheld | 25 | $3.7K |
| Feb 10, 2026 | Elema Eric J EVP, CFO and Assistant Sec. | Option exercise | 72 | — |
| Feb 10, 2026 | Ketter Joseph EVP, Human Resources | Tax withheld | 130 | $19.3K |
| Feb 10, 2026 | Salmon Scott EVP, Strategy & Development | Option exercise | 278 | — |
| Feb 9, 2026 | Versaggi Shannon EVP Mktg, Cat. Mgmt. & Pricing | Tax withheld | 119 | $17.3K |
| Feb 9, 2026 | Ketter Joseph EVP, Human Resources | Option exercise | 334 | — |
| Feb 9, 2026 | Versaggi Shannon EVP Mktg, Cat. Mgmt. & Pricing | Option exercise | 334 | — |
| Feb 9, 2026 | BLACK DOUG CEO | Option exercise | 2,009 | — |
| Feb 9, 2026 | Salmon Scott EVP, Strategy & Development | Tax withheld | 112 | $16.3K |
| Feb 9, 2026 | Salmon Scott EVP, Strategy & Development | Option exercise | 363 | — |
| Feb 9, 2026 | Elema Eric J EVP, CFO and Assistant Sec. | Tax withheld | 25 | $3.6K |
| Feb 9, 2026 | BLACK DOUG CEO | Tax withheld | 848 | $123.5K |
| Feb 9, 2026 | Elema Eric J EVP, CFO and Assistant Sec. | Option exercise | 90 | — |
| Feb 9, 2026 | Ketter Joseph EVP, Human Resources | Tax withheld | 144 | $21.0K |
| Feb 7, 2026 | BLACK DOUG CEO | Tax withheld | 967 | $145.1K |
| Feb 7, 2026 | BLACK DOUG CEO | Option exercise | 3,094 | — |
| Feb 7, 2026 | Ketter Joseph EVP, Human Resources | Option exercise | 515 | — |
| Feb 7, 2026 | Versaggi Shannon EVP Mktg, Cat. Mgmt. & Pricing | Tax withheld | 196 | $29.4K |
| Feb 7, 2026 | Versaggi Shannon EVP Mktg, Cat. Mgmt. & Pricing | Option exercise | 515 | — |
| Feb 7, 2026 | Salmon Scott EVP, Strategy & Development | Tax withheld | 175 | $26.3K |
| Feb 7, 2026 | Salmon Scott EVP, Strategy & Development | Option exercise | 536 | — |
| Feb 7, 2026 | Elema Eric J EVP, CFO and Assistant Sec. | Tax withheld | 29 | $4.4K |
| Feb 7, 2026 | Elema Eric J EVP, CFO and Assistant Sec. | Option exercise | 103 | — |
| Feb 7, 2026 | Ketter Joseph EVP, Human Resources | Tax withheld | 223 | $33.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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