Jun 2026 (Q2 FY26) — Jul 27, 2026
Simpson Manufacturing Co., Inc. Q2 FY26 — Strong Margins Despite Softer Market
Read the full callSimpson Manufacturing Co. (SSD) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Simpson Manufacturing Co. earnings: last reported Mon, 27 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 | 671 | +6.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 25.2 | +3.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 127 | +22.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
8 of 8 judged targets kept · 13 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Europe footprint optimization costs (FY26) | $3 million to $5 million in footprint optimization costs (Europe) | Dec 2025 | an expected $2 million to $4 million of footprint optimization costs in Europe | Revised Up |
| Consolidated operating income margin at or above 20% (financial ambition) | operating income margin at or above 20% | Sep 2024 | maintaining an operating income margin at or above 20% | On Track |
13 of Simpson Manufacturing Co., 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 6.3% year-over-year to $671.1 million, primarily driven by pricing actions.
- Consolidated gross margin improved 100 basis points year-over-year to 47.4%.
- Operating margin expanded 300 basis points year-over-year to 25.2%.
- Adjusted EBITDA grew 22.6% year-over-year to $196.1 million.
- Europe segment achieved a record operating income margin of 13.7%.
Qualified
- Global volumes declined approximately 1% year-over-year due to a softer market.
- Rising steel costs and increasing availability constraints are creating a challenging backdrop for the second half of 2026.
- Mix headwinds are expected to impact profitability in the back half of 2026.
- Start-up costs from the Gallatin facility continued to impact Q2 gross margin by 20 basis points.
- Competitive pricing in the fastener market has made new business acquisition more challenging.
Price
$176.73 +0.18% · +$0.32
Performance +1.4% 1Y
1Y: $174.31 on 17 Oct 2025 → $176.73. High $210.06 (26 Jun 2026), low $158 (18 Nov 2025).
- Previous close
- $176.41
- 52-week range
- $158 – $210.06
- One year
- +0.45%
Overview
- Symbol
- SSD
- Sector
- Materials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
8 of 8 judged targets kept · 13 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Europe footprint optimization costs (FY26) | $3 million to $5 million in footprint optimization costs (Europe) | Dec 2025 | an expected $2 million to $4 million of footprint optimization costs in Europe | Revised Up |
| Consolidated operating income margin at or above 20% (financial ambition) | operating income margin at or above 20% | Sep 2024 | maintaining an operating income margin at or above 20% | On Track |
Claimed
- Net sales increased 6.3% year-over-year to $671.1 million, primarily driven by pricing actions.
- Consolidated gross margin improved 100 basis points year-over-year to 47.4%.
- Operating margin expanded 300 basis points year-over-year to 25.2%.
- Adjusted EBITDA grew 22.6% year-over-year to $196.1 million.
- Europe segment achieved a record operating income margin of 13.7%.
Qualified
- Global volumes declined approximately 1% year-over-year due to a softer market.
- Rising steel costs and increasing availability constraints are creating a challenging backdrop for the second half of 2026.
- Mix headwinds are expected to impact profitability in the back half of 2026.
- Start-up costs from the Gallatin facility continued to impact Q2 gross margin by 20 basis points.
- Competitive pricing in the fastener market has made new business acquisition more challenging.
The full ledger
Open Simpson Manufacturing Co., Inc.’s full ledger
A free account opens 5 company ledgers a month. All 21 tracked commitments, with each call’s wording and source.
Call summaries
Every analysed call
Simpson Manufacturing Co. earnings calls (SSD)
Financials
What the filings say
Net profit, year on year: +23% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 587 | 517 | 539 | 631 | 624 | 539 | 588 | 671 |
| Operating profit | 125 | 77 | 102 | 140 | 141 | 75 | 115 | 169 |
| Operating margin | 21.3% | 14.8% | 19.0% | 22.2% | 22.6% | 13.9% | 19.5% | 25.2% |
| Profit before tax | 126 | 76 | 104 | 139 | 144 | 75 | 116 | 171 |
| Tax rate | 26.1% | 27.5% | 25.5% | 25.8% | 25.3% | 24.8% | 24.1% | 25.7% |
| Net profit | 94 | 55 | 78 | 104 | 107 | 56 | 88 | 127 |
| EPS ($ per share) | 2.22 | — | 1.86 | 2.48 | 2.59 | — | 2.14 | 3.10 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 628 | 646 | 720 | 907 | 1,118 | 1,427 | 1,647 | 1,843 |
| Total liabilities | 166 | 203 | 252 | 300 | 1,091 | 1,025 | 923 | 1,038 |
| Fixed assets | 255 | 249 | 255 | 260 | 362 | 419 | 532 | 628 |
| Total assets | 1,022 | 1,095 | 1,233 | 1,484 | 2,504 | 2,705 | 2,736 | 3,074 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 160 | 206 | 208 | 151 | 400 | 427 | 338 | 459 |
| Cash from investing | -10 | -28 | -40 | -59 | -870 | -103 | -259 | -136 |
| Cash from financing | -155 | -108 | -127 | -72 | 466 | -199 | -261 | -186 |
| Net cash flow | -8 | 70 | 44 | 27 | -0 | 129 | -190 | 145 |
| Capital expenditure | -29 | -33 | -33 | -44 | -62 | -89 | -180 | -161 |
| Free cash flow | 131 | 173 | 175 | 108 | 337 | 338 | 158 | 298 |
SSD revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| North America | 78% | 79% | — | — | — | — | — | 78% | — |
| Europe | 22% | 21% | — | — | — | — | — | 21% | — |
| Asia Pacific | 1% | 1% | — | — | — | — | — | 1% | — |
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
Revenue by region
Q1 FY2026 · share of revenue
- North America 79%
- Europe 21% ↓ 1 pt
- Asia Pacific 1%
As SSD cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
31 filings between Nov 11, 2025 and Sep 10, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$1.26M
4 sales by 3 insiders
Compensation
not trading decisions- 20
- Award — granted as compensation
- 6
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 code i.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Olosky Michael | — | $605.3K | Sep 10, 2026 |
| Donaldson Philip E | — | $399.4K | Dec 12, 2025 |
| ANDRASICK JAMES S | — | $258.5K | Aug 4, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 10, 2026 | Olosky Michael President and CEO | Sale | 3,502 | $605.3K |
| Aug 18, 2026 | Bullock Nozomi EVP, Human Resources | Code I | 22 | $4.1K |
| Aug 4, 2026 | ANDRASICK JAMES S Director | Sale | 800 | $156.5K |
| May 6, 2026 | Coney Felica Director | Award | 678 | $0 |
| May 6, 2026 | Donaldson Philip E Director | Award | 929 | $0 |
| May 6, 2026 | Drake Angela C Director | Award | 678 | $0 |
| May 6, 2026 | FORD CELESTE VOLZ Director | Award | 678 | $0 |
| May 6, 2026 | Knight Kenneth D. Director | Award | 678 | $0 |
| May 6, 2026 | Banks Chau Director | Award | 678 | $0 |
| May 6, 2026 | ANDRASICK JAMES S Director | Award | 678 | $0 |
| Feb 17, 2026 | Payton Cassandra EVP, General Counsel | Tax withheld | 749 | $156.5K |
| Feb 17, 2026 | Gilstrap Jeremy EVP, Innovation | Award | 2,449 | $0 |
| Feb 17, 2026 | Olosky Michael President and CEO | Award | 17,140 | $0 |
| Feb 17, 2026 | Olosky Michael President and CEO | Tax withheld | 1,582 | $330.7K |
| Feb 17, 2026 | Andersen Michael EVP, Europe | Award | 3,624 | $0 |
| Feb 17, 2026 | Burton Phillip EVP, North America | Award | 3,248 | $0 |
| Feb 17, 2026 | Burton Phillip EVP, North America | Tax withheld | 344 | $71.9K |
| Feb 17, 2026 | Dunn Matt Chief Financial Officer | Tax withheld | 185 | $38.7K |
| Feb 17, 2026 | Gilstrap Jeremy EVP, Innovation | Tax withheld | 418 | $87.4K |
| Feb 17, 2026 | Mehta Udit Chief Technology Officer | Tax withheld | 386 | $80.7K |
| Feb 17, 2026 | Payton Cassandra EVP, General Counsel | Award | 963 | $0 |
| Jan 27, 2026 | Olosky Michael President and CEO | Award | 9,480 | $0 |
| Jan 27, 2026 | Andersen Michael EVP, Europe | Award | 983 | $0 |
| Jan 27, 2026 | Bullock Nozomi EVP, Human Resources | Award | 773 | $0 |
| Jan 27, 2026 | Burton Phillip EVP, North America | Award | 1,515 | $0 |
| Jan 27, 2026 | Dunn Matt Chief Financial Officer | Award | 2,667 | $0 |
| Jan 27, 2026 | Gilstrap Jeremy EVP, Innovation | Award | 1,075 | $0 |
| Jan 27, 2026 | Mehta Udit Chief Technology Officer | Award | 970 | $0 |
| Jan 27, 2026 | Payton Cassandra EVP, General Counsel | Award | 1,379 | $0 |
| Dec 12, 2025 | Donaldson Philip E Director | Sale | 2,375 | $399.4K |
| Nov 11, 2025 | ANDRASICK JAMES S Director | Sale | 600 | $102.0K |
| Aug 25, 2025 | Andersen Michael EVP, Europe | Sale | 1,000 | $196.1K |
| Aug 1, 2025 | Gilstrap Jeremy EVP, Innovation | Sale | 2,500 | $445.7K |
| May 14, 2025 | ANDRASICK JAMES S Director | Sale | 866 | $143.2K |
| May 6, 2025 | Donaldson Philip E Director | Award | 1,072 | $0 |
| May 6, 2025 | FORD CELESTE VOLZ Director | Award | 783 | $0 |
| May 6, 2025 | Knight Kenneth D. Director | Award | 783 | $0 |
| May 6, 2025 | Coney Felica Director | Award | 783 | $0 |
| May 6, 2025 | Drake Angela C Director | Award | 783 | $0 |
| May 6, 2025 | ANDRASICK JAMES S Director | Award | 783 | $0 |
| May 6, 2025 | Banks Chau Director | Award | 783 | $0 |
| May 1, 2025 | Lutz Jennifer EVP, Human Resources | Sale | 330 | $51.0K |
| Feb 25, 2025 | Andersen Michael EVP, Europe | Sale | 1,000 | $170.0K |
| Feb 18, 2025 | Lutz Jennifer EVP, Human Resources | Tax withheld | 39 | $6.8K |
| Feb 18, 2025 | Mehta Udit Chief Technology Officer | Tax withheld | 320 | $55.8K |
| Feb 18, 2025 | Payton Cassandra EVP, General Counsel | Tax withheld | 255 | $44.4K |
| Feb 18, 2025 | Gilstrap Jeremy EVP, Innovation | Tax withheld | 191 | $33.3K |
| Feb 18, 2025 | Olosky Michael President and CEO | Award | 3,308 | $0 |
| Feb 18, 2025 | Olosky Michael President and CEO | Tax withheld | 839 | $146.2K |
| Feb 18, 2025 | Andersen Michael EVP, Europe | Award | 463 | $0 |
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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