Simpson Manufacturing (NYSE:SSD) Issues Quarterly Earnings Results

Simpson Manufacturing (NYSE:SSD) posted its quarterly earnings data on Monday. The construction company reported $1.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.26 by $0.09, Zacks reports. The firm had revenue of $539.35 million during the quarter, compared to analysts’ expectations of $530.70 million. Simpson Manufacturing had a return on equity of 18.11% and a net margin of 14.90%.The company’s revenue for the quarter was up 4.2% compared to the same quarter last year. During the same period in the prior year, the business earned $1.31 EPS.

Here are the key takeaways from Simpson Manufacturing’s conference call:

• Management warns of continued margin pressure in 2026 as roughly $100 million in tariff-driven cost increases largely offset about $100 million of pricing, and they expect a slightly lower gross margin while guiding consolidated operating margin to 19.5%–20.5%.
• The company has initiated at least $30 million of strategic cost savings (including ~$8M of 2025 severance) and expects absolute OpEx to fall about $10–15 million in 2026, which should support margin recovery toward the 20% target.
• Full‑year 2025 net sales rose to $2.3 billion (up 4.5%) and adjusted EBITDA was $544.3 million, while consolidated volumes were down ~1% as North American housing starts softened; management expects to continue outpacing housing starts over time but cites regional mix headwinds in the South and West.
• Management highlighted growth opportunities in higher‑value areas — strong OEM and component manufacturing results, the Monet DeSauw equipment business, and new digital products (notably CS Producer) — which they view as a meaningful long‑term runway beyond pound‑based shipment metrics.
• Liquidity and shareholder returns remain priorities — year‑end cash was ~$384M with net cash of ~$9.9M, a revolver with ~$526M available, a new $150 million 2026 buyback authorization, and a commitment to return at least 35% of free cash flow to shareholders.

Simpson Manufacturing Trading Up 1.3%

NYSE:SSD opened at $196.76 on Tuesday. The company has a 50-day moving average price of $174.94 and a 200-day moving average price of $176.77. The stock has a market cap of $8.16 billion, a price-to-earnings ratio of 23.97 and a beta of 1.37. The company has a current ratio of 3.35, a quick ratio of 1.88 and a debt-to-equity ratio of 0.17. Simpson Manufacturing has a 12 month low of $137.35 and a 12 month high of $197.82.

Simpson Manufacturing Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 2nd will be issued a $0.29 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $1.16 annualized dividend and a yield of 0.6%. Simpson Manufacturing’s dividend payout ratio is 14.13%.

Insider Transactions at Simpson Manufacturing

In other Simpson Manufacturing news, Director Philip E. Donaldson sold 2,375 shares of the firm’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $168.16, for a total value of $399,380.00. Following the completion of the sale, the director directly owned 6,086 shares in the company, valued at $1,023,421.76. This trade represents a 28.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 0.39% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Simpson Manufacturing

Several hedge funds have recently added to or reduced their stakes in the stock. EverSource Wealth Advisors LLC boosted its stake in shares of Simpson Manufacturing by 135.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 160 shares of the construction company’s stock worth $25,000 after buying an additional 92 shares during the last quarter. Brown Brothers Harriman & Co. purchased a new position in Simpson Manufacturing in the third quarter worth about $34,000. Harvest Fund Management Co. Ltd purchased a new position in Simpson Manufacturing in the third quarter worth about $61,000. Northwestern Mutual Wealth Management Co. grew its stake in shares of Simpson Manufacturing by 146.3% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 527 shares of the construction company’s stock valued at $88,000 after purchasing an additional 313 shares during the period. Finally, Quarry LP increased its position in shares of Simpson Manufacturing by 1,438.1% during the 3rd quarter. Quarry LP now owns 969 shares of the construction company’s stock valued at $162,000 after purchasing an additional 906 shares during the last quarter. 93.68% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the stock. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Simpson Manufacturing in a report on Wednesday, January 21st. Robert W. Baird raised their price target on Simpson Manufacturing from $190.00 to $212.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 28th. Finally, DA Davidson set a $190.00 price objective on Simpson Manufacturing in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Simpson Manufacturing presently has an average rating of “Hold” and an average target price of $201.00.

About Simpson Manufacturing

Simpson Manufacturing Co, Inc, through its Simpson Strong-Tie® brand, is a leading global supplier of structural building products. The company specializes in the design, testing, manufacture and supply of connectors, anchors, fasteners and lateral systems that enhance the safety and performance of wood, concrete and masonry structures. Its product portfolio also includes repair and strengthening systems, concrete reinforcement and high-performance adhesives used in residential, commercial and industrial construction projects.

Founded in 1956 by Barclay Simpson in Oakland, California, Simpson Manufacturing has grown from a single product business into a diversified manufacturer with worldwide operations.