5 Revealing Analyst Questions From Simpson's Q4 Earnings Call
Simpson Manufacturing (SSD) delivered better-than-expected Q4 CY2025 results, with revenue and adjusted EPS surpassing analyst estimates. This outperformance was attributed to strategic pricing, cost savings, and resilient product delivery despite a challenging housing market. The article highlights key analyst questions from the earnings call, focusing on the company's outlook for housing starts, gross margin, steel costs, and the future monetization of digital services and software.
Envestnet Asset Management Inc. Sells 17,402 Shares of Simpson Manufacturing Company, Inc. $SSD
Envestnet Asset Management Inc. recently decreased its stake in Simpson Manufacturing Company, Inc. by 10.3%, selling 17,402 shares, now holding 151,237 shares valued at $25.33 million. Despite this, institutional ownership of Simpson Manufacturing remains high at 93.68%, with other large funds increasing their positions. The company reported strong Q3 earnings, beating analyst estimates, and announced a quarterly dividend of $0.29.
Simpson Manufacturing Q4 Margin Improvement Tests Bullish Narratives On Earnings Quality
Simpson Manufacturing (SSD) reported Q4 2025 revenue of US$539.3 million and EPS of US$1.36, with trailing twelve-month EPS at US$8.27 on US$2.3 billion in revenue. The company saw a modest earnings growth of 7.1% and a slight improvement in net profit margin from 14.4% to 14.8%. While the margin expansion partially supports bullish narratives on product leadership, the stock's current P/E ratio of 24.7x is slightly above the industry average, and its share price of US$205.89 exceeds the DCF fair value estimate of US$169.23, warranting a cautious outlook for investors.
Simpson Manufacturing delivers upbeat Q4 earnings
Simpson Manufacturing has reported strong financial results for Q4 and the full year 2025, with net sales and income increasing despite challenges in the housing market. President and CEO Mike Olosky highlighted disciplined execution, revenue growth driven by pricing actions and acquisitions, and solid operating margins. The company aims to continue growing above the market, achieve a 20% operating margin, and boost earnings per share.
Simpson Manufacturing stock hits 52-week high at $200.00 By Investing.com
Simpson Manufacturing Co. Inc. stock has reached a new 52-week high of $200.00, marking a significant milestone for the construction products company, which boasts an $8.13 billion market capitalization. This achievement, following strong financial results for Q4 2025 and an analyst price target increase, highlights the company's robust performance and investor confidence despite being slightly overvalued according to InvestingPro.
Simpson Manufacturing Co Inc (SSD) Shares Up 3.76% on Feb 10
Shares of Simpson Manufacturing Co Inc (SSD) rose by 3.76% on February 10, reaching an intraday high of $204.61 before closing at $203.44. This places the stock just below its 52-week high, with analysts providing an average price target of $194.75 and an "Outperform" recommendation. GuruFocus estimates the fair value (GF Value) at $182.56, suggesting a potential downside.
Simpson Manufacturing (NYSE:SSD) Hits New 12-Month High on Strong Earnings
Simpson Manufacturing (NYSE:SSD) reached a new 52-week high after exceeding Q4 earnings and revenue expectations. The company reported EPS of $1.35 against an anticipated $1.26 and revenue of $539.35 million, a 4.2% year-over-year increase. Management also set a positive outlook for 2026 operating margins, projecting 19.5%–20.5%, and announced a quarterly dividend increase while continuing share buybacks.
Simpson Manufacturing Co., Inc. (NYSE:SSD) Q4 2025 Earnings Call Transcript
Simpson Manufacturing Co., Inc. reported better-than-expected Q4 2025 earnings, with an EPS of $1.35 against an expectation of $1.26. The company discussed its full-year 2025 performance, achieving $2.3 billion in net sales despite a challenging market, and outlined its strategic priorities and financial outlook for 2026, aiming for sustained growth and profitability. Key discussions included market performance across North America and Europe, managing tariff impacts, and leveraging new software and services for continued expansion, particularly in component manufacturing.
Simpson Manufacturing Q4 2025 Earnings Call Highlights
Simpson Manufacturing reported net sales of $2.3 billion for 2025, a 4.5% year-over-year increase, despite a 1% volume decline due to weaker housing starts. The company's Q4 gross margin was 43.6%, and operating income decreased slightly to $74.8 million. Simpson projects an operating margin of 19.5% to 20.5% for 2026, focusing on cost optimization and digital innovation amid market uncertainties.
Simpson (NYSE:SSD) Delivers Unexpected Q4 CY2025 Revenue Results
Simpson Manufacturing (NYSE:SSD) surpassed analyst expectations for Q4 2025, reporting $539.3 million in revenue, a 4.2% increase year-over-year, and GAAP EPS of $1.35, beating estimates by 11.1%. Despite a decline in operating margin over the last five years, the company demonstrated strong historical revenue and EPS growth, with analysts projecting continued, albeit slower, revenue and EPS increases in the coming year.
Simpson Manufacturing Posts Solid 2025 Results, Raises Shareholder Returns
Simpson Manufacturing Co. (SSD) reported strong financial results for 2025, with net sales growing 4.5% to $2.33 billion and diluted EPS of $8.24, despite a challenging housing market. The company maintained profitability and returned capital to shareholders through dividends and $120 million in stock repurchases. Analysts currently rate SSD as a Hold, while TipRanks' AI Analyst, Spark, rates it as Outperform due to strong fundamentals, though noting weak technical positioning.
Simpson (NYSE:SSD) Surprises With Q4 CY2025 Sales
Simpson (NYSE:SSD) reported strong Q4 CY2025 results, with sales growing 4.2% year-on-year to $539.3 million, exceeding Wall Street expectations. The company also surpassed analyst estimates for GAAP profit, reporting $1.35 per share. Despite a slower recent growth rate compared to its five-year average, Simpson maintained elite profitability and delivered impressive EPS growth over the longer term.
SIMPSON MANUFACTURING CO., INC. ANNOUNCES 2025 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS; PROVIDES 2026 OUTLOOK
Simpson Manufacturing Co., Inc. announced its financial results for the fourth quarter and full year of 2025, reporting increased net sales and net income per diluted share. For the full year 2025, net sales grew by 4.5% to $2.3 billion, with an operating margin of 19.6% and diluted EPS of $8.24. The company also provided a 2026 outlook, estimating a consolidated operating margin between 19.5% and 20.5% and capital expenditures of $75.0 million to $85.0 million.
Simpson Manufacturing shares rise after Q4 results show steady growth, firm margins
Shares of Simpson Manufacturing Co., Inc. rose about 1% after reporting strong fourth-quarter and full-year 2025 results that surpassed analyst expectations and provided a positive 2026 outlook. The company saw increased net sales and net income per diluted share, maintaining firm operating and gross margins despite higher operating expenses in some segments. Simpson's guidance for 2026 reflects a focus on profitability amid mixed demand in construction markets, supported by consistent dividends and share repurchases.
Simpson (SSD) Reports Earnings Tomorrow: What To Expect
Simpson Manufacturing Co., Inc. (SSD) is set to announce its earnings results, with analysts expecting a 2.6% year-on-year revenue growth to $530.7 million and adjusted earnings of $1.26 per share. The company beat revenue expectations last quarter, and recent performance of peers in the building products segment suggests potential positive sentiment. Investors will be watching closely as analysts have largely reconfirmed their estimates.
Strs Ohio Sells 7,487 Shares of Simpson Manufacturing Company, Inc. $SSD
Strs Ohio significantly reduced its stake in Simpson Manufacturing Company, Inc. (NYSE:SSD) by 88.2% in the third quarter, selling 7,487 shares. Despite this, other institutional investors increased their positions in the company. Simpson Manufacturing currently holds a "Hold" consensus rating from analysts with a target price of $201.00 and recently announced a quarterly dividend of $0.29 per share.
Simpson Manufacturing (SSD) to Release Quarterly Earnings on Monday
Simpson Manufacturing (NYSE:SSD) is scheduled to release its Q4 2025 earnings after market close on Monday, February 9th, 2026. Analysts are forecasting earnings of $1.26 per share on revenues of $530.7 million. The company recently declared a quarterly dividend of $0.29 per share, payable on April 23rd to shareholders of record by April 2nd.
Simpson Manufacturing Co., Inc. to Announce Fourth Quarter and Full Year 2025 Financial Results on Monday, February 9th
Simpson Manufacturing Co., Inc. (NYSE: SSD) will announce its fourth quarter and full year 2025 financial results on Monday, February 9, 2026, at 4:15 p.m. Eastern Time. President and CEO Michael Olosky and CFO Matt Dunn will host a conference call the same day at 5:00 p.m. Eastern Time, which will also be broadcast live online. A replay of the call will be available for those unable to attend the live broadcast.
Simpson Manufacturing Sets Dividend and Awaits Annual Report
Simpson Manufacturing has announced its latest quarterly cash dividend of $0.29 per share, marking its twelfth consecutive year of dividend increases. The construction products specialist is preparing to release its full-year 2025 financial results on February 9, which will follow a strong third-quarter performance with increased revenue and operating income. Additionally, the company disclosed equity awards for its top executives, including CEO Michael Olosky and CTO Udit Mehta, with a three-year vesting schedule.
Structural connectors firm to pay 29-cent-per-share dividend in April
Simpson Manufacturing Co., Inc. (NYSE: SSD) announced that its Board of Directors declared a regular quarterly dividend of $0.29 per share. This dividend is payable on April 23, 2026, to stockholders of record as of April 2, 2026. The news resulted in a mild positive market reaction, with SSD gaining 0.30% on the day of the announcement.
Simpson Manufacturing declares quarterly dividend of 29 cents By Investing.com
Simpson Manufacturing Co., Inc. (NYSE:SSD) announced a quarterly dividend of 29 cents per share, payable on April 23, 2026, to shareholders of record as of April 2, 2026. The company has a strong dividend history, maintaining payments for 23 consecutive years and raising them for 5, with a current annual yield of 0.65% and a 3.57% dividend growth rate. This announcement follows recent news of DA Davidson maintaining a Neutral rating on the company after the opening of a new manufacturing facility in Gallatin, Tennessee.
Simpson Manufacturing Company, Inc. Announces Quarterly Dividend of $0.29 (NYSE:SSD)
Simpson Manufacturing Company, Inc. announced a quarterly dividend of $0.29 per share, payable on April 23rd to shareholders of record on April 2nd. The construction company has a strong dividend track record, having increased its dividend for 11 consecutive years, with a low payout ratio of 13.1%. The stock is trading at $177.92, with a market capitalization of $7.38 billion and a P/E ratio of 21.67, and recently beat Q3 earnings and revenue estimates.
Simpson Manufacturing declares quarterly dividend of 29 cents
Simpson Manufacturing Co., Inc. (NYSE:SSD) announced a quarterly dividend of 29 cents per share, payable on April 23, 2026, to stockholders of record as of April 2, 2026. The company has a strong dividend track record, maintaining payments for 23 consecutive years and raising its dividend for 5 consecutive years. Simpson Manufacturing, a producer of wood and concrete construction products, recently opened a new facility in Gallatin, Tennessee, and has a "GOOD" financial health score according to InvestingPro.
Simpson Manufacturing Keeps Quarterly Dividend at $0.29 a Share, Payable April 23 to Shareholders of Record as of April 2
Simpson Manufacturing Co., Inc. announced that it will maintain its quarterly dividend at $0.29 per share. The dividend is scheduled to be paid on April 23, 2026, to shareholders who are on record as of April 2, 2026. This news comes amidst other recent company updates, including presentations at investor conferences and details regarding equity buyback plans.
Simpson Manufacturing Co., Inc. Declares Quarterly Dividend
Simpson Manufacturing Co., Inc. announced that its Board of Directors declared a regular quarterly dividend of 29 cents per share on the Company's common stock. The dividend will be payable on April 23, 2026, to stockholders of record on April 2, 2026. Simpson Manufacturing specializes in engineered structural connectors and building solutions for residential and commercial markets in North America and Europe.
Simpson Manufacturing Co., Inc. Declares Quarterly Dividend
Simpson Manufacturing Co., Inc. (NYSE: SSD) announced that its Board of Directors declared a regular quarterly dividend of 29 cents per share on the company's common stock. This dividend is payable on April 23, 2026, to stockholders of record as of April 2, 2026. Simpson Manufacturing specializes in engineered structural connectors and building solutions for residential and commercial markets.
Mitsubishi UFJ Trust & Banking Corp Buys 22,398 Shares of Simpson Manufacturing Company, Inc. $SSD
Mitsubishi UFJ Trust & Banking Corp significantly increased its stake in Simpson Manufacturing Company, Inc. (NYSE:SSD) by 43.5%, acquiring 22,398 additional shares, bringing its total holdings to 73,918 shares valued at approximately $12.38 million. This move comes as the company reported strong Q3 earnings, beating analyst estimates for both EPS and revenue. While institutional interest is high, a director also recently sold a portion of their holdings, and the stock currently holds a consensus "Hold" rating from analysts with a target price of $201.
Teacher Retirement System of Texas Sells 7,256 Shares of Simpson Manufacturing Company, Inc. $SSD
The Teacher Retirement System of Texas reduced its stake in Simpson Manufacturing Company, Inc. (NYSE:SSD) by 20.2%, selling 7,256 shares, bringing its total ownership to 28,645 shares valued at approximately $4.80 million. Despite this, other institutions like Goldman Sachs and AQR Capital Management increased their holdings, leading to an overall institutional ownership of about 93.68%. Analysts currently have a "Hold" rating on Simpson Manufacturing, with a consensus target price of $201.00, following strong Q3 earnings that beat analyst estimates.
Reflecting On Home Construction Materials Stocks' Q3 Earnings: Simpson (NYSE:SSD)
This article reviews the Q3 earnings season for home construction materials stocks, focusing on Simpson (NYSE:SSD). It highlights Simpson's revenue beat but EBITDA miss, alongside the performance of peers like Quanex (NYSE:NX), American Woodmark (NASDAQ:AMWD), Gibraltar (NASDAQ:ROCK), and Masco (NYSE:MAS), noting the cyclical nature of the industry and its sensitivity to economic factors.
20,081 Shares in Simpson Manufacturing Company, Inc. $SSD Purchased by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd recently acquired 20,081 shares of Simpson Manufacturing Company, Inc. (NYSE:SSD) for approximately $3.36 million during the third quarter. Simpson Manufacturing reported strong Q3 earnings, beating analyst estimates with EPS of $2.58 and revenue of $623.5 million. Institutional investors collectively own about 93.68% of the company's stock.
Simpson Manufacturing Co., Inc. to Announce Fourth Quarter and Full Year 2025 Financial Results on Monday, February 9th
Simpson Manufacturing Co., Inc. announced that it will report its Q4 and full-year 2025 financial results on Monday, February 9, 2026, at 4:15 p.m. Eastern Time. Following the announcement, the company's President and CEO, Michael Olosky, and CFO and Treasurer, Matt Dunn, will host a conference call and webcast at 5:00 p.m. Eastern Time to discuss the results, which will also be available for replay.
Simpson Manufacturing Co., Inc. to Announce Fourth Quarter and Full Year 2025 Financial Results on Monday, February 9th
Simpson Manufacturing Co., Inc. (NYSE: SSD) will report its Q4 and full-year 2025 financial results on Monday, February 9, 2026, at 4:15 p.m. Eastern Time. The company's President and CEO, Michael Olosky, and CFO, Matt Dunn, will host a conference call at 5:00 p.m. Eastern Time on the same day to discuss the results. A webcast of the call will be available on the Investor Relations section of their website.
72,916 Shares in Simpson Manufacturing Company, Inc. $SSD Purchased by Cooke & Bieler LP
Cooke & Bieler LP recently acquired a new stake of 72,916 shares in Simpson Manufacturing Co., Inc. (NYSE: SSD), valued at approximately $12.21 million. This acquisition represents about 0.18% ownership of the construction company, complementing other institutional investors who have also adjusted their holdings. The report also notes an insider sale by Director Philip E. Donaldson and highlights Simpson Manufacturing's recent earnings beat.
How Strong Q3 Results and New Gallatin Plant Will Impact Simpson Manufacturing (SSD) Investors
Simpson Manufacturing recently exceeded Q3 2025 earnings expectations and opened a new manufacturing facility in Gallatin, Tennessee. These developments reinforce the company's investment narrative of durable niche products and disciplined capital use, despite near-term housing market headwinds. While analysts have tempered some forecasts due to housing softness, the new facility's capacity and projected earnings growth strengthen the company's longer-term prospects.
Simpson Manufacturing Co., Inc. to Announce Fourth Quarter and Full Year 2025 Financial Results on Monday, February 9th
Simpson Manufacturing Co., Inc. (NYSE: SSD) will release its fourth-quarter and full-year 2025 financial results on Monday, February 9, 2026, at 4:15 p.m. Eastern Time. The company's President and CEO, Michael Olosky, along with CFO and Treasurer, Matt Dunn, will host a conference call following the announcement at 5:00 p.m. ET to discuss the results. The webcast of the conference call will be available on the Investor Relations section of the company's website.
Analysts Conflicted on These Materials Names: G Mining Ventures (OtherGMINF), Methanex (MEOH) and Simpson Manufacturing Co (SSD)
The article provides an overview of analyst ratings for three materials sector companies: G Mining Ventures (GMINF), Methanex (MEOH), and Simpson Manufacturing Co (SSD). G Mining Ventures and Methanex both received "Strong Buy" consensus ratings with significant upside potential. In contrast, Simpson Manufacturing Co received a "Moderate Buy" consensus but with a recent downgrade to "Hold" by one analyst.
DA Davidson reiterates Neutral rating on Simpson Manufacturing stock By Investing.com
DA Davidson has reiterated its Neutral rating and $190.00 price target for Simpson Manufacturing (NYSE:SSD) following a visit to the company's new facility. The firm trimmed its Q1 2026 and full-year forecasts due to a challenging housing market but noted the company's continued profitability, strong return on equity, and consistent dividends. Despite solid performance, DA Davidson maintains a Neutral stance, considering the stock "relatively full" at its current valuation.
DA Davidson reiterates Neutral rating on Simpson Manufacturing stock By Investing.com
DA Davidson has reiterated its Neutral rating and $190.00 price target for Simpson Manufacturing (NYSE:SSD) after the company's new facility grand opening. Despite trimming Q1 2026 and full-year forecasts due to a challenging housing market and revised analyst earnings downwards, the firm notes the company's continued strength with projected consecutive earnings growth in 2025 and 2026, consistent profitability, strong return on equity, and 23 consecutive years of dividend payments. The Neutral stance is maintained due to the stock's current "relatively full" valuation, supported by InvestingPro's fair value analysis indicating slight overvaluation despite "GOOD" financial health.
DA Davidson reiterates Neutral rating on Simpson Manufacturing stock By Investing.com
DA Davidson has reiterated its "Neutral" rating and $190.00 price target for Simpson Manufacturing (NYSE:SSD) after attending the opening of a new manufacturing facility. The firm trimmed its Q1 2026 and full-year forecasts due to a challenging housing market but noted the company's projected earnings growth, strong return on equity, and consistent dividend payments. Despite continued solid performance, DA Davidson believes the stock's current valuation is "relatively full."
Campbell & CO Investment Adviser LLC Buys 10,990 Shares of Simpson Manufacturing Company, Inc. $SSD
Campbell & CO Investment Adviser LLC significantly increased its stake in Simpson Manufacturing Company, Inc. (NYSE:SSD) by 340.1%, purchasing 10,990 shares to bring its total holdings to 14,221 shares valued at $2.38 million. This acquisition is part of a broader trend of institutional investors, including Burgundy Asset Management, First Trust Advisors, and Norges Bank, increasing their positions in the company, which now boasts approximately 93.68% institutional ownership. Simpson Manufacturing recently exceeded quarterly earnings expectations, reported a 6.2% year-over-year revenue increase, and announced a quarterly dividend of $0.29 per share.
EULAV Asset Management Makes New $5.53 Million Investment in Simpson Manufacturing Company, Inc. $SSD
EULAV Asset Management recently acquired a new stake of 33,000 shares, valued at $5.53 million, in Simpson Manufacturing (NYSE:SSD) during the third quarter. This investment comes as Simpson Manufacturing beat Q3 earnings expectations and announced a quarterly dividend. Insider activity shows Director Philip E. Donaldson sold a portion of his shares, while institutional investors hold a significant majority of the company's stock.
Simpson Manufacturing names Michael Olosky COO
Simpson Manufacturing Co., Inc. has appointed Michael Olosky as its new Chief Operating Officer, effective November 30, 2020. Olosky, who previously held leadership roles at Henkel, will oversee global sales and operations, reporting directly to President and CEO Karen Colonias. He succeeds Ricardo Arevalo, who retired in February 2020 after 20 years with the company.
Simpson announces retirement of Roger Dankel
Simpson Manufacturing Co., Inc. announced the retirement of Roger Dankel, who will depart on June 30, 2025. Dankel will continue as Executive Vice President, North America Sales until December 31, 2024, and then serve as an Executive Advisor. The company's president and CEO, Mike Olosky, praised Dankel's 31 years of service, highlighting his instrumental role in sales growth and fostering a strong customer-focused culture.
Mike Olosky adds president to COO title at Simpson Manufacturing
Simpson Manufacturing Co., Inc. has promoted Mike Olosky to President and COO. Previously, Olosky served as COO and will continue to report to CEO Karen W. Colonias. This promotion recognizes Olosky's significant contributions to the company's growth strategy and global expansion efforts since joining in late 2020.
3 Reasons to Sell SSD and 1 Stock to Buy Instead
This article recommends selling Simpson Manufacturing Co., Inc. (SSD) due to lackluster revenue growth, a dip in EPS over the last two years, and declining return on invested capital (ROIC). The author believes SSD does not meet their investment criteria despite a fair forward P/E and suggests investing in alternative growth stocks, highlighting past successes like Nvidia and Kadant.
Allspring Global Investments Holdings LLC Sells 17,576 Shares of Simpson Manufacturing Company, Inc. $SSD
Allspring Global Investments Holdings LLC reduced its stake in Simpson Manufacturing Company, Inc. by 5.0%, selling 17,576 shares and retaining 330,947 shares valued at $55.38 million. The company reported strong third-quarter results, beating EPS and revenue estimates, and announced a quarterly dividend of $0.29. Analysts currently rate Simpson Manufacturing as a "Hold" with a consensus target price of $201.00.
Simpson Manufacturing Signs Second Amended and Restated Credit Agreement With Wells Fargo
Simpson Manufacturing (SSD) has signed a Second Amended and Restated Credit Agreement with Wells Fargo, establishing a five-year $600 million revolving credit facility and a five-year $300 million term loan. This agreement aims to enhance the company's financial flexibility and liquidity, supporting acquisitions, investments, general corporate purposes, and refinancing existing debt. The facilities offer interest rates tied to the company’s net leverage and can be increased by up to $525 million or 100% of consolidated EBITDA.
Simpson Manufacturing (NYSE: SSD) signs new $900M credit facilities and covenants
Simpson Manufacturing Co., Inc. has secured new $900 million credit facilities, including a $600 million revolving credit facility and a $300 million term loan, replacing its previous 2022 agreement. These facilities are intended for refinancing existing debt, funding acquisitions, working capital, and general business needs. The new agreement outlines pricing, fees, interest margins based on net leverage, and includes standard covenants and financial maintenance tests.
Simpson Manufacturing Company, Inc. $SSD Stock Holdings Lowered by Riverbridge Partners LLC
Riverbridge Partners LLC reduced its stake in Simpson Manufacturing Company, Inc. by 7.0% in Q3, now holding 261,977 shares valued at $43.9 million. This adjustment comes as institutional investors collectively own approximately 93.68% of the company's stock. Despite the reduction by Riverbridge, other institutional investors increased their holdings, and Simpson Manufacturing reported strong quarterly earnings, beating analyst estimates with an EPS of $2.58 and revenue of $623.5 million, alongside announcing a quarterly dividend.
Simpson Manufacturing Co Inc (NYSE:SSD) Fits the Peter Lynch GARP Investment Strategy
Simpson Manufacturing Co Inc (NYSE:SSD) appears to align with Peter Lynch's Growth at a Reasonable Price (GARP) investment strategy. The company exhibits steady earnings growth, a favorable PEG ratio, strong profitability, and a very healthy financial standing with low debt and high liquidity. Although its P/E ratio is noted as "quite highly" valued, its growth rate makes it an interesting candidate for GARP investors.
