Simpson Manufacturing (NYSE:SSD) Issues Earnings Results, Beats Estimates By $0.09 EPS

Simpson Manufacturing (NYSE:SSD) released its quarterly earnings results on Monday. The construction company reported $1.35 earnings per share for the quarter, beating analysts’ consensus estimates of $1.26 by $0.09, Zacks reports. Simpson Manufacturing had a return on equity of 17.85% and a net margin of 14.79%.The business had revenue of $539.35 million for the quarter, compared to the consensus estimate of $530.70 million. During the same quarter last year, the business posted $1.31 earnings per share. The company’s revenue for the quarter was up 4.2% on a year-over-year basis.

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 Stock Up 4.7%

Shares of NYSE SSD opened at $205.35 on Wednesday. The firm’s fifty day moving average is $175.70 and its 200 day moving average is $177.05. Simpson Manufacturing has a 52 week low of $137.35 and a 52 week high of $206.01. The company has a quick ratio of 1.88, a current ratio of 3.35 and a debt-to-equity ratio of 0.17. The company has a market cap of $8.51 billion, a price-to-earnings ratio of 24.89 and a beta of 1.37.

Simpson Manufacturing Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders 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 dividend yield of 0.6%. Simpson Manufacturing’s dividend payout ratio (DPR) is currently 14.13%.

Wall Street Analysts Forecast Growth

SSD has been the topic of a number of research reports. DA Davidson set a $190.00 price objective on Simpson Manufacturing in a report on Wednesday, January 21st. Stephens set a $200.00 target price on Simpson Manufacturing in a research note on Tuesday. Weiss Ratings reissued a “hold (c+)” rating on shares of Simpson Manufacturing in a research note on Wednesday, January 21st. Finally, Robert W. Baird set a $222.00 price objective on shares of Simpson Manufacturing in a research note on Tuesday. One equities research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Simpson Manufacturing currently has an average rating of “Hold” and an average target price of $204.00.

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 on Friday, December 12th. The shares were sold at an average price of $168.16, for a total value of $399,380.00. Following the sale, the director owned 6,086 shares of the company’s stock, valued at $1,023,421.76. This trade represents a 28.07% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.39% of the stock is currently owned by company insiders.

Institutional Trading of Simpson Manufacturing

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

Simpson Manufacturing Company Profile

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.