Simpson Manufacturing Q4 2025 Earnings Call Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy SSD?
Source: seekingalpha
- Sales Growth: Simpson Manufacturing reported net sales of $2.3 billion for 2025, a 4.5% increase year-over-year, with North American sales reaching $1.8 billion, benefiting from approximately $60 million in pricing actions, despite a 1% volume decline due to weaker housing starts.
- Stable Gross Margin: The company's gross margin for Q4 was 43.6%, down 30 basis points from the previous year, with North America at 46.2% and Europe increasing to 33.6%, indicating varied performance across regions.
- Operating Income Changes: Q4 operating income totaled $74.8 million, a 2.7% decrease from $76.9 million, with an operating income margin of 13.9%, reflecting challenges in cost control and market conditions.
- Future Outlook: Simpson projects an operating margin for 2026 between 19.5% and 20.5%, facing pressures from tariffs and increased depreciation, while focusing on cost optimization and digital innovation to navigate market uncertainties.
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Analyst Views on SSD
Wall Street analysts forecast SSD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SSD is 196.33 USD with a low forecast of 187.00 USD and a high forecast of 212.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
1 Buy
2 Hold
0 Sell
Moderate Buy
Current: 194.280
Low
187.00
Averages
196.33
High
212.00
Current: 194.280
Low
187.00
Averages
196.33
High
212.00
About SSD
Simpson Manufacturing Co., Inc., through its subsidiary, Simpson Strong-Tie Company Inc., designs, engineers and manufactures structural solutions for wood, concrete, and steel connections. Its wood construction products include connectors, truss plates, fastening systems, fasteners and shear walls, and concrete construction products, including adhesives, specialty chemicals, mechanical anchors, powder actuated tools and fiber reinforcing materials. Its products for wood construction are used in light-frame building applications and include connectors, truss plates, screw fastening systems, fasteners and prefabricated lateral-force resisting systems. The Company’s concrete construction products are used in concrete, masonry and steel building applications and include adhesives, chemicals, mechanical anchors, carbide drill bits, powder actuated tools, fiber-reinforced materials, and other repair products used for protecting and strengthening structures.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Simpson Manufacturing Q4 2025 Earnings Call Highlights
- Sales Growth: Simpson Manufacturing reported net sales of $2.3 billion for 2025, a 4.5% increase year-over-year, with North American sales reaching $1.8 billion, benefiting from approximately $60 million in pricing actions, despite a 1% volume decline due to weaker housing starts.
- Stable Gross Margin: The company's gross margin for Q4 was 43.6%, down 30 basis points from the previous year, with North America at 46.2% and Europe increasing to 33.6%, indicating varied performance across regions.
- Operating Income Changes: Q4 operating income totaled $74.8 million, a 2.7% decrease from $76.9 million, with an operating income margin of 13.9%, reflecting challenges in cost control and market conditions.
- Future Outlook: Simpson projects an operating margin for 2026 between 19.5% and 20.5%, facing pressures from tariffs and increased depreciation, while focusing on cost optimization and digital innovation to navigate market uncertainties.
See More
Simpson Manufacturing Q4 Earnings Beat Expectations with Strong Revenue Growth
- Strong Earnings Report: Simpson Manufacturing reported a Q4 GAAP EPS of $1.35, beating expectations by $0.13, indicating robust profitability growth for the company.
- Revenue Growth: Q4 revenue reached $539.3 million, a 4.2% year-over-year increase, surpassing market expectations by $8.6 million, demonstrating the company's sustained competitiveness in the market.
- Annual Performance: For 2025, net sales hit $2.3 billion, up 4.5% year-over-year, with operating income of $458.1 million and an operating margin of 19.6%, reflecting the company's resilience amid cost pressures.
- Stock Buyback: The company repurchased $120 million in common stock during the quarter, including $30 million in Q4, showcasing confidence in its stock value and commitment to shareholder returns.
See More
Simpson Manufacturing Reports Q4 Earnings Growth
- Earnings Growth: Simpson Manufacturing reported fourth-quarter earnings of $56.21 million, translating to $1.35 per share, an increase from last year's $55.45 million and $1.31 per share, indicating a steady enhancement in the company's profitability.
- Revenue Increase: The company's revenue rose by 4.2% in the fourth quarter to $539.34 million, compared to $517.42 million last year, reflecting sustained market demand and the effectiveness of the company's sales strategies.
- Financial Health: Despite facing market challenges, Simpson Manufacturing achieved growth in both earnings and revenue, demonstrating its competitiveness and financial stability within the industry.
- Future Outlook: With the recovery of the construction sector, Simpson Manufacturing is poised to continue benefiting from increasing market demand, further driving performance improvements in the future.
See More
Simpson Manufacturing Co. Reports 2025 Financial Highlights
- Revenue Growth: In Q4 2025, Simpson Manufacturing reported net sales of $539,345 thousand, a 4.2% increase year-over-year, with total sales for the year reaching $2,332,808 thousand, reflecting a 4.5% growth, demonstrating the company's resilience in a challenging housing market.
- Stable Gross Margin: The company achieved a gross profit of $235,073 thousand in Q4, with a gross margin of 43.6%, slightly down from 43.9% last year, while the annual gross profit reached $1,069,605 thousand, maintaining a margin of 45.9%, indicating effective cost management.
- Net Income Increase: The net income for Q4 2025 was $56,214 thousand, up 1.4% year-over-year, with total net income for the year at $345,083 thousand, a 7.1% increase, showcasing the company's ongoing profitability enhancement.
- Outstanding Safety Performance: Simpson Manufacturing achieved a Total Recordable Incident Rate below 1.0 for the second consecutive year, marking the best safety performance in the company's history, reflecting a strong commitment to employee safety and corporate values.
See More
Simpson Manufacturing Co. Reports 2025 Financial Highlights
- Sales Growth: In 2025, net sales reached $2.33 billion, reflecting a 4.5% year-over-year increase, demonstrating the company's resilience in a challenging market, particularly driven by pricing strategies and acquisitions.
- Profitability Improvement: The net income per diluted share for 2025 was $8.24, an 8.4% increase, indicating effective cost management and operational efficiency despite higher operating expenses.
- Stock Buyback Program: The company repurchased $120 million in common stock during 2025, including $30 million in the fourth quarter, signaling confidence in its value and providing returns to shareholders.
- Dividend Distribution: The Board declared a quarterly cash dividend of $0.29 per share, totaling an estimated $12 million, reflecting the company's ongoing cash flow and commitment to shareholders.
See More
S&P 500 Futures Drop in Pre-Market Session; Kyndryl Holdings and Hims & Hers Health Underperform
Market Opening: U.S. stock markets are set to open in two hours.
Dynatrace Inc. Performance: Dynatrace Inc. (DT) saw a 13.9% increase in pre-market trading.
Kroger Co. Performance: Kroger Co. (KR) experienced a 5.0% rise in pre-market trading.
Overall Market Sentiment: The pre-market gains indicate positive sentiment among investors for these companies.
See More
Simpson Manufacturing Q4 2025 Earnings Call Highlights
- Sales Growth: Simpson Manufacturing reported net sales of $2.3 billion for 2025, a 4.5% increase year-over-year, with North American sales reaching $1.8 billion, benefiting from approximately $60 million in pricing actions, despite a 1% volume decline due to weaker housing starts.
- Stable Gross Margin: The company's gross margin for Q4 was 43.6%, down 30 basis points from the previous year, with North America at 46.2% and Europe increasing to 33.6%, indicating varied performance across regions.
- Operating Income Changes: Q4 operating income totaled $74.8 million, a 2.7% decrease from $76.9 million, with an operating income margin of 13.9%, reflecting challenges in cost control and market conditions.
- Future Outlook: Simpson projects an operating margin for 2026 between 19.5% and 20.5%, facing pressures from tariffs and increased depreciation, while focusing on cost optimization and digital innovation to navigate market uncertainties.
See More
Simpson Manufacturing Q4 Earnings Beat Expectations with Strong Revenue Growth
- Strong Earnings Report: Simpson Manufacturing reported a Q4 GAAP EPS of $1.35, beating expectations by $0.13, indicating robust profitability growth for the company.
- Revenue Growth: Q4 revenue reached $539.3 million, a 4.2% year-over-year increase, surpassing market expectations by $8.6 million, demonstrating the company's sustained competitiveness in the market.
- Annual Performance: For 2025, net sales hit $2.3 billion, up 4.5% year-over-year, with operating income of $458.1 million and an operating margin of 19.6%, reflecting the company's resilience amid cost pressures.
- Stock Buyback: The company repurchased $120 million in common stock during the quarter, including $30 million in Q4, showcasing confidence in its stock value and commitment to shareholder returns.
See More
Simpson Manufacturing Reports Q4 Earnings Growth
- Earnings Growth: Simpson Manufacturing reported fourth-quarter earnings of $56.21 million, translating to $1.35 per share, an increase from last year's $55.45 million and $1.31 per share, indicating a steady enhancement in the company's profitability.
- Revenue Increase: The company's revenue rose by 4.2% in the fourth quarter to $539.34 million, compared to $517.42 million last year, reflecting sustained market demand and the effectiveness of the company's sales strategies.
- Financial Health: Despite facing market challenges, Simpson Manufacturing achieved growth in both earnings and revenue, demonstrating its competitiveness and financial stability within the industry.
- Future Outlook: With the recovery of the construction sector, Simpson Manufacturing is poised to continue benefiting from increasing market demand, further driving performance improvements in the future.
See More
Simpson Manufacturing Co. Reports 2025 Financial Highlights
- Revenue Growth: In Q4 2025, Simpson Manufacturing reported net sales of $539,345 thousand, a 4.2% increase year-over-year, with total sales for the year reaching $2,332,808 thousand, reflecting a 4.5% growth, demonstrating the company's resilience in a challenging housing market.
- Stable Gross Margin: The company achieved a gross profit of $235,073 thousand in Q4, with a gross margin of 43.6%, slightly down from 43.9% last year, while the annual gross profit reached $1,069,605 thousand, maintaining a margin of 45.9%, indicating effective cost management.
- Net Income Increase: The net income for Q4 2025 was $56,214 thousand, up 1.4% year-over-year, with total net income for the year at $345,083 thousand, a 7.1% increase, showcasing the company's ongoing profitability enhancement.
- Outstanding Safety Performance: Simpson Manufacturing achieved a Total Recordable Incident Rate below 1.0 for the second consecutive year, marking the best safety performance in the company's history, reflecting a strong commitment to employee safety and corporate values.
See More
Simpson Manufacturing Co. Reports 2025 Financial Highlights
- Sales Growth: In 2025, net sales reached $2.33 billion, reflecting a 4.5% year-over-year increase, demonstrating the company's resilience in a challenging market, particularly driven by pricing strategies and acquisitions.
- Profitability Improvement: The net income per diluted share for 2025 was $8.24, an 8.4% increase, indicating effective cost management and operational efficiency despite higher operating expenses.
- Stock Buyback Program: The company repurchased $120 million in common stock during 2025, including $30 million in the fourth quarter, signaling confidence in its value and providing returns to shareholders.
- Dividend Distribution: The Board declared a quarterly cash dividend of $0.29 per share, totaling an estimated $12 million, reflecting the company's ongoing cash flow and commitment to shareholders.
See More
S&P 500 Futures Drop in Pre-Market Session; Kyndryl Holdings and Hims & Hers Health Underperform
Market Opening: U.S. stock markets are set to open in two hours.
Dynatrace Inc. Performance: Dynatrace Inc. (DT) saw a 13.9% increase in pre-market trading.
Kroger Co. Performance: Kroger Co. (KR) experienced a 5.0% rise in pre-market trading.
Overall Market Sentiment: The pre-market gains indicate positive sentiment among investors for these companies.
See More
