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Simpson Manufacturing (NYSE: SSD) grows Q1 2026 earnings and reaffirms full-year outlook

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8-K

Rhea-AI Filing Summary

Simpson Manufacturing Co., Inc. reported strong first quarter 2026 results with net sales of $587.964 million, up 9.1% from 2025, and reaffirmed its 2026 outlook. Income from operations rose to $114.617 million, a 12.0% increase, while net income grew 13.3% to $88.216 million. Diluted EPS increased to $2.13 from $1.85, a 15.1% gain, and Adjusted EBITDA climbed 14.1% to $139.361 million. North America net sales rose 9.8% and operating margin reached 25.6%, while Europe net sales grew 6.3% but operating income declined. The company repurchased $50.0 million of stock and ended March 31, 2026 with $341.0 million in cash and $370.5 million of debt. Management reiterated full-year 2026 guidance, including an operating margin range of 19.5% to 20.5%, an effective tax rate of 25.0% to 26.0%, and capital expenditures of $75.0–$85.0 million.

Positive

  • Double‑digit earnings growth: Q1 2026 diluted EPS rose 15.1% to $2.13, with net income up 13.3% and Adjusted EBITDA up 14.1%, indicating solid operating leverage on 9.1% revenue growth.
  • Robust profitability and guidance reaffirmed: Operating income margin improved to 19.5% in Q1, and the company reaffirmed full‑year 2026 operating margin guidance of 19.5%–20.5%, effective tax rate of 25.0%–26.0%, and capex of $75.0–$85.0 million.
  • Shareholder returns and balance sheet strength: The company repurchased $50.0 million of stock in the quarter, ended with $341.0 million in cash and $370.5 million of debt, and continues to emphasize disciplined capital allocation.

Negative

  • None.

Insights

SSD delivered double‑digit profit growth, strong cash generation and reaffirmed 2026 guidance.

Simpson Manufacturing posted Q1 2026 net sales of $587.964 million, up 9.1%, with income from operations up 12.0% and diluted EPS up 15.1% to $2.13. Adjusted EBITDA increased 14.1% to $139.361 million, showing solid operating leverage.

North America remained the profit engine, with net sales up 9.8% to $461.925 million and operating margin at 25.6%. Europe grew sales 6.3% but saw operating income fall 23.8%, highlighting regional volume pressures and higher operating expenses, including foreign currency effects.

Cash from operations was $35.9 million, supporting $50.0 million of share repurchases at an average price of $185.83, while cash stood at $341.0 million against total debt of $370.5 million. Management reaffirmed 2026 guidance, including a consolidated operating margin of 19.5%–20.5% and capex of $75.0–$85.0 million, which underscores confidence in maintaining attractive profitability despite softer housing activity.

Item 2.02 Results of Operations and Financial Condition Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 7.01 Regulation FD Disclosure Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Net sales $587.964 million Three months ended March 31, 2026; up 9.1% year-over-year
Income from operations $114.617 million Three months ended March 31, 2026; up 12.0% year-over-year
Net income $88.216 million Three months ended March 31, 2026; up 13.3% year-over-year
Diluted EPS $2.13 per share Three months ended March 31, 2026; up 15.1% from $1.85
Adjusted EBITDA $139.361 million Three months ended March 31, 2026; up 14.1% year-over-year
Share repurchases $50.0 million 269,064 shares repurchased in Q1 2026 at $185.83 average price
Cash and cash equivalents $341.005 million Balance as of March 31, 2026
Total debt outstanding $370.5 million Under $900 million credit facility as of March 31, 2026
Adjusted EBITDA financial
"Adjusted EBITDA 1 | $ | 139,361 | | | $ | 122,174 | | | 14.1 | %"
Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.
operating margin financial
"“Simpson delivered a solid first quarter with net sales up 9.1% year‑over‑year to $588.0 million and operating margin improvement of 50 basis points to 19.5%,”"
Operating margin shows how much profit a company makes from its core business activities after paying for costs like wages and materials. It’s useful because it tells you how efficiently a company is running—higher margins mean it keeps more money from each dollar of sales, which can indicate better management or stronger products.
Non-GAAP financial measures financial
"Non-GAAP Financial Measures This press release includes certain financial information not prepared in accordance with Generally Accepted Accounting Principles"
Non-GAAP financial measures are numbers companies use to show their financial performance that exclude certain expenses or income. They help investors see how the company might perform without one-time costs or other unusual items, giving a different perspective from official reports. However, since they can be adjusted, they don’t always tell the full story and should be looked at alongside standard financial figures.
housing starts financial
"volume tied to softer housing start activity. Additionally, the cost savings initiatives we implemented last year"
Housing starts measure the number of new residential construction projects that begin in a given period, typically counted when builders break ground. For investors, they act like a signal light for the housing market and broader economy—rising starts suggest stronger demand for homes, more activity for builders and suppliers, and potential job growth, while falling starts can warn of weakening demand or tighter credit conditions.
credit facility financial
"total debt outstanding of $370.5 million under the Company's $900 million credit facility."
A credit facility is a flexible loan arrangement that allows a borrower to access funds up to a set limit whenever needed, similar to a company having an overdraft option on a bank account. It matters to investors because it indicates how easily a business can secure cash when required, affecting its ability to manage expenses, invest, or respond to financial challenges.
forward-looking statements regulatory
"This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
Revenue $587.964 million +9.1% year-over-year
Income from operations $114.617 million +12.0% year-over-year
Net income $88.216 million +13.3% year-over-year
Diluted EPS $2.13 +15.1% year-over-year
Adjusted EBITDA $139.361 million +14.1% year-over-year
Guidance

For full-year 2026, the company expects consolidated operating margin of 19.5%–20.5%, an effective tax rate of 25.0%–26.0%, and capital expenditures of $75.0–$85.0 million.

Understanding 8-K Material Events →
0000920371false00009203712026-04-272026-04-27

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
 
FORM 8-K
 
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
 
  
Date of Report (Date of earliest event reported): April 27, 2026
 
  
 
Simpson Manufacturing Co., Inc. 
(Exact name of registrant as specified in its charter)
  
 
 
Delaware 1-13429 94-3196943
(State or other jurisdiction of incorporation) (Commission file number) (I.R.S. Employer Identification No.)
 
  
 
5956 W. Las Positas Boulevard, Pleasanton, CA 94588

 (Address of principal executive offices)
 
 
(Registrant’s telephone number, including area code): (925) 560-9000
 
Securities registered pursuant to Section 12(b) of the Act:
Title of Each ClassTrading SymbolName of Each Exchange on Which Registered
Common Stock, par value $0.01 per shareSSDNew York Stock Exchange

 
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
 
☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-2)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240. 13e-4(c))
 
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐




Item 2.02 Results of Operations and Financial Condition.
 
    On April 27, 2026, Simpson Manufacturing Co., Inc. issued a press release announcing financial results for the quarter ended March 31, 2026, a copy of which is attached hereto as Exhibit 99.1 and is incorporated herein by this reference.

    This information is furnished pursuant to Item 2.02 and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 7.01 Regulation FD Disclosures.
 
Representatives of Simpson Manufacturing Co., Inc. (the “Company”) intend to present the Investor Presentation furnished as Exhibit 99.2 to this Current Report on Form 8-K, to analysts and investors from time to time on or after April 27, 2026. The slide presentation will be available on the Investor Relations page of the Company’s website at ir.simpsonmfg.com.

The information furnished pursuant to this Item 7.01, including Exhibit 99.2 furnished herewith, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

The information furnished pursuant to this Item 7.01, including Exhibit 99.2 furnished herewith, contains “forward-looking statements” within the meaning of the safe harbor provisions of the federal securities laws. It should be read in conjunction with the “Safe Harbor” statement contained in the Investor Presentation, the risk factors included in the Company’s periodic reports filed with the Securities and Exchange Commission and the other public announcements that the Company may make, by press release or otherwise, from time to time.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits
Exhibit No.Description
99.1
Press Release dated April 27, 2026
99.2
Simpson Manufacturing Co., Inc. Investor Presentation
104Cover Page Interactive Data File (embedded within the XBRL document)



SIGNATURES
 
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
  
 
  Simpson Manufacturing Co., Inc.
        (Registrant)
    
    
    
DATE:April 27, 2026By/s/Matt Dunn
   Matt Dunn
   Chief Financial Officer
 
 
 

2

Exhibit 99.1    Press Release dated April 27, 2026
.


Simpson Manufacturing Co., Inc. Announces 2026 First Quarter Financial Results and Reaffirms 2026 Guidance


2026 First Quarter Highlights

l

Net sales of $588.0 million increased 9.1% year-over-year
l

Income from operations of $114.6 million increased 12.0% year-over-year
l

Net income per diluted share of $2.13 increased 15.1% year-over-year
l

Repurchased $50.0 million of common stock during the quarter

Pleasanton, CA - April 27, 2026: Simpson Manufacturing Co., Inc. (the “Company”) (NYSE: SSD), an industry leader in engineered structural connectors and building solutions, today announced its financial results for the first quarter of 2026. All comparisons below (which are generally indicated by words such as “increased,” “decreased,” “remained,” or “compared to”), unless otherwise noted, are comparing the quarter ended March 31, 2026 with the quarter ended March 31, 2025. In the first quarter of 2026, the Company reclassified certain software amortization costs related to the Company's component manufacturing efforts from general and administrative expense to cost of sales. Additionally, for the year ended December 31, 2025, the Company reclassified certain quality assurance costs from general and administrative expense to cost of sales. The financial results for the three months ended March 31, 2025 have been recast for comparison purposes and to conform to the current period classification, with $1.5 million of costs being reclassified from general and administrative expense to cost of sales. The reclassification did not have any impact on the total income from operations.


Consolidated 2026 First Quarter Highlights
Three Months EndedYear-Over-
March 31,Year
20262025Change
(In thousands, except per share data and percentages)
Net sales$587,964 $538,895 9.1 %
Gross profit265,891 250,566 6.1 %
Gross profit margin45.2 %46.5 %
Total operating expenses150,656 148,195 1.7 %
Income from operations114,617 102,319 12.0 %
Operating income margin19.5 %19.0 %
Net income$88,216 $77,884 13.3 %
Net income per diluted common share$2.13 $1.85 15.1 %
Adjusted EBITDA1$139,361 $122,174 14.1 %

Total U.S. Housing starts - April 27, 2026 data not available2

1 Adjusted EBITDA is a non-GAAP financial measure and is defined in the Non-GAAP Financial Measures section of this press release. For a reconciliation of Adjusted EBITDA to U.S. GAAP (as defined below) net income, see the schedule titled “Reconciliation of Non-GAAP Financial Measures.”
2 The housing starts data was unavailable at the time of the press release. Based on the United States Census Bureau’s release calendar, the Company expects the next update on national housing market data to be issued around April 29, 2026.
3


Management Commentary

“Simpson delivered a solid first quarter with net sales up 9.1% year‑over‑year to $588.0 million and operating margin improvement of 50 basis points to 19.5%,” said Mike Olosky, President and Chief Executive Officer of Simpson Manufacturing Co., Inc. “Net sales growth was primarily driven by our 2025 pricing actions which contributed approximately 6%. Foreign exchange added an additional 3%, partially offset by a 1% decline in volume tied to softer housing start activity. Additionally, the cost savings initiatives we implemented last year contributed to improved operating income. I want to thank our team at Simpson for maintaining strong cost discipline throughout the quarter.”

Mr. Olosky continued, “While the first quarter was a solid start to the year, revenue growth is expected to moderate throughout the remainder of 2026, reflecting the timing of 2025 price increases and lower volumes amid challenging market conditions. Even with a more cautious view of housing activity, our full year financial outlook remains intact. Our teams continue to execute well, and we remain focused on driving disciplined, profitable growth consistent with our financial ambitions.”

North America Segment 2026 First Quarter Financial Highlights

•Net sales of $461.9 million increased 9.8% from $420.7 million primarily due to price increases that took effect in June 2025 and October 2025 and an increase in sales volumes, as well as the positive effect of approximately $1.2 million in foreign currency translation.
•Gross margin declined to 47.8% from 49.8% reflecting primarily the impact from tariffs and higher material, labor and factory and overhead costs, as a percentage of net sales.
•Income from operations of $118.3 million increased 12.8% from $104.8 million, primarily due to the increases in net sales as well as lower operating expense including lower personnel costs, professional fees and variable incentive compensation.

Europe Segment 2026 First Quarter Financial Highlights

•Net sales of $121.0 million increased 6.3% from $113.9 million due to the positive effect of approximately $13.2 million in foreign currency translation as well as price increases, partly offset by decreased sales volumes.
•Gross margin increased to 36.3% from 35.2%, primarily driven by higher pricing and lower material costs, partly offset by higher factory and tooling costs, as a percentage of net sales.
•Income from operations of $7.1 million decreased 23.8% from $9.3 million primarily due to lower sales volumes. Operating expenses were negatively affected by approximately $3.8 million in foreign currency translation.

Refer to the “Segment and Product Group Information” table below for additional segment information (including information about the Company’s Asia/Pacific and Administrative and All Other segments).

Corporate Development

•For the quarter ended March 31, 2026, the Company repurchased 269,064 shares of common stock in the open market at an average price of $185.83 per share, for a total of $50.0 million. As of March 31, 2026, approximately $100.0 million remained available for share repurchases through December 31, 2026 under the Company's previously announced $150.0 million share repurchase authorization.

Balance Sheet & 2026 First Quarter Cash Flow Highlights

•As of March 31, 2026, cash and cash equivalents totaled $341.0 million with total debt outstanding of $370.5 million under the Company's $900 million credit facility.

•Cash flow provided by operating activities of $35.9 million increased by $28.3 million from $7.6 million, primarily due to increased net income and changes in working capital.

•Cash flow used in investing activities of $19.1 million decreased by $31.0 million from $50.1 million primarily due to decreased capital expenditures.

4


Business Outlook

The Company is reaffirming its prior 2026 financial outlook to reflect its expectations regarding demand trends, cost of sales, and operating expenses. Based on business trends and conditions as of today, April 27, 2026, the Company's outlook for the full fiscal year ending December 31, 2026 is as follows:

•Consolidated operating margin is estimated to be in the range of 19.5% to 20.5%. The operating margin range includes a projected gain of $10.0 million to $12.0 million on the sale of vacant land.

•The effective tax rate is estimated to be in the range of 25.0% to 26.0%, including both federal and state income tax rates as well as international income tax rates, and assuming no tax law changes are enacted.

•Capital expenditures are estimated to be in the range of $75.0 million to $85.0 million.

Conference Call Details

Investors, analysts and other interested parties are invited to join the Company’s 2026 first quarter financial results conference call on Monday, April 27, 2026, at 5:00 pm Eastern Time (2:00 pm Pacific Time). To participate, callers may dial (877) 407-0792 (U.S. and Canada) or (201) 689-8263 (International) approximately 10 minutes prior to the start time. The call will be webcast simultaneously and can be accessed through https://viavid.webcasts.com/starthere.jsp?ei=1756901&tp_key=61205759b3 or a link on the Investor Relations section of the Company’s website at https://ir.simpsonmfg.com/events-and-presentations. For those unable to participate during the live broadcast, a replay of the call will also be available beginning that same day at 8:00 p.m. Eastern Time until 11:59 p.m. Eastern Time on Monday, May 11, 2026 by dialing (844) 512–2921 (U.S. and Canada) or (412) 317–6671 (International) and entering the conference ID: 13759442. The webcast will remain posted on the Investor Relations section of the Company's website for 90 days.

A copy of this earnings release will be available prior to the call, accessible through the Investor Relations section of the Company's website at www.simpsonmfg.com.



5


About Simpson Manufacturing Co., Inc.

Simpson Manufacturing Co., Inc., headquartered in Pleasanton, California, through its subsidiary, Simpson Strong-Tie Company Inc., designs, engineers and is a leading manufacturer of wood construction products, including connectors, truss plates, fastening systems, fasteners and shearwalls, and concrete construction products, including adhesives, specialty chemicals, mechanical anchors, powder actuated tools and reinforcing carbon and glass fiber materials. The Company primarily supplies its building product solutions to both the residential and commercial markets in North America and Europe. The Company's common stock trades on the New York Stock Exchange under the symbol “SSD”.

Copies of Simpson Manufacturing's Annual Report to Stockholders and its proxy statements and other Securities and Exchange Commission (“SEC”) filings, including Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K, are made available free of charge on the Company's website on the same day they are filed with the SEC. To view these filings, visit the Investor Relations section of the Company's website.

6


Cautionary Note Regarding Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements generally can be identified by words such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” “outlook,” “target,” “continue,” “predict,” “project,” “change,” “result,” “future,” “will,” “could,” “can,” “may,” “likely,” “potentially,” or similar expressions. Forward-looking statements are all statements other than those of historical fact and include, but are not limited to, statements about future financial and operating results, our plans, objectives, business outlook, priorities, expectations and intentions, expectations for sales and market growth, comparable sales, earnings and performance, stockholder value, effective tax rates, capital expenditures, cash flows, the housing market, the home improvement industry, demand for services, share repurchases, our strategic initiatives, including the impact of these initiatives on our strategic and operational plans and financial results, and any statement of an assumption underlying any of the foregoing. Forward looking statements in this press release include, but are not limited to, statements regarding: anticipated consolidated operating margin for 2026; expected gain on the sale of vacant land; estimated effective tax rate for 2026; and projected capital expenditures for 2026.

Forward-looking statements are subject to inherent uncertainties, risks and other factors that are difficult to predict and could cause our actual results to vary in material respects from what we have expressed or implied by these forward-looking statements. Important factors that could cause our actual results and financial condition to differ materially from those expressed in or implied by our forward-looking statements include the effect of tariffs and international trade policies on our business operations, the effects of inflation and labor and supply shortages on our operations and the operations of our customers, suppliers and business partners, volatile supply and demand conditions affecting prices and volumes in the markets for both our products and raw materials we purchase; and those discussed in the “Risk Factors” and “Management's Discussion and Analysis of Financial Condition and Results of Operations” sections of our most recent Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q and other reports we file with the SEC. Additional risks include: the cyclicality and impact of general economic conditions; changing conditions in global markets including the impact of sanctions and tariffs, quotas and other trade actions and import restrictions; the impact of pandemics, epidemics or other public health emergencies; the impact of foreign currency fluctuations; potential limitations on our ability to access capital resources and borrowings under our existing credit agreement; restrictions on our business and financial covenants under our credit agreement; reliance on employees subject to collective bargaining agreements; and or ability to repurchase shares of our common stock and the amounts and timing of repurchases, if any.

We caution that you should not place undue reliance on these forward-looking statements, which speak only as of the date of this press release. We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law. Readers are urged to carefully review and consider the various disclosures made in our reports filed with the SEC that advise of the risks and factors that may affect our business, results of operations and financial condition.

Non-GAAP Financial Measures

This press release includes certain financial information not prepared in accordance with Generally Accepted Accounting Principles in the United States (“GAAP”). Since not all companies calculate non-GAAP financial information identically (or at all), the presentations herein may not be comparable to other similarly titled measures used by other companies. Further, these measures should not be considered substitutes for the performance measures derived in accordance with GAAP. The Company uses Adjusted EBITDA as an additional financial measure in evaluating the ongoing operating performance of its business. The Company believes Adjusted EBITDA allows it to readily view operating trends, perform analytical comparisons, and identify strategies to improve operating performance. Adjusted EBITDA should not be considered in isolation or as a substitute for GAAP financial measures such as net income or any other performance measures derived in accordance with GAAP. See the Reconciliation of Non-GAAP Financial Measures below.

The Company defines Adjusted EBITDA as net income (loss), adjusted to exclude provision for income taxes, depreciation and amortization, acquisition integration and restructuring costs, non-qualified compensation adjustments, lease termination costs, severance costs, net loss or gain on disposal of assets, interest income or expense and other financing costs, and foreign exchange and other expense (income).
7


Simpson Manufacturing Co., Inc. and Subsidiaries
UNAUDITED Condensed Consolidated Statements of Operations
(In thousands, except per share data)

Three Months Ended
 March 31,
20262025
Net sales$587,964 $538,895 
Cost of sales322,073 288,329 
Gross profit265,891 250,566 
Research and development and engineering expense18,631 19,839 
Selling expense54,463 54,164 
General and administrative expense77,562 74,192 
Total operating expense150,656 148,195 
Acquisition and integration related costs565 127 
Net loss (gain) on disposal of assets53 (75)
Income from operations114,617 102,319 
Interest income and other finance costs, net4,433 1,103 
Other & foreign exchange (loss) gain, net(2,752)1,058 
Income before taxes116,298 104,480 
Provision for income taxes28,082 26,596 
Net income$88,216 $77,884 
Earnings per common share:
Basic$2.14 $1.86 
Diluted$2.13 $1.85 
Weighted average shares outstanding: 
Basic41,228 41,846 
Diluted41,366 42,010 
Cash dividends declared per common share$0.29 $0.28 
Other data:
Depreciation and amortization$25,511 $19,522 
Pre-tax equity-based compensation expense$6,539 $6,538 
8


Simpson Manufacturing Co., Inc. and Subsidiaries
UNAUDITED Condensed Consolidated Balance Sheets
(In thousands)

March 31,December 31,
202620252025
Cash and cash equivalents$341,005 $150,290 $384,138 
Trade accounts receivable, net400,082 373,198 302,688 
Inventories548,978 618,784 594,192 
Other current assets65,424 61,973 71,485 
Total current assets1,355,489 1,204,245 1,352,503 
Property, plant and equipment, net621,137 568,503 627,854 
Operating lease right-of-use assets112,033 101,701 115,060 
Goodwill548,283 527,621 558,521 
Intangible assets, net373,468 381,079 387,729 
Other noncurrent assets32,997 39,807 31,959 
Total assets$3,043,407 $2,822,956 $3,073,626 
Trade accounts payable$105,743 $118,019 $91,467 
Long-term debt, current portion15,000 22,500 15,000 
Accrued liabilities and other current liabilities277,787 239,511 275,328 
Total current liabilities398,530 380,030 381,795 
Operating lease liabilities, net of current portion92,951 82,913 96,819 
Long-term debt, net of current portion and issuance costs351,949 357,278 355,509 
Deferred income tax104,233 90,346 99,792 
Other long-term liabilities30,710 41,871 104,234 
Non-qualified deferred compensation plan awards6,302 8,804 5,715 
Stockholders’ equity2,058,732 1,861,714 2,029,762 
Total liabilities, mezzanine equity, and stockholders’ equity$3,043,407 $2,822,956 $3,073,626 
9


Simpson Manufacturing Co., Inc. and Subsidiaries
UNAUDITED Segment and Product Group Information
(In thousands)
Three Months Ended
March 31,%
20262025change*
Net Sales by Reporting Segment
North America$461,925$420,6999.8 %
Percentage of total net sales78.6 %78.1 %
Europe121,047113,8606.3 %
Percentage of total net sales20.6 %21.1 %
Asia/Pacific4,9924,33615.1 %
$587,964$538,8959.1 %
Net Sales by Product Group**
Wood Construction$497,664$459,4428.3 %
Percentage of total net sales84.6 %85.3 %
Concrete Construction89,12777,68314.7 %
Percentage of total net sales15.2 %14.4 %
Other1,1731,770N/M
$587,964$538,8959.1 %
Gross Profit (Loss) by Reporting Segment
North America$220,733$209,4285.4 %
North America gross margin47.8 %49.8 %
Europe43,94640,0229.8 %
Europe gross margin36.3 %35.2 %
Asia/Pacific1,7961,725N/M
Administrative and all other(584)(609)N/M
$265,891$250,5666.1 %
Income (Loss) from Operations
North America$118,310$104,84812.8 %
North America operating margin25.6 %24.9 %
Europe7,0919,309(23.8)%
Europe operating margin5.9 %8.2 %
Asia/Pacific243358N/M
Administrative and all other(11,027)(12,196)N/M
$114,617$102,31912.0 %
*Unfavorable percentage changes are presented in parentheses, if any.
**The Company manages its business by geographic segment but presents sales by product group as additional information.
N/MStatistic is not material or not meaningful.













10


Simpson Manufacturing Co., Inc. and Subsidiaries
Reconciliation of Non-GAAP Financial Measures
(In thousands) (Unaudited)

A reconciliation of Adjusted EBITDA to net income, the most directly comparable GAAP measure, is set forth below:
Three Months Ended
 March 31,
20262025
Net Income$88,216 $77,884 
Provision for income taxes28,082 26,596 
Interest income, net and other financing costs(4,433)(1,103)
Depreciation and amortization25,511 19,522 
Other*1,985 (725)
Adjusted EBITDA**$139,361 $122,174 
.
*Includes acquisition integration and restructuring related expenses, non-qualified deferred compensation adjustments, severance costs, other & foreign exchange loss net, and net loss or gain on disposal of assets.
**Includes certain reclassifications in the three months ended March 31, 2025, to conform to the current period presentation.


CONTACT:     
Addo Investor Relations
investor.relations@strongtie.com
(310) 829-5400



11

Strong Foundation. Stronger Future. Simpson Manufacturing Co., Inc. Investor Presentation April 2026 Exhibit 99.2

 

Safe Harbor This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements generally can be identified by words such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” “outlook,” “target,” “continue,” “predict,” “project,” “change,” “result,” “future,” “will,” “could,” “can,” “may,” “likely,” “potentially,” or similar expressions. Forward-looking statements are all statements other than those of historical fact and include, but are not limited to, statements about future financial and operating results, our plans, objectives, business outlook, priorities, expectations and intentions, expectations for sales and market growth, comparable sales, earnings and performance, stockholder value, effective tax rates, capital expenditures, cash flows, the housing market, the home improvement industry, demand for services, share repurchases, our strategic initiatives, including the impact of these initiatives on our strategic and operational plans and financial results, and any statement of an assumption underlying any of the foregoing. Forward looking statements in this press release include, but are not limited to, statements regarding: anticipated consolidated operating margin for 2026; expected gain on the sale of vacant land; estimated effective tax rate for 2026; and projected capital expenditures for 2026. Forward-looking statements are subject to inherent uncertainties, risks and other factors that are difficult to predict and could cause our actual results to vary in material respects from what we have expressed or implied by these forward-looking statements. Important factors that could cause our actual results and financial condition to differ materially from those expressed in or implied by our forward-looking statements include the effect of tariffs and international trade policies on our business operations, the effects of inflation and labor and supply shortages on our operations and the operations of our customers, suppliers and business partners, volatile supply and demand conditions affecting prices and volumes in the markets for both our products and raw materials we purchase; and those discussed in the “Risk Factors” and “Management's Discussion and Analysis of Financial Condition and Results of Operations” sections of our most recent Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q and other reports we file with the SEC. Additional risks include: the cyclicality and impact of general economic conditions; changing conditions in global markets including the impact of sanctions and tariffs, quotas and other trade actions and import restrictions; the impact of pandemics, epidemics or other public health emergencies; the impact of foreign currency fluctuations; potential limitations on our ability to access capital resources and borrowings under our existing credit agreement; restrictions on our business and financial covenants under our credit agreement; reliance on employees subject to collective bargaining agreements; and or ability to repurchase shares of our common stock and the amounts and timing of repurchases, if any. We caution that you should not place undue reliance on these forward-looking statements, which speak only as of the date of this presentation. We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law. Readers are urged to carefully review and consider the various disclosures made in our reports filed with the SEC that advise of the risks and factors that may affect our business, results of operations and financial condition. 2

 

Investment Highlights (1) Above market volume relative to U.S. housing starts. (2) As of December 31, 2025. (3) Time frame represents January 1, 2021 to March 31, 2026. Customer-centric business model, track record of above market volume growth(1), high brand recognition and trusted reputation Leader in structural solutions for wood connections with significant opportunities in all addressable markets Strong gross profit and operating margins with an EPS CAGR of 19.6%(2) over the last 10 years Strong balance sheet with less than 1x leverage ~53% of free cash flow returned to stockholders since 2021(3) exceeding 35% target Diversified product offerings serving customers across five end-use market segments 3

 

30+ Years as a Public Company (1) Since its debut at $11.50 per share ($2.875 split-adjusted) at its initial public offering (IPO) on May 25, 1994. Nearly 32 years and two stock splits later, shares of Simpson closed at $171.62 on March 31, 2026, which, together with quarterly dividends, has resulted in a total compound annual growth rate of approximately 13.9 %. Performance Since IPO Operating Income (1994 – 2025) ~33x$14 M $458 M EPS Growth (1994 – 2025) ~59x$0.14 $8.24 4 Compound annual growth rate of ~14%(1) since 1994 IPO $171.62 Revenue Growth (1994 – 2025) ~15x$150 M $2.3 B $0.00 $50.00 $100.00 $150.00 $200.00 $250.00

 

Simpson’s Purpose and Unique Culture OUR MISSION OUR COMPANY VALUES 1. Relentless Customer Focus 2. Long-Range View 3. High-Quality Products 4. Be The Leader 5. Everybody Matters 6. Enable Growth 7. Risk-Taking Innovation 8. Give Back 9. Have Fun, Be Humble To deliver innovative solutions that help people design and build safer, stronger structures. 5

 

Our Strong Business Model Broad portfolio of solutions 15K standard & custom wood products 3K standard & custom concrete products 50+ software and web-app solutions Unparalleled availability and delivery ~98% product fill rate 24-48 hour typical delivery 48-hour turnaround on specials Same-day shipping availability Impactful industry outreach 26 training centers 1,000+ training workshops per year Partnering with organizations to support construction trades education Innovation leader Pioneer of construction solutions 8 R&D testing labs ~100 code evaluation reports 500+ patents worldwide Comprehensive service ~700 field sales reps Thousands of jobsite visits Dedicated customer service and technical support Longstanding relationships 25 of top 30 builders on a program 275+ builders representing >50% of US housing starts Millions of specifications Thousands of dealers & retailers Why Simpson? Our Customer-Centric Approach and Commitment to Exceptional Service 6 Data as of February 2026.

 

Simpson’s Value Proposition Our presence at every stage of the construction process — from compliance and specification to procurement and installation — creates an interconnected value chain, setting us apart and ensuring long-term market leadership. ▪ Code evaluation reports for products verify building code compliance ▪ Contribute to test protocols and involved with academia in full-scale building tests ▪ Engineered and tested seismic/high-wind products; design and product selection apps ▪ Provide load values, design guidance & support, field calls, project-specific testing ▪ Large product selection; highly specified connectors; mgmt & estimating software ▪ Merchandising/in-store support, online ordering, rebates, best-class customer service ▪ Easy-to-install products; builder spec, mgmt, estimating, deck software; value engineering ▪ Contractual relationships, rebates, product testing, best-in-class technical & field support Our Solutions and Services In-person and online product knowledge training and industry-specific educational workshops available, including classes with CEUs and PDHs for architects, engineers, and building officials.

 

Core Addressable Market (1) (1) Market share based on net sales as of the full year ended December 31, 2025. Market sizes based on internal estimates. Includes North America, Europe a nd Pacific Rim. Many opportunities to grow our product lines across end-use markets Wood Connectors, ICS (Truss) & Lateral Systems Fastening Systems Concrete & Steel Connections Addressable Market ~$3.8 B Addressable Market ~$5.2 B Addressable Market ~$2.9 B 33% 11% 12% 8 SSD Share ~$1.3 B SSD Share ~$0.6 B SSD Share ~$0.4 B

 

Digital Solutions & Services (Software, Web Apps, Estimating) Steel Connections (Cold-Formed Steel, Roof Framing) Lateral Systems (Shearwalls, Rod Systems) Integrated Component Systems (Truss Plates, Software) Fastening Systems (Structural & Deck Screws, Tools) Wood Connectors (Framing, Flooring, Roofing) Our broad and deep product offering includes 10,000+ standard and custom products for wood, concrete, and steel connections as well as digital solutions to make it easier to specify and order our products. Broad Portfolio of Solutions Note: Excluding ETANCO building envelope products only sold in Europe. Concrete Connections (Mechanical Anchors, Adhesives, RPS*) *Repair, Protection, and Strengthening Systems

 

Our market-focused approach enables us to better serve current customers while identifying opportunities to reach new customers with our product solutions. 5 Key End-Use Markets in North America See Appendix for additional details. Residential Construction Commercial Construction OEM National Retail Component Manufacturer 10

 

Driving Growth with Digital Solutions Make it easier to do business with Simpson through best-in-class online portal and digital experience 1 Use technology to streamline and strengthen partnerships with key customer groups 2 Provide software solutions that drive the specification and use of our products 3 Building out our digital offerings to serve customers across the building industry Key focus areas to make it easier to specify and order our products Specification tools (apps/selectors) Design/visualization, estimating, online ordering Option management, estimating Project management and truss design Free design software and plans 11

 

Europe Strategy Building Strong Brands in Our Core Business Grow with Our Strong Solutions In Our Highest Potential Markets Focus on the countries where we already operate Stronger effort in commercial new building and residential renovation Exploit the mass timber trend Further strengthen our #1 position in wood connectors Double structural fasteners Build on our strong position in facade Offer complete product solutions: Connectors Fasteners Anchors Targeted expansion in pavement reinforcement 12

 

Strong Business Drives Stockholder Value Across Operating Segments ($ USD Millions) Our 2025 Sales by Product… ($ USD Millions) $1.29 $1.38 $1.86 $1.94 $2.72 $2.98 $4.27 $6.12 $7.76 $8.26 $7.60 $8.24 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 EPS $0.55 $0.62 $0.70 $0.81 $0.87 $0.91 $0.92 $0.98 $1.03 $1.07 $1.11 $1.15 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Dividends Per Share 13 Wood Construction $1,968 Concrete Construction $361 Other $4 North America $1,814 Europe $500 Asia/Pacific $19

 

Historical Market and Financial Performance Total Company Revenue & Profitability Relative to U.S. Housing Starts 14 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.0 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8 2.0 $0 $100 $200 $300 $400 $500 $600 $700 $800 $900 $1,000 $1,100 $1,200 $1,300 $1,400 $1,500 $1,600 $1,700 $1,800 $1,900 $2,000 $2,100 $2,200 $2,300 $2,400 H o u s in g S ta rts (M ) ($ M ) North America Net Sales Total Net Sales Gross Profit Income from Operations Housing Starts

 

Track Record of Above Market Growth Our global operations continue to outperform U.S. housing, and we are highly focused on driving above market volume growth while pursuing strong profitability. ~3% pts. on avg. above market 0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00 $0 $200 $400 $600 $800 $1,000 $1,200 $1,400 $1,600 2020 2021 2022 2023 2024 2025 H o u s in g S ta rts (M )S a le s V o lu m e ( $ M ) Volume US Housing Starts 15 (1) (1) Volume represents underlying organic revenue growth, calculated by adjusting total revenue to exclude pricing, acquisitions (first-year), and other non-volume impacts such as foreign exchange.

 

Significant Progress in a Flat Market 1.38 M U.S. housing starts (Census Bureau) Revenue $1.25 B Op. Income $250 M 2020 2025 Revenue $2.33 B Op. Income $458 M Pricing ~$510 M Volume ~$200 M Acquisitions ~$350 M 16 < 1.4 million U.S. housing starts in 2020 and 2025 1.36 M U.S. housing starts (Census Bureau) Other (Primarily FX) ~$20 M

 

Progress Made from 2020 to 2025 Despite market headwinds, we entered 2026 from a position of strength. ✓ ~$1.1 B more revenue ✓ ~$200 M more operating profit ✓ Clearer targets and strategies ✓ Stronger market leadership in connectors, improved share in fasteners and anchors ✓ Shifted to market-focused sales ✓ Promoted high-potential talent and external experts to senior leadership ✓ Transitioned to direct sales, away from two-step distribution ✓ Streamlined processes and focused on high-impact products ✓ Improved M&A process for smoother integrations ✓ Grew European business and nearing right-sized footprint ✓ Investments in manufacturing, logistics, and software development 17

 

Q1 2026 Net Revenue Performance Drivers ($ in millions) 4.2% ▪ 1Q26 benefits from realization of price increases implemented in 2025 ▪ FX is primarily driven by translation of European results ▪ Volume reflects softness in demand, particularly in Europe ▪ Mix/Other includes shipment mix favorability in the quarter 18 $539 $588 1Q25 Price FX Volume Mix/Other 1Q26 $380.0 $430.0 $480.0 $530.0 $580.0 6.1% 1.2%(1.0%)2.8% 9.1%

 

Operating Income Margin Outperformance Simpson Historical Operating Income Margin Versus Proxy Peer Average (1) Operating Income Margin Average 2006 - 2019 2020- 2021 2022- 2025 Proxy Peer Average(1) 8.6% 15.4% 16.2% SSD 13.7% 21.7% 20.5% (1) Proxy peer average includes: AOS, AAON, WMS, ALLE, AMWD, APOG, AWI, ATKR, AZEK, EXP, ROCK, JHX, LPX, DOOR, PATK, PGTI, NX, SUM, & TREX for the years 2006- 2023. AOS, AAON, WMS, AMWD, APOG, ALLE, AWI, ATKR, EXP, ROCK, JHX, LPX, NX, PATK, and TREX for the period ended December 31, 2025. (2) Fiscal 2026 operating margin outlook as of April 27, 2026. Please refer to the first quarter 2026 earnings press release issued on April 27, 2026 for additional details. 19 9.8% 4.3% 3.6% 4.0% 4.8% 5.1% 7.6% 7.3% 8.8% 11.1% 13.6%14.0% 13.1%13.0% 14.3% 16.5% 17.2%17.0%16.8% 14.0% 19.9% 15.1% 13.2% 6.0% 14.1% 12.3% 9.4% 11.6% 13.3% 13.8% 16.5% 14.2% 16.0% 15.9% 19.9% 23.4% 21.7% 21.5% 19.3% 19.6% 19.5% - 20.5%(2) 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026E Proxy Peer Average SSD-US

 

Well-Positioned to Drive Growth We are well-positioned to execute our growth strategy given our demonstrated commitment to disciplined capital allocation. D o lla r a m o u n ts s h o w n i n M ill io n s 20 $208 $151 $400 $427 $340 $459 $33 $44 $62 $89 $183 $161$8 $6 $811 $23 $79 $2 $40 $42 $44 $45 $47 $48 $76 $24 $79 $50 $100 $120 $158 $116 $995 $207 $408 $331 2020 2021 2022 2023 2024 2025 Cash Generated by Operations Capital Expenditures Acquisitions & Purchases of Intangible Assets Dividends Share Repurchases

 

Capital Return History $1.26 Billion 2021 – 2026(1) Cumulative Free Cash Flow defined as: Cash flow from operations ($1.81 B) less Capital expenditures ($0.55 B) Repurchases of Common Stock 33.7% Quarterly Cash Dividends 18.9% 21(1) Time frame represents January 1, 2021 to March 31, 2026.

 

Use of Cash Priorities Past and Potential Future Uses of Cash Flows Acquisitions Dividends Debt Repayment Share Repurchases ▪ Prioritizing facility expansions (capacity, service, efficiencies and safety) ▪ Investing in growth initiatives (engineering, marketing, sales personnel, testing capabilities, etc.) ▪ Evaluating potential M&A in the markets we operate (support key growth initiatives) ▪ Integrating ETANCO remains the priority ▪ Maintain quarterly cash dividends(2) ▪ Consistently and moderately raise dividends ▪ Capital return target of 35% of free cash flow(1) ▪ Focused on repaying debt incurred to finance the acquisition of ETANCO ▪ Selective and opportunistic share repurchases ▪ Repurchased $120 million of common stock in FY 2025 and $50 million year-to-date in 2026 as of March 31 ▪ $150 million share repurchase authorization effective January 1, 2026 through December 31, 2026 ▪ Capital return target of 35% of free cash flow(1) Organic Growth (1) The Company defines free cash flow as cash flow from operations less capital expenditures. (2) On January 28, 2026, the Company's Board of Directors declared a quarterly dividend of $0.29 per share, paid on April 23, 2026 to stockholders of record on April 2, 2026. Cash Flow From Operations 22

 

Investments to Meet Growing Demand Expansion of North American manufacturing operations to better serve our customers. Expansion of Columbus, OH Facility Greenfield Gallatin, TN Facility ▪ Future capacity to support growth ▪ Maintain safety standards ▪ Ensure excellent service levels ▪ Allow needed headcount growth ▪ Improve production costs Opened H1 2025 ▪ Support fastener sales growth ▪ Reduce dependence on imported products ▪ Achieve company fill rate standards ▪ Vertically integrate manufacturing Opened Q3 2025 23

 

Acquisition Strategy Accelerate our strategic growth priorities through M&A opportunities, maximizing long-term value. Strengthen our business model by expanding our product lines to develop complete solutions for the markets in which we operate Improve our manufacturing capabilities and supply chain efficiencies to reduce lead-times and bring production closer to the end customer Build a robust M&A pipeline; most actionable opportunities are smaller / tuck-in type acquisitions 24

 

Company Ambitions Strengthen our values-based culture1 Be the business partner of choice2 Strive to be an innovative leader in the markets we operate 3 (1) Volume represents underlying organic revenue growth, calculated by adjusting total revenue to exclude pricing, acquisitions (first-year), and other non-volume impacts such as foreign exchange. Drive above market volume(1) growth relative to U.S. housing starts 4 Maintain operating income margin of >20%5 Deliver EPS growth ahead of net revenue growth 6 25

 

Appendix

 

Innovation Leader Simpson is a pioneer of construction solutions and the industry standard for structural connectors. 1956 1966 1970 1996 1998 2005 1994 NYSE LISTING (SSD) OUR FOUNDER BARC SIMPSON EXPANSION INTO CONCRETE FIRST CONNECTOR FIRST HOLDOWN EXPANSION INTO WOOD SHEAR WALLS EXPANSION INTO FASTENING SYSTEMS 2003 OPENED TYE GILB TEST LAB EXPANSION INTO STEEL SHEAR WALLS 2008 EXPANSION INTO STAINLESS STEEL FASTENERS 2011 FURTHER EXPANSION INTO COLD-FORMED STEEL 2012 EXPANSION INTO CARBON FIBER SOLUTIONS EXPANSION INTO TRUSS SOFTWARE CONNECTOR MARKET LEADER 1993 EXPANSION INTO FASTENERS 2004 27

 

Innovation Leader (continued) Over the years, Simpson has remained an innovation leader in connectors, fasteners, lateral systems, anchors and construction software. 2016 2017 EXPANSION INTO BUILDER & LBM SOFTWARE EXPANSION INTO OUTDOOR DECORATIVE HARDWARE 2021 FURTHER EXPANSION INTO WOOD SHEAR WALLS 2022 EXPANSION INTO EUROPEAN COMMERCIAL BUILDING MARKET 2023 FURTHER EXPANSION INTO MASS TIMBER 2013 EXPANSION INTO ENGINEERED WOOD PRODUCTS SOFTWARE EXPANSION INTO EQUIPMENT SPACE (ESTIFRAME) 2024 (MONET DESAUW) FURTHER EXPANSION INTO ENGINEERED WOOD PRODUCT SOFTWARE 28 2025 FURTHER EXPANSION INTO COMPONENT MANUFACTURER SOFTWARE EXPANSION INTO DIY OUTDOOR DECORATIVE HARDWARE CONTINUED EXPANSION OF INNOVATIVE CONNECTOR FEATURES

 

Innovation Leader (continued) (1) Data as of February 2026. Innovation by the numbers(1) Testing is in our DNA A dedication to innovation through extensive research and development, academic partnerships and state-of-the-art structural testing. ~500 Patents Worldwide ~200 Patents Pending ~1,800 Trademarks Worldwide ~300 Engineers 8 R&D Test Labs ~100 Code Reports Large scale structural testing and individual solution testing provides us with a better understanding of how structures perform, advances our design technology and improves building safety. 29

 

Residential End-Use Market Key Market Focus Areas Strategy ▪ Build and maintain strong relationships with Builders and pro-dealers ▪ Specify and create demand through national builders ▪ Ensure product availability through national pro-dealers ▪ Utilize connectors to grow other product lines ▪ Deliver digital solutions to accelerate building safer stronger structures ▪ Single family construction ▪ Multifamily construction ▪ Outdoor living (e.g., decks, pergolas, fences) ▪ Repair, remodel and retrofit applications ▪ National home builder relationships ▪ Lumber and building materials (LBM) relationships Key Product Lines Wood Connection Products Fastening Systems Concrete Connection Products Integrated Component Systems (Truss) Digital Solutions 30

 

Commercial End-Use Market Key Market Focus Areas Strategy Key Product Lines Wood Connection Products Fastening Systems Concrete Connection Products Integrated Component Systems (Truss) Digital Solutions ▪ Call on and educate engineers and designers to drive specifications ▪ Provide training and support to contractors and distributors ▪ Deliver digital solutions that make it easy for engineers to specify and contractors to use our products ▪ Continue to build out solutions portfolio to increase breadth of line in anchors, fasteners and products for cold-formed steel ▪ Retail and office buildings ▪ Data center construction ▪ Institutional (education, healthcare) ▪ Manufacturing (factories, warehouses) ▪ Public and utilities (water treatment plants) ▪ Transportation (bridges, airports) 31

 

OEM End-Use Market Key Market Focus Areas Strategy Key Product Lines Wood Connection Products Fastening Systems Concrete Connection Products Integrated Component Systems (Truss) Digital Solutions ▪ Aligned with our business model; identify opportunity for existing connectors, fasteners, anchors and truss plates products into this market ▪ Engineer and launch value-added OEM-specific structural solutions ▪ Leverage our engineering testing capabilities ▪ Develop direct and distribution sales channels ▪ Utilize external innovation opportunities ▪ Offer custom connector fabrication for the Mass Timber industry ▪ Off-site construction (manufactured housing, modular construction, post-frame construction, prefab sheds) ▪ Mass timber construction ▪ Wood and steel fastening (crates, trailers, RV manufacturers, etc.) ▪ Material handling manufacturers 32

 

National Retail End-Use Market Key Market Focus Areas Strategy Key Product Lines Wood Connection Products Fastening Systems Concrete Connection Products Integrated Component Systems (Truss) Digital Solutions ▪ Improve retail execution through merchandising, product development, and marketing ▪ Continue expanding availability of all product lines, and increase in-store training ▪ Enable consumers to customize, design and create bill-of- materials with software ▪ Partner with home center brand advocates, and invest in retail media to maximize e-commerce sales ▪ Utilize external innovation opportunities ▪ Large home centers ▪ Co-ops / retail chains ▪ Farm & hardware supply retailers ▪ Pro customer strategy ▪ eCommerce growth ▪ DIY customers 33

 

Component Manufacturer End-Use Market Key Market Focus Areas Strategy ▪ Continue to develop functional, stable, open software ▪ Continue to increase truss plate manufacturing capacity to support growth ▪ Further build internal talent pool for implementation, training and high touch service and support ▪ Provide a modest equipment offering ▪ Industry involvement and strong relationships ▪ Component manufactures who build roof and floor trusses, offer EWP solutions and/or wall panel solutions ▪ Equipment solutions ▪ Large LBMs ▪ Offsite construction – i.e., fully integrated builders Key Product Lines Wood Connection Products Fastening Systems Concrete Connection Products Integrated Component Systems (Truss) Digital Solutions Multi Module Software Offering 34

 

Digital Solutions Building out our digital offerings to serve customers across the building industry. 35 Specification tools (apps/selectors) Design/visualization, estimating, online ordering Option management, estimating Project management and truss design Free design software and plans

 

Corporate Social Responsibility Environmental: Committed to continuously improving the efficiency of our resource use to lessen our impact, and designing and manufacturing products with environmental conservation in mind Manufacturing Facilities ▪ GOAL: Minimize amount of total waste generated by manufacturing processes through companywide lean practices ✓ In 2025, continued the work at each of our facilities to advance toward appropriate environmental stewardship practices Energy Conservation ▪ GOAL: Improve energy efficiencies at facilities globally to ensure eco-friendly, cost-effective operations ✓ In 2025, continued various energy conservation initiatives across our operations Waste Reduction and Recycling ▪ GOAL: Support the Circular Economy by minimizing our largest recognized waste stream and sending unused steel back upstream ✓ Continuously work to improve the design of our products to minimize scrap steel during the stamping process, reducing costs and energy Sustainable Building Practices ▪ GOAL: Support sustainable business practices through use of green building technology and non-toxic materials ✓ Completed testing on a 10-story mass-timber structure, paving the way for increased adoption of regenerative construction materials 36

 

Corporate Social Responsibility Social Responsibility: Dedicated to ensuring everyone at our Company feels included, valued, empowered, and equipped with the tools and confidence to improve, learn and thrive personally and professionally Inclusion and Belonging ▪ GOAL: Foster diversity in our workforce and maintain representation of differing genders, ages, races, ethnicities, and abilities ✓ Partnered with DiversityJobs to promote our job postings, and recently established a promotion guide to ensure a fair and consistent approach Leadership and Development ▪ GOAL: Ensure all employees have access to opportunities to grow and thrive in their careers with the Company ✓ Launched employee skills assessment and began creating meaningful development programs to ensure continued employee growth Human Capital Management ▪ GOAL: Strengthen our values-based leadership and culture based on our Company value that Everybody Matters ✓ Formed a partnership with Gallup to conduct our biannual Global Employee Engagement Survey Health and Safety ▪ GOAL: Provide the highest standard of safety and create a healthy working environment ✓ In 2025, improved the global Total Recordable Incident Rate to 0.79, reflecting top-tier safety performance versus industry benchmarks 37

 

Strong Foundation. Stronger Future.

 

Source: View Original Filing on SEC EDGAR

FAQ

How did Simpson Manufacturing (SSD) perform financially in Q1 2026?

Simpson Manufacturing delivered strong Q1 2026 results with net sales of $587.964 million, up 9.1% year-over-year. Income from operations rose 12.0% to $114.617 million, net income increased 13.3% to $88.216 million, and diluted EPS grew 15.1% to $2.13.

What were Simpson Manufacturing’s segment results in Q1 2026?

In Q1 2026, North America net sales reached $461.925 million, up 9.8%, with operating income of $118.310 million and a 25.6% operating margin. Europe net sales were $121.047 million, up 6.3%, but operating income declined to $7.091 million, reflecting lower volumes and higher costs.

Did Simpson Manufacturing (SSD) reaffirm its 2026 financial guidance?

Yes. Simpson Manufacturing reaffirmed its 2026 outlook, guiding for consolidated operating margin between 19.5% and 20.5%. It also expects an effective tax rate of 25.0%–26.0% and projected capital expenditures in the $75.0–$85.0 million range for the full year.

How much stock did Simpson Manufacturing repurchase in Q1 2026?

During Q1 2026, Simpson Manufacturing repurchased 269,064 shares of common stock in the open market for a total of $50.0 million. The average repurchase price was $185.83 per share, and about $100.0 million remained under the existing authorization at quarter end.

What is Simpson Manufacturing’s cash and debt position as of March 31, 2026?

As of March 31, 2026, Simpson Manufacturing held $341.005 million in cash and cash equivalents. Total debt outstanding was $370.5 million under its $900 million credit facility, including $15.0 million current portion and $351.949 million long‑term debt.

How did Simpson Manufacturing’s gross margin and operating margin trend in Q1 2026?

In Q1 2026, Simpson’s gross profit was $265.891 million with a gross margin of 45.2%, compared with 46.5% a year earlier. Operating income margin improved to 19.5% from 19.0%, as income from operations rose 12.0% on 9.1% higher sales.

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