Simpson Manufacturing (NYSE: SSD) posts 2025 gains and targets ~20% margin in 2026

Rhea-AI Filing Summary

Simpson Manufacturing reported steady growth for 2025, with net sales of $2.33 billion, up 4.5%, and net income of $345.1 million. Diluted EPS rose to $8.24 from $7.60, while operating income reached $458.1 million for a strong 19.6% operating margin.

In the fourth quarter, net sales were $539.3 million, up 4.2%, and diluted EPS was $1.35. The company generated $458.6 million in operating cash flow, repurchased $120 million of stock in 2025, and ended the year with $384.1 million in cash and $374.2 million of debt.

For 2026, Simpson targets a consolidated operating margin of 19.5%–20.5%, an effective tax rate of 25.0%–26.0%, and capital expenditures of $75–$85 million, indicating continued investment while maintaining high profitability.

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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): February 9, 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 Class			Trading Symbol			Name of Each Exchange on Which Registered
Common Stock, par value $0.01 per share			SSD			New 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 February 9, 2026, Simpson Manufacturing Co., Inc. issued a press release announcing financial results for the fourth quarter and full year ended December 31, 2025, 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 February 9, 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 February 9, 2026
99.2						Simpson Manufacturing Co., Inc. Investor Presentation
104						Cover 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:

February 9, 2026

By

/s/ Matt Dunn

Matt Dunn

Chief Financial Officer

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Exhibit 99.1         Press Release dated February 9, 2026

SIMPSON MANUFACTURING CO., INC. ANNOUNCES 2025 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS; PROVIDES 2026 OUTLOOK

2025 Fourth Quarter Highlights
l			Net sales of $539.3 million increased 4.2% year-over-year
l			Net income per diluted share of $1.35
l			Declared a quarterly dividend of $0.29 per share
2025 Full Year Highlights
l			Net sales of $2.3 billion increased 4.5% year-over-year
l			Income from operations of $458.1 million, resulting in an operating income margin of 19.6%
l			Net income per diluted share of $8.24
l			Repurchased $120.0 million in common stock, including $30.0 million during the fourth quarter

Pleasanton, CA - February 9, 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 fourth quarter and full year of 2025. 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 December 31, 2025 with the quarter ended December 31, 2024 or the fiscal year ended December 31, 2025 with the fiscal year ended December 31, 2024.

Consolidated 2025 Highlights

			Three Months Ended,															Quarter-Over-						Twelve Months Ended,												Year-Over-
			December 31,															Quarter						December 31,												Year
			2025									2024									Change						2025						2024						Change
			(In thousands, except per share data and percentages)																		(In thousands, except per share data and percentages)
Net sales			$	539,345								$	517,429								4.2		%				$	2,332,808					$	2,232,139					4.5		%
Gross profit			235,073									227,236									3.4		%				1,069,605						1,023,888						4.5		%
Gross profit margin			43.6		%							43.9		%													45.9		%				45.9		%
Total operating expenses			161,839									149,552									8.2		%				626,977						588,547						6.5		%
Income from operations			74,759									76,849									(2.7)		%				458,065						429,975						6.5		%
Operating income margin			13.9		%							14.9		%													19.6		%				19.3		%
Net income			$	56,214								$	55,458								1.4		%				$	345,083					$	322,224					7.1		%
Net income per diluted common share			$	1.35								$	1.31								3.1		%				$	8.24					$	7.60					8.4		%
Adjusted EBITDA1			$	104,701								$	105,705								(0.9)		%				$	544,279					$	526,803					3.3		%

Total U.S. Housing starts - December 31, 2025 data not available2

1 Adjusted EBITDA is a non-GAAP financial measure and it is defined in the Non-GAAP Financial Measures section of the press release. For a reconciliation of Adjusted EBITDA to U.S. GAAP (“GAAP”) 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, we expect the next update on national housing market data to be issued around February 18, 2026.

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Management Commentary

“In 2025, we executed with discipline across our business, and I am proud of what our teams accomplished,” said Mike Olosky, President and Chief Executive Officer of Simpson Manufacturing Co., Inc. “We delivered 4.5% revenue growth in a challenging housing market and achieved a solid 19.6% operating margin, reflecting the strength of our business model and effective cost management. Top-line growth in 2025 included approximately 3% from our pricing actions, 1% from acquisitions, and 1% from foreign exchange, which was partially offset by a 1% decline in volume. Importantly, we achieved a Total Recordable Incident Rate below 1.0 for the second consecutive year, our best safety performance in company history. Our commitment to safety demonstrates the values that define Simpson, above all, “everybody matters.”

Mr. Olosky continued, “Our results this year demonstrate the resilience of our portfolio and the effectiveness of our long-term strategy. We continued to innovate, expanded our digital capabilities, brought new manufacturing capabilities online, expanded our warehouse footprint, and strengthened customer relationships across our key end markets. As we look ahead, we remain focused on our ambitions to grow above the market, achieve an operating margin of at least 20%, and drive earnings per share growth ahead of net sales growth. This focus is supported by strong operational execution and a balanced approach to capital allocation, positioning us well for continued success in 2026 and beyond as we deepen our commitment to being the partner of choice for our customers.”

North America Segment Financial Highlights

2025 Fourth Quarter

•Net sales of $416.9 million increased 3.0% from $404.8 million due to the increases in pricing, partly offset by lower volumes.

•Gross margin decreased to 46.2% from 46.9% due to tariffs on certain imported fastener and anchor products, as well as higher factory and overhead and labor costs, partly offset by lower warehouse costs, as a percentage of net sales.

•Income from operations of $82.3 million decreased 3.6% from $85.4 million. The decrease was primarily driven by higher operating expenses resulting from the timing of increased charitable donations, as well as increases in variable incentive compensation, and personnel costs, including severance related costs.

2025 Full Year

•Net sales of $1.8 billion increased 4.5% from 2024 due to increases in pricing, and higher incremental sales related to the Company’s 2024 acquisitions, partly offset by lower volumes.

•Gross margin decreased to 48.8% from 48.9%, due to higher factory and overhead, labor costs, partly offset by lower warehouse costs, as a percentage of net sales. Tariffs on certain imported fastener and anchor products also had a negative impact on gross margin.

•Income from operations of $448.8 million increased 2.1% from $439.6 million. The increase was primarily due to higher gross profit, partly offset by higher operating expenses. The increase in operating expenses was driven by higher personnel costs including severance related costs, variable incentive compensation, IT application costs. as well as the timing of higher charitable donations,

Europe Segment Financial Highlights

2025 Fourth Quarter

•Net sales of $117.9 million increased 9.1% from $108.1 million, primarily due to the positive effect of approximately $9.1 million in foreign currency translation and a modest improvement in sales volumes and pricing.

•Gross margin increased to 33.6% from 32.3%, primarily due to lower material and freight costs, partly offset by higher factory and overhead, warehouse and labor costs, as a percentage of net sales. Gross profit was negatively impacted by footprint optimization and severance costs.

•Income from operations of $2.8 million increased 259.6% from $0.8 million, mostly due to higher gross profit, partly offset by increases in operating expenses driven primarily by the negative effect of approximately $2.9 million in foreign currency translation.

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2025 Full Year

•Net sales of $499.6 million increased 4.3% from $479.1 million, primarily due to the positive effect of approximately $20.4 million in foreign currency translation.

•Gross margin increased to 35.8% from 35.3%, primarily due to lower material and freight costs, partly offset by higher factory and overhead, warehouse and labor costs, as a percentage of net sales. Gross profit was negatively impacted by footprint optimization and severance costs.

•Income from operations of $43.9 million increased 29.7% from $33.8 million mostly due to higher gross profit, partly offset by increases in operating expenses driven primarily by the negative effect of approximately $5.3 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 Developments

•On January 28, 2026, the Board declared a quarterly cash dividend of $0.29 per share, estimated to be $12.0 million in aggregate. The dividend will be payable on April 23, 2026, to the Company’s stockholders of record on April 2, 2026.

•On December 16, 2025, the Company entered into an Amended and Restated Credit Agreement. The Amended and Restated Credit Agreement amends and restates the Company’s previous Credit Agreement, dated as of July 27, 2012. The Amended and Restated Credit Agreement provides for a 5-year Revolving Credit Facility of $600.0 million, which includes a letter of credit sub-facility of up to $50.0 million, and for a 5-year Term Loan Facility of $300.0 million. As of December 31, 2025, the Company had $74.2 million outstanding under the Revolving Credit Facility and $300.0 million under the Term Loan Facility for ongoing working capital and general business needs.

•During the fourth quarter, the Company repurchased 177,845 shares of the Company’s common stock in the open market at an average price of $168.68 per share, for a total of $30.0 million, completing the repurchase of $120.0 million of the Company’s common stock that was previously authorized for fiscal 2025.

•The Company is authorized by the Board to repurchase up to $150.0 million of the Company’s common stock beginning January 1, 2026 through December 31, 2026.

Balance Sheet & Cash Flow Highlights

•As of December 31, 2025, cash and cash equivalents totaled $384.1 million with total debt outstanding of $374.2 million under the Company’s $900.0 million credit facility.

•For the 2025 fourth quarter, cash provided by operating activities of approximately $155.6 million increased from $115.8 million, primarily due to decreases in working capital. For the 2025 full year, cash provided by operating activities of $458.6 million increased from $338.2 million, primarily due to decreases in working capital and higher net income.

•For the 2025 fourth quarter, cash used in investing activities of approximately $30.2 million decreased from $57.1 million mostly due to decreased capital expenditures of $18.3 million and increased proceeds from the sale of assets of $7.4 million. For the 2025 full year, cash used in investing activities of $136.7 million decreased from $259.3 million mostly due to decreased acquisitions of $77.1 million.

•For the 2025 fourth quarter, cash used in financing activities of $42.9 million decreased from $150.4 million. For the 2025 full year, cash used in financing activities of $186.1 million decreased from $261.5 million, primarily as a result of debt refinancing activity.

Business Outlook

The Company is initiating its 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, February 9, 2026, the Company’s outlook for the full fiscal year ending December 31, 2026 is as follows:

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•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 fourth quarter and full year 2025 financial results conference call on Monday, February 9, 2026, at 5:00 p.m. Eastern Time (2:00 p.m. 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=1748976&tp_key=941acbc869 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, February 23, 2026, by dialing (844) 512–2921 (U.S. and Canada) or (412) 317–6671 (International) and entering the conference ID: 13758070. 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.

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 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.

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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 undeveloped 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, the effect of a global pandemic such as the COVID-19 pandemic or other widespread public health crisis and their effects on the global economy, as well as 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.

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) before income taxes, adjusted to exclude depreciation and amortization, integration, acquisition and restructuring costs, non-qualified compensation adjustments, goodwill impairment, gain on bargain purchase, lease termination costs, severance costs, net loss or gain on disposal of assets, interest income or expense, and foreign exchange and other expense (income).

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Simpson Manufacturing Co., Inc. and Subsidiaries

UNAUDITED Consolidated Statements of Operations

(In thousands, except per share data)

			Three Months Ended December 31,												Twelve Months Ended December 31,
			2025						2024						2025						2024
Net sales			$	539,345					$	517,429					$	2,332,808					$	2,232,139
Cost of sales			304,272						290,193						1,263,203						1,208,251
Gross profit			235,073						227,236						1,069,605						1,023,888
Research and development and engineering expense			21,084						22,157						82,483						81,916
Selling expense			56,078						52,777						222,808						213,532
General and administrative expense			84,677						74,618						321,686						293,099
Total operating expenses			161,839						149,552						626,977						588,547
Acquisition and integration related costs			616						821						1,065						5,813
Net (gain) loss on disposal of assets			(2,141)						14						(16,502)						(447)
Income from operations			74,759						76,849						458,065						429,975
Interest income and other finance costs, net			4,022						1,166						8,337						5,277
Other & foreign exchange loss, net			(4,080)						(1,560)						(3,929)						(1,209)
Income before taxes			74,701						76,455						462,473						434,043
Provision for income taxes			18,487						20,997						117,390						111,819
Net income			$	56,214					$	55,458					$	345,083					$	322,224
Earnings per common share:
Basic			$	1.36					$	1.32					$	8.27					$	7.64
Diluted			$	1.35					$	1.31					$	8.24					$	7.60
Weighted average shares outstanding:
Basic			41,345						41,980						41,718						42,182
Diluted			41,509						42,174						41,861						42,383
Other data:
Depreciation and amortization			$	24,961					$	24,749					$	88,477					$	84,584
Pre-tax equity-based compensation expense			3,486						3,257						22,220						18,346

9

Simpson Manufacturing Co., Inc. and Subsidiaries

UNAUDITED Consolidated Condensed Balance Sheets

(In thousands)

						December 31,
						2025						2024
Cash and cash equivalents						$	384,138					$	239,371
Trade accounts receivable, net						302,688						284,392
Inventories						594,192						593,175
Other current assets						71,485						59,383
Total current assets						1,352,503						1,176,321
Property, plant and equipment, net						627,854						531,655
Operating lease right-of-use assets						115,060						93,933
Goodwill						558,521						512,383
Intangible assets, net						387,729						375,051
Other noncurrent assets						31,959						46,825
Total assets						$	3,073,626					$	2,736,168
Trade accounts payable						$	91,467					$	100,972
Long-term debt, current portion						15,000						22,500
Accrued liabilities and other current liabilities						275,328						242,876
Total current liabilities						381,795						366,348
Operating lease liabilities, net of current portion						96,819						76,184
Long-term debt, net of current portion and issuance costs						355,509						362,563
Deferred income tax						99,792						90,303
Other long-term liabilities						104,234						27,636
Non-qualified deferred compensation plan share awards						5,715						7,786
Stockholders' equity						2,029,762						1,805,348
Total liabilities and stockholders' equity						$	3,073,626					$	2,736,168

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Simpson Manufacturing Co., Inc. and Subsidiaries

UNAUDITED Segment and Product Group Information

(In thousands)

									Three Months Ended																		Twelve Months Ended
									December 31,												%						December 31,												%
									2025						2024						change *						2025						2024						change *
Net Sales by Reporting Segment
			North America						$	416,863					$	404,753					3.0%						$	1,813,856					$	1,735,879					4.5%
			Percentage of total net sales						77.3		%				78.2		%										77.8		%				77.8		%
			Europe						117,871						108,070						9.1%						499,559						479,055						4.3%
			Percentage of total net sales						21.9		%				20.9		%										21.4		%				21.5		%
			Asia/Pacific						4,611						4,606						0.1%						19,393						17,205						12.7%
			Percentage of total net sales						0.9		%				0.9		%										0.8		%				0.8		%
						Total			$	539,345					$	517,429					4.2%						$	2,332,808					$	2,232,139					4.5%
Net Sales by Product Group**
			Wood Construction						$	447,458					$	438,111					2.1%						$	1,967,741					$	1,899,524					3.6%
			Percentage of total net sales						83.0		%				84.7		%										84.4		%				85.1		%
			Concrete Construction						90,728						78,665						15.3%						360,613						330,557						9.1%
			Percentage of total net sales						16.8		%				15.2		%										15.5		%				14.8		%
			Other						1,159						653						N/M						4,454						2,058						N/M
						Total			$	539,345					$	517,429					4.2%						$	2,332,808					$	2,232,139					4.5%
Gross Profit (Loss) by Reporting Segment
			North America						$	192,721					$	189,749					1.6%						$	885,028					$	848,541					4.3%
			North America gross profit margin						46.2		%				46.9		%										48.8		%				48.9		%
			Europe						39,622						34,894						13.5%						178,933						168,982						5.9%
			Europe gross profit margin						33.6		%				32.3		%										35.8		%				35.3		%
			Asia/Pacific						1,112						2,017						N/M						6,449						5,798						N/M
			Administrative and all other						1,618						576						N/M						(805)						567						N/M
						Total			$	235,073					$	227,236					3.4%						$	1,069,605					$	1,023,888					4.5%
Income (Loss) from Operations
			North America						$	82,291					$	85,354					(3.6)%						$	448,807					$	439,567					2.1%
			North America operating profit margin						19.7		%				21.1		%										24.7		%				25.3		%
			Europe						2,765						769						259.6%						43,862						33,806						29.7%
			Europe operating profit margin						2.3		%				0.7		%										8.8		%				7.1		%
			Asia/Pacific						(233)						323						N/M						595						(294)						N/M
			Administrative and all other						(10,064)						(9,597)						N/M						(35,199)						(43,104)						N/M
						Total			$	74,759					$	76,849					(2.7)%						$	458,065					$	429,975					6.5%

			*			Unfavorable percentage changes are presented in parentheses.
			**			The Company manages its business by geographic segment but is presenting sales by product group as additional information.
			N/M			Statistic is not material or not meaningful.

11

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 December 31,												Twelve Months Ended December 31,
			2025						2024						2025						2024
Net Income			$	56,214					$	55,458					$	345,083					$	322,224
Provision for income taxes			18,487						20,997						117,390						111,819
Interest income, net and other financing costs			(4,022)						(1,166)						(8,337)						(5,277)
Depreciation and amortization			24,961						24,749						88,477						84,584
Other*			9,061						5,667						1,666						13,453
Adjusted EBITDA			$	104,701					$	105,705					$	544,279					$	526,803

*Other: Includes acquisition, integration, and restructuring related expenses, non-qualified deferred compensation adjustments, lease termination, severance costs, other & foreign exchange loss net, and net loss or gain on disposal of assets.

CONTACT:

Addo Investor Relations

investor.relations@strongtie.com

(310) 829-5400

12

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

Safe Harbor Note: The financial results in this presentation as of and for the fiscal year ended December 31, 2025 are unaudited. 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 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 global pandemics such as the COVID-19 pandemic or other widespread public health crisis and their effects on the global economy, the effects of inflation and labor and supply shortages, on our operations, and the operations of our customers, and suppliers and business partners, as well as 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. 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 Note: Financials results as of and for the fiscal year ended December 31, 2025 are unaudited. (1) Above market volume relative to U.S. housing starts. (2) As of December 31, 2025. (3) Time frame represents January 1, 2021 to December 31, 2025. Cash flow for the fourth quarter ended December 31, 2025 is preliminary. Customer-centric business model, 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 ~50% 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

$0.00 $50.00 $100.00 $150.00 $200.00 $250.00 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 $161.47 on December 31, 2025, which, together with quarterly dividends, has resulted in a total compound annual growth rat e of approximately 13.8%. 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 $161.47 Revenue Growth (1994 – 2025) ~15x$150 M $2.3 B

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) Financials results as of and for the fiscal year ended December 31, 2025 are unaudited. 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 and 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 Note: Financials results as of and for the fiscal year ended December 31, 2025 are unaudited. 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 U.S. Housing starts Census data for 2025 delayed. Note: Financials results as of and for the fiscal year ended December 31, 2025 are unaudited.

Track Record of Above Market Growth Our global operations continue to outperform U.S. housing, and we are highly focused on continuing 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. U.S. Housing starts Census data for 2025 delayed.

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 <1.40 M U.S. housing starts (Census Bureau*) *Census data for 2025 delayed. 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

Q4 2025 Net Revenue Performance Drivers ($ in millions) $517 $539 4Q24 Price FX Volume Other 4Q25 $300.0 $350.0 $400.0 $450.0 $500.0 $550.0 4.2% 5.6% 0.8% (4.0%)1.8% • 4Q25 benefits from full realization of price increases implemented in 2Q & 4Q 2025 • FX primarily driven by EUR:USD exchange rate • Volume adversely impacted by contracting U.S. housing market • Adjustments to sales deductions (Other) increase net sales ~1% y/y, both in 4Q25 and FY25 18

FY 2025 Net Revenue Performance Drivers 19 • Price increases implemented in 2Q & 4Q 2025 • Monet DeSauw contributes ~75% of acquisition net sales • FX primarily driven by EUR:USD exchange rate • Volume adversely impacted by contracting U.S. housing market • Adjustments to sales deductions (Other) increase net sales ~1% y/y, both in 4Q25 and FY25 $2,232 $2,333 FY24 Price Acquisition FX Volume Other FY25 $2,000.0 $2,050.0 $2,100.0 $2,150.0 $2,200.0 $2,250.0 $2,300.0 $2,350.0 0.9% 2.7% (0.9%)0.8% 1.0% 4.5% ($ in millions)

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% 16.3% 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, NX for the year ended October 31, 2025, and AOS, WMS, ATKR & PATK for the period ended December 31, 2025. Remaining peers have not yet reported fiscal 2025 financial results as of the date of this presentation. Financials results for SSD as of and for the fiscal year ended December 31, 2025 are unaudited. (2) Fiscal 2026 operating margin outlook as of February 9, 2026. Please refer to the fourth quarter and full year 2025 earnings press release issued on February 9, 2026 for additional details. 20 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% 14.3% 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 21 $208 $151 $400 $427 $340 $459 $33 $44 $62 $89 $183 $162$8 $6 $811 $23 $79 $2 $40 $42 $44 $45 $47 $48 $76 $24 $79 $50 $100 $120 $158 $116 $995 $207 $408 $332 2020 2021 2022 2023 2024 2025 Cash Generated by Operations Capital Expenditures Acquisitions & Purchases of Intangible Assets Dividends Share Repurchases Note: Financials results as of and for the fiscal year ended December 31, 2025 are unaudited.

Capital Return History $1.24 Billion 2021 – 2025(1) Cumulative Free Cash Flow defined as: Cash flow from operations ($1.78 B) less Capital expenditures ($0.54 B) Repurchases of Common Stock 30.1% Quarterly Cash Dividends 18.2% (1) Note: Financials results as of and for the fiscal year ended December 31, 2025 are unaudited. 22

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 ▪ $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, payable on April 23, 2026 to stockholders of record on April 2, 2026. Cash Flow From Operations 23

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 24

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 25

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. Continue 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 26

Appendix

Innovation Leader Simpson is a pioneer of construction solutions and the industry standard for structural connectors. 1956 1970 1984 1996 1997 1999 2005 1994 NYSE LISTING (SSD) OUR FOUNDER BARC SIMPSON EXPANSION INTO CONCRETE EXPANSION INTO FASTENERS FIRST CONNECTOR CONNECTOR MARKET LEADER EXPANSION INTO WOOD SHEAR WALLS EXPANSION INTO FASTENING SYSTEMS 2001 OPENED TYE GILB TEST LAB EXPANSION INTO STEEL SHEAR WALLS FIRST HOLDOWN 2008 EXPANSION INTO STAINLESS STEEL FASTENERS 2011 FURTHER EXPANSION INTO COLD-FORMED STEEL 28 2012 EXPANSION INTO CARBON FIBER SOLUTIONS EXPANSION INTO TRUSS SOFTWARE

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 29 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. 30

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 31

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) 32

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 33

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 34

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 35

Digital Solutions Building out our digital offerings to serve customers across the building industry. Specification tools (apps/selectors) Design/visualization, estimating, online ordering Option management, estimating Project management and truss design Free design software and plans 36

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 37

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 38

Strong Foundation. Stronger Future.

FAQ

How did Simpson Manufacturing (SSD) perform financially in 2025?

Simpson Manufacturing delivered 2025 net sales of $2.33 billion, up 4.5% year over year, and net income of $345.1 million. Diluted EPS increased to $8.24 from $7.60, supported by a solid 19.6% operating margin and higher operating income.

What were Simpson Manufacturing’s Q4 2025 results?

In Q4 2025, Simpson Manufacturing reported net sales of $539.3 million, a 4.2% increase versus Q4 2024. Net income was $56.2 million, with diluted EPS of $1.35. The quarter also reflected continued strong margins and contribution from both North America and Europe segments.

What guidance did Simpson Manufacturing (SSD) give for 2026?

For 2026, Simpson Manufacturing estimates a consolidated operating margin of 19.5%–20.5%, including a projected $10–$12 million gain on land sale. The company also expects an effective tax rate of 25.0%–26.0% and capital expenditures between $75 million and $85 million.

How strong is Simpson Manufacturing’s balance sheet at year-end 2025?

As of December 31, 2025, Simpson Manufacturing held $384.1 million in cash and cash equivalents and had total debt of $374.2 million under its $900 million credit facility. This positioning reflects modest leverage alongside substantial liquidity for ongoing operations and investments.

What capital returns did Simpson Manufacturing (SSD) provide in 2025?

In 2025, Simpson Manufacturing repurchased $120 million of common stock, including $30 million in the fourth quarter. The board also declared a quarterly dividend of $0.29 per share for payment in April 2026, continuing its practice of returning cash to stockholders.

How did Simpson Manufacturing’s segments perform in 2025?

In 2025, North America net sales were $1.81 billion, up 4.5%, with income from operations of $448.8 million. Europe net sales reached $499.6 million, up 4.3%, and operating income was $43.9 million, a 29.7% increase, reflecting improved margins and foreign currency effects.

What were Simpson Manufacturing’s 2025 cash flow trends?

Simpson Manufacturing generated $458.6 million in operating cash flow in 2025, up from $338.2 million, mainly from lower working capital and higher net income. Cash used in investing fell to $136.7 million, while cash used in financing decreased to $186.1 million, aided by debt refinancing.

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