Industrials · Building Products
SSD Simpson Manufacturing
High convictionMid capFYE December
Next print
FY26 Q1 · 2026-05-05
After-hours close
Consensus Rev
$588.0M
Street median
Consensus EPS
$1.85
Street median
Peer read-throughs
2
BLDR · BECN
Last print — FY25 Q3 (2025-10-27)
Revenue (Actual)
$622.1M
vs CE $615.0M (+1.2%)
EPS (Actual)
$2.15
vs CE $2.04 (+5.4%)
Stock reaction
+3.6%
Day-1 move vs Street
Headline call
Beat
vs CE framework
Thesis pillars
Edit thesis →- ETANCO integrationUnchangedEurope margin expansion tracking; synergy schedule intact.
- R&R exposureWeakenedHousing starts weak; offset by pricing discipline.
Segments
- North Americatracked
- Europetracked
Historical Quick Looks
All history →| Date | Qtr | Mode | Headline | Reaction | |
|---|---|---|---|---|---|
| 2025-10-27 | FY25 Q3 | quick | North America price discipline; Europe ETANCO synergies on track | +3.6% | Open |
Context files
Upload →- archivedSSD_Q3_Earnings_Call_transcript.emlTranscript · FY25 Q4
Q3 call verbatim; mgmt tone on R&R softening, pricing discipline commentary.