SiteOne Landscape Supply (NYSE:SITE) Posts Quarterly Earnings Results, Beats Expectations By $0.09 EPS

SiteOne Landscape Supply (NYSE:SITE) released its earnings results on Wednesday. The industrial products company reported ($0.20) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.29) by $0.09, FiscalAI reports. The business had revenue of $1.05 billion for the quarter, compared to the consensus estimate of $1.05 billion. SiteOne Landscape Supply had a return on equity of 8.62% and a net margin of 2.98%.The firm’s revenue for the quarter was up 3.2% compared to the same quarter last year. During the same period last year, the business earned ($0.48) earnings per share.

Here are the key takeaways from SiteOne Landscape Supply’s conference call:

• SiteOne reported solid 2025 results with 4% net sales growth, 1% organic daily sales growth and Adjusted EBITDA of $414.2M (up 10%), and guided 2026 to low single-digit organic daily sales growth, pricing up 1%–3%, and Adjusted EBITDA of $425M–$455M.
• Management highlighted meaningful cost and network actions that drove margin expansion — including 20 branch consolidations in Q4, a >200 basis-point improvement in focus-branch EBITDA margin and a >40 basis-point reduction in net delivery expense — and expects continued SG&A leverage in 2026.
• M&A remains a core growth lever — SiteOne completed eight small deals in 2025 (~$55M TTM sales), closed its first 2026 acquisition, and has completed 107 acquisitions since 2014 adding about $2.1B of trailing sales, with a robust pipeline and expected normalization of deal sizes in 2026.
• Near-term headwinds include an extra fiscal week in 2026 (a traditionally loss-making period) expected to reduce EBITDA by $4M–$5M, anticipated weakness in new residential construction (20% of sales), higher freight/logistics costs, and dilution from DC expansion ramp-up.
• Strategy tailwinds include private-label and digital adoption — private-label mix rose ~100 bps toward ~15% of sales with a long-term target of 25%–30%, and digital sales grew >120% (regular users up ~60%), both of which management expects to help lift gross margins and organic growth.

SiteOne Landscape Supply Stock Up 9.5%

NYSE SITE opened at $162.89 on Thursday. The stock’s 50 day simple moving average is $137.26 and its 200 day simple moving average is $134.25. SiteOne Landscape Supply has a one year low of $101.25 and a one year high of $167.60. The firm has a market cap of $7.26 billion, a PE ratio of 52.89, a price-to-earnings-growth ratio of 1.57 and a beta of 1.59. The company has a debt-to-equity ratio of 0.29, a current ratio of 2.49 and a quick ratio of 1.14.

Institutional Trading of SiteOne Landscape Supply

Large investors have recently made changes to their positions in the business. Wasatch Advisors LP increased its stake in shares of SiteOne Landscape Supply by 11.4% in the third quarter. Wasatch Advisors LP now owns 2,177,446 shares of the industrial products company’s stock valued at $280,455,000 after buying an additional 222,959 shares in the last quarter. State Street Corp grew its holdings in SiteOne Landscape Supply by 1.7% during the 2nd quarter. State Street Corp now owns 777,354 shares of the industrial products company’s stock worth $94,013,000 after acquiring an additional 12,766 shares during the last quarter. Dimensional Fund Advisors LP increased its position in SiteOne Landscape Supply by 4.4% in the 3rd quarter. Dimensional Fund Advisors LP now owns 732,391 shares of the industrial products company’s stock valued at $94,327,000 after acquiring an additional 31,019 shares in the last quarter. UBS Group AG raised its stake in shares of SiteOne Landscape Supply by 66.5% in the third quarter. UBS Group AG now owns 473,217 shares of the industrial products company’s stock worth $60,950,000 after acquiring an additional 188,991 shares during the last quarter. Finally, Amundi acquired a new position in shares of SiteOne Landscape Supply during the third quarter worth approximately $59,763,000.

Key Stories Impacting SiteOne Landscape Supply

Here are the key news stories impacting SiteOne Landscape Supply this week:

• Positive Sentiment: Q4 EPS beat and margin expansion — SITE reported a narrower loss of ($0.20) per share vs. consensus ($0.28) and highlighted adjusted EBITDA margin gains, showing operating improvement versus the prior year. Business Wire: Earnings Release
• Positive Sentiment: 2026 guidance for stronger profitability — Management gave an adjusted EBITDA outlook of $425M–$455M for 2026, citing positive pricing and cost actions expected to drive margin recovery. MSN: Guidance Article
• Positive Sentiment: Modest organic growth and operational improvement — The company reported positive organic daily sales growth in Q4 and finished the year with $4.7B in revenue, evidence of stabilization after a challenging environment. MDM: Annual Sales
• Positive Sentiment: Decline in short interest — Short interest fell ~13.3% in January, reducing potential short-squeeze risk and indicating less bearish positioning. This can support the stock over the medium term. Seeking Alpha: Presentation
• Neutral Sentiment: Full earnings materials available — The earnings press release, slide deck and call transcript provide more detail for investors parsing guidance and margin assumptions. Slide Deck / Materials
• Neutral Sentiment: Analyst/press summaries and transcripts — Multiple outlets published call highlights and transcripts that investors can use to assess cadence on pricing, cost savings, and end-market demand. Seeking Alpha: Call Transcript
• Negative Sentiment: Market reaction: shares slipped despite the beat — Some outlets reported a >2% intraday decline after the print, suggesting investors were disappointed by modest top-line growth and a cautious management tone despite margin progress. Investing.com: Shares Fall
• Negative Sentiment: Revenue and growth viewed as tepid by some analysts — While EPS beat, revenue was essentially in line and organic gains were modest, which may prompt profit-taking after recent gains and contribute to downward pressure. Zacks: Revenue Commentary

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. Stifel Nicolaus set a $144.00 price target on shares of SiteOne Landscape Supply in a research note on Monday. Royal Bank Of Canada raised shares of SiteOne Landscape Supply from a “sector perform” rating to an “outperform” rating and set a $151.00 target price on the stock in a research note on Thursday, January 8th. William Blair restated a “market perform” rating on shares of SiteOne Landscape Supply in a research note on Wednesday, October 15th. Weiss Ratings reiterated a “hold (c-)” rating on shares of SiteOne Landscape Supply in a research note on Wednesday, January 21st. Finally, Barclays set a $134.00 target price on SiteOne Landscape Supply and gave the stock an “equal weight” rating in a report on Monday, December 8th. Six equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, SiteOne Landscape Supply currently has a consensus rating of “Hold” and an average price target of $156.60.

SiteOne Landscape Supply Company Profile

SiteOne Landscape Supply is a leading distributor of landscape supplies and irrigation equipment in North America. The company serves a broad range of customers, including independent landscapers, lawn and garden retailers, municipalities and other commercial landscape professionals. Its product portfolio spans irrigation and lighting controls, pipes and fittings, fertilizers and soils, lighting fixtures, hardscapes, outdoor lighting systems and related installation accessories.

In addition to core product lines, SiteOne offers agronomic services designed to optimize turf and plant health, as well as online tools and training resources to help customers plan, specify and manage projects more efficiently.