Simpson MFG | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 671.08 M
I'm LongbridgeAI, I can summarize articles.Revenue: As of FY2026 Q2, the actual value is USD 671.08 M, beating the estimate of USD 658.76 M.
EPS: As of FY2026 Q2, the actual value is USD 3.09, beating the estimate of USD 2.72.
EBIT: As of FY2026 Q2, the actual value is USD 170.89 M.
Operating Income
Simpson Manufacturing Co., Inc.’s operating income increased from $14 million in 1994 to $458 million in 2025, representing approximately a 33x increase over the period . Between 2020 and 2025, operating profit increased by approximately $200 million .
Operating Income Margin
Simpson Manufacturing Co., Inc. reported an operating income margin of 19.3% in 2025 . The average operating income margin for Simpson Manufacturing Co., Inc. was 13.7% from 2006-2019, 21.7% from 2020-2021, and 20.5% from 2022-2025 .
Revenue
Total revenue grew from $150 million in 1994 to $2.3 billion in 2025, marking an approximately 15x increase . In 2020, revenue was $1.25 billion, which increased to $2.33 billion in 2025, an increase of approximately $1.1 billion . The revenue growth from 2020 to 2025 was driven by pricing (approximately $510 million), volume (approximately $200 million), acquisitions (approximately $350 million), and other factors, primarily foreign exchange (approximately $20 million) .
Q2 2026 Net Sales Performance
Net sales for Q2 2026 were $671 million, up from $631 million in Q2 2025 . On a constant currency basis, total company net sales increased by 5.7% . This growth was primarily driven by price (an increase of 6.3%) and mix (an increase of 5.4%), partially offset by a negative impact from FX (-0.6%) and volume (+0.9%) . Product line exits reduced volume by 0.7% from the prior year .
2025 Sales by Product Segment
In 2025, sales by product segment were: Wood Construction $1,968 million, Concrete Construction $361 million, and Other $4 million .
2025 Sales by Geographical Segment
In 2025, sales by geographical segment were: North America $1,814 million, Europe $500 million, and Asia/Pacific $19 million .
Cash Flow from Operations
Cash generated by operations was $208 million in 2020, $151 million in 2021, $400 million in 2022, $427 million in 2023, $340 million in 2024, and $459 million in 2025 .
Free Cash Flow
Approximately 50% of free cash flow has been returned to stockholders since 2021, exceeding the 35% target . Cumulative free cash flow from January 1, 2021, to June 30, 2026, was $1.45 billion, calculated as cash flow from operations ($2.02 billion) less capital expenditures ($0.57 billion) .
Capital Expenditures
Capital expenditures were $33 million in 2020, $44 million in 2021, $62 million in 2022, $89 million in 2023, $183 million in 2024, and $161 million in 2025 .
Share Repurchases
Share repurchases amounted to $8 million in 2020, $6 million in 2021, $811 million in 2022, $23 million in 2023, $79 million in 2024, and $120 million in 2025 . Year-to-date in 2026 through July 22, approximately $123 million of common stock was repurchased .
Dividends
Dividends paid were $40 million in 2020, $42 million in 2021, $44 million in 2022, $45 million in 2023, $47 million in 2024, and $48 million in 2025 . On July 23, 2026, the Board of Directors declared a quarterly dividend of $0.30 per share .
Leverage
Simpson Manufacturing Co., Inc. maintains a strong balance sheet with less than 1x leverage .
Outlook / Guidance
For 2026, Simpson Manufacturing Co., Inc. anticipates a consolidated operating margin ranging from 19.6% to 20.5% . The company also provided guidance on the expected gain from the sale of vacant land, an estimated effective tax rate, and projected capital expenditures for the year .
