Simpson MFG

Q2 FY2026 EarningsQ2 FY2026 beat consensus on all key financial metrics, with revenue of $671.1M (+1.9% vs. expected) and a significant EPS beat of $3.09 vs. $2.72 expected (+13.6%). The variance was driven by a robust gross margin of 47.4% (surpassing the 46.7% consensus) and a decline in selling expenses. Management reaffirmed full-year operating margin guidance of 19.7% to 20.5%, supported by strategic price increases and cost-saving initiatives despite a softening U.S. housing market.