SiteOne Landscape Supply (NYSE:SITE) Posts Quarterly Earnings Results, Beats Expectations By $0.08 EPS

SiteOne Landscape Supply (NYSE:SITE) posted its earnings results on Wednesday. The industrial products company reported ($0.20) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.28) by $0.08, FiscalAI reports. The company had revenue of $1.05 billion for the quarter, compared to analyst estimates of $1.05 billion. SiteOne Landscape Supply had a net margin of 2.98% and a return on equity of 8.62%. The firm’s revenue was up 3.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($0.48) EPS.

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 Performance

NYSE SITE traded up $13.17 during trading hours on Wednesday, reaching $161.95. 552,367 shares of the company were exchanged, compared to its average volume of 685,196. The stock has a market capitalization of $7.21 billion, a P/E ratio of 51.72, a P/E/G ratio of 1.53 and a beta of 1.59. The company has a quick ratio of 1.14, a current ratio of 2.49 and a debt-to-equity ratio of 0.29. SiteOne Landscape Supply has a 1 year low of $101.25 and a 1 year high of $167.60. The business’s 50 day simple moving average is $136.68 and its 200-day simple moving average is $134.05.

Analysts Set New Price Targets

A number of research firms have recently weighed in on SITE. Stifel Nicolaus set a $144.00 target price on SiteOne Landscape Supply in a report on Monday. Weiss Ratings reissued a “hold (c-)” rating on shares of SiteOne Landscape Supply in a research report on Wednesday, January 21st. William Blair reaffirmed a “market perform” rating on shares of SiteOne Landscape Supply in a report on Wednesday, October 15th. Zacks Research lowered shares of SiteOne Landscape Supply from a “hold” rating to a “strong sell” rating in a research note on Wednesday, January 21st. Finally, Royal Bank Of Canada raised shares of SiteOne Landscape Supply from a “sector perform” rating to an “outperform” rating and set a $151.00 price target on the stock in a research report on Thursday, January 8th. Six analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, SiteOne Landscape Supply has a consensus rating of “Hold” and a consensus price target of $151.10.

Institutional Investors Weigh In On SiteOne Landscape Supply

Several large investors have recently modified their holdings of the stock. NewEdge Advisors LLC grew its holdings in SiteOne Landscape Supply by 36.6% during the first quarter. NewEdge Advisors LLC now owns 399 shares of the industrial products company’s stock valued at $48,000 after purchasing an additional 107 shares during the period. Danske Bank A S purchased a new position in shares of SiteOne Landscape Supply during the 3rd quarter valued at $52,000. Tower Research Capital LLC TRC lifted its position in shares of SiteOne Landscape Supply by 145.2% during the 2nd quarter. Tower Research Capital LLC TRC now owns 456 shares of the industrial products company’s stock valued at $55,000 after buying an additional 270 shares during the last quarter. Advisory Services Network LLC bought a new position in shares of SiteOne Landscape Supply during the 3rd quarter worth $60,000. Finally, Caitong International Asset Management Co. Ltd increased its holdings in SiteOne Landscape Supply by 249.0% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 506 shares of the industrial products company’s stock worth $65,000 after acquiring an additional 361 shares during the last quarter.

About SiteOne Landscape Supply

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.