Financial Data and Key Metrics Changes - The company achieved 3% net sales growth and 8% growth in adjusted EBITDA for Q2 2025, despite broader economic uncertainty [5][14] - Adjusted EBITDA for the quarter increased to $226.7 million, with an adjusted EBITDA margin improvement of 60 basis points to 15.5% [18][32] - Gross profit increased by 4% to approximately $531 million, with gross margin improving by 30 basis points to 36.4% [16][29] Business Line Data and Key Metrics Changes - Organic daily sales were flat, with maintenance-related demand remaining steady, while new residential construction and repair markets were down [15][25] - Agronomic products saw a 7% increase in organic daily sales, while landscaping products decreased by 1% [27][28] - The company added two acquisitions in July, contributing approximately $41 million or 3% to net sales growth [14][29] Market Data and Key Metrics Changes - The new residential construction market, which represents 21% of sales, is expected to decline due to elevated interest rates and low consumer confidence [42][43] - The new commercial construction market, representing 14% of sales, has remained flat, although customers have smaller backlogs [43][44] - The maintenance end market, which accounts for 35% of sales, is expected to continue growing steadily [44] Company Strategy and Development Direction - The company aims to leverage its scale and resources to drive market share gains and improve operational efficiency [10][11] - The acquisition strategy focuses on filling product lines and expanding geographic reach, with a robust pipeline of potential deals [13][39] - The company is committed to improving customer excellence and sales force productivity through digital initiatives and CRM enhancements [20][21] Management's Comments on Operating Environment and Future Outlook - Management expects end market demand for landscaping products to be slightly down year-over-year in 2025, but anticipates pricing improvements [42][44] - The company is optimistic about achieving low single-digit organic daily sales growth for the remainder of the year, supported by commercial initiatives [45] - Management highlighted the importance of maintaining financial strength and flexibility to execute growth strategies in varying market conditions [36] Other Important Information - The company repurchased approximately 466,000 shares for $54.3 million in Q2 2025, marking the largest share repurchase quarter since the program's initiation [32] - Net debt at the end of the quarter was approximately $532 million, with a leverage ratio of 1.3 times trailing twelve-month adjusted EBITDA [35] Q&A Session Summary Question: Update on Pioneer integration and SG&A leverage - Management confirmed that the Pioneer integration is fully completed, and synergies are being realized, contributing to SG&A leverage improvements [50][51] Question: Share repurchase authorization and future plans - Approximately $250 million remains in share repurchase authorization, and management indicated that aggressive repurchases could continue if acquisition opportunities remain limited [54][55] Question: Outlook for adjusted EBITDA and risks - Management feels confident in meeting adjusted EBITDA guidance but noted risks related to market demand deterioration [58][59] Question: Drivers of market share gains - Key initiatives driving market share gains include digital engagement, sales force productivity, and competitive private label offerings [70][72] Question: Impact of labor scarcity on operations - Customers have managed to find labor despite challenges, and labor scarcity is not seen as a significant limiter on market demand [76][77] Question: Trends in new residential construction - The new residential construction market is experiencing a decline, particularly in high-growth areas, with expectations of low single-digit decreases [92][94] Question: Pricing and inflation outlook - Management expects pricing to be flat in Q3 and to improve by 1% to 2% in Q4, driven by tariff-related price increases in certain product categories [97][100]

Core Viewpoint - SiteOne Landscape reported quarterly earnings of $2.86 per share, missing the Zacks Consensus Estimate of $2.89 per share, but showing an increase from $2.63 per share a year ago, indicating a -1.04% earnings surprise [1][2] Financial Performance - The company posted revenues of $1.46 billion for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.06%, compared to $1.41 billion in the same quarter last year [2] - Over the last four quarters, SiteOne Landscape has not surpassed consensus EPS estimates, although it has topped consensus revenue estimates three times [2] Stock Performance - SiteOne Landscape shares have declined approximately 2.4% since the beginning of the year, contrasting with the S&P 500's gain of 8.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.19 on revenues of $1.26 billion, and for the current fiscal year, it is $3.22 on revenues of $4.72 billion [7] - The trend of estimate revisions for SiteOne Landscape was unfavorable prior to the earnings release, which may impact future stock movements [6] Industry Context - The Industrial Services industry, to which SiteOne Landscape belongs, is currently ranked in the top 6% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

Second Quarter 2025 Financial Performance - Net sales increased by 3% to $1,461.6 million compared to the second quarter of 2024[27, 28] - Gross profit increased by 4% to $531.4 million, with gross margin improving 30 basis points to 36.4%[25, 27] - Net income attributable to SiteOne increased 7% to $129.0 million[25, 27] - Adjusted EBITDA increased 8% to $226.7 million, and the margin improved 60 basis points to 15.5%[25, 27] - Acquired sales contributed $40.9 million, representing 3% to the overall growth rate[29] Balance Sheet and Cash Flow - Working capital increased to $1,061.7 million[30] - Cash provided by operating activities was $136.7 million[30] - Share repurchases amounted to $54.3 million[25, 30] - Net debt was $531.6 million, with a leverage ratio of 1.3x Net debt / Adjusted EBITDA[30] Acquisitions and Growth Strategy - The company acquired Grove Nursery and Nashville Nursery[24] - Green Trade Nursery acquisition was completed[25] - Full year Adjusted EBITDA is expected to be in the range of $400 million to $430 million[44]

Exhibit 99.1 July 30, 2025 SiteOne Landscape Supply Announces Second Quarter 2025 Earnings Second Quarter 2025 Highlights (Compared to Second Quarter 2024): Post Quarter Highlights · Closed the acquisitions of Grove Nursery and Nashville Nursery Adjusted EBITDA for the Second Quarter 2025 increased 8% to $226.7 million, compared to $210.5 million for the prior year period. Adjusted EBITDA margin improved 60 basis points to 15.5%. Net debt, calculated as long-term debt (net of issuance costs and discounts) p ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________________ FORM 10-Q __________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 29, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From __________ to ___________ Commission file number: 001-37760 SiteOne Landscape Supply, Inc. (Exact ...

Core Insights - The article discusses the current market trends and potential investment opportunities within specific sectors, highlighting the importance of thorough analysis before making investment decisions [1][2][3] Group 1: Market Trends - Recent market fluctuations have created both challenges and opportunities for investors, particularly in technology and healthcare sectors [1] - Analysts emphasize the need for investors to stay informed about macroeconomic factors that could impact market performance [2] Group 2: Investment Opportunities - Certain companies within the renewable energy sector are showing promising growth potential, driven by increasing demand for sustainable solutions [1] - The healthcare industry is also highlighted as a key area for investment, particularly companies involved in innovative treatments and technologies [2] Group 3: Risk Factors - Investors are advised to consider geopolitical risks and regulatory changes that may affect market stability and company performance [1] - The article notes that volatility in commodity prices could pose risks to sectors heavily reliant on raw materials [2]

Company Performance - SITE Centers Corp. reported first-quarter 2025 operating funds from operations (OFFO) per share of 16 cents, missing the Zacks Consensus Estimate of 24 cents [1] - Revenues for SITE Centers were $40.3 million, exceeding the Zacks Consensus Estimate of $33.5 million, despite a year-over-year decline of 56.4% in the top line and an 86% drop in OFFO per share [2][3] - The company executed five new leases and 17 renewals for a total of 75,000 square feet, achieving cash renewal leasing spreads of 3.4% in the first quarter [4] Leasing Metrics - As of March 31, 2025, the leased rate was 89.8%, down from 91.1% as of December 31, 2024, and lower than the prior-year quarter's 91.7% [3] - The commenced rate was reported at 89.4%, down from 90.6% as of December 31, 2024, but improved from the year-ago quarter's 89.8% [3] - The base rent per square foot increased to $19.75 as of March 31, 2025, from $19.55 recorded a year ago [3] Financial Position - SITE Centers exited the first quarter with $58.2 million in cash, an increase from $54.6 million as of December 31, 2024 [4] - The company remains focused on maximizing asset value through continued leasing, asset management, and potential additional asset sales, as stated by CEO David R. Lukes [2]

Core Viewpoint - Global Industrial (GIC) is currently viewed as a better value opportunity compared to SiteOne Landscape (SITE) based on various financial metrics and analyst outlooks [1]. Valuation Metrics - GIC has a forward P/E ratio of 15.19, significantly lower than SITE's forward P/E of 37.36, indicating that GIC may be undervalued [5]. - The PEG ratio for GIC is 0.95, while SITE's PEG ratio is 1.97, suggesting that GIC offers better value relative to its expected earnings growth [5]. - GIC's P/B ratio stands at 3.41, compared to SITE's P/B of 3.49, further supporting GIC's valuation advantage [6]. Analyst Outlook - GIC holds a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision activity, while SITE has a Zacks Rank of 4 (Sell), reflecting a less favorable analyst outlook [3]. - GIC's Value grade is B, whereas SITE's Value grade is D, highlighting GIC's stronger position in terms of value investing metrics [6].

SiteOne Landscape (SITE) came out with a quarterly loss of $0.61 per share versus the Zacks Consensus Estimate of a loss of $0.50. This compares to loss of $0.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -22%. A quarter ago, it was expected that this company would post a loss of $0.28 per share when it actually produced a loss of $0.48, delivering a surprise of -71.43%.Over the last four quarters, the company has surpass ...

Financial Data and Key Metrics Changes - The company achieved 4% net sales growth and 6% growth in adjusted EBITDA during Q1 2025, despite challenging weather conditions [4][12] - Adjusted EBITDA for the quarter increased to $22.4 million, with an adjusted EBITDA margin improvement of 10 basis points to 2.4% [15][28] - The net loss attributable to the company was $27.3 million for Q1 2025, compared to a loss of $19.3 million in the prior year [27] Business Line Data and Key Metrics Changes - Organic daily sales for agronomic products increased by 7%, while landscaping products saw a decline of 4% due to lower prices and a softer market [24] - Acquisitions contributed approximately $45 million or 5% to net sales growth [25] - Selling, general and administrative expenses (SG&A) increased by 5% to approximately $343 million, with SG&A as a percentage of net sales rising to 36.5% [25][26] Market Data and Key Metrics Changes - Four out of nine regions achieved positive organic daily sales growth in Q1 2025, with weather and tough comparisons being the primary differentiators [24] - The company estimates its market share at approximately 18% in a fragmented $25 billion wholesale landscaping products distribution market [6][7] - The repair and upgrade market, representing 30% of sales, was the weakest end market in 2024, with expectations of low single-digit declines in 2025 [38] Company Strategy and Development Direction - The company continues to execute its acquisition strategy, having completed its 100th acquisition in March 2025, adding over $2 billion in acquired revenue since 2014 [12][33] - The strategy focuses on leveraging scale and resources to support local teams, driving organic growth, and improving productivity [9][10] - The company aims to fill in its product portfolio primarily through acquisitions, especially in nursery, hardscapes, and landscape supplies categories [13] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about navigating market uncertainties and achieving solid performance in 2025, despite macroeconomic challenges [5][20] - The outlook for pricing in 2025 has been revised to flat to up 1%, reflecting current prices and announced increases from suppliers [23][35] - The company expects low single-digit organic daily sales growth for the full year 2025, supported by positive sales volume trends observed in April [40] Other Important Information - The company has a robust pipeline of potential acquisition deals, although 2025 may see lower acquired revenue compared to previous years due to market uncertainties [20][33] - The effective tax rate for Q1 2025 was 25.5%, down from 33.4% in the prior year, primarily due to a decrease in excess tax benefits from stock-based compensation [27] Q&A Session Summary Question: Can you define recent wins in Dispatch Track and focus branch efforts? - Management highlighted significant progress in both areas, with Dispatch Track improving delivery efficiency and focus branches showing overhead savings and improved customer service [46][48] Question: What efforts are being targeted to gain a larger share of wallet from existing customers? - The company is focusing on increasing product lines for existing customers and targeting small customers, where market share is currently low [50][52] Question: What is the expectation for organic sales growth in Q2? - Management expects low single-digit organic growth in Q2, with pricing anticipated to be roughly negative 1% to flat [61][62] Question: Can you provide details on the impact of tariffs? - The company indicated that 10% to 15% of sales are indirectly affected by tariffs, primarily from suppliers sourcing from Mexico and China [63][64] Question: How are you managing inventory levels amid inflationary pressures? - The company is selectively purchasing inventory to mitigate risks associated with supply chain disruptions and inflation [76] Question: How do you balance cash for acquisitions versus share repurchases? - Management emphasized maintaining a strong balance sheet while being selective in capital allocation, considering both acquisitions and share repurchases [78] Question: What is the outlook for gross margins? - The company expects gross margins to remain steady for the year, with improvements primarily coming from SG&A leverage rather than significant changes in gross margin [82][83]