UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: June 30, 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: 1-13429 Simpson Manufacturing Co., Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of inco ...

Group 1 - Simpson Manufacturing (SSD) is a notable stock in the Construction sector, currently outperforming the sector with a year-to-date return of 8.2% compared to the sector average of 3.8% [4] - The Construction group ranks 9 within the Zacks Sector Rank, which evaluates 16 different groups based on the average Zacks Rank of individual stocks [2] - SSD holds a Zacks Rank of 2 (Buy), with a 1.5% increase in the consensus estimate for full-year earnings over the past three months, indicating positive analyst sentiment [3] Group 2 - Simpson Manufacturing is part of the Building Products - Miscellaneous industry, which consists of 30 companies and currently ranks 67 in the Zacks Industry Rank, with an average loss of 0.8% this year [5] - Worthington Enterprises (WOR), another stock in the Construction sector, has a year-to-date return of 54.5% and a Zacks Rank of 1 (Strong Buy), with a 16.2% increase in its consensus EPS estimate over the past three months [4][5] - The Building Products - Wood industry, to which Worthington Enterprises belongs, ranks 231 and has gained 8.5% this year [6]

Simpson Manufacturing (SSD) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnin ...

Financial Data and Key Metrics Changes - The company's net sales for Q2 2025 were $631.1 million, reflecting a 5.7% increase year-over-year despite a challenging residential housing market [5][16] - North American net sales increased by 6.4% to $492.7 million, while European net sales rose by 2.7% to $133.4 million [5][16] - Consolidated gross margin remained stable at 46.7%, with operating margin at 22.2%, consistent with the prior year [11][20] Business Line Data and Key Metrics Changes - The OEM business experienced double-digit volume growth year-over-year, while the commercial business saw mid-single-digit volume improvement [6][7] - The national retail business had flat shipment growth, but point-of-sale performance improved with mid-single-digit gains [9] - The residential business volumes declined slightly due to challenging market conditions [10] Market Data and Key Metrics Changes - North American volumes were flat year-over-year, down approximately 1% year-to-date [50] - European business outperformed local markets despite lower volumes, driven by new application launches [10][17] - Global wood construction product sales increased by 5%, while concrete construction product sales rose by 9.2% [18] Company Strategy and Development Direction - The company aims to maintain an operating income margin at or above 20% and continues to focus on above-market growth relative to U.S. housing starts [14][27] - The company is investing in domestic production to reduce tariff exposure and improve responsiveness to customer demand [25][26] - The company is evaluating potential M&A opportunities aligned with strategic objectives [26] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding the second half of the year due to market uncertainties and potential tariff impacts [36][72] - The company remains committed to disciplined cost management and targeted pricing strategies to maintain gross margins [12][28] - The outlook for U.S. housing starts is revised to be down in the low single digits compared to 2024 levels [27] Other Important Information - The company generated strong cash flow from operations of $124.7 million for Q2 2025, enabling investments in capital expenditures and stock repurchases [23] - The effective tax rate for the second quarter was 25.8%, slightly lower than the prior year [21] Q&A Session Summary Question: Contribution from acquisitions and revenue growth - The $9 million contribution from acquisitions was confirmed, with pricing being the primary driver of revenue growth while volumes remained flat [34] Question: Margins and outlook for the second half - Management acknowledged uncertainty in the market and potential gross margin headwinds from tariffs, leading to a cautious outlook for the second half [36] Question: Reclassification of expenses - The reclassification was a housekeeping change with no real impact on overall spending or investment levels [37] Question: Working capital and stock repurchase plans - The company remains focused on returning free cash flow to shareholders and is open to opportunistic stock repurchases [40] Question: Order progression and market conditions - Management did not observe substantial pre-buying and noted that the second half is expected to be softer in line with market forecasts [72]

Simpson Manufacturing (SSD) Q2 2025 Earnings Call July 28, 2025 05:00 PM ET Speaker0Afternoon, ladies and gentlemen, and welcome to Simpson Manufacturing Company's Second Quarter twenty twenty five Earnings Conference Call. Any statements made on this call that are not statements of historical fact are forward looking statements. Such statements are based on certain estimates and expectations and are subject to a number of risks and uncertainties. Actual future results may vary materially from those express ...

Financial Performance & Growth - Simpson has a customer-centric business model with above-market volume growth, high brand recognition, and a trusted reputation[7] - Since its IPO in 1994, Simpson has achieved a compound annual growth rate of approximately 15%[10, 12] - Simpson's EPS has grown from $0.14 to $7.60 between 1994 and 2024[13] - Approximately 52% of free cash flow has been returned to stockholders since 2021, exceeding the 35% target[7] - From 2020 to 2024, despite flat U S housing starts (approximately 14 million in both years), revenue increased from $125 billion to $223 billion, and operating income increased from $250 million to $430 million[46] - Simpson's North America operations have consistently outperformed U S housing starts, with an average of approximately 3% points above market growth historically and approximately 7% points above market growth more recently[43, 44] Market Position & Strategy - Simpson is a leader in structural solutions for wood connections with significant opportunities in all addressable markets[7] - The company's core addressable market includes wood connectors, ICS (Truss) & lateral systems ($38 billion market, $18 billion SSD share), fastening systems ($51 billion market, $05 billion SSD share), and concrete & steel connections ($28 billion market, $03 billion SSD share)[27] - Simpson has a broad portfolio of solutions, including over 10,000 standard and custom products for wood, concrete, and steel connections[30] - The company is focused on driving growth with digital solutions to make it easier to specify and order products[34] Capital Allocation & Future Ambitions - Simpson is well-positioned to execute its growth strategy with a demonstrated commitment to disciplined capital allocation[52] - The company's ambitions include maintaining an operating income margin of >20% and achieving EPS growth ahead of net revenue growth[66]

Exhibit 99.1 Press Release dated July 28, 2025 Simpson Manufacturing Co., Inc. Announces 2025 Second Quarter Financial Results and Reaffirms 2025 Guidance Pleasanton, CA - July 28, 2025: Simpson Manufacturing Co., Inc. (the "Company") (NYSE: SSD), an industry leader in engineered structural connectors and building solutions, today announced its financial results for the second quarter of 2025. All comparisons below (which are generally indicated by words such as "increased," "decreased," "remained," or "com ...

Net sales of $631.1 million increased 5.7% year-over-year Income from operations of $140.2 million increased 6.1% year-over-year Net income per diluted share of $2.47 increased 6.9% year-over-year Repurchased $35.0 million of common stock during the quarter Declared a $0.29 per share dividendPLEASANTON, Calif., July 28, 2025 /PRNewswire/ -- Simpson Manufacturing Co., Inc. (the "Company") (NYSE: SSD), an industry leader in engineered structural connectors and building solutions, today announced its financia ...

Key Takeaways Micron's NAND revenues hit $2.2B in Q3 FY25, up 16% QoQ, led by a 20%+ rise in bit shipments.Record SSD market share in client and data center segments boosted MU's NAND performance.New G9 QLC SSDs and tight NAND supply are expected to support pricing and margins in FY25.Micron Technology’s (MU) NAND revenues grew 16% quarter over quarter to $2.2 billion in the third quarter of fiscal 2025. The strong sequential growth in NAND revenues was mainly driven by a mid-20% increase in bit shipments. ...

Group 1 - Simpson Manufacturing (NYSE: SSD) focuses on designing, engineering, and producing wood and concrete construction products, such as trusses [1] - The company was previously assessed to have limited upside potential [1] Group 2 - Crude Value Insights provides an investing service and community centered on oil and natural gas, emphasizing cash flow and companies that generate it [1] - The service aims to identify value and growth prospects with real potential in the sector [1]