In Europe, full-year net sales totaled $499.6 million , up 4.3% year over year and “up slightly” on a local currency basis. Olosky said volumes in Europe outperformed the market and were slightly higher compared to 2024.In North America, full-year net sales were $1.8 billion , up 4.5% , including an approximate $60 million benefit from pricing actions. Olosky said North American volumes declined year over year due to lower housing starts and a more challenging regional mix, with the most pronounced declines ...

Financial Data and Key Metrics Changes - Full year 2025 net sales reached $2.3 billion, an increase of 4.5% from 2024, with growth driven by pricing (3%), acquisitions (1%), and foreign exchange (1%), partially offset by a 1% decline in volume due to weaker housing starts [5][12] - Consolidated net sales for Q4 2025 increased 4.2% year-over-year to $539.3 million, with North America segment net sales up 3% to $416.9 million [17] - Consolidated gross profit increased 3.4% to $235.1 million, resulting in a gross margin of 43.6%, down 30 basis points from Q4 2024 [18] - Adjusted EBITDA for Q4 was $104.7 million, a decrease of 0.9%, resulting in a margin of 19.8% [22] Business Line Data and Key Metrics Changes - North American volumes were down year-over-year, pressured by lower housing starts, with the OEM business delivering strong growth with volume up double digits [7][8] - The component manufacturing business grew with volumes up in the low single digits, driven by new customer acquisitions and expanded capabilities [8] - The commercial business saw flat volumes year-over-year, while the residential business volume declined modestly due to challenging market conditions [10][11] Market Data and Key Metrics Changes - In Europe, full year net sales totaled $499.6 million, up 4.3% year-over-year, with volumes slightly higher compared to 2024 [12] - The North American market faced a decline in housing starts, with expectations of a 2-3% decrease for the year [29][74] - The commercial market is anticipated to be flat to up 1-2% in 2026, while national retail is expected to remain flat to low single digits [40] Company Strategy and Development Direction - The company aims to maintain above-market volume growth relative to U.S. housing starts, with a focus on innovation, customer service, and operational excellence [14][15] - Strategic priorities include expanding digital capabilities and enhancing customer relationships through software and services [9][81] - The company is targeting a 20% operating income margin and plans to return at least 35% of free cash flow to shareholders [25][27] Management's Comments on Operating Environment and Future Outlook - Management expressed a conservative view on the housing market for 2026, expecting flat conditions and potential risks from declining housing starts [29][32] - The company remains optimistic about its ability to outperform the market, citing historical performance and ongoing strategic initiatives [30][31] - Management highlighted the importance of maintaining high customer satisfaction and operational efficiency as key drivers for future success [14][26] Other Important Information - The company achieved a recordable incident rate of less than 1.0 for safety, reflecting its commitment to employee safety [4] - Total operating expenses for 2025 increased by 6.5%, primarily due to variable incentive costs and personnel costs [20] - The company has authorized a new share repurchase program for 2026, reflecting confidence in long-term prospects [24] Q&A Session Summary Question: Can you talk about the upside and downside cases to your outlook for flat North American housing starts? - Management noted a conservative view on the market, expecting flat conditions and potential risks from declining housing starts [29] Question: Can you add some more color to the outlook for growth in Europe? - Management expressed satisfaction with progress in Europe, expecting low single-digit growth and focusing on profitability [33][35] Question: What are the expectations for the commercial side or R&R in the U.S.? - Management anticipates flat to low single-digit growth in the commercial market, with ambitions to outperform housing starts [40][41] Question: Can you elaborate on the gross margin outlook for 2026? - Management expects slightly lower gross margins due to tariff costs and pricing dynamics, with a focus on maintaining operating income margins [42][45] Question: How do you view the impact of steel prices on gross margins? - Management is comfortable with current steel prices and does not expect significant impacts on gross margins for 2026 [60][61] Question: How are customer expectations aligning with market forecasts for 2026? - Management indicated that customer expectations are merging with third-party forecasts, but they remain cautious until a market pickup is observed [62][64]

Simpson Manufacturing (NYSE:SSD) Q4 2025 Earnings call February 09, 2026 05:00 PM ET Company ParticipantsKim Orlando - Director of Investor RelationsMatt Dunn - CFOMike Olosky - President and CEOTrey Grooms - Managing DirectorWill Gildea - Equity Research AssociateConference Call ParticipantsKurt Yinger - AnalystTim Wojs - Senior Research AnalystOperatorGreetings and welcome to the Simpson Manufacturing Company fourth quarter and full year 2025 earnings conference call. At this time, all participants are in ...

Simpson Manufacturing (NYSE:SSD) Q4 2025 Earnings call February 09, 2026 05:00 PM ET Speaker4Greetings and welcome to the Simpson Manufacturing Company fourth quarter and full year 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to intro ...

Strong Foundation. Stronger Future. Simpson Manufacturing Co., Inc. Investor Presentation February 2026 Safe Harbor Note: The financial results in this presentation as of and for the fiscal year ended December 31, 2025 are unaudited. This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statement ...

Exhibit 99.1 Press Release dated February 9, 2026 SIMPSON MANUFACTURING CO., INC. ANNOUNCES 2025 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS; PROVIDES 2026 OUTLOOK 2025 Fourth Quarter Highlights 2025 Full Year Highlights Pleasanton, CA - February 9, 2026: 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 fourth quarter and full year of 2025. All comparisons below (which ...

| Three Months Ended, | Quarter-Over | Twelve Months | | Year | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | Ended, | | Over | | | | | | | December 31, | Quarter | December | | Year | | | | | | | | | 31, | | | | | | | | | 2025 | 2024 | Change | | 2025 | | 2024 | Change | | | | (In thousands, except per | (In thousands, except per | | | | | | | | | | share data and percentages) | share data and percentages) | | | | | | | | | | Net sales | $ 539,345 | $ | 517,429 | 4.2 | % | $ ...

The consensus price target for NYSE:SSD has remained stable at $190 over the past month and quarter, indicating a slight adjustment in analysts' expectations.Simpson Manufacturing's Q3 2025 earnings call highlighted a positive outlook from analysts, with a price target of $120 set by D.A. Davidson.Comparative financial growth in the technology sector, as seen with Silicon Motion, underscores the diverse success rates across industries, including construction and technology.Simpson Manufacturing Co., Inc. (N ...

Core Insights - Bessemer Group Inc. increased its stake in Simpson Manufacturing Company by 21.2% in Q3, owning 164,219 shares valued at approximately $27.5 million [2] - Other institutional investors have also adjusted their positions, with significant increases from Burgundy Asset Management Ltd. (3.0%), First Trust Advisors LP (33.6%), and Champlain Investment Partners LLC (24.2%) [3] - Hedge funds and institutional investors collectively own 93.68% of Simpson Manufacturing's stock [3] Financial Performance - Simpson Manufacturing's stock opened at $194.54, with a 50-day moving average of $174.41 and a 200-day moving average of $176.35 [4] - The company has a market capitalization of $8.07 billion, a price-to-earnings ratio of 23.70, and a beta of 1.37 [4] - The twelve-month low and high for the stock are $137.35 and $197.82, respectively [4] Dividend Information - Simpson Manufacturing declared a quarterly dividend of $0.29, with an annualized dividend of $1.16 and a dividend yield of 0.6% [5][6] - The company's payout ratio stands at 14.13% [5] Insider Activity - Director Philip E. Donaldson sold 2,375 shares at an average price of $168.16, resulting in a total transaction of approximately $399,380 [7] - Following the sale, the director's remaining shares are valued at about $1.02 million, reflecting a 28.07% decrease in their position [7] Analyst Ratings - DA Davidson set a price target of $190.00, while Robert W. Baird increased their target from $190.00 to $212.00, rating the stock as "outperform" [8] - The consensus rating for Simpson Manufacturing is "Hold," with an average price target of $201.00 [8] Company Overview - Simpson Manufacturing Co, Inc. is a leading global supplier of structural building products, specializing in connectors, anchors, fasteners, and systems for wood, concrete, and masonry structures [10] - Founded in 1956, the company has evolved from a single product business to a diversified manufacturer with global operations [11]

Core Insights - Silicon Motion Technology Corporation reported strong financial results for Q4 2025, with net sales reaching $278.5 million, a 15% increase quarter-over-quarter (Q/Q) and a 46% increase year-over-year (Y/Y) [2][5] - The company experienced significant growth across all business lines, particularly in SSD controllers and eMMC/UFS products, contributing to an overall positive outlook for 2026 [4][9] Financial Highlights - Q4 2025 GAAP net income was $47.7 million, or $1.41 per diluted ADS, up from $39.1 million, or $1.16 per diluted ADS in Q3 2025 [2][3] - For the full year 2025, net sales totaled $885.6 million, reflecting a 10% increase Y/Y [6] - Gross margin for Q4 2025 was 49.1% (GAAP) and 49.2% (Non-GAAP), while operating margin was 11.4% (GAAP) and 19.3% (Non-GAAP) [6] Business Performance - SSD controller sales grew by 25% to 30% Q/Q and 35% to 40% Y/Y in Q4 2025 [5] - eMMC and UFS controller sales increased by 0% to 5% Q/Q and 50% to 55% Y/Y [5] - SSD solutions sales surged by 125% to 130% Q/Q and 110% to 115% Y/Y [5] Shareholder Returns - The company announced an annual cash dividend of $2.00 per ADS, with the first installment of $16.7 million paid on November 26, 2025 [8][9] Future Outlook - Management anticipates a significantly stronger-than-seasonal start to 2026, with revenue and profitability growth expected to continue throughout the year [9][10]