SITE Gears Up to Report Q3 Earnings: What's in Store for the Stock?

Core Insights - SiteOne Landscape Supply (SITE) is scheduled to release its third-quarter 2025 results on October 29, with expected revenues of $1.24 billion, reflecting a 2.9% increase year-over-year and earnings estimated at $1.20 per share, indicating a 23.7% growth compared to the previous year [1][5]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for SITE's revenues is $1.24 billion, which represents a 2.9% rise from the same quarter last year [1]. - The consensus estimate for earnings is $1.20 per share, implying a year-over-year growth of 23.7% [1][5]. - The earnings estimate has remained unchanged over the past 60 days [1]. Earnings Surprise History - SiteOne Landscape has missed the Zacks Consensus Estimates in each of the last four quarters, with an average negative earnings surprise of approximately 28.1% [2][3]. Acquisition Activity - The company has been active in acquisitions, completing six so far this year, with two in the first half, three in the third quarter, and one in October [7]. - These acquisitions are expected to support revenue growth, although they may be partially offset by flat pricing and weak demand in residential construction [8]. Cost Management and Margin Improvement - Gross margin is anticipated to improve due to higher sales volumes and ongoing cost-reduction initiatives [9]. - SiteOne has successfully reduced SG&A expenses as a percentage of net sales, reflecting improved operating leverage and efficiency [9][10]. Stock Performance - SiteOne Landscape shares have declined by 5.1% year-to-date, contrasting with the industry's growth of 1.7% [11].