2 This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may include, but are not limited to, statements relating to our 2026 effective tax rate, pricing, Organic Daily Sales growth, gross margin, SG&A leverage, and Adjusted EBITDA outlook. Some of the forward-looking statements can be identified by the use of terms such as "may," "intend," "might," "will," "should," "could," "would," "expect," "believe," ...

Core Insights - SiteOne Landscape Supply reported a net sales increase of 4% to $4.70 billion for the full year 2025, compared to $4.54 billion in 2024, driven by organic daily sales growth and acquisitions [1][2] - The company closed eight acquisitions during 2025, contributing approximately $110.7 million to net sales growth [1] - Adjusted EBITDA for the full year 2025 increased by 10% to $414.2 million, with an adjusted EBITDA margin improvement of 50 basis points to 8.8% [1][2] Fourth Quarter 2025 Highlights - Net sales for Q4 2025 rose to $1.05 billion, a 3% increase from $1.01 billion in Q4 2024 [1] - Gross profit increased by 6% to $356.8 million, with a gross margin improvement of 80 basis points to 34.1% [1] - Adjusted EBITDA for Q4 2025 was $37.6 million, an 18% increase from $31.8 million in Q4 2024 [1] Full Year 2025 Financial Performance - Net income attributable to SiteOne increased by 23% to $151.8 million, compared to $123.6 million in 2024 [1] - SG&A expenses as a percentage of net sales decreased by 40 basis points to 30.1% [1] - Cash provided by operating activities increased by $17.1 million to $300.5 million [1] Balance Sheet and Liquidity - Net debt at year-end was $329.6 million, down from $411.7 million at the end of 2024, with a net debt to adjusted EBITDA ratio of 0.8x [1] - Cash and cash equivalents as of December 28, 2025, were $190.6 million, with available capacity under the ABL Facility at $577.8 million [1] Outlook for 2026 - The company expects overall prices to increase by 1% to 3% in 2026, with organic daily sales growth projected to be low single-digit [2] - Adjusted EBITDA for fiscal year 2026 is anticipated to be in the range of $425 million to $455 million, accounting for an extra week in the fiscal year [2]

Core Viewpoint - SiteOne Landscape Supply, Inc. will release its fourth quarter and full year 2025 results on February 11, 2026, before market opening, followed by a conference call at 8:00 a.m. ET to discuss the results [1]. Group 1: Company Information - SiteOne Landscape Supply, Inc. is the largest and only national full product line wholesale distributor of landscape supplies in the United States, with an established presence in Canada [4]. - The company's customer base primarily consists of residential and commercial landscape professionals who specialize in the design, installation, and maintenance of outdoor spaces such as lawns, gardens, and golf courses [4]. Group 2: Conference Call Details - Interested parties can listen to a live webcast of the conference call via the Investor Relations section of the company's website, with an online replay available immediately after the call [2]. - The conference call can be accessed by dialing 877-704-4453 for domestic calls or 201-389-0920 for international calls, with a telephonic replay available approximately three hours after the call [3]. - The passcode for the replay is 13758247, and the replay will be available until 11:59 p.m. ET on February 25, 2026 [3].

Core Insights - Goodway Group has been selected by SiteOne Landscape Supply as its paid media strategy partner, marking a significant collaboration in the landscape supply industry [1][5] - SiteOne aims to accelerate growth among professional customers across various categories, including hardscapes, agronomics, nursery, irrigation, and lighting [2] - The partnership will focus on creating measurable business outcomes, enhancing brand awareness, and driving revenue growth [2][4] Company Overview - SiteOne Landscape Supply, Inc. is the largest national wholesale distributor of landscape supplies in the United States and has a presence in Canada, serving residential and commercial landscape professionals [6] - Goodway Group is a global marketing services company that specializes in innovative solutions to drive impactful business outcomes for brands [6] Partnership Details - Goodway's engagement will start with strategic onboarding and planning to establish a full-funnel, measurement-driven media program [3] - The agency will integrate media, data, and creative strategies to simplify the customer journey and enhance customer loyalty for SiteOne [3][4] - Goodway's work will include competitive market analysis, budget scenario modeling, and measurement design to ensure effective media investments [4] Strategic Vision - SiteOne's leadership emphasizes the importance of aligning with a partner that can challenge their thinking and create measurable impact [5] - The partnership is seen as a milestone in SiteOne's marketing sophistication journey, aiming to transform media investments into engines of measurable business growth [5]

Third Quarter 2025 Financial Performance - Net sales increased by 4% to $1,258.2 million compared to the third quarter of 2024[25, 27, 28] - Organic Daily Sales increased by 3% due to sales initiatives and improved pricing[25, 30] - Gross profit increased by 6% to $437.2 million, with gross margin improving 70 basis points to 34.7%[25, 27, 28, 30] - Adjusted EBITDA increased by 11% to $127.5 million, and the margin improved 60 basis points to 10.1%[25, 27, 29] - Net income attributable to SiteOne increased 33% to $59.1 million[25, 27, 30] Balance Sheet and Cash Flow - Cash provided by operating activities increased by $12.7 million to $128.6 million[25, 31] - Net debt was $422.5 million, compared to $449.3 million in the prior-year period[31] - The leverage ratio (Net debt / Adjusted EBITDA) was 1.0x, compared to 1.2x in the prior-year period[31] Acquisitions and Growth Strategy - Acquired sales contributed $12.5 million, representing 1% of the overall growth rate[30] - The company completed acquisitions of Grove Nursery, Nashville Nursery, and Autumn Ridge Stone during the quarter and acquired Red's Home & Garden after the quarter ended[25] - Full year Adjusted EBITDA is expected to be $405 million to $415 million, including a branch consolidation and closure charge of approximately $4 million to $6 million[48]

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]

Financial Performance - Q1 2025 - Net sales increased by 4% year-over-year to $939.4 million[25, 27, 28] - Gross profit increased by 3% to $309.8 million, but gross margin contracted by 30 basis points to 33.0%[25, 27, 31] - Adjusted EBITDA increased by 6% to $22.4 million, with margin improving by 10 basis points to 2.4%[25, 27, 30] - Net loss attributable to SiteOne was $27.3 million, compared to a net loss of $19.3 million in the prior year[25, 27, 29] - Organic Daily Sales decreased by 1% due to a later start to the spring selling season, lower commodity prices, and softer repair and remodel demand[25, 31] Acquisitions and Growth - Acquired sales contributed $45.1 million, representing 5% of the overall growth rate[31] - Completed the acquisitions of Green Trade Nursery and Pacific Nurseries[24, 25] - Since 2014, the company has acquired 100 companies, adding approximately $2,005 million in annualized net sales[33] Balance Sheet and Cash Flow - Cash used in operating activities increased by $30.3 million to $129.6 million, reflecting early purchases of inventory[25, 32] - Net debt was $580.4 million, resulting in a net debt to Adjusted EBITDA leverage ratio of 1.5x[32] Outlook - Full year Adjusted EBITDA is expected to be in the range of $400 million to $430 million[43]