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Simpson(SSD) - 2025 Q4 - Earnings Call Presentation
2026-02-09 22:00
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 ...
Simpson(SSD) - 2025 Q2 - Earnings Call Presentation
2025-07-28 21:00
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]
Simpson(SSD) - 2025 Q1 - Earnings Call Presentation
2025-04-29 00:23
Financial Performance & Growth - Simpson Manufacturing's EPS has grown at a compound annual growth rate (CAGR) of 19% over the last 10 years (as of December 31, 2024)[7] - Since its IPO in 1994, the company has achieved a compound annual growth rate of approximately 14%[9, 12] - Revenue has grown approximately 15 times from $150 million to $2.2 billion between 1994 and 2024[11] - EPS has grown approximately 54 times from $0.14 to $7.60 between 1994 and 2024[13] - The company has returned approximately 52% of free cash flow to stockholders since 2021, exceeding its 35% target[7] Market Position & Strategy - The company holds a leading position in structural solutions for wood connections[7] - Simpson Manufacturing has a significant share in its core addressable markets: 33% in wood connectors, 11% in fastening systems, and 12% in concrete & steel connections[28] - The company is focused on accelerating above-market volume growth in North America[46] - The company aims to maintain an operating income margin of over 20% and EPS growth ahead of net revenue growth[70] Housing Market & Demand - The total projected US housing demand from 2024 to 2034 is 186 million, or 186 million per year[25]