SiteOne Landscape Supply (NYSE:SITE) Posts Quarterly Earnings Results, Beats Estimates By $0.09 EPS

SiteOne Landscape Supply (NYSE:SITE) issued its quarterly earnings results on Wednesday. The industrial products company reported ($0.20) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.29) by $0.09, FiscalAI reports. SiteOne Landscape Supply had a return on equity of 8.62% and a net margin of 2.98%.The firm had revenue of $1.05 billion for the quarter, compared to analyst estimates of $1.05 billion. During the same period in the previous year, the company posted ($0.48) earnings per share. The business’s revenue was up 3.2% on a year-over-year basis.

Here are the key takeaways from SiteOne Landscape Supply’s conference call:

• SiteOne reported solid 2025 results with 4% net sales growth, 1% organic daily sales growth and Adjusted EBITDA of $414.2M (up 10%), and guided 2026 to low single-digit organic daily sales growth, pricing up 1%–3%, and Adjusted EBITDA of $425M–$455M.
• Management highlighted meaningful cost and network actions that drove margin expansion — including 20 branch consolidations in Q4, a >200 basis-point improvement in focus-branch EBITDA margin and a >40 basis-point reduction in net delivery expense — and expects continued SG&A leverage in 2026.
• M&A remains a core growth lever — SiteOne completed eight small deals in 2025 (~$55M TTM sales), closed its first 2026 acquisition, and has completed 107 acquisitions since 2014 adding about $2.1B of trailing sales, with a robust pipeline and expected normalization of deal sizes in 2026.
• Near-term headwinds include an extra fiscal week in 2026 (a traditionally loss-making period) expected to reduce EBITDA by $4M–$5M, anticipated weakness in new residential construction (20% of sales), higher freight/logistics costs, and dilution from DC expansion ramp-up.
• Strategy tailwinds include private-label and digital adoption — private-label mix rose ~100 bps toward ~15% of sales with a long-term target of 25%–30%, and digital sales grew >120% (regular users up ~60%), both of which management expects to help lift gross margins and organic growth.

SiteOne Landscape Supply Trading Up 0.1%

NYSE SITE traded up $0.17 during trading hours on Thursday, reaching $163.42. The company had a trading volume of 140,143 shares, compared to its average volume of 725,656. The company has a current ratio of 2.49, a quick ratio of 1.14 and a debt-to-equity ratio of 0.29. The stock has a market capitalization of $7.28 billion, a P/E ratio of 52.95, a price-to-earnings-growth ratio of 1.57 and a beta of 1.59. The stock has a 50-day moving average of $137.26 and a 200 day moving average of $134.25. SiteOne Landscape Supply has a 1-year low of $101.25 and a 1-year high of $168.56.

Hedge Funds Weigh In On SiteOne Landscape Supply

Hedge funds have recently made changes to their positions in the stock. Amundi purchased a new stake in SiteOne Landscape Supply in the third quarter valued at approximately $59,763,000. AQR Capital Management LLC raised its holdings in shares of SiteOne Landscape Supply by 743.5% in the 2nd quarter. AQR Capital Management LLC now owns 441,192 shares of the industrial products company’s stock valued at $52,440,000 after buying an additional 388,890 shares during the period. Balyasny Asset Management L.P. raised its holdings in shares of SiteOne Landscape Supply by 791.0% in the 3rd quarter. Balyasny Asset Management L.P. now owns 351,041 shares of the industrial products company’s stock valued at $45,214,000 after buying an additional 311,641 shares during the period. Wasatch Advisors LP lifted its stake in SiteOne Landscape Supply by 11.4% during the 3rd quarter. Wasatch Advisors LP now owns 2,177,446 shares of the industrial products company’s stock worth $280,455,000 after acquiring an additional 222,959 shares in the last quarter. Finally, UBS Group AG boosted its holdings in SiteOne Landscape Supply by 66.5% during the 3rd quarter. UBS Group AG now owns 473,217 shares of the industrial products company’s stock valued at $60,950,000 after acquiring an additional 188,991 shares during the period.

Key Stories Impacting SiteOne Landscape Supply

Here are the key news stories impacting SiteOne Landscape Supply this week:

• Positive Sentiment: Q4 results showed a narrower loss (GAAP EPS -$0.20 vs. -$0.48 year-ago) and an EPS beat versus consensus, signaling better profitability trends and margin expansion. This supports a constructive view on earnings recovery. SiteOne Announces Fourth Quarter and Full Year 2025 Earnings
• Positive Sentiment: Management set 2026 adjusted EBITDA guidance of $425M–$455M, citing positive pricing and cost actions — a clear forward-looking driver that supports margin and free-cash-flow expectations. SiteOne expects $425M–$455M adjusted EBITDA in 2026
• Positive Sentiment: Full-year sales reached ~$4.7B with modest Q4 organic growth, indicating continued top-line stability in a challenging end market — supports revenue durability. SiteOne Annual Sales Reach $4.7B After Modest 4Q Organic Gain
• Positive Sentiment: Short interest dropped materially in January (≈13% decline), reducing one potential source of selling pressure and limiting downside from short-covering dynamics. No external link provided
• Neutral Sentiment: Revenue came in roughly in line at ~$1.05B and organic daily sales showed modest improvement — neither a major beat nor a large miss, which tempers the magnitude of the stock move. SiteOne Q4 2025 Earnings Call Highlights
• Negative Sentiment: Despite better EPS and margin trends, shares fell more than 2% in some coverage after management’s tone and near-term commentary was viewed as cautious — investors sold into the mixed message between improvement and a still-challenging backdrop. SiteOne shares fall over 2% as Q4 loss narrows, outlook cautious
• Negative Sentiment: Some outlets flagged that revenue and other metrics didn’t meaningfully exceed expectations, leaving room for disappointment vs. higher investor hopes despite the EPS beat. SiteOne Reports Q4 Loss, Lags Revenue Estimates

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on SITE. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of SiteOne Landscape Supply in a report on Wednesday, January 21st. Robert W. Baird set a $190.00 price target on shares of SiteOne Landscape Supply in a research report on Thursday. Barclays upped their price objective on shares of SiteOne Landscape Supply from $134.00 to $150.00 and gave the company an “equal weight” rating in a research note on Thursday. Bank of America initiated coverage on shares of SiteOne Landscape Supply in a research note on Thursday, December 18th. They issued a “buy” rating and a $147.00 target price on the stock. Finally, Stifel Nicolaus set a $144.00 target price on SiteOne Landscape Supply in a report on Monday. Six investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, SiteOne Landscape Supply has an average rating of “Hold” and a consensus target price of $161.70.

About SiteOne Landscape Supply

SiteOne Landscape Supply is a leading distributor of landscape supplies and irrigation equipment in North America. The company serves a broad range of customers, including independent landscapers, lawn and garden retailers, municipalities and other commercial landscape professionals. Its product portfolio spans irrigation and lighting controls, pipes and fittings, fertilizers and soils, lighting fixtures, hardscapes, outdoor lighting systems and related installation accessories.

In addition to core product lines, SiteOne offers agronomic services designed to optimize turf and plant health, as well as online tools and training resources to help customers plan, specify and manage projects more efficiently.