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Simpson Manufacturing Co., Inc. (SSD) Q1 2026 Earnings Call Transcript

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Simpson Manufacturing reported Q1 2026 earnings on April 27, exceeding expectations with EPS of $2.14 (beating by $0.30) and revenue of $587.96M (up 9.11% YoY), surpassing forecasts by $35.6M. CEO Michael Olosky and CFO Matt Dunn led the call, emphasizing strong operational performance amid market volatility, citing demand resilience in construction and infrastructure sectors as key growth drivers. The company highlighted non-GAAP metrics like adjusted EBITDA, reconciling them with GAAP net income in its earnings release, signaling a focus on profitability beyond traditional accounting measures. Analysts from CJS Securities, Stephens, and D.A. Davidson participated, probing supply chain efficiency and margin expansion strategies, reflecting investor interest in sustainable growth amid economic uncertainty. Forward-looking statements carried disclaimers about risks, with the company directing stakeholders to SEC filings for potential variables that could impact future performance, underscoring regulatory compliance.
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Simpson Manufacturing Co., Inc. (SSD) Q1 2026 Earnings Call Transcript

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SA Transcripts159.47K FollowersFollow5ShareSaveCommentsQ1: 2026-04-27 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $2.14 beats by $0.30 | Revenue of $587.96M (9.11% Y/Y) beats by $35.60M Simpson Manufacturing Co., Inc. (SSD) Q1 2026 Earnings Call April 27, 2026 5:00 PM EDT Company Participants Michael Olosky - CEO, President & DirectorMatt Dunn - CFO & Treasurer Conference Call Participants Kimberly Orlando - ADDO Investor RelationsDan Moore - CJS Securities, Inc.Trey Grooms - Stephens Inc., Research DivisionKurt Yinger - D.A. Davidson & Co., Research DivisionTimothy Wojs - Robert W. Baird & Co. Incorporated, Research DivisionW. Andrew Carter - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Greetings. Welcome to Simpson Manufacturing Company's First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded. I will now turn the conference over to Kim Orlando, Investor Relations. Thank you. You may begin. Kimberly OrlandoADDO Investor Relations Good afternoon, ladies and gentlemen and welcome to Simpson Manufacturing Company's First Quarter 2026 Earnings Conference Call. Any statements made on this call that are not statements of historical fact are forward-looking statements. Such statements are based on certain estimates and expectations and are subject to a number of risks and uncertainties. Actual future results may vary materially from those expressed or implied by the forward-looking statements. We encourage you to read the risks described in the company's public filings and reports, which are available on the SEC's or the company's corporate website. Except to the extent required by applicable securities laws, we undertake no obligation to update or publicly revise any of the forward-looking statements that we make here today, whether as a result of new information, future events or otherwise. On this call, we will also refer to non-GAAP measures such as adjusted EBITDA, which is reconciled to the most comparable GAAP measure of net income in the company's earnings press release. Please note that the earnings press release was issued today at approximately 4:15 p.m. Eastern Time. The

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