Simpson Manufacturing Co., Inc. (SSD)

Simpson Manufacturing beat consensus on both revenue and EPS in the second fiscal quarter of 2026, based on preliminary results reported July 27, with EPS of $3.09 topping the $2.72 estimate by about 14% and revenue of about $671.1 million edging the $658.8 million consensus by about 2%. Revenue rose about 6% from $631.1 million a year ago, helped by gross profit of about $318.2 million and operating income of about $169.1 million, while gross margin held near 47% and operating margin came in around 25%. Net income increased roughly 23% to $127.0 million from $103.5 million a year earlier, and EPS rose about 25% from $2.47. The company posted negative operating cash flow of about $35.5 million and paid $12.0 million in dividends. Consensus for the next period calls for EPS of $2.60 on revenue of $627.4 million.