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Get filing alertsSimpson Manufacturing reports Q2 2026 EPS up 25% to $3.09, raises buyback authorization by $50M
Filed July 27, 2026 · Period ending July 27, 2026 · ~1 min read
Key Changes
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high
Q2 2026 diluted EPS rose 25.1% year-over-year to $3.09 on net sales of $671.1M (up 6.3%), with operating margin expanding 300 basis points to 25.2% including a 100 basis point benefit from a $5.5M eminent domain settlement.
Exhibit 99.1 view on EDGAR → -
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Board increased 2026 share repurchase authorization by $50M to $200M total; company repurchased $48.7M (259,846 shares at $187.47 average) in Q2 and approximately $123M year-to-date through July 22.
Exhibit 99.1 view on EDGAR → -
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Management reaffirmed fiscal 2026 operating margin guidance of 19.7% to 20.5%, including a projected $10M to $12M gain on sale of vacant land, with effective tax rate of 25.0% to 26.0% and capex of $80M to $90M.
Exhibit 99.1 view on EDGAR → -
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Board declared quarterly cash dividend of $0.30 per share ($12.2M aggregate), payable October 22, 2026 to stockholders of record on October 1, 2026.
Exhibit 99.1 view on EDGAR → -
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Company filed investor presentation deck for use with analysts and investors starting July 27, 2026, available on the investor relations website.
Item 7.01 — Regulation FD Disclosure verify on EDGAR →
Summary
Simpson Manufacturing reported strong Q2 2026 results with diluted EPS up 25.1% to $3.09 and net sales up 6.3% to $671.1 million, driven by mid-single-digit pricing gains and channel mix improvements despite a 0.7% volume decline from product line exits. Operating margin expanded 300 basis points to 25.2%, benefiting from gross margin improvement to 47.4% and a $5.5 million eminent domain settlement. The company has returned approximately 50% of free cash flow to shareholders from January 2021 through June 2026, exceeding its 35% target.
The Board increased the 2026 share repurchase authorization by $50 million to $200 million total and declared a $0.30 per share quarterly dividend. Management reaffirmed fiscal 2026 operating margin guidance of 19.7% to 20.5%, maintaining the company's track record of operating margins above 20% since 2020 despite depressed new home construction. The company has repurchased approximately $123 million of stock year-to-date through July 22, demonstrating disciplined capital allocation while investing in organic growth through recently opened manufacturing facilities in Columbus, Ohio and Gallatin, Tennessee.
Section-by-Section Diff
Event · Item 7.01 — Regulation FD Disclosure
Item 7.01 — Regulation FD Disclosure filed; see Key Changes for terms.
Show 1 minor / wording change
Added in current filing · verify on EDGAR →
Representatives of Simpson Manufacturing Co., Inc. (the “Company”) intend to present the Investor Presentation furnished as Exhibit 99.2 to this Current Report on Form 8-K, to analysts and investors from time to time on or after July 27, 2026. The slide presentation will be available on the Investor Relations page of the Company’s website at ir.simpsonmfg.com.
The company filed an investor presentation deck that will be used in meetings with analysts and investors. The presentation is available on the company's investor relations website. This is a routine disclosure under Regulation FD to ensure material information shared in private meetings is simultaneously made public.
Event · Exhibit 99.1
Simpson Manufacturing reported Q2 2026 results with net sales up 6.3% to $671.1M, EPS up 25.1% to $3.09, and raised 2026 share repurchase authorization by $50M.
Added in current filing · view on EDGAR →
Net sales of $671.1 million increased 6.3% year-over-year ... Income from operations of $169.1 million increased 20.6% year-over-year ... Net income per diluted share of $3.09 increased 25.1% year-over-year
Simpson Manufacturing reported Q2 2026 net sales of $671.1 million (up 6.3% year-over-year), operating income of $169.1 million (up 20.6%), and diluted EPS of $3.09 (up 25.1%). Gross margin expanded 100 basis points to 47.4% and operating margin improved 300 basis points to 25.2%, including a 100 basis point benefit from a $5.5 million eminent domain settlement and cost savings initiatives.
Added in current filing · verify on EDGAR →
For the quarter ended June 30, 2026, the Company repurchased 259,846 shares of common stock in the open market at an average price of $187.47 per share, for a total of $48.7 million. As of June 30, 2026, approximately $51.3 million remained available for share repurchases through December 31, 2026, under the Company's previously announced $150.0 million share repurchase authorization. ... On July 23, 2026, the Company’s Board of Directors (the "Board") increased the 2026 share repurchase authorization from $150.0 million to $200.0 million.
Simpson repurchased 259,846 shares for $48.7 million in Q2 2026 at an average price of $187.47 per share. The Board increased the 2026 share repurchase authorization by $50 million, from $150 million to $200 million, with approximately $51.3 million remaining under the prior authorization as of June 30, 2026.
Event · Exhibit 99.2
Simpson Manufacturing filed an investor presentation deck summarizing Q2 2026 results, strategic priorities, and capital allocation plans.
Added in current filing · view on EDGAR →
Total company net sales increased 5.7% on a constant currency basis ... Targeted selling price increases and channel mix drove mid- single digits growth in the quarter ... New home construction remained depressed, especially in single-family units ... Product line exits reduced volume 0.7% from prior year
Simpson reported Q2 2026 net sales of $671 million, up 6.3% year-over-year, driven primarily by mid-single-digit pricing and channel mix improvements. Volume declined 0.7% due to product line exits, while new home construction remained weak. The company continues to outperform the depressed U.S. housing market through pricing discipline and market share gains.
Added in current filing · view on EDGAR →
Fiscal 2026 operating margin outlook as of June 30, 2026 ... 19.7% - 20.5%
Management reaffirmed its fiscal 2026 operating income margin target of 19.7% to 20.5%, maintaining the company's track record of operating margins above 20% since 2020. This guidance reflects continued operational discipline despite a flat housing market, with the company having grown operating income from $250 million in 2020 to $458 million in 2025 while housing starts remained below 1.4 million units in both years.
Added in current filing · view on EDGAR →
Repurchased $120 million of common stock in FY 2025 and ~$123 million YTD in 2026 through July 22 ... $200 million share repurchase authorization effective January 1, 2026 through December 31, 2026 ... Capital return target of 35% of free cash flow
Simpson disclosed it has repurchased approximately $123 million of common stock year-to-date through July 22, 2026, under a $200 million authorization for calendar 2026. Combined with quarterly dividends, the company has returned approximately 50% of free cash flow to stockholders from January 2021 through June 2026, exceeding its 35% target. The presentation reaffirms the company's commitment to disciplined capital allocation while investing in organic growth and selective acquisitions.
Added in current filing · view on EDGAR →
On July 23, 2026, the Company's Board of Directors declared a quarterly dividend of $0.30 per share, to be paid on October 22, 2026 to stockholders of record on October 1, 2026.
The Board declared a $0.30 per share quarterly dividend payable October 22, 2026 to shareholders of record on October 1, 2026. This continues the company's track record of consistent dividend growth, with dividends per share rising from $0.55 in 2014 to $1.15 in 2025.
Added in current filing · view on EDGAR → · paraphrased
Expansion of Columbus, OH Facility ... Opened H1 2025 ... Greenfield Gallatin, TN Facility ... Opened Q3 2025
Simpson disclosed that its expanded Columbus, Ohio facility opened in the first half of 2025 and a new greenfield fastener manufacturing facility in Gallatin, Tennessee opened in Q3 2025. These investments support fastener sales growth, reduce dependence on imported products, vertically integrate manufacturing, and maintain the company's industry-leading fill rates and service levels.
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