Simpson Manufacturing (SSD)
Market Price (4/19/2026): $176.3 | Market Cap: $7.3 BilSector: Industrials | Industry: Building Products
Simpson Manufacturing (SSD)
Market Price (4/19/2026): $176.3Market Cap: $7.3 BilSector: IndustrialsIndustry: Building Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.3% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% Low stock price volatilityVol 12M is 30% Megatrend and thematic driversMegatrends include Sustainable Resource Management, and Sustainable & Green Buildings. Themes include Green Building Materials, and Energy Efficient Building Materials. | Weak multi-year price returns2Y Excs Rtn is -42%, 3Y Excs Rtn is -9.1% | Key risksSSD key risks include [1] a reliance on a limited number of large customers, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.3% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% |
| Low stock price volatilityVol 12M is 30% |
| Megatrend and thematic driversMegatrends include Sustainable Resource Management, and Sustainable & Green Buildings. Themes include Green Building Materials, and Energy Efficient Building Materials. |
| Weak multi-year price returns2Y Excs Rtn is -42%, 3Y Excs Rtn is -9.1% |
| Key risksSSD key risks include [1] a reliance on a limited number of large customers, Show more. |
Qualitative Assessment
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Simpson Manufacturing (SSD) stock has gained about 10% since 12/31/2025 because of the following key factors:
1. Strong Q4 2025 Earnings Beat and Positive 2026 Outlook. Simpson Manufacturing reported fourth-quarter 2025 earnings per share (EPS) of $1.35 on February 9, 2026, surpassing analysts' expectations of $1.26 by 7.14%. Quarterly revenue also increased by 4.2% year-over-year to $539.35 million, exceeding the consensus estimate of $530.70 million. The company further provided a solid 2026 outlook, projecting a consolidated operating margin between 19.5% and 20.5%, which includes an anticipated gain of $10.0 million to $12.0 million from the sale of vacant land. This positive financial performance and forward-looking guidance acted as a significant catalyst for the stock.
2. Increased Shareholder Returns Through an Enhanced Buyback Program. The company demonstrated its commitment to shareholder value by authorizing a new share repurchase program of up to $150.0 million for the period from January 1, 2026, through December 31, 2026. This represents a 25% year-over-year increase from the $120.0 million authorized for fiscal 2025 and signals confidence in the company's financial health and future prospects.
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1. Strong Q4 2025 Earnings Beat and Positive 2026 Outlook. Simpson Manufacturing reported fourth-quarter 2025 earnings per share (EPS) of $1.35 on February 9, 2026, surpassing analysts' expectations of $1.26 by 7.14%. Quarterly revenue also increased by 4.2% year-over-year to $539.35 million, exceeding the consensus estimate of $530.70 million. The company further provided a solid 2026 outlook, projecting a consolidated operating margin between 19.5% and 20.5%, which includes an anticipated gain of $10.0 million to $12.0 million from the sale of vacant land. This positive financial performance and forward-looking guidance acted as a significant catalyst for the stock.
2. Increased Shareholder Returns Through an Enhanced Buyback Program. The company demonstrated its commitment to shareholder value by authorizing a new share repurchase program of up to $150.0 million for the period from January 1, 2026, through December 31, 2026. This represents a 25% year-over-year increase from the $120.0 million authorized for fiscal 2025 and signals confidence in the company's financial health and future prospects.
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Stock Movement Drivers
Fundamental Drivers
The 9.5% change in SSD stock from 12/31/2025 to 4/18/2026 was primarily driven by a 9.7% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 4182026 | Change |
|---|---|---|---|
| Stock Price ($) | 160.91 | 176.27 | 9.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,311 | 2,333 | 0.9% |
| Net Income Margin (%) | 14.9% | 14.8% | -0.7% |
| P/E Multiple | 19.4 | 21.3 | 9.7% |
| Shares Outstanding (Mil) | 42 | 42 | -0.3% |
| Cumulative Contribution | 9.5% |
Market Drivers
12/31/2025 to 4/18/2026| Return | Correlation | |
|---|---|---|
| SSD | 9.5% | |
| Market (SPY) | -5.4% | 31.1% |
| Sector (XLI) | 11.9% | 66.9% |
Fundamental Drivers
The 5.8% change in SSD stock from 9/30/2025 to 4/18/2026 was primarily driven by a 2.6% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 9302025 | 4182026 | Change |
|---|---|---|---|
| Stock Price ($) | 166.59 | 176.27 | 5.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,275 | 2,333 | 2.6% |
| Net Income Margin (%) | 14.5% | 14.8% | 1.8% |
| P/E Multiple | 21.0 | 21.3 | 1.2% |
| Shares Outstanding (Mil) | 42 | 42 | 0.1% |
| Cumulative Contribution | 5.8% |
Market Drivers
9/30/2025 to 4/18/2026| Return | Correlation | |
|---|---|---|
| SSD | 5.8% | |
| Market (SPY) | -2.9% | 33.1% |
| Sector (XLI) | 12.9% | 57.8% |
Fundamental Drivers
The 13.2% change in SSD stock from 3/31/2025 to 4/18/2026 was primarily driven by a 4.9% change in the company's P/E Multiple.| (LTM values as of) | 3312025 | 4182026 | Change |
|---|---|---|---|
| Stock Price ($) | 155.71 | 176.27 | 13.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,232 | 2,333 | 4.5% |
| Net Income Margin (%) | 14.4% | 14.8% | 2.5% |
| P/E Multiple | 20.3 | 21.3 | 4.9% |
| Shares Outstanding (Mil) | 42 | 42 | 0.7% |
| Cumulative Contribution | 13.2% |
Market Drivers
3/31/2025 to 4/18/2026| Return | Correlation | |
|---|---|---|
| SSD | 13.2% | |
| Market (SPY) | 16.3% | 48.1% |
| Sector (XLI) | 33.8% | 56.6% |
Fundamental Drivers
The 64.5% change in SSD stock from 3/31/2023 to 4/18/2026 was primarily driven by a 55.8% change in the company's P/E Multiple.| (LTM values as of) | 3312023 | 4182026 | Change |
|---|---|---|---|
| Stock Price ($) | 107.18 | 176.27 | 64.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,116 | 2,333 | 10.2% |
| Net Income Margin (%) | 15.8% | 14.8% | -6.3% |
| P/E Multiple | 13.7 | 21.3 | 55.8% |
| Shares Outstanding (Mil) | 43 | 42 | 2.2% |
| Cumulative Contribution | 64.5% |
Market Drivers
3/31/2023 to 4/18/2026| Return | Correlation | |
|---|---|---|
| SSD | 64.5% | |
| Market (SPY) | 63.3% | 44.4% |
| Sector (XLI) | 78.8% | 55.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SSD Return | 50% | -36% | 125% | -16% | -2% | 6% | 90% |
| Peers Return | 47% | -28% | 62% | -10% | -15% | -8% | 20% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 3% | 87% |
Monthly Win Rates [3] | |||||||
| SSD Win Rate | 58% | 42% | 75% | 42% | 42% | 50% | |
| Peers Win Rate | 60% | 37% | 57% | 45% | 47% | 55% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| SSD Max Drawdown | -1% | -45% | 0% | -19% | -15% | 0% | |
| Peers Max Drawdown | -5% | -42% | -2% | -16% | -26% | -12% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: UFPI, ITW, SWK, BLDR, FBIN. See SSD Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/17/2026 (YTD)
How Low Can It Go
| Event | SSD | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -45.0% | -25.4% |
| % Gain to Breakeven | 82.0% | 34.1% |
| Time to Breakeven | 252 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -43.5% | -33.9% |
| % Gain to Breakeven | 77.1% | 51.3% |
| Time to Breakeven | 72 days | 148 days |
| 2018 Correction | ||
| % Loss | -36.0% | -19.8% |
| % Gain to Breakeven | 56.1% | 24.7% |
| Time to Breakeven | 309 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -62.9% | -56.8% |
| % Gain to Breakeven | 169.2% | 131.3% |
| Time to Breakeven | 1,750 days | 1,480 days |
Compare to UFPI, ITW, SWK, BLDR, FBIN
In The Past
Simpson Manufacturing's stock fell -45.0% during the 2022 Inflation Shock from a high on 12/31/2021. A -45.0% loss requires a 82.0% gain to breakeven.
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About Simpson Manufacturing (SSD)
Simpson Manufacturing Co., Inc., through its subsidiaries, designs, engineers, manufactures, and sells wood and concrete construction products. The company offers wood construction products, including connectors, truss plates, fastening systems, fasteners and shearwalls, and pre-fabricated lateral systems for use in light-frame construction; and concrete construction products comprising adhesives, specialty chemicals, mechanical anchors, carbide drill bits, powder actuated tools, fiber-reinforced materials, and other repair products for use in concrete, masonry, and steel construction, as well as grouts, coatings, sealers, mortars, fiberglass and fiber-reinforced polymer systems, and asphalt products for use in concrete construction repair, and strengthening and protection products. It also provides connectors and lateral products for wood framing, timber and offsite construction, structural steel construction, and cold-formed steel applications; and mechanical and adhesive anchors for concrete and masonry construction applications. In addition, the company offers engineering and design services, as well as software solutions that facilitate the specification, selection, and use of its products. It markets its products to the residential construction, light industrial and commercial construction, remodeling, and do-it-yourself markets in the United States, Canada, France, the United Kingdom, Germany, Denmark, Switzerland, Portugal, Poland, the Netherlands, Belgium, Spain, Sweden, Norway, Australia, New Zealand, China, Taiwan, and Vietnam. The company was founded in 1956 and is headquartered in Pleasanton, California.
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Here are 1-3 brief analogies to describe Simpson Manufacturing (SSD):
- Hilti for wood and concrete structural connections. (Hilti is well-known for its anchoring, fastening, and tool systems in concrete construction; Simpson Manufacturing specializes in a broader range of engineered structural connections for both wood and concrete.)
- The "Intel Inside" for buildings. (Just as Intel provides critical, often unseen, components that make computers function, Simpson Manufacturing provides the essential, hidden structural connectors, fasteners, and anchoring systems that ensure buildings are strong and safe.)
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- Wood Construction Products: Simpson Manufacturing provides a wide range of connectors, fasteners, and lateral systems designed for light-frame and timber construction.
- Concrete Construction Products: The company offers adhesives, anchors, specialty chemicals, tools, and repair materials for concrete, masonry, and steel applications.
- Engineering and Design Services: Simpson Manufacturing delivers expert engineering and design assistance to support the specification and use of its construction products.
- Software Solutions: The company develops software tools to help customers efficiently select and apply its various construction products.
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Michael Olosky, President and Chief Executive Officer
Mr. Olosky has served as the President and Chief Executive Officer of Simpson Manufacturing Co., Inc. since January 2023. Previously, he was President and Chief Operating Officer from January 2022 to December 2022, and Chief Operating Officer from November 2020 to January 2022. Before joining Simpson, Mr. Olosky spent over 22 years in various leadership positions at Henkel, a global chemical and consumer goods company. His most recent role at Henkel was Regional President, Henkel North America and Head of the Electronics and Industrial Division. His experience at Henkel includes more than nine years of international operations leadership.
Matt Dunn, Chief Financial Officer and Treasurer
Mr. Dunn was appointed Chief Financial Officer and Treasurer, effective January 1, 2025. He joined Simpson Manufacturing Co., Inc. in June 2024 as the Senior Vice President – Finance. Prior to joining Simpson, Mr. Dunn served as Senior Vice President of Finance for North America at Helen of Troy, a global consumer products company. His professional background also includes leading the retaining wall division at Inventure Group, a privately held civil construction products company, and 12 years in finance at Procter & Gamble, following three years in operations finance at Kimberly-Clark.
Cassandra Payton, Executive Vice President, General Counsel
Ms. Payton has served as the Executive Vice President, General Counsel since December 1, 2023. She joined Simpson Manufacturing Co., Inc. in August 2021 as Assistant General Counsel, and was promoted to Vice President, Legal in October 2022, a role she held until December 2023. Before her time at Simpson Manufacturing Co., Inc., Ms. Payton was Associate General Counsel at Dine Brands Global from May 2018 to July 2021.
Jeremy Gilstrap, Executive Vice President, Innovation
Mr. Gilstrap has served as the Executive Vice President, Innovation since January 2023. He began his career with Simpson Strong-Tie in 2001 as a branch engineer. Over the years, he held various positions including Manager of Engineering Research and Development, and established the Engineering Services Division. He also served as Vice President of Engineering, General Manager of the Concrete Construction Products division, and Northwest Regional Vice President.
Phil Burton, Executive Vice President, North America
Mr. Burton has served as the Executive Vice President, North America since January 2023. He joined Simpson Strong-Tie in 1994 as a Sales Manager. In 2004, he was promoted to Vice President, Branch Manager of the McKinney, Texas branch, a position he held until January 2023. In his current role, he is responsible for overseeing all North American operations.
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The key risks to Simpson Manufacturing Co., Inc. (SSD) are primarily tied to the cyclical nature of the construction industry, its reliance on raw materials, and the competitive market landscape.
- Cyclicality of the Construction and Housing Markets: Simpson Manufacturing's financial performance is highly susceptible to the cyclicality of the construction industry, particularly the residential housing market in North America and Europe. Downturns in housing starts, economic fluctuations, changing interest rates, or reduced consumer confidence can significantly impact the demand for the company's wood and concrete construction products, thereby affecting revenue and profitability. A recession or slowdown in the housing market can lead to reduced demand for its products, and it took 8 years for the company's profit to reach a new high after the Great Financial Crisis.
- Raw Material Dependency, Costs, and Supply Chain Disruptions: The company is highly dependent on raw materials, especially steel, which exposes it to price volatility in these commodities. Tariffs on imported fastener and anchor products, as well as rising input and freight costs, have negatively impacted gross margins. Simpson Manufacturing may not always be able to pass these increased costs onto its customers, potentially leading to margin compression.
- Intense Competition and Market Saturation: Operating in an increasingly saturated market for construction products, Simpson Manufacturing faces significant competition. To maintain its market position and profitability, the company must continually innovate and differentiate its product offerings. This competitive landscape poses an ongoing threat to its market share.
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The addressable markets for Simpson Manufacturing's main products are as follows:
- Wood Connectors & Truss: The addressable market for wood connectors and truss products was estimated at $3.8 billion as of October 2023. This market size includes North America, Europe, and the Pacific Rim.
- Fasteners: The addressable market for fasteners was estimated at $5.1 billion as of October 2023. This market size includes North America, Europe, and the Pacific Rim.
- Concrete & Steel Connections (including anchors and repair products): The addressable market for concrete and steel connections was estimated at $2.8 billion as of October 2023. This market size includes North America, Europe, and the Pacific Rim.
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Simpson Manufacturing Co., Inc. (SSD) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives and market advantages:
- Above-Market Volume Growth and Market Share Gains: Simpson Manufacturing has consistently demonstrated its ability to achieve above-market volume growth, particularly in North America, often outperforming U.S. housing starts. The company aims for continued share gains across its various end markets and product lines, including increased shelf space and enhanced penetration with its innovative fastener solutions.
- Strategic Investments in Capacity Expansion: The company is significantly investing in expanding its production capabilities. This includes the operational Columbus, Ohio facility and a new facility in Gallatin, Tennessee, slated to launch in the latter half of 2025. These capacity expansions are designed to support substantial growth, especially in fastener sales, and meet increasing customer demand.
- Acquisition Strategy and Geographic Expansion: Simpson Manufacturing leverages strategic acquisitions to expand its market reach and product offerings. Notable is the 2022 acquisition of ETANCO, which broadened the company's European presence and product lines, contributing to sales growth in both Europe and North America. The company continues to explore further strategic merger and acquisition opportunities.
- New Product Launches and Innovation: A key driver for future revenue is the company's commitment to innovation. Management has invested in a record number of new product launches and focuses on customer-centric solutions. This ongoing product development extends across structural connectors, fastening systems, anchoring, and other building solutions, allowing Simpson Manufacturing to maintain a leadership position.
- Expansion of Digital Solutions: Simpson Manufacturing is investing in developing and expanding its digital solutions. These initiatives are aimed at enhancing operational efficiency, providing better support for customer needs, and broadening digital offerings for professional suppliers and builders, thereby driving future growth.
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Capital Allocation Decisions for Simpson Manufacturing (SSD)
Share Repurchases
- Simpson Manufacturing repurchased $120.0 million in common stock during 2025, fulfilling the previously authorized amount for the fiscal year.
- The company spent $100 million on share buybacks in 2024, entirely funded from operations.
- The Board authorized a new share repurchase program of up to $150.0 million of common stock, effective from January 1, 2026, through December 31, 2026.
Outbound Investments
- Acquisitions contributed approximately 1% to the company's top-line revenue growth in 2025.
- Incremental sales from acquisitions made in 2024 also contributed to net sales increases in 2025.
- The company continues to evaluate potential small "tuck-in" acquisitions in its markets to support key growth initiatives.
Capital Expenditures
- Capital expenditures for the full year 2025 were $161.5 million, which included investments for facility upgrades and expansions.
- In 2024, capital expenditures amounted to $180 million.
- For 2026, capital expenditures are estimated to be in the range of $75.0 million to $85.0 million, expected to normalize post-expansion, with a focus on productivity-enhancing projects.
Latest Trefis Analyses
Trade Ideas
Select ideas related to SSD.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03312026 | NSP | Insperity | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03312026 | TNC | Tennant | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03272026 | ADP | Automatic Data Processing | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 1.0% | 1.0% | 0.0% |
| 03272026 | HURN | Huron Consulting | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.0% | 4.0% | 0.0% |
| 03272026 | TRU | TransUnion | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.2% | 5.2% | 0.0% |
| 08312022 | SSD | Simpson Manufacturing | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 17.7% | 74.3% | -17.2% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 92.13 |
| Mkt Cap | 8.6 |
| Rev LTM | 10,725 |
| Op Inc LTM | 704 |
| FCF LTM | 527 |
| FCF 3Y Avg | 656 |
| CFO LTM | 758 |
| CFO 3Y Avg | 912 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -2.3% |
| Rev Chg 3Y Avg | -2.8% |
| Rev Chg Q | -1.7% |
| QoQ Delta Rev Chg LTM | -0.4% |
| Op Inc Chg LTM | -8.7% |
| Op Inc Chg 3Y Avg | -5.1% |
| Op Mgn LTM | 11.1% |
| Op Mgn 3Y Avg | 12.1% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 9.7% |
| CFO/Rev 3Y Avg | 13.5% |
| FCF/Rev LTM | 6.9% |
| FCF/Rev 3Y Avg | 10.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 8.6 |
| P/S | 1.0 |
| P/Op Inc | 13.4 |
| P/EBIT | 12.8 |
| P/E | 21.9 |
| P/CFO | 10.6 |
| Total Yield | 6.7% |
| Dividend Yield | 1.9% |
| FCF Yield 3Y Avg | 6.4% |
| D/E | 0.3 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 4.0% |
| 3M Rtn | -12.8% |
| 6M Rtn | 3.9% |
| 12M Rtn | 6.6% |
| 3Y Rtn | 12.2% |
| 1M Excs Rtn | -5.2% |
| 3M Excs Rtn | -15.3% |
| 6M Excs Rtn | -2.0% |
| 12M Excs Rtn | -26.9% |
| 3Y Excs Rtn | -60.1% |
Price Behavior
Price Behavior
| Market Price | $176.27 | |
| Market Cap ($ Bil) | 7.3 | |
| First Trading Date | 05/26/1994 | |
| Distance from 52W High | -15.6% | |
| 50 Days | 200 Days | |
| DMA Price | $183.58 | $176.60 |
| DMA Trend | up | indeterminate |
| Distance from DMA | -4.0% | -0.2% |
| 3M | 1YR | |
| Volatility | 30.4% | 29.7% |
| Downside Capture | 0.14 | 0.36 |
| Upside Capture | -5.45 | 76.23 |
| Correlation (SPY) | 23.6% | 39.1% |
SSD Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.04 | 0.52 | 0.76 | 0.72 | 0.80 | 0.90 |
| Up Beta | 1.38 | 0.96 | 1.05 | 0.60 | 0.88 | 0.92 |
| Down Beta | 0.66 | 1.08 | 1.19 | 1.02 | 0.71 | 0.70 |
| Up Capture | 69% | 15% | 67% | 63% | 67% | 100% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 6 | 17 | 30 | 59 | 119 | 378 |
| Down Capture | 142% | 34% | 38% | 61% | 86% | 100% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 16 | 25 | 33 | 66 | 132 | 371 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SSD | |
|---|---|---|---|---|
| SSD | 18.4% | 29.7% | 0.57 | - |
| Sector ETF (XLI) | 39.0% | 15.4% | 1.93 | 53.9% |
| Equity (SPY) | 21.1% | 12.9% | 1.32 | 41.4% |
| Gold (GLD) | 50.9% | 27.5% | 1.49 | 0.4% |
| Commodities (DBC) | 25.2% | 16.2% | 1.40 | -3.3% |
| Real Estate (VNQ) | 17.5% | 13.7% | 0.93 | 48.7% |
| Bitcoin (BTCUSD) | -7.8% | 42.6% | -0.08 | 15.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SSD | |
|---|---|---|---|---|
| SSD | 11.3% | 31.3% | 0.39 | - |
| Sector ETF (XLI) | 13.1% | 17.3% | 0.60 | 62.7% |
| Equity (SPY) | 10.8% | 17.1% | 0.49 | 55.3% |
| Gold (GLD) | 22.6% | 17.8% | 1.04 | 7.3% |
| Commodities (DBC) | 11.6% | 18.8% | 0.51 | 10.0% |
| Real Estate (VNQ) | 4.4% | 18.8% | 0.14 | 53.2% |
| Bitcoin (BTCUSD) | 5.2% | 56.5% | 0.31 | 22.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SSD | |
|---|---|---|---|---|
| SSD | 18.1% | 32.1% | 0.59 | - |
| Sector ETF (XLI) | 14.2% | 19.9% | 0.63 | 62.7% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 57.3% |
| Gold (GLD) | 14.3% | 15.9% | 0.75 | 2.4% |
| Commodities (DBC) | 8.5% | 17.6% | 0.40 | 16.0% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.24 | 51.9% |
| Bitcoin (BTCUSD) | 68.4% | 66.9% | 1.07 | 16.7% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/9/2026 | 5.0% | 5.1% | -7.8% |
| 7/28/2025 | 10.6% | 8.8% | 17.1% |
| 4/28/2025 | 0.2% | 0.5% | -0.6% |
| 2/10/2025 | 1.5% | 5.8% | -5.8% |
| 10/21/2024 | -5.5% | -0.4% | -3.9% |
| 7/22/2024 | -0.8% | 5.8% | -2.1% |
| 4/22/2024 | -8.6% | -5.1% | -6.7% |
| 2/5/2024 | -1.7% | 6.0% | 15.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 14 | 15 |
| # Negative | 12 | 9 | 8 |
| Median Positive | 7.8% | 6.2% | 6.0% |
| Median Negative | -3.9% | -1.6% | -5.5% |
| Max Positive | 15.2% | 11.4% | 29.6% |
| Max Negative | -8.6% | -7.0% | -7.8% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/27/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 03/03/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 02/28/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/07/2023 | 10-Q |
| 03/31/2023 | 05/08/2023 | 10-Q |
| 12/31/2022 | 02/28/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/10/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 2/9/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Consolidated Operating Margin | 19.5% | 20.0% | 20.5% | 2.6% | 0.5% | Raised | Guidance: 19.5% for 2025 |
| 2026 Effective Tax Rate | 25.0% | 25.5% | 26.0% | -1.9% | -0.5% | Lowered | Guidance: 26.0% for 2025 |
| 2026 Capital Expenditures | 75.00 Mil | 80.00 Mil | 85.00 Mil | -46.7% | Lowered | Guidance: 150.00 Mil for 2025 | |
Prior: Q2 2025 Earnings Reported 7/28/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Operating Margin | 18.5% | 19.5% | 20.5% | 0 | 0 | Affirmed | Guidance: 19.5% for 2025 |
| 2025 Effective Tax Rate | 25.5% | 26.0% | 26.5% | 0 | 0 | Affirmed | Guidance: 26.0% for 2025 |
| 2025 Capital Expenditures | 140.00 Mil | 150.00 Mil | 160.00 Mil | -6.2% | Lowered | Guidance: 160.00 Mil for 2025 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Donaldson, Philip E | Direct | Sell | 12152025 | 168.16 | 2,375 | 399,380 | 1,023,422 | Form | |
| 2 | Andrasick, James S | Direct | Sell | 11122025 | 170.00 | 600 | 102,000 | 31,110 | Form | |
| 3 | Andersen, Michael | EVP, Europe | Direct | Sell | 8262025 | 196.13 | 1,000 | 196,130 | 1,531,775 | Form |
| 4 | Gilstrap, Jeremy | EVP, Innovation | Direct | Sell | 8042025 | 178.27 | 2,500 | 445,675 | 1,389,436 | Form |
| 5 | Andrasick, James S | Direct | Sell | 5152025 | 165.38 | 866 | 143,219 | 129,493 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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