Simpson Manufacturing Co (SSD) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Simpson Manufacturing published the results on October 26, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• Simpson recast its 2025 results to move certain software amortization and quality assurance costs from general and administrative expense to cost of sales ($1.6 million in Q3 2025). Net sales, income from operations and EPS are unchanged.
• Q3 2025 income from operations included a $14.1 million net gain on disposal of assets. A sale of land in Stockton, California, expected to bring an $11.0 million gain, slipped from Q3 2026 to Q4 2026.

Source: Simpson Manufacturing Q3 2026 results, October 26, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Simpson Manufacturing splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Simpson Manufacturing's North America revenue was $502 million in Q3 2026, up 4% from $484 million in Q3 2025, 79% of total revenue.
• Simpson Manufacturing's Europe revenue was $130 million in Q3 2026, down 3% from $134 million in Q3 2025, 20% of total revenue.
• Simpson Manufacturing's Asia/Pacific revenue was $6.3 million in Q3 2026, up 15% from $5.5 million in Q3 2025, under 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Simpson Manufacturing gives no revenue or EPS outlook. Its guidance covers the full-year operating margin, tax rate and capital expenditures.

In its Q3 2026 release, Simpson Manufacturing said:

“Consolidated operating margin is estimated to be in the range of 20.0% to 20.5%.”

“The operating margin range includes a projected gain of $11.0 million on the sale of vacant land.”

“The effective tax rate is estimated to be in the range of 25.0% to 26.0%, including both federal and state income tax rates as well as international income tax rates, and assuming no tax law changes are enacted.”

“Capital expenditures are estimated to be in the range of $80.0 million to $90.0 million.”

Source: Simpson Manufacturing Q3 2026 release, Oct 26, 2026.

This is the company's own guidance as of Oct 26, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the SSD forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release (Simpson reports in thousands; shown here in millions).

We do not hold a confirmed date for Simpson Manufacturing's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 26, 2026

Simpson Manufacturing, the maker of Simpson Strong-Tie products, sells mostly wood construction products such as connectors, truss plates, fasteners and shearwalls: $534.1 million of its $638.1 million net sales in Q3 2026, or 83.7%. Concrete construction products, including adhesives, specialty chemicals and mechanical anchors, added $102.5 million, up 4.8%. (Simpson Manufacturing Q3 2026 release, Oct 26, 2026)

Simpson manages the business by geography. North America brought in $502.0 million, 78.7% of net sales, up 3.8% primarily on price increases and higher unit volumes. Europe fell 3.4% to $129.9 million on lower unit volumes, partly offset by price increases, and lost about $1.6 million to currency translation. Asia/Pacific added $6.3 million. (Simpson Manufacturing Q3 2026 release, Oct 26, 2026)

Simpson's CEO said net sales growth of 2.3% came from pricing actions while global volumes were relatively flat, against total U.S. housing starts of 1,344 thousand over the trailing twelve months, down 1.9%. Within North America, Simpson sells to residential, commercial, OEM, national retail and component manufacturer end markets. (Simpson Manufacturing Q3 2026 release, Oct 26, 2026; Simpson Manufacturing Form 10-Q, Q3 2026, Nov 5, 2026)

Steel is Simpson's main input cost. The 10-Q says steel prices have risen by more than 50% from the prior-year period, are at their highest level in more than four years, and face additional steel tariffs scheduled for 2027, and that Simpson expects further price increases effective in January 2027. North America gross margin slipped to 48.4% from 48.7% and Europe to 36.1% from 37.9%. (Simpson Manufacturing Form 10-Q, Q3 2026, Nov 5, 2026; Simpson Manufacturing Q3 2026 release, Oct 26, 2026)

Simpson's 10-K says a few large customers account for a significant portion of its net sales, and that distributor customers and builders have consolidated over time. Its October 2026 investor presentation says 25 of the top 30 builders are on a Simpson program, and that 275+ builders on its programs represent more than 50% of U.S. housing starts. (Simpson Manufacturing Form 10-K, 2025, Feb 27, 2026; Simpson Manufacturing investor presentation, October 2026, Oct 26, 2026)

Simpson Manufacturing's GAAP diluted EPS was $2.68 in Q3 2026, up 3.9% from $2.58, on net income of $109.1 million. Simpson reports no adjusted EPS; its one non-GAAP measure, Adjusted EBITDA, rose 7.4% to $167.2 million. (Simpson Manufacturing Q3 2026 release, Oct 26, 2026)

Simpson's income from operations rose only 0.2% to $141.0 million because Q3 2025 included a $14.1 million net gain on disposal of assets, against $65 thousand this year. The expected $11.0 million gain on the Stockton, California land sale moved to the fourth quarter. Total operating expenses fell 6.3% to $150.5 million, and North America income from operations rose 9.5% to $137.0 million. (Simpson Manufacturing Q3 2026 release, Oct 26, 2026)

Simpson's diluted share count fell to 40,738 thousand from 41,704 thousand. It repurchased 352,346 shares in the quarter at an average of $188.25 for $66.3 million, and on October 22, 2026 the board approved a new $1.0 billion repurchase authorization with no expiration date, replacing the prior $200.0 million one. Provision for income taxes was $37.2 million on income before taxes of $146.4 million. (Simpson Manufacturing Q3 2026 release, Oct 26, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Simpson Manufacturing gives no revenue or EPS outlook. Its full-year 2026 guidance, as of October 26, 2026, is a consolidated operating margin of 20.0% to 20.5%, including the projected $11.0 million land-sale gain, an effective tax rate of 25.0% to 26.0% and capital expenditures of $80.0 million to $90.0 million. (Simpson Manufacturing Q3 2026 release, Oct 26, 2026)

Simpson's operating margin through nine months was 22.4%, above the full-year range, and its CEO described a more challenging near-term environment of housing affordability pressures, higher steel costs and tighter steel availability. (Simpson Manufacturing Q3 2026 release, Oct 26, 2026)

A consensus figure is the average of the models published by the analysts who cover Simpson Manufacturing, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Simpson Manufacturing's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning SSD is on is SSD a buy or a sell?, what analysts expect next is on the SSD forecast, and what the company does is on the Simpson Manufacturing Co (SSD) stock page.

Every number on this page can be traced to a document Simpson Manufacturing published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.