NYSE$SITE

SiteOne Landscape Supply Inc. · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

SiteOne Landscape Supply Inc. reported net sales of $1.46 billion and net income of $129.0 million for Q2 2025.

SiteOne Landscape Supply Inc. achieved net sales growth of 3% to $1,461.6 million in Q2 2025, driven by acquisitions while organic daily sales remained flat. Gross margin improved 30 basis points to 36.4% and SG&A as a percentage of net sales decreased 40 basis points to 23.9%. Net income attributable to SiteOne rose to $129.0 million, reflecting higher sales, margin expansion, and operating leverage.

  • Net sales increased 3% year-over-year to $1,461.6 million, with acquisitions contributing 3 percentage points of growth.
  • Organic daily sales were flat as maintenance end-market strength was offset by softer demand in new residential construction and repair and upgrade markets.
  • Gross margin expanded 30 basis points to 36.4% due to improved price realization and acquisition mix benefits.
  • Net income attributable to SiteOne increased to $129.0 million, supported by sales growth, margin gains, and SG&A leverage.

Headline financials

Total Revenue

$1.46B

Previous: $1.41B+3.4%
EPS (adj)

$2.86

Previous: $2.63+8.7%
Organic daily sales growth

0.0%

No prior period
Capital Expenditures

-$29.1M

Previous: -$21M-38.6%
Net Income

$129M

Previous: $120M+7.3%
Operating Income

$187M

Previous: $170M+10.5%
Gross Profit

$531M

Previous: $510M+4.1%
Cash & Equivalents

$78.6M

Previous: $71.9M+9.3%
Total Assets

$3.33B

Previous: $3.19B+4.6%

Revenue & EPS history

SiteOne · Revenue · Quarterly

$1.46B

Q2 2025+3.4%vs Q2 2024
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

SiteOne · $1.46B total across 2 segments · Q2 2025

  • Landscaping products
    $1.16B
  • Agronomic and other products
    $307M

Forward guidance

Continued pressure on net sales growth and net income is anticipated due to macroeconomic conditions including tariffs, elevated interest rates, and weaker consumer sentiment.

Tailwinds

  • Long-term industry outlook remains strong driven by favorable population trends and housing demand
  • Balanced end-market mix and commercial initiatives support market share gains

Headwinds

  • Macroeconomic environment expected to diminish consumer confidence and discretionary spending
  • Softer demand in new residential construction and repair and upgrade end markets

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.6%

Avg return

Earnings day

+2.1%

Avg return

5 days after

+2.1%

Avg return

30 days after

55%

23 / 42 earnings

Positive

+10.0%

Q2 2021

Best reaction

-15.7%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-15.7%-12.3%-24.1%
Q4 2025+9.7%+5.6%-12.8%
Q3 2025+7.0%+1.2%+9.0%
Q1 2025+0.6%+5.9%+2.4%
Q4 2024+2.8%+9.7%-7.9%
Q3 2024-2.3%+2.1%+7.2%
Q2 2024-2.8%-7.6%-1.2%
Q1 2024-4.2%+0.8%-1.3%
Q4 2023+9.3%+7.6%+10.5%
Q3 2023-7.3%-8.3%+6.8%
Q2 2023-7.6%-5.3%-0.8%
Q1 2023+4.2%+4.4%-2.4%
Q4 2022-2.5%-2.6%-14.9%
Q3 2022-5.4%-3.6%+9.5%
Q2 2022-4.5%-1.0%-13.7%
Q1 2022-7.8%-12.9%-7.1%
Q4 2021-7.4%-9.6%+0.1%
Q3 2021+2.8%+1.3%-1.5%
Q2 2021+10.0%+11.3%+17.9%
Q1 2021+4.0%+8.4%-12.9%
Q4 2020+1.8%+7.2%+16.2%
Q3 2020+0.8%+2.2%+11.6%
Q2 2020+2.1%+9.6%+5.0%
Q1 2020+2.5%-2.2%+23.0%
Q4 2019+8.0%+6.2%-37.6%
Q3 2019+9.8%+11.3%+10.7%
Q2 2019+4.9%+3.5%+13.7%
Q1 2019-11.4%-4.3%-3.6%
Q4 2018-1.5%+0.3%+3.6%
Q3 2018+7.2%+5.5%-2.2%
Q2 2018-0.0%+3.0%+1.4%
Q1 2018+6.3%+7.5%+14.0%
Q4 2017-8.8%-6.0%-6.7%
Q3 2017-0.8%+7.2%+10.6%
Q2 2017-3.0%-2.2%-1.7%
Q1 2017+1.3%-1.1%+2.6%
Q4 2014+9.7%+11.1%+12.9%
Q4 2016+9.7%+11.1%+12.9%
Q3 2016+0.3%+7.4%+10.7%
Q2 2015-2.5%+3.6%+2.9%
Q2 2016-2.5%+3.6%+2.9%
Q1 2015+9.3%+7.0%+20.6%
Q4 2015
Q3 2015
Q3 2014
Q2 2014
Q1 2014

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