Equity Profile

SITE

SiteOne Landscape Supply, Inc.

IndustrialsTrading Companies & Distributors$4.8B

Apr29Wed

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:00 AM EDT

SiteOne Landscape Supply Misses on EPS, Stock Up 0.00%

Metric	Actual	Expected	Surprise
EPS	$-0.60	$-0.30	-33.33%
Revenue	N/A	$980M	N/A

management commentary, guidance changes, and full analysis available with Pro.

SiteOne Landscape Supply Misses on EPS, Stock Up 0.00%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$-0.60	$-0.30	-33.33%
Revenue	N/A	$980M	N/A

Management Commentary

Tone: Defensive

Management acknowledged the difficulties faced in the current market. They emphasized their commitment to improving operational efficiency.

We are navigating a challenging market environment.

Our focus remains on operational efficiency and cost management.

What It Means

SiteOne Landscape Supply's earnings report shows a significant miss on EPS, indicating challenges in profitability. Despite this, the stock remained unchanged, suggesting that investors may have anticipated the results. The lack of revenue data and forward guidance leaves uncertainty about the company's future performance.

Company Snapshot

SiteOne Landscape Supply, Inc. is a leading distributor of landscape supplies in North America, serving both professional landscapers and contractors....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability, and the expected loss this quarter reflects ongoing challenges.

-0.30

Revenue

Revenue figures will provide insight into demand for landscape supplies and overall business health.

980M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

SiteOne Landscape Supply, Inc. is a leading distributor of landscape supplies in North America, serving both professional landscapers and contractors. As part of the industrial sector, the company plays a crucial role in the construction and maintenance of outdoor spaces, which can be influenced by trends in housing and commercial development.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-12.77%

Avg Stock Reaction

+2.68%

Last Quarter Recap

In the last quarter, SiteOne reported an EPS of -0.20, which was better than analysts' expectations. The stock reacted positively, increasing by nearly 10% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect SiteOne to report a loss this quarter, reflecting ongoing challenges in the market. Revenue is anticipated to be around $980 million, indicating a cautious outlook.

Bull Case

If SiteOne can exceed revenue expectations and show signs of recovery in profitability, it could signal a turnaround in demand for landscaping supplies.

Bear Case

If the company reports a larger loss than expected or lower revenue, it could indicate deeper issues in the market, leading to further declines in stock price.

Key Metrics to Watch

EPS

-0.30

Earnings per share is a key indicator of profitability, and the expected loss this quarter reflects ongoing challenges.

Revenue

980M

Revenue figures will provide insight into demand for landscape supplies and overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS come in better than the consensus estimate of -0.30?

A smaller loss than expected could indicate improving operational efficiency or demand.

What is the revenue guidance for the upcoming quarters?

Revenue trends will be critical to understanding the company's growth trajectory and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a revenue rebound driven by increased construction activity in key markets.

Supporting Evidence

Recent trends in housing starts suggest a potential uptick in demand for landscaping supplies.

Options pricing indicates a higher expected move than historical averages, suggesting traders anticipate significant news.

Key Risk

If revenue comes in above $1 billion, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will be pivotal in determining whether SiteOne can stabilize its financial performance amid market fluctuations.

Bull Confirmed If

Revenue exceeding $1 billion would confirm strong demand recovery.

Bear Confirmed If

Revenue falling below $959 million would indicate ongoing market challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±9.28%

Historical Avg

±6.5%

In line with history

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±6.6% while SITE has averaged ±6.5% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.5%

30d HV

40.1%

Calls (100)P/C Ratio: 0.09Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SiteOne beats expectations, history suggests a potential stock increase of around 6.37%, confirming a positive trend.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

A miss could lead to a decline of about 1.83%, indicating that the market is losing confidence in the company's recovery.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on demand trends in the landscaping supply market.
2Updates on cost management strategies and their impact on profitability.
3Insights into regional performance and any emerging markets.
4Discussion of competitive pressures and how SiteOne plans to address them.
5Management's outlook on the broader economic environment and its impact on future sales.

See the full picture

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Company Snapshot

SiteOne Landscape Supply, Inc. is a leading distributor of landscape supplies in North America, serving both professional landscapers and contractors....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability, and the expected loss this quarter reflects ongoing challenges.

-0.30

Revenue

Revenue figures will provide insight into demand for landscape supplies and overall business health.

980M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-12.77%

Avg Stock Reaction

+2.68%

Last Quarter Recap

In the last quarter, SiteOne reported an EPS of -0.20, which was better than analysts' expectations. The stock reacted positively, increasing by nearly 10% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect SiteOne to report a loss this quarter, reflecting ongoing challenges in the market. Revenue is anticipated to be around $980 million, indicating a cautious outlook.

Bull Case

If SiteOne can exceed revenue expectations and show signs of recovery in profitability, it could signal a turnaround in demand for landscaping supplies.

Bear Case

If the company reports a larger loss than expected or lower revenue, it could indicate deeper issues in the market, leading to further declines in stock price.

Key Metrics to Watch

EPS

-0.30

Earnings per share is a key indicator of profitability, and the expected loss this quarter reflects ongoing challenges.

Revenue

980M

Revenue figures will provide insight into demand for landscape supplies and overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS come in better than the consensus estimate of -0.30?

A smaller loss than expected could indicate improving operational efficiency or demand.

What is the revenue guidance for the upcoming quarters?

Revenue trends will be critical to understanding the company's growth trajectory and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a revenue rebound driven by increased construction activity in key markets.

Supporting Evidence

Recent trends in housing starts suggest a potential uptick in demand for landscaping supplies.

Options pricing indicates a higher expected move than historical averages, suggesting traders anticipate significant news.

Key Risk

If revenue comes in above $1 billion, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will be pivotal in determining whether SiteOne can stabilize its financial performance amid market fluctuations.

Bull Confirmed If

Revenue exceeding $1 billion would confirm strong demand recovery.

Bear Confirmed If

Revenue falling below $959 million would indicate ongoing market challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±9.28%

Historical Avg

±6.5%

In line with history

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±6.6% while SITE has averaged ±6.5% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.5%

30d HV

40.1%

Calls (100)P/C Ratio: 0.09Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SiteOne beats expectations, history suggests a potential stock increase of around 6.37%, confirming a positive trend.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

A miss could lead to a decline of about 1.83%, indicating that the market is losing confidence in the company's recovery.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on demand trends in the landscaping supply market.
2Updates on cost management strategies and their impact on profitability.
3Insights into regional performance and any emerging markets.
4Discussion of competitive pressures and how SiteOne plans to address them.
5Management's outlook on the broader economic environment and its impact on future sales.