Post-earnings recap
Reported
Wed, Apr 29, 2026
EPS actual
$-0.60
EPS est.
$-0.45
EPS surprise
-33.33%
1-day move
-15.37%
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.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $-0.60 | $-0.30 | -33.33% |
| Revenue | N/A | $980M | N/A |
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.
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.
Last quarter
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.
EPS beat streak
0Q
EPS beat rate
25%
Avg EPS surprise
-14.26%
Avg 1-day reaction
+1.24%
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
-0.30Earnings per share is a key indicator of profitability, and the expected loss this quarter reflects ongoing challenges.
Revenue
980MRevenue figures will provide insight into demand for landscape supplies and overall business health.
The print will turn on these.
Q1
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.
Q2
What is the revenue guidance for the upcoming quarters?
Revenue trends will be critical to understanding the company's growth trajectory and market position.
—
Est. EPS
$1.52
Est. Rev
$3.6B
Impl. Move
±39.2%
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.
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.
What the market is pricing for the move.
Implied Move
±9.28%
Historical Avg
±7.4%
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 ±7.4% over the last 8 prints — setup is roughly in line with history.
ATM IV
0.5%
30d HV
40.1%
Smart-money positioning from the most recent 13F filings.
Institutional
114.01%
of float
Insider
1.84%
of float
Holders
524
institutions
Top Holders· as of Jun 2026
Price (T.Rowe) Associates Inc
4,474,072 sh · $386.4M
10.25%
-0.9%
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.
The lines on the call that would change the story.
59 North Capital Management, LP
2,057,212 sh · $177.7M
4.71%
96.0%
Kayne Anderson Rudnick Investment Management LLC
2,048,143 sh · $176.9M
4.69%
-17.6%
BAMCO Inc.
2,028,799 sh · $175.2M
4.65%
-1.5%
Vanguard Capital Management LLC
2,004,438 sh · $173.1M
4.59%
-0.0%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.