Equity Profile

SITE

SiteOne Landscape Supply, Inc.

IndustrialsTrading Companies & Distributors$4.3B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

SiteOne Landscape Supply, Inc. is a leading distributor of landscape supplies in the U.S....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well SiteOne is performing in a competitive market and whether demand for landscaping supplies is increasing.

N/A

Gross Margin

Understanding the gross margin will help assess the company's pricing power and cost management amid fluctuating supply chain conditions.

N/A

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

SITE Q2-2026 Earnings Preview

Context

Company Snapshot

SiteOne Landscape Supply, Inc. is a leading distributor of landscape supplies in the U.S. and Canada, serving professionals in the green industry. As a part of the industrials sector, the company plays a crucial role in the construction and landscaping markets, which are 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 Q1 2026, SiteOne reported an EPS of -$0.60, missing expectations by a significant margin. The stock reacted negatively, dropping over 15% the following day.

Management Promises & Guidance

Focus on improving operational efficiencies.
Commitment to expanding product offerings.
Plans to enhance customer service and support.

Expectations

Wall Street Expectations

Investors are cautiously optimistic about SiteOne's upcoming earnings, given the potential for recovery in the landscaping sector. However, the recent miss raises concerns about the company's ability to meet expectations.

Bull Case

If SiteOne can demonstrate strong revenue growth and improved margins, it may signal a rebound in demand and operational efficiency, leading to a positive stock reaction.

Bear Case

Conversely, if the company reports another earnings miss or weak guidance, it could further erode investor confidence and lead to a significant drop in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth for Q2 2026?

Revenue growth will be a key indicator of demand recovery and operational success, which investors will closely monitor.

How are gross margins trending in the current economic environment?

Gross margins will provide insight into pricing power and cost management, crucial for assessing the company's profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in the landscaping sector, especially if SiteOne can leverage its market position effectively.

Supporting Evidence

The recent options pricing suggests a significant move, indicating that traders expect volatility that may not align with consensus views.

Historical patterns show that the stock has reacted positively to revenue surprises in the past, suggesting potential upside.

The company's commitment to operational improvements could yield better-than-expected results.

Key Risk

If revenue growth exceeds expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter centers on whether SiteOne can recover from its recent earnings miss and demonstrate solid growth in a recovering market.

Bull Confirmed If

Revenue growth exceeding 10% year-over-year would confirm the bull case and indicate strong demand.

Bear Confirmed If

A revenue decline or flat growth would reinforce the bear case and signal ongoing challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±20.86%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a substantial potential move, suggesting that investors are anticipating significant volatility around the earnings report.

Options are pricing ±20.9% while SITE has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

62.4%

Calls (500)P/C Ratio: 1.33Puts (500)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Industrials

n=30

Fade rate: 12 of 30 (40%)

This setup has occurred 30 times across Industrials in the last 2 years. 12 of 30 faded and 18 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 6.5%, with a raw directional average of +1.3% (modestly positive historical bias).

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 outlook.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may react moderately, reflecting investor caution.

Miss

In the event of another earnings miss, history indicates a likely decline of about 0.46%, which could further dampen investor sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth projections for the landscaping sector.
2Details on cost management strategies and their impact on gross margins.
3Insights into customer demand trends and order volumes.
4Management's commentary on competitive positioning in the market.
5Any changes in operational efficiency initiatives.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

SiteOne Landscape Supply, Inc. is a leading distributor of landscape supplies in the U.S....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well SiteOne is performing in a competitive market and whether demand for landscaping supplies is increasing.

N/A

Gross Margin

Understanding the gross margin will help assess the company's pricing power and cost management amid fluctuating supply chain conditions.

N/A

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

SITE Q2-2026 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 Q1 2026, SiteOne reported an EPS of -$0.60, missing expectations by a significant margin. The stock reacted negatively, dropping over 15% the following day.

Management Promises & Guidance

Focus on improving operational efficiencies.
Commitment to expanding product offerings.
Plans to enhance customer service and support.

Expectations

Wall Street Expectations

Bull Case

If SiteOne can demonstrate strong revenue growth and improved margins, it may signal a rebound in demand and operational efficiency, leading to a positive stock reaction.

Bear Case

Conversely, if the company reports another earnings miss or weak guidance, it could further erode investor confidence and lead to a significant drop in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth for Q2 2026?

Revenue growth will be a key indicator of demand recovery and operational success, which investors will closely monitor.

How are gross margins trending in the current economic environment?

Gross margins will provide insight into pricing power and cost management, crucial for assessing the company's profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in the landscaping sector, especially if SiteOne can leverage its market position effectively.

Supporting Evidence

The recent options pricing suggests a significant move, indicating that traders expect volatility that may not align with consensus views.

Historical patterns show that the stock has reacted positively to revenue surprises in the past, suggesting potential upside.

The company's commitment to operational improvements could yield better-than-expected results.

Key Risk

If revenue growth exceeds expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter centers on whether SiteOne can recover from its recent earnings miss and demonstrate solid growth in a recovering market.

Bull Confirmed If

Revenue growth exceeding 10% year-over-year would confirm the bull case and indicate strong demand.

Bear Confirmed If

A revenue decline or flat growth would reinforce the bear case and signal ongoing challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±20.86%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a substantial potential move, suggesting that investors are anticipating significant volatility around the earnings report.

Options are pricing ±20.9% while SITE has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

62.4%

Calls (500)P/C Ratio: 1.33Puts (500)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Industrials

n=30

Fade rate: 12 of 30 (40%)

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 outlook.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may react moderately, reflecting investor caution.

Miss

In the event of another earnings miss, history indicates a likely decline of about 0.46%, which could further dampen investor sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth projections for the landscaping sector.
2Details on cost management strategies and their impact on gross margins.
3Insights into customer demand trends and order volumes.
4Management's commentary on competitive positioning in the market.
5Any changes in operational efficiency initiatives.