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Simpson Manufacturing Q1 – Net Sales Up 9.1%

Simpson Manufacturing said first-quarter net sales rose 9.1% to $588.0 million from $538.9 million a year earlier, while income from operations increased 12.0% to $114.6 million from $102.3 million.

Net income climbed 13.3% to $88.2 million from $77.9 million, and diluted earnings per share advanced 15.1% to $2.13 from $1.85.

Gross profit increased 6.1% to $265.9 million from $250.6 million, though gross margin narrowed to 45.2% from 46.5%. Operating expenses rose 1.7% to $150.7 million from $148.2 million, helping operating margin improve to 19.5% from 19.0%.

Adjusted EBITDA increased 14.1% to $139.4 million from $122.2 million.

In North America, net sales rose 9.8% to $461.9 million from $420.7 million, and income from operations climbed 12.8% to $118.3 million from $104.8 million. North America gross margin fell to 47.8% from 49.8%.

In Europe, net sales increased 6.3% to $121.0 million from $113.9 million, but income from operations fell 23.8% to $7.1 million from $9.3 million. Europe gross margin improved to 36.3% from 35.2%.

The company repurchased 269,064 shares for $50.0 million during the quarter at an average price of $185.83 per share. Cash and cash equivalents stood at $341.0 million at quarter-end, versus debt of $370.5 million.

Operating cash flow improved to $35.9 million from $7.6 million, while cash used in investing activities fell to $19.1 million from $50.1 million. Simpson reaffirmed full-year 2026 operating margin guidance of 19.5% to 20.5% and capital spending of $75 million to $85 million. Following these announcements, the company's shares moved -2.03%, and are now trading at a price of $181.57. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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