Pulling SEC filings + quote and writing the call…

Simpson Manufacturing Co., Inc.
Next earnings Jul 27, 2026 · consensus $2.73 EPS, $663M rev
Last earnings +2.7% on 2026-04-27
Dominant Strong-Tie connector maker with 46% gross margins and 17% ROE — a durable compounder at a fair 24x.
Sources: SEC EDGAR (CIK 0000920371, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:50:40 PM.
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The fundamentals carry the rating, but the price is rich (~33% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Simpson Manufacturing (Strong-Tie) is the category leader in engineered structural connectors, fasteners and anchors for building construction. The franchise economics are excellent: 45.9% gross margin, 19.6% operating margin, and 17.0% ROE, underpinned by deep relationships with builders, engineers and code officials. FY2025 revenue grew 4.5% to $2.33B and net income 7.1% to $345M, with EPS up 8.4% to $8.24 — management explicitly targets 'earnings per share growth ahead of net revenue growth' and an operating margin 'at or above 20%,' and is delivering.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.57B | $2.12B | $2.21B | $2.23B | $2.33B |
| Gross profit | $755M | $941M | $1.04B | $1.02B | $1.07B |
| Operating income | $368M | $459M | $475M | $430M | $458M |
| Net income | $266M | $334M | $354M | $322M | $345M |
| Diluted EPS | $6.12 | $7.76 | $8.26 | $7.60 | $8.24 |
| Net margin | 16.9% | 15.8% | 16.0% | 14.4% | 14.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
1048 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-05-06 | Knight Kenneth D. Director | Award | 678.00 | |
| 2026-05-06 | FORD CELESTE VOLZ Director | Award | 678.00 | |
| 2026-05-06 | Drake Angela C Director | Award | 678.00 | |
| 2026-05-06 | Donaldson Philip E Director | Award | 929.00 | |
| 2026-05-06 | Coney Felica Director | Award | 678.00 | |
| 2026-05-06 | Banks Chau Director | Award | 678.00 | |
| 2026-05-06 | ANDRASICK JAMES S Director | Award | 678.00 | |
| 2026-02-17 | Payton Cassandra EVP, General Counsel | Award | 963.00 | |
| 2026-02-17 | Payton Cassandra EVP, General Counsel | Tax | 749.00 @ $209.01 | $157K |