)
Visual31 Oct 2025
Three decades of Rolls-Royce
SiteOne Landscape Supply (SITE) investor relations material
SiteOne Landscape Supply Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Net sales rose 4% year-over-year to $1,258.2 million in Q3 2025, with organic daily sales up 3% and adjusted EBITDA up 11% to $127.5 million; margin improved 60 bps to 10.1%.
Net income attributable to shareholders increased 33% to $59.1 million, driven by sales growth, margin expansion, and SG&A leverage.
Gross profit increased 6% to $437.2 million, with gross margin up 70 bps to 34.7%.
Six acquisitions completed year-to-date, expanding product lines and geographic reach.
Maintained a strong industry position with over 680 branches and a balanced business mix across maintenance, new residential, and commercial construction.
Financial highlights
SG&A as a percentage of net sales decreased 50 bps to 28.4%; cash provided by operating activities increased to $128.6 million.
Net debt was $422.5 million as of September 28, 2025, with net debt to adjusted EBITDA at 1.0x, within the target range.
Working capital at $1.06 billion, reflecting inventory purchases and higher receivables.
Cash and cash equivalents stood at $106.9 million, with $577.8 million available under the ABL facility.
Year-to-date share repurchases: 656,095 shares for $77.7 million at $118/share average; $20 million repurchased in Q3.
Outlook and guidance
Full-year adjusted EBITDA guidance: $405–$415 million, including a $4–$6 million charge for branch consolidations.
Pricing expected to be up 1–2% in Q4 and normalize to 1–3% in 2026.
End-market demand in new residential construction and repair/upgrade expected to remain soft, with maintenance market growing modestly and commercial construction flat.
Management remains focused on organic growth, acquisitions, margin expansion, and disciplined cost control.
Q4 branch consolidation: expected sales retention?
Acquisitions' strategic role beyond sales growth?
Sustain gross margin with 1% pricing in soft market?
Private label and small customer growth outlook?
Capital allocation strategy with low leverage?
Drivers for EBITDA margin expansion in soft markets?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next SiteOne Landscape Supply earnings date
Q4 202511 Feb, 2026
Next SiteOne Landscape Supply earnings date
Q4 202511 Feb, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
SiteOne Landscape Supply, Inc. is engaged in the wholesale distribution of landscape supplies in the United States and Canada. It offers fertilizers; grass seed and turf products; chemicals; pesticides; turf colorants, biostimulants and plant growth regulators; erosion control products; landscape irrigation components, equipment and supplies; landscape drainage components and supplies; geosynthetic fabrics and related products, nursery/horticultural materials; outdoor lighting components and accessories, nursery/horticulture materials, pavers/retaining walls, golf course accessories, design performance grills and outdoor living items, hardscapes, building materials and various landscape accessories. SiteOne Landscape Supply, Inc. is headquartered in Roswell, Georgia.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage