Abstract

SiteOne Landscape Supply will report its quarterly results on February 11, 2026 Pre-Market; this preview synthesizes company guidance, recent performance, and institutional commentary to frame expectations and near-term drivers.

Market Forecast

Consensus expectations indicate SiteOne Landscape Supply’s current quarter revenue at USD 1.05 billion, with adjusted EPS at USD -0.27, and EBIT at USD -5.00 million; year-over-year, revenue is projected to grow by 5.68%, EPS to improve by 6.77%, and EBIT to rise by 39.05%. The market anticipates gross profit margin stability around historical levels, while net profitability reflects seasonality and lower winter demand. The company’s main business highlights center on landscape supplies distribution with resilient demand across professional contractors and maintenance markets, and its outlook emphasizes normalized pricing and steady project activity. The most promising segment is landscape products at USD 978.10 million last quarter, supported by contractor resilience; year-over-year growth details were not disclosed.

Last Quarter Review

SiteOne Landscape Supply’s last quarter delivered revenue of USD 1.26 billion, a gross profit margin of 34.75%, GAAP net profit attributable to the parent of USD 59.10 million, a net profit margin of 4.70%, and adjusted EPS of USD 1.31, with year-over-year growth of 35.05% in adjusted EPS and 4.09% in revenue. A key highlight was adjusted EBIT of USD 85.20 million, which exceeded estimates modestly, reflecting operational discipline and controlled SG&A costs. Main business highlights: landscape products generated USD 978.10 million and agronomics and other generated USD 280.10 million last quarter; year-over-year growth by segment was not disclosed.

Current Quarter Outlook

Main Business: Professional Landscape Products Distribution

SiteOne Landscape Supply’s core distribution business, which serves professional contractors in maintenance, irrigation, hardscapes, and lighting, is poised to navigate late-winter seasonality with a backloaded demand profile. The forecasted revenue of USD 1.05 billion and estimated adjusted EPS of USD -0.27 suggest typical off-season pressures, yet improved EBIT versus last winter implies better mix and procurement efficiencies. Gross margin stability near last quarter’s 34.75% is credible given disciplined pricing and inventory management, although lower volumes can compress net margin. The company’s ongoing network expansion and integration of prior acquisitions typically underpin organic growth, but weather variability across regions can shift demand for irrigation and hardscape projects. A focus on maintenance end markets should help sustain activity during colder months, supporting base demand even as new installations slow.

Most Promising Business: Landscape Products

The landscape products segment, which contributed USD 978.10 million last quarter, stands out as the largest revenue driver and the most resilient during seasonal troughs. Contractor demand for essentials in irrigation, lighting, and hardscapes benefits from steady maintenance cycles, especially in the Sunbelt and milder climates, limiting volume volatility. Procurement scale and vendor relationships can provide margin support, offsetting freight and input cost fluctuations that typically rise in winter. The company’s ongoing efforts to optimize branch assortments and improve availability should lift service levels, potentially aiding share gains from smaller regional distributors. While segment-specific year-over-year data was not disclosed, the implied company-level revenue growth of 5.68% indicates continued traction in core product categories, helping mitigate macro softness.

Stock Price Drivers This Quarter

Short-term share performance is likely to hinge on revenue execution versus the USD 1.05 billion forecast, margin resilience amid lower volumes, and the cadence of early-season demand indicators. Any commentary on pricing normalization, inventory health, and cost control in SG&A will be scrutinized against the expected EBIT of USD -5.00 million, where modest outperformance could signal stronger spring momentum. Weather variability remains a near-term driver: an unfavorable winter could defer projects, while milder conditions could pull demand forward, amplifying quarterly volatility. Acquisition activity and branch footprint updates may influence sentiment if management signals steady pipeline integration and accretive contributions ahead of peak season.

Analyst Opinions

Institutional views over the past six months skew cautiously positive, with a majority favoring stable demand and margin discipline through winter into spring. Analysts highlight the company’s procurement advantages and pricing discipline as supports for gross margin stability, while acknowledging seasonality’s drag on EPS. Commentaries emphasize execution and early spring order books as key validation points; a delivery near or slightly above revenue and EBIT forecasts would likely be interpreted favorably. The balance of views remains constructive on the core distribution model, anticipating consistent growth as the seasonal cycle transitions to higher-demand months.