Q2 2026 SiteOne Landscape Supply Inc Earnings Call Transcript

Jul 29, 2026 / 12:00 PM GMT

Release Date Price: €80 (-10.61%)

Transcript 8-K10-Q

Key Points

Positve

SiteOne Landscape Supply Inc (SITE) reported a 5% growth in net sales and adjusted EBITDA for the second quarter of 2026.
The company achieved an 8% growth in net income and maintained strong cash flow despite challenging market conditions.
SiteOne Landscape Supply Inc (SITE) executed a successful share repurchase program, returning over $100 million to shareholders.
The company has a robust acquisition pipeline and expects to continue adding and integrating more companies throughout the year.
SiteOne Landscape Supply Inc (SITE) increased its digital sales on SiteOne.com by over 50% year-to-date, indicating strong engagement with digitally active customers.

Negative

Market conditions remain challenging, with new residential landscaping demand down high single-digits and repair and upgrade demand down mid single-digits.
Sales volume declined by 2% during the quarter, reflecting the impact of softer end markets.
SG&A expenses as a percentage of net sales increased by 30 basis points due to higher fuel costs, increased healthcare expenses, and ongoing cost inflation.
The company expects the extra week in fiscal December to reduce adjusted EBITDA by $4 to $5 million.
SiteOne Landscape Supply Inc (SITE) faces ongoing macroeconomic uncertainties, including energy volatility, higher interest rates, and weak consumer confidence, affecting market demand.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SITE.N - SiteOne Landscape Supply Inc
Q2 2026 SiteOne Landscape Supply Inc Earnings Call
Jul 29, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the State One Landscape Supply second quarter 2026 earnings call.

At this time, all participants are in a listen-only mode.

A question-and-answer session will follow the formal presentation.

If anyone should require operator assistance.

Please press 0 on your telephone keypad.

As a reminder, this conference is being recorded.

It is now my pleasure to introduce Eric Lema, Chief Financial Officer.

Thank you.

You may begin.

Thank you and good morning, everyone.

We issued our second quarter 2026 earnings press released this morning and posted a slide presentation to the investor relations portion of

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