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Simpson Manufacturing Co.

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Description

Simpson Manufacturing Is Slashing Costs AND Expanding—Can They Keep It Up?

 

Simpson Manufacturing Co.’s third quarter of 2025 results illustrate a complex mix of positive growth metrics and notable headwinds, shedding light on the current state and potential trajectory of the company. The company reported net sales of $623.5 million, a growth of 6.2% year-over-year. This increase was primarily driven by a June price increase and favorable foreign exchange rates, suggesting adeptness in adjusting pricing strategies amidst a challenging macroeconomic backdrop, particularly with sluggish residential housing markets in both the U.S. and Europe. In North America, the company saw a 4.8% increase in net sales, buoyed by a $30 million contribution from the mid-year price hike. However, volumes were slightly down, reflective of broader market conditions, particularly in regions like the southern and western United States, where a slowdown in housing starts was more pronounced.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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