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Dec 28, 2025
SiteOne Q4 2025 Earnings Report
SiteOne reported fourth quarter 2025 net sales growth with improved gross margin and higher adjusted EBITDA despite a net loss for the quarter.
Key Takeaways
In Q4 2025, SiteOne generated net sales of 1045600000, up 3% year-over-year, with gross profit of 356800000 and gross margin of 34.1%. The company reported a net loss attributable to SiteOne of 9000000 and diluted EPS of -0.20, while adjusted EBITDA increased 18% to 37600000, expanding margin to 3.6%.
Net sales increased 3% to 1045600000, driven by 2% Organic Daily Sales growth.
Gross profit rose to 356800000 with gross margin improving 80 basis points to 34.1%.
SG&A as a percentage of net sales improved 100 basis points to 35.0%.
Adjusted EBITDA increased 18% to 37600000, with margin expansion to 3.6%.
Forward Guidance
For fiscal 2026, SiteOne expects low single-digit Organic Daily Sales growth, gross margin expansion, continued SG&A leverage, and adjusted EBITDA in the range of 425000000 to 455000000, including a negative impact of approximately 4000000 to 5000000 from the 53rd week.
Positive Outlook
- Expected overall pricing increase of 1% to 3% in 2026.
- Low single-digit Organic Daily Sales growth anticipated.
- Further gross margin expansion through price realization and private label growth.
- Continued SG&A leverage from operational initiatives.
- Adjusted EBITDA guidance range of 425000000 to 455000000.
Challenges Ahead
- Overall demand expected to be flat in 2026.
- Decline expected in new residential construction end market.
- Flat demand in repair and upgrade and new commercial construction markets.
- 53rd week expected to reduce adjusted EBITDA by approximately 4000000 to 5000000.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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