Mar 31, 2024

Simpson Q1 2024 Earnings Report

Simpson Manufacturing Co., Inc. reported a decrease in net sales and operating income for Q1 2024.

Key Takeaways

Simpson Manufacturing Co., Inc. announced its Q1 2024 financial results, with net sales of $530.6 million, a slight decrease of 0.7% compared to the previous year. Income from operations decreased by 18.8% to $96.1 million, and net income per diluted share decreased to $1.77.

Consolidated net sales decreased by 0.7% to $530.6 million.

North America net sales increased by 0.1% to $406.7 million, driven by an 8% increase in sales volumes.

Consolidated income from operations decreased by 18.8% to $96.1 million.

Net income decreased by 14.3% to $75.4 million, with earnings per diluted share at $1.77.

Total Revenue
$531M
Previous year: $534M
-0.7%
EPS
$1.77
Previous year: $2.05
-13.7%
Gross Profit Margin
46.1%
Previous year: 47.3%
-2.5%
Operating Income Margin
18.1%
Previous year: 22.1%
-18.1%
Gross Profit
$245M
Previous year: $253M
-3.3%
Cash and Equivalents
$369M
Previous year: $253M
+46.2%
Free Cash Flow
-$31.5M
Previous year: -$15.8M
+99.2%
Total Assets
$2.72B
Previous year: $2.56B
+6.5%

Simpson

Simpson

Simpson Revenue by Segment

Simpson Revenue by Geographic Location

Forward Guidance

The Company has updated its 2024 financial outlook based on one quarter of financial information to reflect its latest expectations regarding demand trends, raw material costs and operating expenses. The Company's outlook for the full fiscal year ending December 31, 2024 is as follows: Operating margin is estimated to be in the range of 20.0% to 21.5%.

Positive Outlook

  • Operating margin is estimated to be in the range of 20.0% to 21.5%.
  • The effective tax rate is estimated to be in the range of 24.5% to 25.5%.
  • Expanding facilities for increased capacity.
  • Improving overall efficiencies to provide high-levels of service and customer support.
  • Strategic investments will help accelerate historical average performance.

Challenges Ahead

  • Challenging market for new housing starts in both the U.S. and Europe.
  • European housing starts below prior year.
  • Macroeconomic challenges and lower overall construction activity continued to pressure volumes in Europe.
  • Costs incurred to drive organic growth in the business including significant investments in people, engineering, equipment and other capabilities.
  • Capital expenditures are estimated to be approximately $185.0 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income