SITE Q4 2025 Earnings
Reported Feb 11, 2026 at 6:02 AM ET · SEC Source
Q4 25 EPS
$-0.20
MISS 9.17%
Est. $-0.18
Q4 25 Revenue
$1.05B
MISS 0.74%
Est. $1.05B
vs S&P Since Q4 25
-36.3%
TRAILING MARKET
SITE -30.3% vs S&P +6.0%
Full Year 2025 Results
FY 25 EPS
$3.37
FY 25 Revenue
$4.70B
Market Reaction
Did SITE Beat Earnings? Q4 2025 Results
SiteOne Landscape Supply delivered a mixed fourth quarter for fiscal 2025, falling short on both the top and bottom lines as the landscape distribution giant continues to navigate a challenging macro backdrop. The company posted a net loss of $0.20 p… Read more SiteOne Landscape Supply delivered a mixed fourth quarter for fiscal 2025, falling short on both the top and bottom lines as the landscape distribution giant continues to navigate a challenging macro backdrop. The company posted a net loss of $0.20 per share against a consensus estimate of $0.18, a miss of roughly 9.17%, while revenue of $1.05 billion edged just below the $1.05 billion consensus by 0.74%, though it still represented 3.2% growth year over year. The most material bright spot was meaningful operating loss improvement, with the Q4 operating loss narrowing to $5.00 million from $24.90 million a year ago, aided by 80 basis points of gross margin expansion to 34.1% and better SG&A leverage. For the full year, Adjusted EBITDA climbed 10% to $414.20 million, and a surge of more than 120% in digital sales underscored the company's evolving go-to-market strategy. Looking ahead, management guided fiscal 2026 Adjusted EBITDA to a range of $425.00 million to $455.00 million, projecting low single-digit organic daily sales growth against an expected flat overall end-market demand environment.
Key Takeaways
- • Improved pricing contributing to Organic Daily Sales growth of 2% in Q4
- • Solid demand in the maintenance end market
- • Gross margin improvement of 80 basis points to 34.1% driven by improved price realization and positive acquisition contributions
- • SG&A leverage with 100 basis point decrease as a percentage of Net sales in Q4
- • Lower one-time charges compared to prior-year period
- • Acquisitions contributed $12.2 million to Q4 Net sales growth
SITE YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
“The fourth quarter marked a good close to a challenging year as we delivered positive Organic Daily Sales growth and continued adjusted EBITDA margin expansion despite a persistently unfavorable operating environment. We benefitted from positive pricing during the quarter, and we expect this to continue in 2026 as the effects of commodity deflation dissipate.”
— Doug Black, Q4 2025 Earnings Press Release
SITE Earnings Trends
SITE vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SITE EPS Trend
Earnings per share: estimate vs actual
SITE Revenue Trend
Quarterly revenue: estimate vs actual
SITE Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $-0.30 | $-0.60 | -99.14% | $940.1M | -4.29% |
| Q4 25 MISS FY | $-0.18 | $-0.20 | -9.17% | $1.05B | -0.74% |
| FY Full Year | — | $3.37 | — | $4.70B | — |
| Q3 25 BEAT | $1.29 | $1.31 | +1.76% | $1.26B | +0.07% |
| Q2 25 MISS | $2.93 | $2.86 | -2.45% | $1.46B | -0.44% |