SiteOne Landscape Supply Résultats passés
Passé contrôle des critères 4/6
Les bénéfices de SiteOne Landscape Supply ont diminué à un taux annuel moyen de -14%, tandis que le secteur Trade Distributors a vu ses bénéfices augmenter de en à 5.9% par an. Les revenus ont augmenté de en à un taux moyen de 7.2% par an. Le rendement des capitaux propres de SiteOne Landscape Supply est 10% et ses marges nettes sont de 3.4%.
Informations clés
-13.99%
Taux de croissance des bénéfices
-14.16%
Taux de croissance du BPA
| Trade Distributors Croissance de l'industrie | 23.44% |
| Taux de croissance des recettes | 7.21% |
| Rendement des fonds propres | 9.96% |
| Marge nette | 3.41% |
| Dernière mise à jour des bénéfices | 28 Jun 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Jul 30
SITE: Margin Expansion Aims To Offset Softer Volumes And Reduced Pricing Uplift
The analyst fair value estimate for SiteOne Landscape Supply has moved from $131 to $100, reflecting recent Street research that highlights softer volumes, reduced pricing uplift, and a shift toward lower forward revenue growth and P/E assumptions, even as analysts still point to resilience and long term margin potential. Analyst Commentary Recent research on SiteOne Landscape Supply shows a clear split between optimistic long term views and growing caution around the nearer term setup.Mise à jour du récit • Jul 11
SITE: Long Term EBITDA Margin Goals Will Drive Future Pricing Tailwinds
The analyst price target for SiteOne Landscape Supply has been reduced from $140 to $131 as analysts factor in a slightly higher discount rate, modest adjustments to long term revenue growth and profit margin assumptions, and a lower future P/E multiple, while still highlighting long term EBITDA margin ambitions discussed in recent research. Analyst Commentary Recent Street research around SiteOne Landscape Supply points to a mix of long term margin ambitions and near term caution.
Mise à jour du récit • Jun 24
SITE: Long Term Margin Targets And Investor Day Will Drive Future Repricing
Analysts have trimmed the consolidated price target for SiteOne Landscape Supply to $153, reflecting recent target reductions across several firms while still pointing to interest in the company’s long term EBITDA margin aspirations of 13% to 15%. Analyst Commentary Recent Street research around SiteOne Landscape Supply points to a mix of optimism about long term profit potential and caution around the path to achieving it.Article d’analyse • Jun 20
SiteOne Landscape Supply (SITE) Stock Could Be 16.1% Undervalued Ahead Of Investor Day
SiteOne Landscape Supply (SITE) heads into its 2026 Investor Day on June 23-24 with fresh attention from the market, as recent institutional buying and insider purchases highlight interest in the stock. See our latest analysis for SiteOne Landscape Supply. Recent trading reflects this renewed interest, with SiteOne Landscape Supply’s share price up 4.38% over the past day and 3.45% over the past week. However, its 30 day share price return is down 4.61% and its 1 year total shareholder return...Mise à jour du récit • Jun 04
SITE: Recent Upgrades And Execution Outlook Will Drive Future Repricing
Analysts have adjusted the SiteOne Landscape Supply price target to $160.73, reflecting modest tweaks to the discount rate and future P/E assumptions after a mix of recent upgrades and target reductions across the Street. Analyst Commentary Recent research on SiteOne Landscape Supply has been mixed, with several firms adjusting ratings and price targets in quick succession.Seeking Alpha • Jun 02
SiteOne Landscape: Improving Strategies Support The Hold Thesis
Summary SiteOne Landscape Supply maintains a 'Hold' rating as acquisitions and pricing discipline offset macro headwinds and soft residential construction. SITE's recent acquisitions of Bourget and Reinders expand its product portfolio and regional reach, enhancing cross-selling and scale advantages. Pricing power has returned, with management projecting 2%-3% increases and EBITDA growth of 4%-6% over the next four quarters. Despite strong liquidity and reasonable valuation, negative cash flows and sluggish repair-and-upgrade demand temper near-term upside. Read the full article on Seeking AlphaMise à jour du récit • May 07
SITE: Execution Stabilization And Margin Initiatives Will Drive Future Outperformance
Analysts have trimmed the SiteOne Landscape Supply fair value estimate from $175.60 to about $160.73. This reflects updated views on discount rates, revenue growth, margins, and future P/E multiples based on the recent mix of target cuts and upgrades across the Street.Mise à jour du récit • Apr 23
SITE: Recent Buybacks And Execution Risks Will Shape Pricing Tailwinds
Analysts have trimmed the SiteOne Landscape Supply fair value estimate from $150 to $140, reflecting fresh price target cuts and more cautious views in recent research, while still incorporating mixed target moves from firms that raised their expectations earlier in the period. Analyst Commentary Recent Street research on SiteOne Landscape Supply has been mixed, with several firms lifting their price targets earlier in the period while more recent commentary has turned more cautious.Mise à jour du récit • Apr 08
SITE: Pricing Tailwind And Margin Expansion Efforts Will Drive Future Outperformance
The analyst price target for SiteOne Landscape Supply has increased to $175.60 from $156.40, as analysts highlight a more supportive risk and reward profile into 2026, expectations that pricing will shift from a headwind to a tailwind, and potential for margin expansion alongside disciplined spending. Analyst Commentary Recent research points to a more balanced view on SiteOne Landscape Supply, with several firms adjusting price targets and one upgrading the stock rating, all framed around expectations for 2026 risk and reward, pricing trends, and margin potential.Mise à jour du récit • Mar 25
SITE: Pricing Tailwinds And Maintenance Demand May Offset Margin Execution Risks
Analysts have lifted the SiteOne Landscape Supply fair value estimate from $134.00 to $150.00, reflecting recent price target increases at several firms and expectations that pricing, maintenance driven resilience, and margin progress can support a higher future P/E assumption. Analyst Commentary Recent research has generally pointed to a more constructive stance on SiteOne Landscape Supply, with several firms adjusting price targets higher and one major upgrade framing the shares as having a more attractive setup into 2026.
Mise à jour du récit • Mar 09
SITE: Pricing And Maintenance Demand Tailwinds Will Support Higher Future Margins
Analysts have lifted their price targets on SiteOne Landscape Supply by $5, $10 and $35 in recent research, reflecting updated views on risk/reward, pricing tailwinds and margin potential, while our fair value estimate remains anchored at $200.00 with slightly adjusted discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bullish analysts have been resetting their expectations for SiteOne around higher price targets and upgraded ratings, pointing to what they see as an improved balance between potential upside and risk.Mise à jour du récit • Feb 23
SITE: Pricing And Maintenance Demand Tailwinds Should Support Future Margin Expansion
The analyst fair value estimate for SiteOne Landscape Supply has increased to $200.00 from $184.93. Analysts cite recent price target increases from several firms, a slightly lower discount rate, and modestly higher margin expectations, even as projected revenue growth and future P/E assumptions are adjusted.Mise à jour du récit • Feb 09
SITE: Future Margin Setbacks And Softer Pricing May Pressure Risk Reward
Analysts have modestly reduced their price target for SiteOne Landscape Supply to $134.00, reflecting updated views on revenue growth, profit margins and a lower future P/E multiple, while highlighting what they see as improved risk/reward, support from maintenance sales and potential margin expansion. Analyst Commentary Recent research commentary on SiteOne Landscape Supply has focused on how the current share price lines up with expectations for revenue trends, margin progress and the valuation multiple investors are willing to pay.Mise à jour du récit • Jan 25
SITE: Pricing Tailwind And Resilient Maintenance Demand Should Support Future Margin Expansion
Narrative Update on SiteOne Landscape Supply The updated analyst price target for SiteOne Landscape Supply is essentially unchanged in value, with only a marginal adjustment implied by slightly revised assumptions around revenue growth, profit margins, discount rate and future P/E. Analysts highlight supportive factors such as resilient maintenance sales, pricing that has turned into a tailwind, and potential margin expansion following recent research updates.Mise à jour du récit • Jan 10
SITE: Resilient Maintenance Demand And Margin Expansion Should Support Shares After Devaluation
Narrative Update The analyst price target for SiteOne Landscape Supply is now unchanged in our fair value framework at US$184.99, while analysts point to an upgraded rating, resilient maintenance sales, solid gross margins and expectations for margin expansion as reasons to view the recent share price devaluation as a more attractive risk and reward setup. Analyst Commentary Recent Street research on SiteOne Landscape Supply has centered on rating upgrades and adjusted price targets, with bullish analysts pointing to a more attractive risk and reward profile after the recent share price move.Mise à jour du récit • Dec 26
SITE: Pricing Strength And Solid Margins Will Support Shares Going Forward
Analysts have modestly raised their price target on SiteOne Landscape Supply, with fair value edging up to approximately $185 per share. This outlook is supported by stronger than expected pricing, resilient gross margins, and solid Q3 performance despite macro headwinds in residential and R&R markets.Mise à jour du récit • Dec 12
SITE: Multi Year Margin Expansion Initiatives Will Support Balanced Risk Reward Outlook
We are increasing our SiteOne Landscape Supply fair value estimate to $134 from $109.31, reflecting analysts' higher price targets following a Q3 earnings beat, better than expected pricing and gross margin resilience, and growing confidence in multi year growth and margin expansion initiatives. Analyst Commentary Recent Street research reflects a more constructive stance on SiteOne, with multiple firms lifting price targets and upgrading ratings following the latest earnings report.Article d’analyse • Dec 05
Investors Met With Slowing Returns on Capital At SiteOne Landscape Supply (NYSE:SITE)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Mise à jour du récit • Nov 15
SITE: Ongoing Margin Expansion Initiatives Will Drive Future Outperformance
Analysts have raised their price target for SiteOne Landscape Supply, increasing it by $8 to a new target of $151. They cite resilient gross margins, market share gains, and ongoing margin expansion initiatives, despite headwinds in key markets.Mise à jour du récit • Oct 30
SITE: Digital Expansion And Acquisitions Will Drive Margin Gains Through 2026
Analysts have raised SiteOne Landscape Supply’s fair value estimate by $2.50 to $156.40, citing stronger than expected revenue growth and resilient gross margins despite ongoing macroeconomic headwinds. Analyst Commentary Recent Street research reflects a blend of optimism and caution regarding SiteOne Landscape Supply’s outlook.Article d’analyse • Jul 22
What Is SiteOne Landscape Supply, Inc.'s (NYSE:SITE) Share Price Doing?
While SiteOne Landscape Supply, Inc. ( NYSE:SITE ) might not have the largest market cap around , it saw a double-digit...Article d’analyse • Jul 02
SiteOne Landscape Supply (NYSE:SITE) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Article d’analyse • Jun 10
Here's What's Concerning About SiteOne Landscape Supply's (NYSE:SITE) Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Article d’analyse • Apr 22
Are SiteOne Landscape Supply, Inc. (NYSE:SITE) Investors Paying Above The Intrinsic Value?
Key Insights SiteOne Landscape Supply's estimated fair value is US$83.71 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Apr 16
SiteOne Landscape: Uncertainty Creeps In Despite Acquisition Gains
Summary SITE's management is diversifying revenue and pursuing acquisitions to mitigate market weaknesses and economic uncertainties, expecting medium-term growth despite near-term challenges. The landscaping product market faces headwinds from high interest rates and economic uncertainty, but the maintenance end market remains strong and resilient. SITE's robust liquidity and lower leverage compared to peers provide financial stability. Read the full article on Seeking AlphaArticle d’analyse • Apr 07
Investors Appear Satisfied With SiteOne Landscape Supply, Inc.'s (NYSE:SITE) Prospects
With a price-to-earnings (or "P/E") ratio of 40.3x SiteOne Landscape Supply, Inc. ( NYSE:SITE ) may be sending very...Article d’analyse • Mar 21
These 4 Measures Indicate That SiteOne Landscape Supply (NYSE:SITE) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • Mar 03
What Is SiteOne Landscape Supply, Inc.'s (NYSE:SITE) Share Price Doing?
While SiteOne Landscape Supply, Inc. ( NYSE:SITE ) might not have the largest market cap around , it received a lot of...Article d’analyse • Feb 11
Returns On Capital At SiteOne Landscape Supply (NYSE:SITE) Have Hit The Brakes
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Article d’analyse • Jan 12
Estimating The Fair Value Of SiteOne Landscape Supply, Inc. (NYSE:SITE)
Key Insights Using the 2 Stage Free Cash Flow to Equity, SiteOne Landscape Supply fair value estimate is US$119 With...Article d’analyse • Dec 07
Is SiteOne Landscape Supply (NYSE:SITE) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Seeking Alpha • Nov 29
SiteOne Landscape Supply: In The Weeds With A Valuation Not Rooted In Reality
Summary SiteOne reported mixed Q3'24 results with 6% net sales growth driven by acquisitions, but organic daily sales declined by 1%, indicating market share gains amid challenges. Significant headwinds, including commodity price deflation and reduced demand, impacted gross margin and adjusted EBITDA, which decreased by 4% to $114.8 million. Management expects continued headwinds in Q4 but anticipates a more stable pricing environment in 2025, with plans to consolidate or close 16 underperforming branches. SITE trades at a premium valuation relative to other serial acquirers despite lower organic growth. Read the full article on Seeking AlphaArticle d’analyse • Nov 19
SiteOne Landscape Supply, Inc. (NYSE:SITE) Not Lagging Market On Growth Or Pricing
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Article d’analyse • Oct 30
Slowing Rates Of Return At SiteOne Landscape Supply (NYSE:SITE) Leave Little Room For Excitement
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Article d’analyse • Oct 12
Is It Time To Consider Buying SiteOne Landscape Supply, Inc. (NYSE:SITE)?
SiteOne Landscape Supply, Inc. ( NYSE:SITE ), might not be a large cap stock, but it saw a significant share price rise...Article d’analyse • Sep 06
Here's Why SiteOne Landscape Supply (NYSE:SITE) Can Manage Its Debt Responsibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Nouveau récit • Aug 28
Acquisition Strategy And Digital Innovations Set To Overcome Commodity Price Challenges And Boost Margins
Expansion through acquisitions and a focus on small customers and private label brands aim to mitigate margin declines and drive revenue growth.Seeking Alpha • Aug 25
SiteOne Landscape - Wonderful Business, Terrible Valuation
Summary Empirical data on valuation shows no mispricing for SiteOne Landscape Supply. Large scale wholesale distributors like SiteOne Landscape Supply have thrived in the past decade. SiteOne has established a strong position in their industries supply chain, benefiting various stakeholders. The success has created a virtuous circle of growth and prosperity for many involved. Read the full article on Seeking AlphaArticle d’analyse • Jul 26
SiteOne Landscape Supply, Inc.'s (NYSE:SITE) Price In Tune With Earnings
With a price-to-earnings (or "P/E") ratio of 40.5x SiteOne Landscape Supply, Inc. ( NYSE:SITE ) may be sending very...Article d’analyse • Jul 11
Calculating The Intrinsic Value Of SiteOne Landscape Supply, Inc. (NYSE:SITE)
Key Insights SiteOne Landscape Supply's estimated fair value is US$134 based on 2 Stage Free Cash Flow to Equity...Article d’analyse • Jun 06
We Think SiteOne Landscape Supply (NYSE:SITE) Can Stay On Top Of Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Jun 05
SiteOne Landscape: No Green Shoots Yet
Summary SiteOne Landscape's shares are under pressure as the landscape industry continues to struggle in the post-pandemic era. The company claims to be the largest distributor of landscape products with a 17% market share. Despite recent declines in share price, the valuation remains high, and real execution is needed to drive appeal. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment SiteOne Landscape Supply gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 28 Jun 26 | 4,775 | 163 | 1,309 | 0 |
| 29 Mar 26 | 4,706 | 153 | 1,288 | 0 |
| 28 Dec 25 | 4,705 | 152 | 1,281 | 0 |
| 28 Sep 25 | 4,672 | 140 | 1,369 | 0 |
| 29 Jun 25 | 4,623 | 124 | 1,271 | 0 |
| 30 Mar 25 | 4,575 | 116 | 1,266 | 0 |
| 29 Dec 24 | 4,541 | 124 | 1,253 | 0 |
| 29 Sep 24 | 4,493 | 142 | 1,325 | 0 |
| 30 Jun 24 | 4,429 | 155 | 1,291 | 0 |
| 31 Mar 24 | 4,369 | 159 | 1,269 | 0 |
| 31 Dec 23 | 4,301 | 173 | 1,237 | 0 |
| 01 Oct 23 | 4,226 | 176 | 1,185 | 0 |
| 02 Jul 23 | 4,184 | 192 | 1,172 | 0 |
| 02 Apr 23 | 4,047 | 209 | 1,126 | 0 |
| 01 Jan 23 | 4,015 | 245 | 1,084 | 0 |
| 02 Oct 22 | 3,930 | 274 | 1,025 | 0 |
| 03 Jul 22 | 3,764 | 281 | 969 | 0 |
| 03 Apr 22 | 3,631 | 263 | 926 | 0 |
| 02 Jan 22 | 3,476 | 238 | 890 | 0 |
| 03 Oct 21 | 3,346 | 222 | 779 | 0 |
| 04 Jul 21 | 3,161 | 191 | 787 | 0 |
| 04 Apr 21 | 2,895 | 146 | 741 | 0 |
| 03 Jan 21 | 2,705 | 121 | 719 | 0 |
| 27 Sep 20 | 2,564 | 112 | 730 | 0 |
| 28 Jun 20 | 2,465 | 99 | 664 | 0 |
| 29 Mar 20 | 2,400 | 84 | 660 | 0 |
| 29 Dec 19 | 2,358 | 78 | 654 | 0 |
| 29 Sep 19 | 2,297 | 73 | 631 | 0 |
| 30 Jun 19 | 2,223 | 68 | 615 | 0 |
| 31 Mar 19 | 2,158 | 67 | 597 | 0 |
| 30 Dec 18 | 2,112 | 74 | 579 | 0 |
| 30 Sep 18 | 2,053 | 80 | 513 | 0 |
| 01 Jul 18 | 1,977 | 67 | 492 | 0 |
| 01 Apr 18 | 1,898 | 48 | 475 | 0 |
| 31 Dec 17 | 1,862 | 55 | 502 | 0 |
| 01 Oct 17 | 1,808 | 45 | 443 | 0 |
| 02 Jul 17 | 1,750 | 43 | 424 | 0 |
| 02 Apr 17 | 1,655 | -90 | 417 | 0 |
| 01 Jan 17 | 1,648 | -91 | 447 | 0 |
| 02 Oct 16 | 1,626 | -102 | 436 | 0 |
| 03 Jul 16 | 1,586 | -117 | 428 | 0 |
| 03 Apr 16 | 1,554 | -20 | 403 | 0 |
| 03 Jan 16 | 1,452 | -15 | 373 | 0 |
| 27 Sep 15 | 1,400 | -1 | 308 | 0 |
Des revenus de qualité: SITE a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de SITE sont plus élevées que l'année dernière SITE. (3.4%) sont plus élevées que l'année dernière (2.7%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de SITE ont diminué de 14% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de SITE au cours de l'année écoulée ( 31% ) dépasse sa moyenne sur 5 ans ( -14% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices SITE au cours de l'année écoulée ( 31% ) a dépassé celle du secteur Trade Distributors 5.7%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de SITE ( 10% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/10 23:39 |
| Cours de l'action en fin de journée | 2026/08/10 00:00 |
| Les revenus | 2026/06/28 |
| Revenus annuels | 2025/12/28 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
SiteOne Landscape Supply, Inc. est couverte par 17 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Alexander Maroccia | Berenberg |