Equity Profile

SITE

SiteOne Landscape Supply, Inc.

IndustrialsTrading Companies & Distributors$4.8B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

SiteOne Landscape Supply, Inc. is a leading distributor of landscape supplies, serving both professional landscapers and homeowners....

Key Metrics to Watch

Revenue Growth

Revenue growth is essential to gauge the company's performance in a competitive market and its ability to capture demand.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help investors assess the company's financial health this quarter.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

SITE Q2-2026 Earnings Preview

Context

Company Snapshot

SiteOne Landscape Supply, Inc. is a leading distributor of landscape supplies, serving both professional landscapers and homeowners. As part of the industrial sector, the company plays a crucial role in the construction and maintenance of outdoor spaces, which can be influenced by trends in housing, construction, and consumer spending.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-12.77%

Avg Stock Reaction

+2.68%

Last Quarter Recap

In Q1 2026, SiteOne reported an EPS of -$0.60, missing estimates by 33%. The stock reacted negatively, dropping 15.37% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for SiteOne's upcoming earnings are mixed, given the recent history of earnings surprises and stock reactions. Investors are cautious due to the company's recent underperformance.

Bull Case

If SiteOne can demonstrate strong revenue growth and improved margins, it could signal a turnaround, boosting investor confidence.

Bear Case

Conversely, continued losses or weak guidance could lead to further declines in stock price, especially given the recent earnings miss.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to analyst expectations?

Given the company's recent earnings misses, the EPS figure will be critical in assessing whether SiteOne is on a recovery path.

How is the company managing its gross margins in the current economic environment?

Margins will indicate how well SiteOne is controlling costs and pricing its products, which is vital for profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in demand for landscape supplies as construction activity picks up, which could lead to better-than-expected revenue growth.

Supporting Evidence

The options market is pricing in a 20.86% move, suggesting significant expectations of volatility that may not align with historical performance.

SiteOne's recent earnings history shows that it has had a mix of surprises, indicating potential for a positive turnaround.

The company's market cap of $5B suggests that even small improvements in performance can lead to notable stock price movements.

Key Risk

If SiteOne reports an EPS above -$0.50, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching how SiteOne navigates challenges in the landscape supply industry, particularly in terms of profitability and growth.

Bull Confirmed If

A return to positive EPS, ideally above $0.10, would confirm the bull case and suggest a recovery.

Bear Confirmed If

An EPS below -$0.60 would reinforce bearish sentiment and indicate ongoing struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±20.86%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±20.9% while SITE has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

62.4%

Calls (500)P/C Ratio: 1.33Puts (500)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Industrials

n=30

Fade rate: 12 of 30 (40%)

This setup has occurred 30 times across Industrials in the last 2 years. 12 of 30 faded and 18 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 6.5%, with a raw directional average of +1.3% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SiteOne beats expectations and raises guidance, history suggests a potential stock increase of around 6.37%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but management remains cautious, the stock may see muted movement as investors digest the commentary.

Miss

A significant miss could lead to a drop, with history suggesting an average decline of 0.46% following such outcomes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth compared to the previous quarter.
2Any updates on cost management strategies and their impact on gross margins.
3Management's outlook on the landscape supply market for the rest of the year.
4Insights into customer demand trends and how they are affecting sales.
5Any commentary on competitive pressures and how the company plans to address them.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Jul27

DYNBMO

Dyne Therapeutics, Inc.

Insider activity

PreviewView

Jul

Company Snapshot

SiteOne Landscape Supply, Inc. is a leading distributor of landscape supplies, serving both professional landscapers and homeowners....

Key Metrics to Watch

Revenue Growth

Revenue growth is essential to gauge the company's performance in a competitive market and its ability to capture demand.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help investors assess the company's financial health this quarter.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

SITE Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-12.77%

Avg Stock Reaction

+2.68%

Last Quarter Recap

In Q1 2026, SiteOne reported an EPS of -$0.60, missing estimates by 33%. The stock reacted negatively, dropping 15.37% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If SiteOne can demonstrate strong revenue growth and improved margins, it could signal a turnaround, boosting investor confidence.

Bear Case

Conversely, continued losses or weak guidance could lead to further declines in stock price, especially given the recent earnings miss.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to analyst expectations?

Given the company's recent earnings misses, the EPS figure will be critical in assessing whether SiteOne is on a recovery path.

How is the company managing its gross margins in the current economic environment?

Margins will indicate how well SiteOne is controlling costs and pricing its products, which is vital for profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in demand for landscape supplies as construction activity picks up, which could lead to better-than-expected revenue growth.

Supporting Evidence

The options market is pricing in a 20.86% move, suggesting significant expectations of volatility that may not align with historical performance.

SiteOne's recent earnings history shows that it has had a mix of surprises, indicating potential for a positive turnaround.

The company's market cap of $5B suggests that even small improvements in performance can lead to notable stock price movements.

Key Risk

If SiteOne reports an EPS above -$0.50, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching how SiteOne navigates challenges in the landscape supply industry, particularly in terms of profitability and growth.

Bull Confirmed If

A return to positive EPS, ideally above $0.10, would confirm the bull case and suggest a recovery.

Bear Confirmed If

An EPS below -$0.60 would reinforce bearish sentiment and indicate ongoing struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±20.86%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±20.9% while SITE has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

62.4%

Calls (500)P/C Ratio: 1.33Puts (500)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Industrials

n=30

Fade rate: 12 of 30 (40%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SiteOne beats expectations and raises guidance, history suggests a potential stock increase of around 6.37%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but management remains cautious, the stock may see muted movement as investors digest the commentary.

Miss

A significant miss could lead to a drop, with history suggesting an average decline of 0.46% following such outcomes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth compared to the previous quarter.
2Any updates on cost management strategies and their impact on gross margins.
3Management's outlook on the landscape supply market for the rest of the year.
4Insights into customer demand trends and how they are affecting sales.
5Any commentary on competitive pressures and how the company plans to address them.