Equity Profile

SITE

SiteOne Landscape Supply, Inc.

IndustrialsTrading Companies & Distributors$4.3B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

SiteOne Landscape Supply, Inc. is a leading wholesale distributor of landscape supplies, catering to professionals in the green industry....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well SiteOne is capturing market demand in the landscaping sector.

N/A

Gross Margin

Gross margin is crucial for understanding profitability, especially in a competitive landscape supply market.

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 wholesale distributor of landscape supplies, catering to professionals in the green industry. As a key player in the industrial sector, it benefits from trends in home improvement and landscaping, which are influenced by consumer spending and housing market dynamics.

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 33.33%. The stock reacted negatively, dropping 15.37% the following day.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to expanding product offerings.
Plans to enhance customer service and support.

Expectations

Wall Street Expectations

Investors are cautiously optimistic as they await SiteOne's Q2 results, especially after a disappointing Q1. The market is looking for signs of recovery in revenue and profitability.

Bull Case

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

Bear Case

Conversely, if the company fails to show progress in revenue or continues to report losses, it may lead to further declines in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for Q2 2026?

This figure will be crucial in assessing whether SiteOne is recovering from its recent struggles and capturing market demand.

How has gross margin changed compared to previous quarters?

Changes in gross margin will provide insight into the company's pricing power and cost management effectiveness.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate SiteOne's ability to recover due to its strong market position and potential for operational improvements.

Supporting Evidence

Despite recent losses, SiteOne has a solid customer base that could drive future growth.

The options market is pricing a larger move than historical averages suggest, indicating potential for a surprise.

Management's focus on expanding product offerings could lead to increased market share.

Key Risk

If revenue growth exceeds expectations, it could shift market sentiment significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether SiteOne can rebound from recent earnings misses and improve its financial performance.

Bull Confirmed If

Revenue growth of at least 10% year-over-year would confirm the bull case.

Bear Confirmed If

A revenue decline or gross margin below 30% would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±20.86%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a significant move, suggesting 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)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

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

In-Line / Cautious

If results are in line but cautious, the stock may experience a muted reaction, reflecting ongoing investor uncertainty.

Miss

A miss could lead to a decline of approximately 0.46%, reinforcing bearish sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth projections for the landscaping sector.
2Details on cost management strategies and their impact on gross margins.
3Insights into customer demand trends and market share changes.
4Management's commentary on operational efficiencies and product expansion.
5Any guidance on future quarters and expectations for the remainder of 2026.

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Company Snapshot

SiteOne Landscape Supply, Inc. is a leading wholesale distributor of landscape supplies, catering to professionals in the green industry....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well SiteOne is capturing market demand in the landscaping sector.

N/A

Gross Margin

Gross margin is crucial for understanding profitability, especially in a competitive landscape supply market.

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 33.33%. The stock reacted negatively, dropping 15.37% the following day.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to expanding product offerings.
Plans to enhance customer service and support.

Expectations

Wall Street Expectations

Investors are cautiously optimistic as they await SiteOne's Q2 results, especially after a disappointing Q1. The market is looking for signs of recovery in revenue and profitability.

Bull Case

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

Bear Case

Conversely, if the company fails to show progress in revenue or continues to report losses, it may lead to further declines in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for Q2 2026?

This figure will be crucial in assessing whether SiteOne is recovering from its recent struggles and capturing market demand.

How has gross margin changed compared to previous quarters?

Changes in gross margin will provide insight into the company's pricing power and cost management effectiveness.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate SiteOne's ability to recover due to its strong market position and potential for operational improvements.

Supporting Evidence

Despite recent losses, SiteOne has a solid customer base that could drive future growth.

The options market is pricing a larger move than historical averages suggest, indicating potential for a surprise.

Management's focus on expanding product offerings could lead to increased market share.

Key Risk

If revenue growth exceeds expectations, it could shift market sentiment significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether SiteOne can rebound from recent earnings misses and improve its financial performance.

Bull Confirmed If

Revenue growth of at least 10% year-over-year would confirm the bull case.

Bear Confirmed If

A revenue decline or gross margin below 30% would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±20.86%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a significant move, suggesting 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)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

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

In-Line / Cautious

If results are in line but cautious, the stock may experience a muted reaction, reflecting ongoing investor uncertainty.

Miss

A miss could lead to a decline of approximately 0.46%, reinforcing bearish sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth projections for the landscaping sector.
2Details on cost management strategies and their impact on gross margins.
3Insights into customer demand trends and market share changes.
4Management's commentary on operational efficiencies and product expansion.
5Any guidance on future quarters and expectations for the remainder of 2026.