Equity Profile

SITE

SiteOne Landscape Supply, Inc.

IndustrialsTrading Companies & Distributors$4.7B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

SiteOne Landscape Supply, Inc. is a leading distributor of landscape supplies in North America, serving the needs of landscape professionals....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well SiteOne is performing in a competitive landscape, especially given recent trends in consumer spending.

N/A

Gross Margin

Gross margin is crucial for understanding profitability, especially in a fluctuating supply chain environment.

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 in North America, serving the needs of landscape professionals. As a key player in the industrial sector, the company benefits from trends in home improvement and outdoor living, which have gained popularity among consumers.

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 expectations by 33%. The stock reacted negatively, dropping over 15% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautious ahead of SiteOne's earnings report, especially after the significant miss last quarter. There is uncertainty about revenue growth and margin stability.

Bull Case

If SiteOne can demonstrate strong revenue growth and improved margins, it could restore investor confidence and lead to a positive stock reaction.

Bear Case

Continued losses or disappointing revenue figures could further erode confidence, leading to a sharp decline in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the revenue growth rate be this quarter?

Revenue growth is critical for assessing the company's recovery and ability to attract customers in a competitive market.

How has gross margin been affected by supply chain challenges?

Understanding gross margin trends will provide insight into the company's cost management and pricing strategies.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be overly pessimistic about SiteOne's ability to recover from recent losses, underestimating the potential for improved margins and revenue growth.

Supporting Evidence

The options market is pricing a significant move, suggesting traders expect volatility that could favor a positive surprise.

Historical trends show that SiteOne has occasionally rebounded strongly after misses, indicating potential for recovery.

Key Risk

If revenue growth exceeds expectations, it could shift the narrative and lead to a positive reassessment of the company's outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on how well SiteOne can navigate market challenges and maintain profitability.

Bull Confirmed If

Revenue growth of 10% or more compared to the previous quarter would confirm the bull case.

Bear Confirmed If

A revenue decline or gross margin below 30% would support 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, indicating that traders expect volatility around the earnings report.

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 setup 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, history suggests the stock could rise around 6.37%, confirming a positive outlook.

In-Line / Cautious

A cautious in-line report may lead to a muted reaction, with the stock potentially moving sideways as investors await clearer guidance.

Miss

If the company misses again, history suggests a drop of about 0.46%, which could further shake investor confidence.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain improvements and their impact on costs.
2Details on customer demand trends and how they are affecting revenue.
3Management's outlook on future growth and market conditions.
4Insights into cost management strategies and their effectiveness.
5Any commentary on competitive pressures in the landscape supply industry.

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

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Company Snapshot

SiteOne Landscape Supply, Inc. is a leading distributor of landscape supplies in North America, serving the needs of landscape professionals....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well SiteOne is performing in a competitive landscape, especially given recent trends in consumer spending.

N/A

Gross Margin

Gross margin is crucial for understanding profitability, especially in a fluctuating supply chain environment.

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 expectations by 33%. The stock reacted negatively, dropping over 15% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautious ahead of SiteOne's earnings report, especially after the significant miss last quarter. There is uncertainty about revenue growth and margin stability.

Bull Case

If SiteOne can demonstrate strong revenue growth and improved margins, it could restore investor confidence and lead to a positive stock reaction.

Bear Case

Continued losses or disappointing revenue figures could further erode confidence, leading to a sharp decline in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the revenue growth rate be this quarter?

Revenue growth is critical for assessing the company's recovery and ability to attract customers in a competitive market.

How has gross margin been affected by supply chain challenges?

Understanding gross margin trends will provide insight into the company's cost management and pricing strategies.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be overly pessimistic about SiteOne's ability to recover from recent losses, underestimating the potential for improved margins and revenue growth.

Supporting Evidence

The options market is pricing a significant move, suggesting traders expect volatility that could favor a positive surprise.

Historical trends show that SiteOne has occasionally rebounded strongly after misses, indicating potential for recovery.

Key Risk

If revenue growth exceeds expectations, it could shift the narrative and lead to a positive reassessment of the company's outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on how well SiteOne can navigate market challenges and maintain profitability.

Bull Confirmed If

Revenue growth of 10% or more compared to the previous quarter would confirm the bull case.

Bear Confirmed If

A revenue decline or gross margin below 30% would support 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, indicating that traders expect volatility around the earnings report.

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 setup 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, history suggests the stock could rise around 6.37%, confirming a positive outlook.

In-Line / Cautious

A cautious in-line report may lead to a muted reaction, with the stock potentially moving sideways as investors await clearer guidance.

Miss

If the company misses again, history suggests a drop of about 0.46%, which could further shake investor confidence.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain improvements and their impact on costs.
2Details on customer demand trends and how they are affecting revenue.
3Management's outlook on future growth and market conditions.
4Insights into cost management strategies and their effectiveness.
5Any commentary on competitive pressures in the landscape supply industry.