SiteOne (NYSE:SITE) Misses Q2 CY2026 Revenue Estimates

SiteOne Landscape Supply (NYSE: SITE) reported Q2 CY2026 revenue of $1.53 billion, up 4.7% year over year but below analysts’ estimates. GAAP EPS was $3.14, down 4.6% versus consensus. The article also cites operating margin of 12.9% for the quarter and expects revenue growth of 6.6% over the next 12 months.

Original reporting
Published Jul 29, 2026, 11:15 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jul 29, 2026, 12:00 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
SiteOne (NYSE:SITE) Misses Q2 CY2026 Revenue Estimates — source image
Decision brief

The 30-second read

$SITEBearishMed
01

Why it matters

The key new trading input is the Q2 CY2026 revenue and GAAP EPS miss versus consensus, alongside commentary that organic revenue has been flat and operating margin has not improved despite revenue growth.

02

Market read

For traders, the miss plus stable margins frames a near-term risk of continued top-line softness until management guidance or organic growth re-accelerates.

03

What to watch

The article cites organic revenue flat over two years and suggests acquisitions/FX boosted headline results; traders should separate underlying demand from accounting/FX effects when assessing the next quarter.

Relevance 7/10Novelty 6/10Timing: after-hours/just-reported Q2 CY2026 results, with stock noted flat immediately after reporting

Background

SiteOne is a landscaping products distributor serving professionals, including irrigation, lighting, and turf care products.

Company-level read

Ticker impact

$SITEBearishMedium confidence
Context

SiteOne reported Q2 CY2026 revenue of $1.53B, up 4.7% YoY, but below Wall Street estimates, with GAAP EPS $3.14 also missing consensus.

Expected impact

Near-term downside bias or muted upside until next earnings/guidance; traders may fade rallies on any weak follow-through.

Evidence & confidence

The article provides concrete miss details (revenue and EPS vs estimates) and notes operating margin stability this quarter, implying the key issue is top-line softness rather than a sudden margin collapse.

Market effects

Read-across for industrials/distributors: decelerating revenue growth and flat organic revenue point to softer end-market demand.

No specific regional demand or FX driver is quantified beyond organic vs headline discussion.

Limited; the piece is company-specific and does not introduce broader macro or global supply-chain shocks.

Counterpoint

Operating margin was stable this quarter (12.9% in-line with last year), so the miss may be temporary end-market timing rather than a structural deterioration.

Key entities

  • SiteOne Landscape Supply

    NYSE-listed distributor reporting Q2 CY2026 revenue and GAAP EPS that missed consensus, with stable operating margin but softer demand signals.

Related articles

$SITEMed

SiteOne’s Q2 Earnings Call: Our Top 5 Analyst Questions

SiteOne reported Q2 revenue of $1.53B vs $1.54B estimates and adjusted EPS of $3.20 vs $3.35, citing softer demand in new residential construction and repair and upgrade markets, especially in Sunbelt states. Adjusted EBITDA was $237.2M vs $248.8M, with full-year EBITDA guidance $440M at midpoint. CEO Doug Black said remodel support factors are weaker than expected.

$SITEMed

SiteOne Landscape Supply Q2 Earnings Call Highlights

SiteOne Landscape Supply (NYSE: SITE) reported Q2 highlights from its earnings call. Pro-Trade private-brand sales rose nearly 50% YoY, digital sales via siteone.com increased over 50% YTD, and organic daily agronomic sales grew 5%. SG&A rose to about $371M. The company repurchased 797k shares for $94M and reaffirmed 2026 adjusted EBITDA of $425M to $455M.

$SITEMedAI 8/10

SiteOne Landscape Supply, Inc. Q2 2026 Earnings Call Summary

SiteOne Landscape Supply reported Q2 2026 net sales up 5% despite a 2% organic volume decline, driven by 3% pricing gains and 3% from acquisitions. Gross margin rose 50 bps to 36.9%. FY2026 adjusted EBITDA guidance is $425m to $455m. The company also expanded its TAM to $36b and expects flat to +1% organic daily sales growth.

$SITEMedAI 9/10

Why SiteOne (SITE) Shares Are Plunging Today

SiteOne Landscape Supply (NYSE: SITE) shares fell 12.2% after its Q2 results missed Wall Street. Earnings were $3.14 per share versus $3.29 expected, and revenue was $1.53 billion versus $1.54 billion. Adjusted EBITDA and full-year guidance also came in below estimates, and the stock hit a new 52-week low.

$SITEMed

SiteOne Landscape Supply, Inc. (SITE): Results of Operations and Financial Condition

SiteOne Landscape Supply, Inc. (SITE) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 tm2621404d1_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 July 29, 2026 SiteOne Landscape Supply Announces Second Quarter 2026 Earnings Second Quarter 2026 Highlights (Compared to Second Quarter 2025): · Net sales increased 5% to $1,530.7 million · Organic Daily Sales increased

$DTMedAI 8/10

Dynatrace Springs on Q1 Figures

Dynatrace (NYSE: DT) reported Q1 FY2027 results for the quarter ended June 30, 2026. Total ARR was $2,136 million, up 17%. Total revenue rose to $555 million, up 16%. Subscription revenue was $530 million. GAAP operating income was $71 million and non-GAAP $162 million. CEO Rick McConnell cited 41% organic net new ARR growth and accelerating TTM growth.