$SITE

SiteOne Landscape Supply, Inc. Q3 2026 Earnings Call Summary

SiteOne Landscape Supply reported Q3 2026 net sales growth of 3%, driven by acquisitions and price increases, offsetting a 5% organic volume decline. Adjusted EBITDA margin expanded by 60 basis points, with digital sales up over 45%. Management expects full-year adjusted EBITDA of $425M-$440M, excluding unannounced acquisitions. A Q4 restructuring plan includes workforce reductions and branch consolidations, with a $6M-$8M charge.

Original reporting
Published Oct 28, 2026, 5:15 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 28, 2026, 5:31 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 Landscape Supply, Inc. Q3 2026 Earnings Call Summary — source image
Decision brief

The 30-second read

$SITENeutralMed
01

Why it matters

The disclosed guidance and restructuring plan provide fresh data for valuation models and may trigger short‑term price movement.

02

Market read

First report of FY 2026 EBITDA guidance and Q4 restructuring charge; relevant for investors tracking construction‑related stocks.

03

What to watch

Digital sales growth of 45% YoY may signal longer‑term margin expansion.

Relevance 7/10Novelty 7/10Timing: post-earnings today

Background

SiteOne Landscape Supply reported Q3 results with modest sales growth, margin expansion, and detailed guidance for FY 2026 and Q4 restructuring.

Company-level read

Ticker impact

$SITENeutralHigh confidence
Context

Q3 2026 earnings call disclosed full-year adjusted EBITDA guidance of $425M-$440M and a Q4 restructuring charge of $6M-$8M.

Expected impact

likely modest downside as market prices in the lower end of EBITDA guidance

Evidence & confidence

New guidance and cost actions are primary disclosures that can affect valuation immediately.

Market effects

Landscape supply sector may see pressure if peers face similar demand slowdown.

U.S. home improvement and construction markets could be impacted by lower residential construction demand.

Limited to U.S. construction‑related equities.

Counterpoint

Buyback authorization and acquisition pipeline could offset earnings concerns if execution improves.

Key entities

  • SiteOne Landscape Supply, Inc.

    U.S. listed provider of landscape maintenance products and services.

Related articles

$SITEHighAI 8/10

SiteOne (SITE) Q3 2026 Earnings Call Transcript

SiteOne (SITE) reported Q3 2026 net sales of $1.29B, up 3% YoY, with organic daily sales down 1%. Gross profit rose 5% to $459M, and adjusted EBITDA increased 8% to $138.3M. The company repurchased $62M in shares and plans to continue capital returns. SiteOne aims to grow through acquisitions and market share gains, targeting $2B in acquired revenue over the next decade. Management expects challenging market conditions but remains focused on long-term growth and shareholder value.

$SITEMed

SiteOne Q3 2026: Sales Rise 3%, Adjusted EBITDA Increases 8%

SiteOne reported Q3 2026 net sales of $1.291B, up 3% YoY, with net income rising 8% to $63.9M. Adjusted EBITDA increased 8% to $138.3M. The company expects full-year 2026 Adjusted EBITDA of $425M-$440M. Organic Daily Sales declined 1%, but acquisitions contributed $39.7M to growth. SiteOne authorized a $500M increase to its share repurchase program and plans workforce reductions in Q4.