SiteOne (NYSE:SITE) misses Q3 2026 revenue estimates
SiteOne reported Q3 2026 revenue of $1.29B, missing estimates by 0.9% but beating EPS and EBITDA expectations. Full-year EBITDA guidance met estimates. Organic revenue declined 1% YoY. Operating and free cash flow margins were steady or slightly down.
How this was made
The 30-second read
Why it matters
The key trading tension is that EPS and adjusted EBITDA beat, but revenue and organic revenue missed and free cash flow margin declined, which can affect valuation multiples and near-term expectations for demand and cash generation.
Market read
A modest revenue miss with weaker cash conversion, even alongside guidance-in-line and adjusted profitability beats, can drive a re-rating of near-term fundamentals.
What to watch
The article does not quantify segment mix, working-capital drivers, or whether the FCF margin decline is temporary, which could moderate the negative read-through.
Background
SiteOne’s Q3 2026 results are compared directly to S&P analysts’ consensus, including revenue, EPS, adjusted EBITDA, and full-year EBITDA guidance.
Ticker impact
SiteOne reported Q3 2026 revenue of $1.29B, missing consensus $1.30B, while EPS beat and free cash flow margin fell year over year.
Likely downward pressure as investors weigh the revenue shortfall and declining FCF margin against the EPS/EBITDA beats.
The article highlights a small revenue miss and a year-over-year decline in free cash flow margin, which can outweigh GAAP EPS and adjusted EBITDA outperformance if guidance is only in line.
Market effects
May reinforce cautious sentiment toward building-products distribution demand and cash conversion quality when revenue misses occur.
No specific regional spillover described beyond US-listed distributor sentiment.
Limited, as the disclosure is company-specific and not tied to global macro or cross-border supply shocks.
Counterpoint
Investors may look past the revenue miss because full-year EBITDA guidance is in line and adjusted EBITDA beat suggests operating execution remains intact.
Key entities
- companySiteOne
NYSE-listed distributor reporting Q3 2026 results and full-year EBITDA guidance.
