SiteOne Landscape Supply, Inc.
BLACK DOUG (CEO) purchased 8,000 indirectly-held shares of SiteOne Landscape Supply, Inc. (SITE) at an average of $102.04 ($101.94–$102.13, $0.82M total) across 2 trades on 2026-08-04.
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.
After Microsoft’s results, investors focused on AI monetization. Amazon shares jumped 15.3% post-close as AWS revenue rose 37% YoY, fastest in 18 quarters, and AI and chips run rates topped $25B. Apple fell 7.4% on outlook concerns. Treasuries rose to 4.71% and Brent to $87.93. The piece also lists options trades including LWLG and SITE.
Over the past 7 days, alphai's AI scored 2 news stories mentioning SITE (SiteOne Landscape Supply, Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 2 bearish.
Recent SITE coverage spans earnings, insider activity and market movers.
In the last 30 days, SITE insiders filed 2 SEC Form 4 transactions — 2 purchases ($816K) and no sales. The most active reporter was BLACK DOUG, CEO, with 2 filings.
The filing is a modest insider buy signal, but it is not a new fundamental catalyst like earnings, guidance, or a deal.
Earnings and EBITDA guidance confirm demand softness and margin pressure, with management attributing weakness to residential construction and repair and upgrade markets.
Earnings miss is the key driver, but the article does not provide the miss details beyond the directional outcome.
The article provides fresh Q2 operating metrics and reaffirmed full-year EBITDA guidance, plus buyback and liquidity details that can influence near-term positioning.
The downgrade implies reduced confidence in near-term upside catalysts and can pressure the stock on sentiment.
alphai scores every news story that mentions SITE with an AI model for sentiment and relevance, and aggregates insider trades from SiteOne Landscape Supply, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
BLACK DOUG (CEO) purchased 8,000 indirectly-held shares of SiteOne Landscape Supply, Inc. (SITE) at an average of $102.04 ($101.94–$102.13, $0.82M total) across 2 trades on 2026-08-04.
2 min readSiteOne 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.
6 min readAfter Microsoft’s results, investors focused on AI monetization. Amazon shares jumped 15.3% post-close as AWS revenue rose 37% YoY, fastest in 18 quarters, and AI and chips run rates topped $25B. Apple fell 7.4% on outlook concerns. Treasuries rose to 4.71% and Brent to $87.93. The piece also lists options trades including LWLG and SITE.
7 min readSiteOne 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.
6 min readAnalysts issued multiple rating changes. Humana (HUM) was upgraded by Leerink to Outperform with a $513 target and by Piper Sandler to Overweight with a $463 target. Bloom Energy (BE), Sprouts (SFM), uniQure (QURE), and Core Scientific (CORZ) also saw upgrades. Las Vegas Sands (LVS) was downgraded to Hold by Argus. Other actions included P&G (PG), SiteOne (SITE), Capricor (CAPR), and Fannie Mae (FNMA).
3 min readSiteOne 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.
6 min readSiteOne 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.
4 min readSiteOne 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.
5 min readSiteOne 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
6 min readSiteOne Landscape Supply (SITE) will report earnings Wednesday before the bell. The company previously missed revenue and EPS estimates, with revenue of $940.1 million, flat year over year. Analysts expect revenue growth of 5.5% YoY. SITE is down 11.7% over the past month, with an average price target of $157.08 versus $101.35.
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