SiteOne Landscape Supply (NYSE:SITE) Sets New 12-Month High After Better-Than-Expected Earnings

SiteOne Landscape Supply, Inc. (NYSE:SITE) shares hit a new 52-week high during trading on Wednesday following a better than expected earnings announcement. The company traded as high as $167.60 and last traded at $161.8850, with a volume of 294006 shares traded. The stock had previously closed at $148.78.

The industrial products company reported ($0.20) EPS for the quarter, topping analysts’ consensus estimates of ($0.29) by $0.09. SiteOne Landscape Supply had a return on equity of 9.33% and a net margin of 3.23%.The firm had revenue of $1.05 billion during the quarter, compared to analysts’ expectations of $1.05 billion. During the same quarter in the previous year, the business earned ($0.48) EPS. The company’s quarterly revenue was up 3.2% on a year-over-year basis.

Key Stories Impacting SiteOne Landscape Supply

Here are the key news stories impacting SiteOne Landscape Supply this week:

• Positive Sentiment: Q4 results beat EPS estimates (‑$0.20 vs consensus ‑$0.29), revenue grew ~3.2% YoY and management highlighted adjusted EBITDA margin expansion — a sign the recovery and cost actions are working. SiteOne Announces Fourth Quarter and Full Year 2025 Earnings
• Positive Sentiment: Management set 2026 adjusted EBITDA guidance of $425M–$455M, citing positive pricing and cost actions as drivers — this gives a clearer earnings recovery path that supports valuation and upside if execution continues. SiteOne expects $425M–$455M adjusted EBITDA in 2026
• Positive Sentiment: Full-year sales reached ~$4.7B, showing scale and modest organic growth in a tough landscaping/construction environment — supports the company’s revenue base. SiteOne Annual Sales Reach $4.7B After Modest 4Q Organic Gain
• Positive Sentiment: Technical/market interest: the stock has a strong relative strength rating (80+), and coverage notes the name reached a new NYSE composite high — factors that can attract momentum investors. SiteOne meets 80-plus relative strength rating benchmark
• Neutral Sentiment: Earnings call transcript and slide deck are available for deeper read on management’s comments and execution plans — useful for validating margin and working capital assumptions. Q4 2025 earnings call transcript
• Negative Sentiment: Despite the beat, the company still reported a GAAP loss for the quarter (‑$0.20), reminding investors that profitability recovery remains incomplete. SiteOne Reports Q4 Loss
• Negative Sentiment: Some coverage flagged a cautious tone in the outlook and the stock gave back gains (shares slipped ~2% in some sessions), indicating investors are weighing execution risk and mixed near-term visibility. SiteOne shares fall over 2% as Q4 loss narrows, outlook cautious

Wall Street Analysts Forecast Growth

SITE has been the subject of several analyst reports. Weiss Ratings restated a “hold (c-)” rating on shares of SiteOne Landscape Supply in a report on Wednesday, January 21st. Zacks Research downgraded shares of SiteOne Landscape Supply from a “hold” rating to a “strong sell” rating in a research note on Wednesday, January 21st. Royal Bank Of Canada boosted their target price on SiteOne Landscape Supply from $151.00 to $171.00 and gave the company an “outperform” rating in a research report on Thursday. Stifel Nicolaus set a $144.00 price target on SiteOne Landscape Supply in a report on Monday. Finally, Truist Financial raised their price target on SiteOne Landscape Supply from $165.00 to $200.00 and gave the stock a “buy” rating in a research note on Wednesday. Four research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $159.44.

Institutional Trading of SiteOne Landscape Supply

A number of large investors have recently modified their holdings of the company. Teacher Retirement System of Texas boosted its holdings in SiteOne Landscape Supply by 16.0% in the second quarter. Teacher Retirement System of Texas now owns 10,308 shares of the industrial products company’s stock worth $1,247,000 after acquiring an additional 1,422 shares in the last quarter. American Century Companies Inc. raised its position in shares of SiteOne Landscape Supply by 20.6% in the 2nd quarter. American Century Companies Inc. now owns 629,029 shares of the industrial products company’s stock valued at $76,075,000 after purchasing an additional 107,465 shares during the last quarter. Advantage Alpha Capital Partners LP raised its position in shares of SiteOne Landscape Supply by 6.2% in the 2nd quarter. Advantage Alpha Capital Partners LP now owns 42,756 shares of the industrial products company’s stock valued at $5,171,000 after purchasing an additional 2,501 shares during the last quarter. Rockefeller Capital Management L.P. boosted its stake in SiteOne Landscape Supply by 37.8% in the 2nd quarter. Rockefeller Capital Management L.P. now owns 79,564 shares of the industrial products company’s stock worth $9,622,000 after purchasing an additional 21,810 shares in the last quarter. Finally, Entropy Technologies LP purchased a new stake in SiteOne Landscape Supply during the 2nd quarter worth approximately $411,000.

SiteOne Landscape Supply Stock Performance

The company has a current ratio of 2.49, a quick ratio of 1.14 and a debt-to-equity ratio of 0.29. The company has a market cap of $7.11 billion, a PE ratio of 47.48, a P/E/G ratio of 1.72 and a beta of 1.59. The firm’s 50-day simple moving average is $137.84 and its two-hundred day simple moving average is $134.43.

About SiteOne Landscape Supply

SiteOne Landscape Supply is a leading distributor of landscape supplies and irrigation equipment in North America. The company serves a broad range of customers, including independent landscapers, lawn and garden retailers, municipalities and other commercial landscape professionals. Its product portfolio spans irrigation and lighting controls, pipes and fittings, fertilizers and soils, lighting fixtures, hardscapes, outdoor lighting systems and related installation accessories.

In addition to core product lines, SiteOne offers agronomic services designed to optimize turf and plant health, as well as online tools and training resources to help customers plan, specify and manage projects more efficiently.