Simpson Manufacturing (SSD)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-09-04
NYSEIndustrialsConstruction MaterialsSnapshot 2026-09-04
QuarterlyIQ Insights · SSD
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks SSD against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on growing sales volume faster than the US housing market to capture greater market share and revenue growth.
Stated as a priority in 3 of last 3 quarters. Net sales increased from $538.9M in 2025-Q1 to $671.1M in 2026-Q2, while total U.S. housing starts declined 0.6% year-over-year as of 2026-Q2. Management is delivering on above-market volume growth relative to housing starts.
“Our financial ambitions remain driving above market volume growth relative to United States housing starts.”
“We remain focused on our ambitions to grow above the market.”
“We remain focused on our ambitions to grow above the market.”
Sustain an operating income margin of at least 20% through cost management and pricing strategies.
Stated as a priority in 3 of last 3 quarters. Operating margin rose from 19.5% in 2026-Q1 to 25.2% in 2026-Q2, exceeding the full year 2026 guidance range of 19.7% to 20.5%. Management is delivering on maintaining operating margin at or above 20%.
“Our financial ambitions remain ... maintaining an operating income margin at or above 20%.”
Achieve EPS growth that outpaces net sales growth through operational efficiency and pricing.
Stated as a priority in 3 of last 3 quarters. Diluted EPS grew from $2.47 in 2026-Q1 to $3.09 in 2026-Q2, outpacing net sales growth from $587.9M to $671.1M over the same period. Management is delivering EPS growth ahead of net sales growth.
“Consistently driving EPS growth ahead of net sales growth.”
Control capital spending to stay within the targeted $75 million to $90 million annual range.
Stated as a priority in 3 of last 3 quarters. Capital expenditure guidance was $75M-$85M in 2026-Q1 and updated to $80M-$90M in 2026-Q2, reflecting disciplined control of capex spending. Management is delivering within the targeted range.
Continue returning capital to shareholders through share buybacks and quarterly dividends.
Stated as a priority in 3 of last 3 quarters. The company repurchased $50.0M in 2026-Q1 and $48.7M in 2026-Q2, while dividends per share increased from $0.29 to $0.30. Management is delivering consistent capital return to shareholders.
Over the trailing year it converted 0.27x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 48% of the time over the next year (vs 59% for the rest of the cohort, n=4997).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.
“We remain focused on ... achieve an operating margin of at least 20%.”
“We remain focused on ... achieve an operating margin of at least 20%.”
“We remain focused on ... drive earnings per share growth ahead of net sales growth.”
“We remain focused on ... drive earnings per share growth ahead of net sales growth.”
“Capital expenditures are estimated to be in the range of $80.0 million to $90.0 million.”
“Capital expenditures are estimated to be in the range of $75.0 million to $85.0 million.”
“Capital expenditures are estimated to be in the range of $75.0 million to $85.0 million.”
“Repurchased $48.7 million of common stock and declared a $0.30 per share dividend.”
“Repurchased $50.0 million of common stock and declared a $0.29 per share dividend.”
“Declared a quarterly dividend of $0.29 per share.”