SiteOne Landscape Supply, Inc.
- Open
- 106.63
- Day high
- 107.53
- Day low
- 104.78
- Prev close
- 105.33
- Volume
- 421K
- Mkt cap
- $4.7B
- P/E (TTM)
- 31.2
- EPS (TTM)
- $3.39
- P/B
- 2.9
- P/S
- 1.0
- Yield
- —
- Per share
- —
- ▲Insiders net buying $119K over the last 3 months (1 open-market buy, 2 sales)
- 🏛Institutions mixed (13F)
SiteOne Landscape Supply, Inc. (SITE) is a Industrials company listed on NYSE. The stock is down 17% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 2 sales (SEC Form 4). Drillr has 1 published research article covering SITE.
SiteOne Landscape Supply, Inc. (SITE) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
SITE earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 29, 2026 | $-0.45 | $-0.60 | -33.3% | $940M | -4.3% |
| Feb 11, 2026 | $-0.29 | $-0.20 | +31.0% | $1.0B | +6.2% |
| Oct 29, 2025 | $1.22 | $1.31 | +7.4% | $1.3B | +19.5% |
| Jul 30, 2025 | $2.89 | $2.86 | -1.0% | $1.5B | +17.2% |
| Apr 30, 2025 | $-0.50 | $-0.61 | -22.0% | $939M | -36.5% |
| Feb 12, 2025 | $-0.26 | $-0.48 | -84.6% | $1.0B | +1.4% |
| Oct 30, 2024 | $1.16 | $0.97 | -16.4% | $1.2B | +22.4% |
| Jul 31, 2024 | $2.54 | $2.63 | +3.5% | $1.4B | +1.6% |
| May 1, 2024 | $-0.27 | $-0.43 | -59.3% | $905M | -35.0% |
| Feb 14, 2024 | $-0.18 | $-0.08 | +55.6% | $965M | +2.4% |
| Nov 1, 2023 | $1.45 | $1.25 | -13.8% | $1.1B | +0.3% |
| Aug 2, 2023 | $2.66 | $2.71 | +1.9% | $1.4B | +3.9% |
SITE insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 4, 2026 | Jackson Travis Ryanofficer: General Counsel & Secretary | Tax | 160 | $103.82 |
| Jun 4, 2026 | Jackson Travis Ryanofficer: General Counsel & Secretary | Option | 547 | — |
| May 29, 2026 | Diaz Fred Mdirector | Sell | 563 | $115.13 |
| May 29, 2026 | Diaz Fred Mdirector | Sell | 562 | $112.52 |
| May 14, 2026 | Douglas William W IIIdirector | Grant | 1,186 | — |
| May 14, 2026 | Isbell Jeri Ldirector | Grant | 1,186 | — |
| May 14, 2026 | Diaz Fred Mdirector | Grant | 1,186 | — |
| May 14, 2026 | WYSZOMIERSKI JACK Ldirector | Grant | 1,186 | — |
| May 14, 2026 | Drake Larisadirector | Grant | 1,186 | — |
| May 14, 2026 | Sansone Judith Sdirector | Grant | 1,186 | — |
| May 14, 2026 | Diaz Fred Mdirector | Option | 1,125 | — |
| May 14, 2026 | Isbell Jeri Ldirector | Option | 1,125 | — |
| May 14, 2026 | Dunbar Webster Roydirector | Grant | 1,186 | — |
| May 14, 2026 | Drake Larisadirector | Option | 1,125 | — |
| May 8, 2026 | Laughlin Daniel T.officer: SVP, Strategy & Development | Buy | 2,000 | $123.60 |
Source: SITE SEC Form 4 filings, latest Jun 4, 2026. For informational purposes only — not investment advice.
See the full SITE insider & 13F page →SiteOne Landscape Supply, Inc. company profile
Overview
SiteOne Landscape Supply, Inc. (NYSE:SITE) is North America's largest wholesale distributor of landscape supplies, serving professional landscapers, lawn care operators, and other green industry professionals. Founded in 2013 and going public in 2016, the company has grown through both organic expansion and strategic acquisitions to become the market leader in a highly fragmented industry. Headquartered in Roswell, Georgia, SiteOne operates approximately 590 branches across 45 U.S. states and six Canadian provinces, holding roughly 17% market share of the estimated $25 billion wholesale landscaping products market.
Business
SiteOne operates in the wholesale distribution of landscape supplies, serving as the critical intermediary between manufacturers and professional landscapers. The landscaping industry encompasses the design, installation, and maintenance of outdoor spaces including residential lawns, commercial properties, golf courses, and municipal green spaces. Professional landscapers rely on specialized suppliers like SiteOne for consistent access to the wide variety of products needed for their projects. The company maintains an extensive product catalog of approximately 135,000 stock keeping units (SKUs) across several key categories. Irrigation supplies represent a major product line, including controllers that automate watering systems, valves that regulate water flow, sprinkler heads for water distribution, and various irrigation pipes and fittings. Agronomic products encompass fertilizers that provide essential nutrients to plants, grass seed for establishing new lawns, and ice melt products for winter maintenance. Control products include herbicides for weed management, fungicides to prevent plant diseases, rodenticides for pest control, and various other pesticides essential for landscape health. Landscape accessories cover mulches for soil protection and aesthetics, soil amendments to improve growing conditions, drainage systems, hand tools, and sod for instant lawn installation. The nursery goods category includes live plants such as deciduous and evergreen shrubs, ornamental and shade trees, container-grown nursery stock, roses, perennials, annuals, and bulbs. Hardscape products consist of pavers, natural stones, blocks, and other durable materials used for walkways, patios, and retaining walls. Finally, outdoor lighting products include fixtures, LED lamps, wires, transformers, and accessories for landscape illumination systems. The company also provides consultative services including irrigation network design assistance, commercial project planning, lead generation support, business operations guidance, and technical seminars for customers. SiteOne distributes both third-party branded products and its own private label brands including LESCO, SiteOne Green Tech, and Pro-Trade.
Revenue model
SiteOne generates revenue primarily through wholesale product sales to professional landscaping contractors. The company purchases products from manufacturers at wholesale prices and sells them to landscaping professionals at marked-up prices, earning gross margins that averaged around 33-36% in recent years. Customers include residential and commercial landscape contractors, lawn care service providers, golf course superintendents, and other green industry professionals who require reliable access to specialized landscaping materials. The business model benefits from several characteristics of the landscaping industry. Professional landscapers value convenience, product availability, and technical expertise over pure price competition, allowing SiteOne to maintain healthy margins. The company's extensive branch network provides local market presence and same-day delivery capabilities that online competitors struggle to match. Additionally, many landscaping products are bulky, heavy, or require specialized handling, creating natural barriers to e-commerce disruption. Revenue varies seasonally, with peak demand occurring during spring and summer growing seasons when landscaping activity is highest. The company's diversified end market exposure provides some stability, with approximately 34% of sales coming from maintenance activities (ongoing lawn care and landscape upkeep), 31% from repair and upgrade projects, 21% from new residential construction, and 14% from new commercial construction. Several factors influence SiteOne's profitability margins. Commodity price fluctuations significantly impact gross margins, particularly for products like fertilizer, grass seed, and PVC pipe where raw material costs can vary substantially. When commodity prices decline rapidly, as experienced in 2023-2024, the company faces margin pressure as it works through higher-cost inventory while market prices fall. Labor cost inflation affects SG&A expenses, while freight and transportation costs impact both product costs and delivery expenses. Weather patterns influence seasonal demand timing and intensity. Housing market conditions affect new construction-related sales, while consumer discretionary spending impacts repair and upgrade project demand. The company's ability to pass through cost increases to customers and optimize its extensive branch network operations also significantly affects profitability.
Competitive moat
SiteOne's competitive moat stems primarily from its extensive physical distribution network and the specialized nature of the landscaping supply business. The company's 590-branch network provides critical local market presence that would be extremely expensive and time-consuming for competitors to replicate. Professional landscapers value same-day availability, local expertise, and the ability to inspect products before purchase - advantages that favor physical distribution over online alternatives. The business benefits from high customer switching costs due to established relationships, credit terms, and the operational complexity of changing suppliers for businesses that require consistent product availability. SiteOne's scale advantages include better supplier terms, broader product selection, and the ability to invest in technology and operational improvements that smaller regional competitors cannot match. However, the moat has notable limitations. The landscaping supply industry remains highly fragmented with numerous regional competitors, indicating relatively low barriers to entry at the local level. While SiteOne holds approximately 17% market share, this leaves substantial room for competition. The company faces ongoing pressure from big-box retailers like Home Depot and Lowe's that serve smaller landscaping contractors, as well as emerging e-commerce competitors who may eventually overcome logistics challenges. Additionally, many of SiteOne's products are commoditized with limited differentiation potential. The company's private label initiatives represent an attempt to create more differentiated offerings, but these still represent a relatively small portion of total sales. Economic cyclicality also limits the defensive characteristics of the business, as landscaping demand can decline significantly during economic downturns, particularly in discretionary categories like new construction and major renovation projects.
Risks & safety
SiteOne presents a moderate margin of safety profile with manageable debt levels but seasonal cash flow volatility and cyclical earnings exposure. • **Solvency**: Current ratio of 2.36 and total debt-to-equity of 0.68 indicate solid liquidity position, though cash position of $57 million is relatively modest for a $5.5 billion market cap company • **Cash Flow**: Strong free cash flow generation of $239 million in 2024, but significant seasonal variation with negative $144 million free cash flow in Q1 2025 due to typical spring inventory buildup • **Valuation**: Current EV/EBITDA of approximately 20x based on 2024 results appears elevated for a cyclical distribution business, though P/E ratio has compressed due to recent earnings pressure • **Debt Management**: Total debt manageable relative to assets and cash generation capability, with established credit facilities for seasonal working capital needs • **Cyclical Risk**: Earnings can swing significantly with economic cycles and commodity price movements, as evidenced by negative net income in recent quarters despite positive full-year 2024 results
Recent development
Over the past few years, SiteOne has pursued several key strategic initiatives to strengthen its market position and operational efficiency. The company has significantly expanded its digital capabilities, with digital sales growing 180% year-to-date in 2024, reflecting investments in its siteone.com platform, MobilePro mobile application, and DispatchTrack delivery optimization system. These technology investments aim to improve customer experience and operational productivity. SiteOne has also focused on expanding its reach within underserved customer segments, particularly small landscaping contractors and Hispanic market customers. The company increased its bilingual branch locations from 58% to 63% and enhanced its Hispanic marketing efforts to capture this growing demographic. Private label product development has been another priority, with brands like LESCO, SiteOne Green Tech, and Pro-Trade providing higher-margin opportunities and customer differentiation. The acquisition strategy has remained central to SiteOne's growth plan, completing multiple transactions annually to fill geographic gaps and expand product capabilities. Notable recent acquisitions include Pioneer Landscape Centers, Devil Mountain Wholesale Nursery, and Hardscape.com, adding approximately $320 million in trailing twelve-month revenue in 2023 alone. However, the company has also undertaken operational consolidation, closing 22 underperforming branches in 2024 to improve efficiency and profitability. Management has implemented several operational excellence initiatives, including Salesforce CRM system deployment, improved sales force productivity programs, and enhanced inventory management systems. The company has also established operational excellence teams for each major business line to standardize best practices across its extensive branch network.
SITE company profile · for informational purposes only — not investment advice.
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