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Simpson Manufacturing (SSD) investor relations material
Simpson Manufacturing Stephens Annual Investment Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Stephens Annual Investment Conference summary18 Nov, 2025
Business overview and market position
Supplies structural connectors, fasteners, and anchors, with products critical to building integrity but less than 1% of total build cost.
Holds 75-80% share in traditional connectors, under 10% in truss plates, and growing share in premium fasteners and anchors.
Five market segments: residential, component manufacturing, retail, commercial, and OEM.
Business model leverages broad product line, code official engagement, and builder agreements to create demand.
Digital tools and services enhance customer experience and drive above-market growth.
Digital initiatives and innovation
Offers 50+ specialized web apps to help customers select and specify products, including AI-driven tools.
Launched cloud-based CS Producer software for truss plant operations, with full suite rollout expected within a year.
Digital solutions aim to improve productivity and create a sticky business model.
Monetization of software is a long-term opportunity, especially in component manufacturing.
Market outlook and growth opportunities
Truss plates represent a significant growth opportunity; each share point equals $15 million in revenue.
Fastest-growing segment in recent years has been truss plates.
Market outlook for 2026 is generally flattish, with optimism for multifamily and commercial segments.
Housing shortage and aging stock support mid-term optimism, though timing of rebound is uncertain.
Truss plate market share gain strategy
Pricing strategy in current market and tariff impact
20% EBIT margin in flat market, cost-out levers
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Next Simpson Manufacturing earnings date
Q4 20252 Feb, 2026
Next Simpson Manufacturing earnings date
Q4 20252 Feb, 2026
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Frequently asked questions
Simpson Manufacturing Co Inc is a manufacturer of structural building products for residential, commercial, and industrial construction. The company produces connectors, anchors, fasteners, and lateral systems used in wood and concrete construction. Its products are distributed through building material suppliers and retailers. Simpson Manufacturing Co Inc is headquartered in Pleasanton, California, and its shares are listed on the NYSE.
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