Simpson Manufacturing (SSD) Investor presentation summary

Investment profile

• Structural-solutions leadership spans five end-use markets, supported by above-market North American volume growth, brand recognition and a trusted reputation.

• Portfolio includes 10,000+ standard and custom products for wood, concrete and steel connections, plus digital specification and ordering tools.

• Customer model combines ~700 field sales reps, 26 training centers, ~98% product fill rate and typical 24–48-hour delivery.

• Innovation infrastructure includes 8 accredited test labs, ~120 code reports, ~300 engineers and 500+ patents worldwide.

Market opportunity and growth

• U.S. housing demand is projected at 18.6M homes from 2024 to 2034, or 1.86M annually; estimated shortage is ~2M homes.

• North American volume averaged ~3 percentage points above U.S. housing starts in 2015–19 and ~7 points above in 2020–24.

• 2020–24 revenue increased from $1.25B to $2.23B and operating income from $250M to $430M, while U.S. housing starts were 1.38M and 1.37M, respectively.

• Estimated addressable markets: wood connectors, ICS and lateral systems $3.8B; fastening systems $5.1B; concrete $2.8B.

Strategic priorities

• European strategy targets stronger positions in wood connectors and structural fasteners, complete product solutions, commercial building, residential renovation and mass timber.

• Digital initiatives focus on easier product specification and ordering, project management, truss design, estimating and online customer service.

• Columbus, Ohio facility expansion opened in H1 2025; Gallatin, Tennessee greenfield facility was expected in H2 2025 to add capacity and support fastener growth.

• M&A priorities include complete product solutions and manufacturing or supply-chain capabilities; most actionable opportunities are smaller tuck-ins, with ETANCO integration remaining a priority.