Pricing and mixmixed · 5 filings
“Europe • Net sales increased 7.0%, due to both increased unit sales volumes and price increases as well as the positive effect of approximately $17.8 million in foreign currency translation.”10-Q · Aug 6, 2026 ↗
Simpson Manufacturing Co., Inc.
SSD
Market read
Simpson Manufacturing Co., Inc.'s move is spreading beyond its market group.
No new filing conclusion is available. 4 of 18 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 0 directly disclosed connections are confirming.
Company-2.3% todayVolume comparison unavailable
Market group4 of 18 activeHousing Construction · inactive
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
Watch this read- At least 12 of 18 durable members become active together.
- Capital-flow agreement rises above 55%.
- IBP remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 6 of 18 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 4 of 18 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 0 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- At least 12 of 18 durable members become active together.
- Capital-flow agreement rises above 55%.
- IBP remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements154
Verified relationships0
Evidence supporting the case
- Operating cash flow covered net income at 1.33x in the latest annual period.
- Pricing and mix has repeated favorable evidence across 5 filings.
- Restructuring and cost reductions has repeated favorable evidence across 3 filings.
Evidence challenging the case
- Input and raw-material costs has repeated adverse evidence across 3 filings.
- Labor availability and costs has repeated adverse evidence across 3 filings.
Questions before a position
- P/E is 36% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 401% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 10, 2026
172.616m-4.5%12m-9.3%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.6B+24.1%$6.12-0.7%
2022-12-31$2.1B+34.5%$7.76-1.1%
2023-12-31$2.2B+4.6%$8.26-0.5%
2024-12-31$2.2B+0.8%$7.60-1.1%
2025-12-31$2.3B+4.5%$8.24-1.2%
What management says matters
Persistent and emerging business drivers
Capital investment and capacitymixed · 4 filings
“Due to updated forecasts on the timing of the spend and subject to future events and circumstances, capital expenditures are estimated to be in the range of $80.0 million to $90.0 million.”10-Q · Aug 6, 2026 ↗
Input and raw-material costsnegative · 3 filings
“Gross margin increased to 37.3% from 35.7%, primarily driven by higher pricing and lower material costs, factory and tooling costs, and labor costs as a percentage of net sales.”10-Q · Aug 6, 2026 ↗
Labor availability and costsmixed · 3 filings
“Gross margin increased to 37.3% from 35.7%, primarily driven by higher pricing and lower material costs, factory and tooling costs, and labor costs as a percentage of net sales.”10-Q · Aug 6, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 3.1× · EV/sales 3.1×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
172.61-2.3% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for SSD. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for SSD. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind SSD
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SSD is currently a Participant in the organic co-movement group Housing Construction. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.