SiteOne Shares Rally 8.8% After Q4 Profit Beats, $37.6M Adjusted EBITDA
SiteOne Landscape Supply reported Q4 revenue of $1.05 billion, a 3.2% year-over-year increase that slightly missed analyst estimates, while GAAP loss per share narrowed to $0.20, 35% better than forecast. Adjusted EBITDA reached $37.6 million, comfortably topping expectations and fueling an 8.8% share rally despite weaker full-year EBITDA guidance.
1. Fourth-Quarter Earnings Beat Expectations
SiteOne reported Q4 FY2025 revenue of $1.05 billion, up 3.2% year-over-year, slightly below analyst projections, while GAAP loss per share of $0.20 was 35% better than consensus, and adjusted EBITDA of $37.6 million outperformed expectations, highlighting operational efficiency.
2. Revenue Growth and Margin Drivers
Revenue growth was driven by price increases in core landscaping products and stable volume trends, while improved gross margins and cost management enabled the EBITDA beat despite the modest top-line shortfall.
3. 2026 Adjusted EBITDA Guidance and Market Reaction
Management provided full-year 2026 adjusted EBITDA guidance below market forecasts, tempering enthusiasm and prompting investors to reassess growth assumptions and capital allocation priorities.