SiteOne Landscape Supply, Inc. (SITE)

In the past six months, SiteOne Landscape Supply's stock has experienced movements and analyst activities. As of February 7, 2026, the stock recorded returns of 4.5% over 7 days, 16.3% over 30 days, and 20.0% year-to-date, with a 12.7% return over the last year. Analyst ratings are mixed, with a consensus "Hold" rating from thirteen firms and an average twelve-month price objective of $150.10. Analyst actions included adjustments to price objectives and ratings from Goldman Sachs Group, Barclays, Royal Bank of Canada, Weiss Ratings, and Zacks Research. The company reported solid financial results for Q2 2025, with a 3% net sales growth and an 8% increase in adjusted EBITDA, driven by acquisitions despite flat organic daily sales. Net income for Q3 2025 increased by 33% to $59.1 million, and Adjusted EBITDA rose by 11% to $127.5 million, attributed to net sales growth, improved gross margin, and SG&A leverage. The company also repurchased approximately 466,000 shares for $54.3 million in Q2 2025.

Demand for SiteOne Landscape Supply's products and services is seasonal and cyclical, heavily influenced by weather conditions and trends in residential and commercial construction. The first quarter is historically a slower period for the company. For example, Q1 2025 saw a 1% decline in organic daily sales due to colder weather leading to a later spring selling season and a softer repair and remodel market. Rainy weather in regions like the Sun Belt and East Coast also contributed to weaker landscaping product volume in Q2 2025. The company's sales are distributed across different end markets: 65% from maintenance, repair, and upgrade, 21% from new residential construction, and 14% from new commercial and recreational construction. The maintenance segment is considered a steady, recurring revenue stream. However, new residential construction and the repair and upgrade market have experienced headwinds due to elevated interest rates, housing affordability challenges, and lower consumer confidence, with these segments expected to remain soft through 2025. Commercial construction has been more resilient but faces future uncertainty.

SiteOne Landscape Supply, Inc. is North America's largest wholesale distributor of landscape supplies, serving a diverse customer base including independent landscapers, retailers, municipalities, and commercial landscape professionals. The company operates in the industrial products sector, specifically in wholesale distribution. SiteOne offers an extensive product portfolio of 120,000 to 170,000 SKUs, including irrigation supplies, fertilizers, grass seed, control products, landscape accessories, nursery goods, outdoor lighting, and hardscapes. They also provide agronomic services, online tools, training, and consultative services, distributing both third-party and its own branded products.

SiteOne Landscape Supply has a significant geographic presence across North America, operating over 680 to 690 branches in 45 U.S. states and six Canadian provinces, supporting efficient distribution and local customer service.

SiteOne Landscape Supply generally maintains a positive brand reputation, emphasizing customer loyalty through its comprehensive product offerings and consultative services. The company focuses on providing on-site expertise, design support, and training to its professional customers. In 2024, SiteOne highlighted its commitment to associate safety and well-being, reporting zero work-related fatalities and a recordable incident rate of 1.58, which is below industry averages. They implemented various safety initiatives, including safety awareness communications, a Branch Safety Champion certification program, safety videos, online training, and facility inspections. The company also launched the SiteOne CARES Associate Relief Fund in 2022 to assist employees with unexpected financial challenges. No specific negative events significantly impacting SiteOne Landscape Supply's brand reputation in the past year were found in the provided search results.

The ownership of SiteOne Landscape Supply is predominantly institutional. As of July 18, 2025, institutional investors collectively hold about 56.52% of the company's stock. Major institutional shareholders include Price T Rowe Associates Inc /Md/, Vanguard Group Inc, Kayne Anderson Rudnick Investment Management Llc, Wasatch Advisors Lp, T. Rowe Price Investment Management, Inc., BlackRock, Inc., BAMCO Inc /Ny/, Baillie Gifford & Co., and T. Rowe Price New Horizons Fund, Inc.