Filing Flows › Simpson Manufacturing (SSD) › Q3 2026 › vs Q2 2026
Simpson Manufacturing (SSD) Q3 2026 vs Q2 2026 (quarter over quarter)
Simpson Manufacturing's revenue fell $32.9M (-5%) from $671M in Q2 2026 to $638M in Q3 2026. The biggest changes: Wood construction products −$34.2M (-6%); Concrete construction products +$1.1M (+1%). Gross margin 45.7% against 47.4% (-1.7 pts).
Simpson Manufacturing, Q3 2026: revenue $638M (+2% year over year), operating margin 22.1%, net earnings $109M, operating cash flow $173M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 45.7% | 47.4% | -1.7 pts |
| Operating margin | 22.1% | 25.2% | -3.1 pts |
| Net margin | 17.1% | 18.9% | -1.8 pts |
| Free cash flow margin | 25.3% | 29.4% | -4.2 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Wood construction products | $534M | $568M | −$34.2M | -6% |
| Concrete construction products | $102M | $101M | $1.1M | +1% |
| Revenue | $638M | $671M | −$32.9M | -5% |
| Gross profit | $292M | $318M | −$26.6M | -8% |
| Cost of revenue | $347M | $353M | −$6.3M | -2% |
| Other income, net | $5.3M | $1.8M | $3.6M | +203% |
| Operating profit | $141M | $169M | −$28.1M | -17% |
| Operating expenses | $151M | $149M | $1.5M | +1% |
| Pre-tax earnings | $146M | $171M | −$24.5M | -14% |
| Sales & marketing | $54.9M | $52.8M | $2.1M | +4% |
| General & admin | $76.7M | $83.6M | −$6.9M | -8% |
| Other operating costs | $19.0M | $12.6M | $6.3M | +50% |
| Net earnings | $109M | $127M | −$17.9M | -14% |
| Income tax | $37.2M | $43.8M | −$6.6M | -15% |
| Depreciation & amortization | $26.2M | $25.7M | $577K | +2% |
| Share-based compensation | $7.2M | $10.9M | −$3.6M | -33% |
| Working capital & other | $30.4M | $49.4M | −$19.0M | -38% |
| Operating cash flow | $173M | $213M | −$39.9M | -19% |
| Free cash flow (OCF − capex) | $161M | $198M | −$36.2M | -18% |
| Capital expenditures | $11.7M | $15.4M | −$3.7M | -24% |
Questions
How much did Simpson Manufacturing's revenue grow quarter over quarter in Q3 2026?
Simpson Manufacturing's revenue fell $32.9M (-5%) from $671M in Q2 2026 to $638M in Q3 2026.
What drove Simpson Manufacturing's revenue change in Q3 2026?
Wood construction products −$34.2M (-6%); Concrete construction products +$1.1M (+1%).