SiteOne Landscape Supply, Inc. (SITE) announced that its majority-owned joint venture, Devil Mountain Wholesale Nursery, acquired a wholesale distributor of nursery products — Pacific Nurseries. This move is in sync with SiteOne Landscape Supply and Devil Mountain’s growth strategies.SiteOne Landscape Supply’s Focus on ExpansionPacific Nurseries has one location in Colma, CA. This acquisition will enable SiteOne Landscape Supply and Devil Mountain to strategically expand their presence in the Bay Area. The ...

公司收购与扩张 - SiteOne Landscape Supply收购了硬质景观产品批发商Custom Stone，巩固了在奥斯汀、达拉斯、沃斯堡和休斯顿市场的领导地位[1][7] - 这是公司在2024年的第七次收购，也是12月的第二次收购[2] - 公司在2023年完成了11次收购，显示出其持续扩张的战略[8] - 12月16日，公司收购了苗圃产品批发商OakStreet Wholesale Nursery，成为达拉斯市场苗圃产品的领导者[12] 财务表现 - 公司2024年第三季度营收为12.1亿美元，超过Zacks共识预期的11.8亿美元，同比增长2.4%[9] - 公司第三季度调整后每股收益为0.97美元，低于Zacks共识预期的1.18美元，去年同期为1.25美元[13] - 公司股价在过去一年下跌了18.5%，而行业同期增长了3.9%[14] 其他公司表现 - Graham Corporation过去四个季度的平均盈利惊喜为101.85%，2024年每股收益预期为1.03美元，同比增长145.2%，股价一年内上涨136.8%[5] - RBC Bearings 2025财年每股收益预期为9.80美元，过去四个季度的平均盈利惊喜为2.5%，股价一年内上涨37.5%[6] - Federal Signal过去四个季度的平均盈利惊喜为11.8%，2024年每股收益预期为3.34美元，同比增长29.5%，股价一年内上涨40%[16] 行业排名 - Graham Corporation在工业产品行业中排名第一（强烈买入），Federal Signal和RBC Bearings排名第二（买入）[11] - SiteOne Landscape Supply目前排名第三（持有）[15]

Shares of SITE Centers Corp. (SITC) plunged 3.97% in the Oct. 30 regular trading session on the NYSE after it reported third-quarter 2024 operating funds from operations (OFFO) per share of 81 cents, which missed the Zacks Consensus Estimate of 87 cents.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Results reflect a fall in revenues and base rent per square foot on year-over-year basis.SITE Centers generated revenues of $89.4 million, which missed the Zacks Consensus Estimate of $ ...

财务数据和关键指标变化 - 第三季度净销售额增长6%，达到12.1亿美元，受益于收购的贡献 [20][31] - 有机日销售额同比下降1%，主要由于3%的价格下滑，部分被2%的销量增长抵消 [20][31] - 调整后的EBITDA同比下降4%，为1.148亿美元，调整后的EBITDA利润率下降100个基点至9.5% [24][41] 各条业务线数据和关键指标变化 - 农业产品的有机日销售额增长2%，但价格下降8% [61] - 景观产品的有机日销售额下降2%，主要受到价格下滑和修缮市场疲软的影响 [33][61] - 收购销售额贡献约7700万美元，占净销售增长的7% [20][31] 各个市场数据和关键指标变化 - 新住宅建设市场预计2024年将保持平稳，尽管高利率和房价抑制了需求 [51] - 商业建设市场保持稳定，预计全年将保持平稳 [51] - 修缮和升级市场预计将下降高个位数，影响较大 [52] 公司战略和发展方向和行业竞争 - 公司在美国和加拿大的市场份额约为17%，在250亿美元的批发景观产品分销市场中仍有显著增长机会 [11][12] - 公司计划通过收购和有机增长填补产品线，特别是在苗圃、硬景观和景观供应类别 [19][30] - 公司致力于优化分支网络，以提高运营效率和客户服务 [28][68] 管理层对经营环境和未来前景的评论 - 管理层预计短期内将继续面临市场挑战，包括商品价格下滑和自然灾害的影响 [6][7] - 对于2025年，管理层对商品价格逐步正常化和更稳定的定价环境持乐观态度 [8][18] - 管理层认为，尽管2024年盈利能力不理想，但公司正在有效管理短期挑战，并为长期增长奠定基础 [30][31] 其他重要信息 - 公司在第三季度进行了16个分支的整合或关闭，以优化运营并降低成本 [28][66] - 预计2024年调整后的EBITDA将在3.7亿至3.8亿美元之间 [55] 问答环节所有提问和回答 问题: 关于销售的稳定性 - 管理层认为，尽管修缮市场疲软，但公司在市场份额方面表现出色，维护和新建设市场相对稳定 [57] 问题: 关于农业和景观产品的价格影响 - 农业产品价格下降8%，而景观产品价格下降2% [61][62] 问题: 关于分支关闭的策略 - 管理层表示，分支关闭是针对表现不佳的分支进行的结构性调整，未来将继续关注分支网络的优化 [66][68] 问题: 关于Pioneer收购的表现 - 管理层承认Pioneer的表现低于预期，但对未来的整合和增长潜力持乐观态度 [80][83] 问题: 关于未来市场动态的预期 - 管理层对2025年的市场动态持谨慎乐观态度，认为客户和供应商对未来持乐观态度 [85]

SiteOne Landscape (SITE) came out with quarterly earnings of $0.97 per share, missing the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.25 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -17.80%. A quarter ago, it was expected that this company would post earnings of $2.50 per share when it actually produced earnings of $2.63, delivering a surprise of 5.20%. Over the last four quarters, the comp ...

Exhibit 99.1 October 30, 2024 SiteOne Landscape Supply Announces Third Quarter 2024 Earnings Third Quarter 2024 Highlights (Compared to Third Quarter 2023): · Net sales increased 6% to $1.21 billion · Organic Daily Sales decreased 1% · Gross profit increased 6% to $411.0 million; gross margin improved 10 basis points to 34.0% · SG&A as a percentage of Net sales increased 170 basis points to 28.9% · Net income attributable to SiteOne decreased $12.9 million to $44.4 million · Adjusted EBITDA decreased 4% to ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________________ FORM 10-Q __________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 29, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From __________ to ___________ Commission file number: 001-37760 SiteOne Landscape Supply, Inc. (E ...

Wall Street expects a year-over-year decline in earnings on higher revenues when SiteOne Landscape (SITE) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 30, 2024, might help the stock move higher if these key numbers are better ...

I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea. Analyst's ...

SITE Centers Corp. (SITC) has provided an update on its transaction and financing activities in the third quarter of 2024 through Sept. 17, 2024. It also issued an updated projected SITE Centers and Curbline Properties balance sheet information. In a recent update, SITE centers disclosed that from the beginning of the third quarter of 2024 through Sept. 17, 2024, it has sold 13 wholly-owned shopping centers for $714.3 million. This retail REIT also purchased six convenience properties for a gross price of $ ...