Simpson Manufacturing : Investor Presentation – April 2026

Published: 2026-04-27 17:07:14 ET SSD

Published on 04/27/2026 at 05:07 pm EDT

Simpson Manufacturing Co., Inc. Investor Presentation

April 2026

Leader in structural solutions for wood connections with significant opportunities in all addressable markets

Customer-centric business model, track record of above market volume growth(1), high brand recognition and trusted reputation

Diversified product offerings serving customers across five end-use market segments

Strong gross profit and operating margins with an EPS CAGR of 19.6%(2) over

the last 10 years

Strong balance sheet with less than 1x leverage

~53% of free cash flow returned to stockholders since 2021(3) exceeding

35% target

Above market volume relative to U.S. housing starts.

As of December 31, 2025. 3

Time frame represents January 1, 2021 to March 31, 2026.

$250.00

Compound annual growth

rate of ~14%(1) since 1994

Performance Since IPO

Revenue Growth (1994 - 2025)

$200.00

IPO

~15x

$171.62

$150.00

Operating Income (1994 - 2025)

$100.00

$50.00

~33x

$0.00

EPS Growth (1994 - 2025)

~59x

Since its debut at $11.50 per share ($2.875 split-adjusted) at its initial public offering (IPO) on May 25, 1994. Nearly 32 years and two stock splits later, shares of Simpson closed

at $171.62 on March 31, 2026, which, together with quarterly dividends, has resulted in a total compound annual growth rate of approximately 13.9 %.

OUR MISSION

OUR COMPANY VALUES

1. Relentless Customer Focus

2. Long-Range View

To deliver innovative solutions that help people design and build safer, stronger structures.

High-Quality Products

Be The Leader

Everybody Matters

Enable Growth

Risk-Taking Innovation

8. Give Back

9. Have Fun, Be Humble

Data as of February 2026.

Innovation leader

Pioneer of construction solutions

8 R&D testing labs

~100 code evaluation reports

500+ patents worldwide

Comprehensive service

~700 field sales reps

Thousands of jobsite visits Dedicated customer service and

technical support

Longstanding relationships

25 of top 30 builders on a program

275+ builders representing >50%

of US housing starts Millions of specifications Thousands of dealers & retailers

Our Customer-Centric Approach and Commitment to Exceptional Service

Broad portfolio of solutions

15K standard & custom wood products 3K standard & custom concrete products 50+ software and web-app solutions

Unparalleled availability and delivery

~98% product fill rate

24-48 hour typical delivery

48-hour turnaround on specials

Same-day shipping availability

Impactful industry outreach

26 training centers

1,000+ training workshops per year

Partnering with organizations to support construction trades education

Our presence at every stage of the construction process - from compliance and specification to procurement and installation - creates an interconnected value chain, setting us apart and ensuring long-term market leadership.

CODE 0FFICIAL3 3PECIFIER3/ENGINEER3 3UPPLIER3/DEALER3 BUILDER3

Code evaluation reports for products verify building code compliance

Contribute to test protocols and involved with academia in full-scale building tests

Engineered and tested seismic/high-wind products; design and product selection apps

Provide load values, design guidance & support, field calls, project-specific testing

Large product selection; highly specified connectors; mgmt & estimating software

Merchandising/in-store support, online ordering, rebates, best-class customer service

Easy-to-install products; builder spec, mgmt, estimating, deck software; value engineering

Contractual relationships, rebates, product testing, best-in-class technical & field support

Our Solutions and Services

In-person and online product knowledge training and industry-specific educational workshops available, including classes with CEUs and PDHs for architects, engineers, and building officials.

Wood Connectors,

ICS (Truss) & Lateral Systems

Fastening Systems

Concrete & Steel Connections

Addressable Market ~$3.8 B

Addressable Market ~$5.2 B

Addressable Market ~$2.9 B

11% 12%

33%

SSD Share

~$1.3 B

SSD Share

~$0.6 B

SSD Share

~$0.4 B

Many opportunities to grow our product lines across end-use markets

(1) Market share based on net sales as of the full year ended December 31, 2025. Market sizes based on internal estimates. Includes North America, Europe and Pacific Rim. 8

Our broad and deep product offering includes 10,000+ standard and custom products for wood, concrete, and steel connections

as well as digital solutions to make it easier to specify and order our products.

Wood Connectors

(Framing, Flooring, Roofing)

Integrated Component Systems

(Truss Plates, Software)

Lateral Systems

(Shearwalls, Rod Systems)

Fastening Systems

(Structural & Deck Screws, Tools)

Concrete Connections

(Mechanical Anchors, Adhesives, RPS*)

Steel Connections

(Cold-Formed Steel, Roof Framing)

Digital Solutions & Services

(Software, Web Apps, Estimating)

*Repair, Protection, and Strengthening Systems

Note: Excluding ETANCO building envelope products only sold in Europe.

Residential

Construction

Commercial

Construction

See Appendix for additional details.

Manufacturer

OEM National Retail Component

Our market-focused approach enables us to better serve current customers while

identifying opportunities to reach new customers with our product solutions.

Key focus areas to make it easier to specify and order our products

Make it easier to do business with Simpson through best-in-class online portal and digital experience

Use technology to streamline and strengthen partnerships with key customer groups

Provide software solutions that drive the specification and use of our products

Building out our digital offerings to serve

customers across the building industry

Design/visualization, estimating, online

ordering

Specification tools (apps/selectors)

Option management, estimating

Project management and truss design

Free design software and plans

Building Strong Brands in Our Core Business

Grow with Our Strong Solutions

Further strengthen our #1 position in wood connectors

Double structural fasteners

Build on our strong position in facade

Offer complete product solutions: Connectors Fasteners Anchors

Targeted expansion in pavement reinforcement

In Our Highest Potential Markets

Focus on the countries where we already operate

Stronger effort in commercial new building and residential renovation

Exploit the mass timber trend

$4.27

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

$2.72 $2.98

$1.29 $1.38 $1.86 $1.94

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Dividends Per Share

$0.81 $0.87 $0.91

$0.92 $0.98 $1.03

$1.07 $1.11 $1.15

$0.55 $0.62

$0.70

$6.12

$7.76 $8.26 $7.60 $8.24

EPS

North America

$1,814

Europe

$500

Across Operating Segments

($ USD Millions)

Asia/Pacific

$19

Wood Construction

$1,968

Concrete Construction

$361

Our 2025 Sales by

Product…

($ USD Millions)

Other

$2,400

$2,300

$2,200

$2,100

$2,000

$1,900

$1,800

$1,700

$1,600

$1,500

$1,400

($M)

$1,300

$1,200

$1,100

$1,000

$900

$800

$700

$600

$500

$400

$300

$200

$100

Total Company Revenue & Profitability Relative to U.S. Housing Starts

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

2.0

1.8

1.6

Housing Starts (M)

1.4

1.2

1.0

0.8

0.6

0.4

0.2

0.0

North America Net Sales Total Net Sales Gross Profit Income from Operations Housing Starts

Our global operations continue to outperform U.S. housing, and we are highly focused on driving above market volume growth while pursuing strong profitability.

$1,600

$1,400

Sales Volume ($ M)

$1,200

$1,000

$800

$600

$400

$200

~3% pts. on avg. above market

2020 2021 2022 2023 2024 2025

2.00

1.80

1.60

Housing Starts (M)

1.40

1.20

1.00

0.80

0.60

0.40

0.20

0.00

Volume(1)

US Housing Starts

(1) Volume represents underlying organic revenue growth, calculated by adjusting total revenue to exclude pricing, acquisitio ns (first-year), and other non-volume impacts such as foreign exchange. 15

Acquisitions

~$350 M

2025

Other

(Primarily FX)

~$20 M

Pricing

~$510 M

2020

Revenue

$1.25 B

Op. Income

$250 M

Volume

~$200 M

Revenue

$2.33 B

Op. Income

$458 M

1.36 M

U.S. housing starts

(Census Bureau)

1.38 M

U.S. housing starts

(Census Bureau)

< 1.4 million U.S. housing starts in 2020 and 2025

Despite market headwinds, we entered 2026 from a position of strength.

~$1.1 B more revenue

~$200 M more operating profit

Clearer targets and strategies

Stronger market leadership in connectors, improved share in fasteners and anchors

Shifted to market-focused sales

Promoted high-potential talent and external experts to senior leadership

Transitioned to direct sales, away from

two-step distribution

Streamlined processes and focused on high-impact products

Improved M&A process for smoother

integrations

Grew European business and nearing right-sized footprint

Investments in manufacturing, logistics,

and software development

$580.0 6.1%

$539

$530.0

$480.0

$430.0

2.8%

(1.0%)

1.2%

$588

4.2%

9.1%

1Q26 benefits from realization of price increases implemented in 2025

FX is primarily driven by

translation of European results

Volume reflects softness in demand, particularly in Europe

Mix/Other includes shipment mix favorability in the quarter

$380.0

1Q25 Price FX Volume Mix/Other 1Q26

($ in millions) 18

25.0%

Simpson Historical Operating Income Margin Versus Proxy Peer Average(1)

Operating Income Margin Average

2006 -

2019

2020-

2021

2022-

2025

Proxy Peer Average(1)

8.6%

15.4%

16.2%

SSD

13.7%

21.7%

20.5%

23.4%

21.7% 21.5%

20.0%

19.9%

19.6%

19.3%

15.0%

15.1%

14.1%

13.3%

13.8%

16.5%

16.0% 15.9%

14.2%

16.5%

17.2% 17.0% 16.8%

19.5% -

20.5%(2)

10.0%

5.0%

0.0%

9.8%

13.2%

6.0%

4.3% 3.6% 4.0%

12.3%

4.8% 5.1%

11.6%

9.4%

7.6% 7.3%

8.8%

11.1%

13.6%

14.0%

13.1% 13.0%

14.3%

14.0%

Proxy peer average includes: AOS, AAON, WMS, ALLE, AMWD, APOG, AWI, ATKR, AZEK, EXP, ROCK, JHX, LPX, DOOR, PATK, PGTI, NX, SUM, & TREX for the years 2006-2023. AOS, AAON, WMS, AMWD, APOG, ALLE, AWI, ATKR, EXP, ROCK, JHX, LPX, NX, PATK, and TREX for

the period ended December 31, 2025.

Fiscal 2026 operating margin outlook as of April 27, 2026. Please refer to the first quarter 2026 earnings press release issued on April 27, 2026 for additional details.

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026E

Proxy Peer Average SSD-US

We are well-positioned to execute our growth strategy given our demonstrated commitment to disciplined capital allocation.

$995

$208

$40

$76

$158

$33

$151

$116

$24

$44

$42 $6

$400

$811

$44

$79

$62

$427

$207

$50

$89

$45 $23

$340

$183

$79

$47

$100

$408

$459

$48

$120

Dollar amounts shown in Millions

$331

$161

2020 2021 2022 2023 2024 2025

Cash Generated by Operations Capital Expenditures Acquisitions & Purchases of Intangible Assets Dividends Share Repurchases

Disclaimer

Simpson Manufacturing Co. Inc. published this content on April 27, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on April 27, 2026 at 21:06 UTC.