Simpson Manufacturing Company, Inc. · NYSE:SSD
Simpson Manufacturing — Non-Deal Roadshow (December 2023)
15 slides from Simpson Manufacturing's roadshow presentation, Dec 5, 2023
Slide 1: Strong Foundation. Stronger Future. 2023 Off-Season Engagement
STRONG FOUNDATION. STRONGER FUTURE. Simpson Manufacturing Co., Inc. 2023 Off-Season Engagement Exhibit 99.1
Slide 2: Forward-looking statements
This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements generally can be ide
Slide 3: Investment Highlights
3(1) Above market top-line growth relative to U.S. housing starts. (2) Time frame represents January 1, 2019 to June 30, 2023. Investment Highlights Industry leader with unique business model, above market top-line growth(1), strong brand recognition and trusted reputation Diversified product offeri
Slide 4: Diverse portfolio of solutions
4 Diverse portfolio of solutions An increasingly diverse portfolio of products and software, and a commitment to developing complete solutions for the markets we serve. Unparalleled availability & delivery Industry-leading product availability and delivery standards on our vast product offering acro
Slide 5: Mike Olosky brings a proven track record of leadership
5 Mike Olosky brings a proven track record of leadership and implementation of Simpson's growth strategy • Joined Simpson in November 2020 as Chief Operating Officer, and promoted to President and Chief Operating Officer in January 2022 • Instrumental in developing the Company’s ambitions and leadin
Slide 6: Disciplined Execution of Strategy is Driving Value Creation
6 Simpson has driven strong stockholder value creation outperforming peers and the broader market since setting updated ambitions (1) Company ambitions announced at March 2021 Analyst & Investor day; 5 and 6 have been subsequently updated. (2) TSR measured over the period March 23, 2021 (date of ann
Slide 7: Sales by product and segment, EPS and dividends per share
Our 2022 Sales by Product… ($ USD Millions) Wood Construction $1,832 Concrete Construction $282 North America $1,701 Europe $400 Asia/Pacific $15 and Across Operating Segments ($ USD Millions) EPS(1) $0.87 $1.05 $1.29 $1.38 $1.86 $1.94 $2.72 $2.98 $4.27 $6.12 $7.76 2012 2013 2014 2015 2016 2017 2018
Slide 8: Adjacent products and markets mitigate exposure to cyclical US housing market
8 (1) Proxy peer average includes: AAON, AMWD, APOG, AWI, EXP, ROCK, IIIN, DOOR, PATK, PGTI, NX, SUM, TREX and WMS. Our investment in adjacent products and markets has helped mitigate our exposure to a cyclical US housing market, generate significant revenue growth, and maintain operating margin lev
Slide 9: Board of directors tenure and qualifications
4 2 4 Tenure >10 Years 4-10 Years <4 Years 9 CLD; N&ESG* Jennifer Chatman Paul J. Cortese Professor of Mgmt. Haas School of Business, UC Berkeley Deep understanding of organizational structures, leadership and compensation along with human resources expertise and academic knowledge Philip Donaldso
Slide 10: Board actively oversees risk assessment and management
The full Board is responsible for risk oversight, and each committee assists the Board in discharging its risk oversight responsibility Board Actively Oversees Risk Assessment and Management Audit and Finance Committee Oversees management of risks related to financial statements, the financial repor
Slide 11: Social Responsibility
Social Responsibility Diversity, Equity and Inclusion Leadership & Development Human Capital Management Health and Safety Striving to ensure everyone at our Company feels included and empowered, and equipping our employees with the tools and confidence to nurture themselves and their careers • GOAL:
Slide 12: Target CEO Compensation Mix
(1) Reflects program targets, not actual performance. 12 2023 Target CEO Compensation Mix(1) Long Term Incentive 60% Long Term Incentive 60% Base Salary 20% CPS 20% 80% Performance-Based Our Compensation and Leadership Development Committee remains committed to tightly linking pay with performance a
Slide 13: Governance and sustainability enhancements
13 Enhancements to our practices and policies and efforts taken to-date Governance Sustainability, Environmental and Social Responsibility • Separate Chair of the Board and CEO • Board comprised of majority independent directors • Commitment to Board refreshment (added two directors in 2023) • Condu
Slide 14: Ra! xe) Cc o Q Q <x
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Slide 15: Return on Invested Capital (ROIC) Definition
Return on Invested Capital (“ROIC”) Definition 15 When referred to in this presentation, return on invested capital (“ROIC”) for a fiscal year is calculated based on (i) the net income of that year as presented in the Company’s consolidated statements of operations prepared pursuant to generally acc
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