Simpson Manufacturing Company, Inc. · NYSE:SSD
Simpson Manufacturing — Investor Presentation (April 2026)
38 slides from Simpson Manufacturing's investor presentation, Apr 27, 2026
Slide 1: Strong Foundation. Stronger Future.
Strong Foundation. Stronger Future. Simpson Manufacturing Co., Inc. Investor Presentation April 2026 Exhibit 99.2
Slide 2: Safe Harbor
Safe Harbor 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 generall
Slide 3: Investment Highlights
Investment Highlights (1) Above market volume relative to U.S. housing starts. (2) As of December 31, 2025. (3) Time frame represents January 1, 2021 to March 31, 2026. Customer-centric business model, track record of above market volume growth(1), high brand recognition and trusted reputation Leade
Slide 4: 30+ Years as a Public Company
30+ Years as a Public Company (1) 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 resulte
Slide 5: Simpson's Purpose and Unique Culture
Simpson’s Purpose and Unique Culture OUR MISSION OUR COMPANY VALUES 1. Relentless Customer Focus 2. Long-Range View 3. High-Quality Products 4. Be The Leader 5. Everybody Matters 6. Enable Growth 7. Risk-Taking Innovation 8. Give Back 9. Have Fun, Be Humble To deliver innovative solutions that help
Slide 6: Our Strong Business Model
Our Strong Business Model 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 shipp
Slide 7: Simpson's Value Proposition
Simpson’s Value Proposition 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 evaluation reports for products verify bu
Slide 8: Core Addressable Market
Core Addressable Market (1) (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 a nd Pacific Rim. Many opportunities to grow our product lines across end-use markets Wood Connectors, ICS (Truss) & L
Slide 9: Broad Portfolio of Solutions
Digital Solutions & Services (Software, Web Apps, Estimating) Steel Connections (Cold-Formed Steel, Roof Framing) Lateral Systems (Shearwalls, Rod Systems) Integrated Component Systems (Truss Plates, Software) Fastening Systems (Structural & Deck Screws, Tools) Wood Connectors (Framing, Flooring, Ro
Slide 10: 5 Key End-Use Markets in North America
Our market-focused approach enables us to better serve current customers while identifying opportunities to reach new customers with our product solutions. 5 Key End-Use Markets in North America See Appendix for additional details. Residential Construction Commercial Construction OEM National Retail
Slide 11: Driving Growth with Digital Solutions
Driving Growth with Digital Solutions Make it easier to do business with Simpson through best-in-class online portal and digital experience 1 Use technology to streamline and strengthen partnerships with key customer groups 2 Provide software solutions that drive the specification and use of our pro
Slide 12: Europe Strategy
Europe Strategy Building Strong Brands in Our Core Business Grow with Our Strong Solutions 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 Further strengthen our #1 po
Slide 13: Strong Business Drives Stockholder Value Across Operating Segments
Strong Business Drives Stockholder Value Across Operating Segments ($ USD Millions) Our 2025 Sales by Product… ($ USD Millions) $1.29 $1.38 $1.86 $1.94 $2.72 $2.98 $4.27 $6.12 $7.76 $8.26 $7.60 $8.24 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 EPS $0.55 $0.62 $0.70 $0.81 $0.87 $0.91
Slide 14: Historical Market and Financial Performance
Historical Market and Financial Performance Total Company Revenue & Profitability Relative to U.S. Housing Starts 14 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.0 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8 2.0 $0 $100 $200 $300 $400 $500 $600 $700 $
Slide 15: Track Record of Above Market Growth
Track Record of Above Market Growth Our global operations continue to outperform U.S. housing, and we are highly focused on driving above market volume growth while pursuing strong profitability. ~3% pts. on avg. above market 0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00 $0 $200 $400 $600 $
Slide 16: Significant Progress in a Flat Market
Significant Progress in a Flat Market 1.38 M U.S. housing starts (Census Bureau) Revenue $1.25 B Op. Income $250 M 2020 2025 Revenue $2.33 B Op. Income $458 M Pricing ~$510 M Volume ~$200 M Acquisitions ~$350 M 16 < 1.4 million U.S. housing starts in 2020 and 2025 1.36 M U.S. housing starts (Census
Slide 17: Progress Made from 2020 to 2025
Progress Made from 2020 to 2025 Despite market headwinds, we entered 2026 from a position of strength. ✓ ~$1.1 B more revenue ✓ ~$200 M more operating profit ✓ Clearer targets and strategies ✓ Stronger market leadership in connectors, improved share in fasteners and anchors ✓ Shifted to market-focus
Slide 18: Q1 2026 Net Revenue Performance Drivers
Q1 2026 Net Revenue Performance Drivers ($ in millions) 4.2% ▪ 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
Slide 19: Operating Income Margin Outperformance
Operating Income Margin Outperformance 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% (1) Proxy peer average includes: AOS, AAON, WMS, ALLE, AMWD,
Slide 20: Well-Positioned to Drive Growth
Well-Positioned to Drive Growth We are well-positioned to execute our growth strategy given our demonstrated commitment to disciplined capital allocation. D o lla r a m o u n ts s h o w n i n M ill io n s 20 $208 $151 $400 $427 $340 $459 $33 $44 $62 $89 $183 $161$8 $6 $811 $23 $79 $2 $40 $42 $44 $45
Slide 21: Capital Return History
Capital Return History $1.26 Billion 2021 – 2026(1) Cumulative Free Cash Flow defined as: Cash flow from operations ($1.81 B) less Capital expenditures ($0.55 B) Repurchases of Common Stock 33.7% Quarterly Cash Dividends 18.9% 21(1) Time frame represents January 1, 2021 to March 31, 2026.
Slide 22: Use of Cash Priorities
Use of Cash Priorities Past and Potential Future Uses of Cash Flows Acquisitions Dividends Debt Repayment Share Repurchases ▪ Prioritizing facility expansions (capacity, service, efficiencies and safety) ▪ Investing in growth initiatives (engineering, marketing, sales personnel, testing capabilities
Slide 23: Investments to Meet Growing Demand
Investments to Meet Growing Demand Expansion of North American manufacturing operations to better serve our customers. Expansion of Columbus, OH Facility Greenfield Gallatin, TN Facility ▪ Future capacity to support growth ▪ Maintain safety standards ▪ Ensure excellent service levels ▪ Allow needed
Slide 24: Acquisition Strategy
Acquisition Strategy Accelerate our strategic growth priorities through M&A opportunities, maximizing long-term value. Strengthen our business model by expanding our product lines to develop complete solutions for the markets in which we operate Improve our manufacturing capabilities and supply chai
Slide 25: Company Ambitions
Company Ambitions Strengthen our values-based culture1 Be the business partner of choice2 Strive to be an innovative leader in the markets we operate 3 (1) Volume represents underlying organic revenue growth, calculated by adjusting total revenue to exclude pricing, acquisitions (first-year), and ot
Slide 26: Appendix
Appendix
Slide 27: Innovation Leader
Innovation Leader Simpson is a pioneer of construction solutions and the industry standard for structural connectors. 1956 1966 1970 1996 1998 2005 1994 NYSE LISTING (SSD) OUR FOUNDER BARC SIMPSON EXPANSION INTO CONCRETE FIRST CONNECTOR FIRST HOLDOWN EXPANSION INTO WOOD SHEAR WALLS EXPANSION INTO FA
Slide 28: Innovation Leader (continued)
Innovation Leader (continued) Over the years, Simpson has remained an innovation leader in connectors, fasteners, lateral systems, anchors and construction software. 2016 2017 EXPANSION INTO BUILDER & LBM SOFTWARE EXPANSION INTO OUTDOOR DECORATIVE HARDWARE 2021 FURTHER EXPANSION INTO WOOD SHEAR WALL
Slide 29: Innovation Leader (continued)
Innovation Leader (continued) (1) Data as of February 2026. Innovation by the numbers(1) Testing is in our DNA A dedication to innovation through extensive research and development, academic partnerships and state-of-the-art structural testing. ~500 Patents Worldwide ~200 Patents Pending ~1,800 Trad
Slide 30: Residential End-Use Market
Residential End-Use Market Key Market Focus Areas Strategy ▪ Build and maintain strong relationships with Builders and pro-dealers ▪ Specify and create demand through national builders ▪ Ensure product availability through national pro-dealers ▪ Utilize connectors to grow other product lines ▪ Deliv
Slide 31: Commercial End-Use Market
Commercial End-Use Market Key Market Focus Areas Strategy Key Product Lines Wood Connection Products Fastening Systems Concrete Connection Products Integrated Component Systems (Truss) Digital Solutions ▪ Call on and educate engineers and designers to drive specifications ▪ Provide training and supp
Slide 32: OEM End-Use Market
OEM End-Use Market Key Market Focus Areas Strategy Key Product Lines Wood Connection Products Fastening Systems Concrete Connection Products Integrated Component Systems (Truss) Digital Solutions ▪ Aligned with our business model; identify opportunity for existing connectors, fasteners, anchors and
Slide 33: National Retail End-Use Market
National Retail End-Use Market Key Market Focus Areas Strategy Key Product Lines Wood Connection Products Fastening Systems Concrete Connection Products Integrated Component Systems (Truss) Digital Solutions ▪ Improve retail execution through merchandising, product development, and marketing ▪ Conti
Slide 34: Component Manufacturer End-Use Market
Component Manufacturer End-Use Market Key Market Focus Areas Strategy ▪ Continue to develop functional, stable, open software ▪ Continue to increase truss plate manufacturing capacity to support growth ▪ Further build internal talent pool for implementation, training and high touch service and suppo
Slide 35: Digital Solutions
Digital Solutions Building out our digital offerings to serve customers across the building industry. 35 Specification tools (apps/selectors) Design/visualization, estimating, online ordering Option management, estimating Project management and truss design Free design software and plans
Slide 36: Corporate Social Responsibility: Environmental
Corporate Social Responsibility Environmental: Committed to continuously improving the efficiency of our resource use to lessen our impact, and designing and manufacturing products with environmental conservation in mind Manufacturing Facilities ▪ GOAL: Minimize amount of total waste generated by ma
Slide 37: Corporate Social Responsibility: Social Responsibility
Corporate Social Responsibility Social Responsibility: Dedicated to ensuring everyone at our Company feels included, valued, empowered, and equipped with the tools and confidence to improve, learn and thrive personally and professionally Inclusion and Belonging ▪ GOAL: Foster diversity in our workfo
Slide 38: Strong Foundation. Stronger Future.
Strong Foundation. Stronger Future.
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