SiteOne Landscape Supply: The Market Is Pricing In Too Much Weakness

SiteOne Landscape Supply receives a Buy rating as current valuation only requires 5.1% annual free cash flow growth over five years. Despite weak housing and consumer sentiment, SITE delivers stable maintenance demand, gross margin expansion, and earnings growth through pricing and operational initiatives. Acquisitions remain a key growth lever, with a robust pipeline targeting $200M–$300M in annual acquired revenue and demonstrated ROIC improvement post-integration.

Seeking Alpha • Sep 16, 2026

Baron Real Estate Fund Q2 2026 Portfolio Activity

Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc. rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.

Seeking Alpha • Sep 16, 2026

Baron Small Cap Fund Q2 2026 Portfolio Activity

Baron Small Cap Fund (the Fund) was up 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index (the Index) by 13.14%, as the Index was up 25.71%. Shares increased during the quarter as Vertiv reported strong Q1 financial results (adjusted earnings per share increased 83% year-over-year) and increased fiscal year guidance fueled by organic sales growth of around 30%. Planet Fitness, Inc. , the leading high-value, low-cost gym operator, detracted from performance in the second quarter after the company lowered full-year guidance following weaker-than-expected member additions in the first quarter.

Seeking Alpha • Sep 2, 2026

SiteOne Landscape Supply's Subsidiary Devil Mountain Acquires Patterson Nursery Sales

ROSWELL, Ga.--(BUSINESS WIRE)--SiteOne® Landscape Supply, Inc. (NYSE: SITE) announced today that its subsidiary, Devil Mountain Wholesale Nursery, has acquired Patterson Nursery Sales. Patterson is a leading grower and distributor of premium Oregon nursery products serving customers coast-to-coast. “Through Devil Mountain, we continue to execute our nursery growth strategy in the western United States while supporting our overall development of this important product category,” said Doug Black,.

Business Wire • Aug 4, 2026

SiteOne Landscape Supply Analysts Cut Their Forecasts After Downbeat Q2 Results

SiteOne Landscape Supply Inc (NYSE:SITE) on Wednesday reported worse-than-expected second-quarter financial results.

Benzinga • Jul 30, 2026

SiteOne Landscape Supply Q2 Earnings Call Highlights

SiteOne Landscape Supply NYSE: SITE reported second-quarter 2026 net sales growth of 5% and adjusted EBITDA growth of 5%, as pricing, acquisitions and commercial initiatives helped offset softer demand in key end markets.

MarketBeat • Jul 30, 2026

SiteOne Landscape Supply, Inc. (SITE) Q2 2026 Earnings Call Transcript

SiteOne Landscape Supply, Inc. (SITE) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 29, 2026

SiteOne Landscape Supply Announces Second Quarter 2026 Earnings

ROSWELL, Ga.--(BUSINESS WIRE)--SiteOne Landscape Supply, Inc. (the “Company” or “SiteOne”) (NYSE: SITE) announced earnings for its second quarter ended June 28, 2026 (“Second Quarter 2026”). “We delivered a solid second quarter performance with 5% growth in Net sales and Adjusted EBITDA despite softer end markets,” said Doug Black, Chairman and CEO of SiteOne. “Our teams executed well throughout the quarter, managing through the market challenges, delivering value to our customers and suppliers.

Business Wire • Jul 29, 2026

SiteOne Landscape (SITE) Q2 Earnings and Revenues Lag Estimates

SiteOne Landscape (SITE) came out with quarterly earnings of $3.14 per share, missing the Zacks Consensus Estimate of $3.36 per share. This compares to earnings of $2.86 per share a year ago.

Zacks Investment Research • Jul 29, 2026

Conestoga Small Cap Composite Q2 2026 Portfolio Activity

DGII stock moved higher after the company reported record revenue and continued progress shifting toward a more recurring revenue-oriented business model. We remain encouraged by DSGX's mission-critical software, highly recurring revenue model, and disciplined capital allocation strategy, which continue to support our long-term investment thesis. We believe Kodiak Gas Services is well positioned to benefit from growing demand for natural gas infrastructure, LNG exports, and power generation supporting AI-related data center development.

Seeking Alpha • Jul 29, 2026