# EDGAR Filing Document

**Accession Number:** 0000920371
**File Stem:** 0000920371-25-000107
**Filing Date:** 2025-7
**Character Count:** 61271
**Document Hash:** c1df92ca2b7bcf8c3dcca3c28d5a3e85
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000920371-25-000107.hdr.sgml**: 20250728

**ACCESSION NUMBER**: 0000920371-25-000107

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 52

**CONFORMED PERIOD OF REPORT**: 20250728

**ITEM INFORMATION**: Results of Operations and Financial Condition

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20250728

**DATE AS OF CHANGE**: 20250728

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Simpson Manufacturing Co., Inc.
- **CENTRAL INDEX KEY:** 0000920371
- **STANDARD INDUSTRIAL CLASSIFICATION:** CUTLERY, HANDTOOLS & GENERAL HARDWARE [3420]
- **ORGANIZATION NAME:** 04 Manufacturing
- **EIN:** 943196943
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-13429
- **FILM NUMBER:** 251156008

**BUSINESS ADDRESS:**
- **STREET 1:** 5956 W LAS POSITAS BLVD
- **CITY:** PLEASANTON
- **STATE:** CA
- **ZIP:** 94588
- **BUSINESS PHONE:** 9255609000

**MAIL ADDRESS:**
- **STREET 1:** 5956 W LAS POSITAS BLVD
- **CITY:** PLEASANTON
- **STATE:** CA
- **ZIP:** 94588

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SIMPSON MANUFACTURING CO INC /CA/
- **DATE OF NAME CHANGE:** 19940315

?xml version='1.0' encoding='ASCII'? ssd-20250728

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

**FORM 8-K** 

**CURRENT REPORT**

**Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934**

Date of Report (Date of earliest event reported): July 28, 2025

**<u>Simpson Manufacturing Co., Inc.</u>** 

(Exact name of registrant as specified in its charter)

---

| | | |
|:---|:---|:---|
| **Delaware** | **1-13429** | **94-3196943** |
| (State or other jurisdiction of incorporation) | (Commission file number) | (I.R.S. Employer Identification No.) |

---

**<u>5956 W. Las Positas Boulevard, Pleasanton, CA 94588</u>**

(Address of principal executive offices)

(Registrant's telephone number, including area code): **<u>(925) 560-9000</u>**

---

| | | |
|:---|:---|:---|
| Securities registered pursuant to Section 12(b) of the Act: | Securities registered pursuant to Section 12(b) of the Act: | Securities registered pursuant to Section 12(b) of the Act: |
| Title of Each Class | Trading Symbol | Name of Each Exchange on Which Registered |
| **Common Stock, par value $0.01 per share** | **SSD** | **New York Stock Exchange** |

---

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-2)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240. 13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

------

**Item 2.02 Results of Operations and Financial Condition.**

&nbsp;&nbsp;&nbsp;&nbsp;On July 28, 2025, Simpson Manufacturing Co., Inc. issued a press release announcing financial results for the quarter ended June 30, 2025, a copy of which is attached hereto as Exhibit 99.1 and is incorporated herein by this reference.

&nbsp;&nbsp;&nbsp;&nbsp;This information is furnished pursuant to Item 2.02 and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

**Item 7.01 Regulation FD Disclosures.**

Representatives of Simpson Manufacturing Co., Inc. (the "Company") intend to present the Investor Presentation furnished as Exhibit 99.2 to this Current Report on Form 8-K, to analysts and investors from time to time on or after July 28, 2025. The slide presentation will be available on the Investor Relations page of the Company's website at ir.simpsonmfg.com.

The information furnished pursuant to this Item 7.01, including Exhibit 99.2 furnished herewith, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

The information furnished pursuant to this Item 7.01, including Exhibit 99.2 furnished herewith, contains "forward-looking statements" within the meaning of the safe harbor provisions of the federal securities laws. It should be read in conjunction with the "Safe Harbor" statement contained in the Investor Presentation, the risk factors included in the Company's periodic reports filed with the Securities and Exchange Commission and the other public announcements that the Company may make, by press release or otherwise, from time to time.

**Item 9.01 Financial Statements and Exhibits.**

<u>(d) Exhibits</u>

---

| | |
|:---|:---|
| **Exhibit No.** | **Description** |
| 99.1 | <u>[Press Release dated July 2](q22025ex991pressrelease.htm)[8](q22025ex991pressrelease.htm)[, 2](q22025ex991pressrelease.htm)[0](q22025ex991pressrelease.htm)[25](q22025ex991pressrelease.htm)</u> |
| 99.2 | <u>[Simpson Manufacturing Co., Inc. Investor Presentation](exhibit992072025investor.htm)</u> |
| 104 | Cover Page Interactive Data File (embedded within the XBRL document) |

---

------

**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

---

| | | | |
|:---|:---|:---|:---|
| | | **Simpson Manufacturing Co., Inc.** | **Simpson Manufacturing Co., Inc.** |
| | | &nbsp;&nbsp;&nbsp;&nbsp; (Registrant) | &nbsp;&nbsp;&nbsp;&nbsp; (Registrant) |
| **DATE:** | July 28, 2025 | By | /s/Matt Dunn |
| | | | Matt Dunn |
| | | | Chief Financial Officer |

---

## Exhibit 99.1

Exhibit 99.1&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Press Release dated July 28, 2025

**Simpson Manufacturing Co., Inc. Announces 2025 Second Quarter Financial Results and Reaffirms 2025 Guidance**

●  &nbsp;&nbsp;&nbsp;&nbsp;*Net sales of $631.1 million increased 5.7% year-over-year*

●  &nbsp;&nbsp;&nbsp;&nbsp;*Income from operations of $140.2 million increased 6.1% year-over-year*

●  &nbsp;&nbsp;&nbsp;&nbsp;*Net income per diluted share of $2.47 increased 6.9% year-over-year*

●  &nbsp;&nbsp;&nbsp;&nbsp;*Repurchased $35.0 million of common stock during the quarter*

●  &nbsp;&nbsp;&nbsp;&nbsp;*Declared a $0.29 per share dividend*

Pleasanton, CA - July 28, 2025: Simpson Manufacturing Co., Inc. (the "Company") (NYSE: SSD), an industry leader in engineered structural connectors and building solutions, today announced its financial results for the second quarter of 2025. All comparisons below (which are generally indicated by words such as "increased," "decreased," "remained," or "compared to"), unless otherwise noted, are comparing the quarter ended June 30, 2025 with the quarter ended June 30, 2024. In the first quarter of 2025, the Company reclassified certain engineering costs related to the Company's digital efforts from research and development and engineering expense as well as selling expense to general and administrative expense. The financial results of prior three and six month periods ending on June 30, 2024, were revised to reflect these changes, with $2.8 million and $5.4 million, respectively, of costs being reclassified from research and development expenses and $1.4 million and $2.7 million, respectively, from selling expense to general and administrative expense. While this reclassification impacts the comparability of the results for prior periods, the reclassification did not have any impact on the total operating expenses.

**Consolidated 2025 Second Quarter Highlights**

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| | **Three Months Ended** | **Three Months Ended** | | **Six Months Ended** | **Six Months Ended** | |
| | **June 30,** | **June 30,** | | **June 30,** | **June 30,** | |
| | **2025** | **2024** | **Year-Over-**<br>**Year**<br>**Change** | **2025** | **2024** | **Year-Over-**<br>**Year**<br>**Change** |
|  | *(In thousands, except per share data and percentages)* | *(In thousands, except per share data and percentages)* | *(In thousands, except per share data and percentages)* | *(In thousands, except per share data and percentages)* | *(In thousands, except per share data and percentages)* | *(In thousands, except per share data and percentages)* |
| Net sales | $631055 | $596978 | 5.7% | $1169950 | $1127557 | 3.8% |
| Gross profit | 294450 | 278547 | 5.7% | 546490 | 523101 | 4.5% |
| Gross profit margin | 46.7% | 46.7% |  | 46.7% | 46.4% |  |
| Total operating expenses | 154398 | 145009 | 6.5% | 304067 | 291620 | 4.3% |
| Income from operations | 140244 | 132186 | 6.1% | 242563 | 228281 | 6.3% |
| Operating income margin | 22.2% | 22.1% |  | 20.7% | 20.2% |  |
| Net income | $103541 | $97831 | 5.8% | $181425 | $173258 | 4.7% |
| Net income per diluted common share | $2.47 | $2.31 | 6.9% | $4.33 | $4.07 | 6.4% |
| Adjusted EBITDA<sup>1</sup> | $159888 | $152571 | 4.8% | $281660 | $269850 | 4.4% |

---

---

| | | | | |
|:---|:---|:---|:---|:---|
| Total U.S. Housing starts<sup>2</sup> | 1360 | 1396 | (2.6) | % |

---

<sup>1</sup> Adjusted EBITDA is a non-GAAP financial measure and is defined in the Non-GAAP Financial Measures section of this press release. For a reconciliation of Adjusted EBITDA to U.S. GAAP ("GAAP") net income, see the schedule titled "Reconciliation of Non-GAAP Financial Measures."

<sup>2</sup> Housing starts is based on trailing twelve months for the periods ended June 30, 2025 and 2024 as reported by United States Census Bureau.

------

**Management Commentary**

"Our results underscore the strength and resilience of our business model, as we delivered year-over-year sales growth in a challenging housing market," said Mike Olosky, President and Chief Executive Officer of Simpson Manufacturing Co., Inc. "We achieved an operating income margin of 22.2%, with year-to-date earnings growth outpacing sales growth. Our volumes outperformed U.S. housing starts by approximately 240 basis points over the trailing twelve months, consistent with our financial objectives. In North America, sales rose 6.4%, driven by a $9.0 million contribution from our 2024 acquisitions and a partial-month benefit from our recent price increases. In Europe, favorable currency translation supported sales growth, while disciplined cost management led to operating margin expansion to 11.7%, our highest second quarter level in over a decade."

Mr. Olosky added, "We remain confident in our ability to execute our strategic plan through the remainder of 2025, even as headwinds persist in the housing market. Our disciplined capital allocation strategy ensures that investments are aligned with market dynamics and long-term value creation. We are committed to returning at least 35% of free cash flow to stockholders, reflecting our focus on delivering sustainable returns. Our goal remains to be the partner of choice by providing world-class service, innovation, and support to our customers while maintaining strong margins in a dynamic operating environment."

**North America Segment 2025 Second Quarter Financial Highlights**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**•** Net sales of $492.7 million increased 6.4% from $463.0 million primarily due to price increases that took effect in June 2025, incremental sales from the Company's 2024 acquisitions, and increased sales volumes.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Gross margin declined slightly to 49.7% from 50.0% primarily due to higher warehouse costs, as a percentage of net sales.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Income from operations of $135.7 million increased 2.7% from $132.1 million. The increase was primarily due to an increase in gross profit, partly offset by higher computer software and hardware costs, personnel costs, mostly due to annual cost of living wage increases and a slight increase in variable incentive compensation.

**Europe Segment 2025 Second Quarter Financial Highlights**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Net sales of $133.4 million increased 2.7% from $129.9 million, primarily due to the positive effect of approximately $7.0 million in foreign currency translation, partly offset by lower sales volumes.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Gross margin increased to 36.2% from 35.4%, primarily due to lower material costs, partly offset by an increase in factory and overhead costs, as a percentage of net sales.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Income from operations of $15.7 million increased 29.0% from $12.1 million primarily due to an increase in gross profit and a decrease in operating expenses including variable incentive compensation and travel related costs.

*Refer to the "Segment and Product Group Information" table below for additional segment information (including information about the Company's Asia/Pacific and Administrative and All Other segments).*

**Corporate Developments**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• For the quarter ended June 30, 2025, the Company repurchased 216,645 shares of common stock in the open market at an average price of $161.55 per share, for a total of $35.0 million. For the six month period ended June 30, 2025, the Company repurchased 363,285 shares of common stock in the open market at an average price of $165.16 per share, for a total of $60.0 million. As of June 30, 2025, $40.0 million remained available for share repurchases through December 31, 2025 under the Company's previously announced $100.0 million share repurchase authorization.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• The Company's Board of Directors (the "Board") declared a quarterly cash dividend of $0.29 per share, estimated to be $12.1 million in aggregate. The dividend will be payable on October 23, 2025, to the Company's stockholders of record on October 2, 2025.

**Balance Sheet & 2025 Second Quarter Cash Flow Highlights**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• As of June 30, 2025, cash and cash equivalents totaled $190.4 million with total debt outstanding of $376.9 million under the Company's $450.0 million term credit facility.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Cash flow provided by operating activities of $124.7 million increased from $111.1 million, primarily due to an increase in net income.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Cash flow used in investing activities of $42.8 million decreased from $56.3 million mostly due to decreases in asset acquisitions.

------

**Business Outlook**

The Company is reaffirming its prior 2025 financial outlook. As of today, July 28, 2025, the Company's outlook for the full fiscal year ending December 31, 2025 is as follows:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Consolidated operating margin is estimated to be in the range of 18.5% to 20.5% given the declining trends and projections for 2025 U.S. housing starts compared to the prior year and the current trade environment. The outlook reflects the previously announced price increases that went into effect on June 2, 2025. The operating margin range does not include any additional pricing actions in 2025 and includes a projected benefit of $12.0 million to $13.0 million from the sale of the original Gallatin, Tennessee facility based on a contracted sales price of $19.1 million.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• The effective tax rate is estimated to be in the range of 25.5% to 26.5%, including both federal and state income tax rates as well as international income tax rates, and assumes minimal impact from recently passed tax legislation.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Capital expenditures are now estimated to be in the range of $140.0 million to $160.0 million, which includes approximately $70.0 million to $75.0 million remaining for both the Columbus, Ohio facility expansion and the new Gallatin, Tennessee facility construction.

**Conference Call Details**

Investors, analysts and other interested parties are invited to join the Company's second quarter 2025 financial results conference call on Monday, July 28, 2025, at 5:00 pm Eastern Time (2:00 pm Pacific Time). To participate, callers may dial (877) 407-0792 (U.S. and Canada) or (201) 689-8263 (International) approximately 10 minutes prior to the start time. The call will be webcast simultaneously and can be accessed through https://viavid.webcasts.com/starthere.jsp?ei=1725129&tp_key=75f00c2110 or a link on the Company's website at https://ir.simpsonmfg.com/home/default.aspx. For those unable to participate during the live broadcast, a replay of the call will also be available beginning that same day at 8:00 p.m. Eastern Time until 11:59 p.m. Eastern Time on Monday, August 11, 2025 by dialing (844) 512–2921 (U.S. and Canada) or (412) 317–6671 (International) and entering the conference ID: 13754451. The webcast will remain posted on the Investor Relations section of Simpson's website at ir.simpsonmfg.com for 90 days.

A copy of this earnings release will be available prior to the call, accessible through the Investor Relations section of the Company's website at ir.simpsonmfg.com.

------

**About Simpson Manufacturing Co., Inc.**

Simpson Manufacturing Co., Inc., headquartered in Pleasanton, California, through its subsidiary, Simpson Strong-Tie Company Inc., designs, engineers and is a leading manufacturer of wood construction products, including connectors, truss plates, fastening systems, fasteners and shearwalls, and concrete construction products, including adhesives, specialty chemicals, mechanical anchors, powder actuated tools and reinforcing carbon & glass fiber materials. The Company primarily supplies its building product solutions to both the residential and commercial markets in North America and Europe. The Company's common stock trades on the New York Stock Exchange under the symbol "SSD."

Copies of Simpson Manufacturing's Annual Report to Stockholders and its proxy statements and other SEC filings, including Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K, are made available free of charge on the company's website on the same day they are filed with the SEC. To view these filings, visit the Investor Relations section of the Company's website.

------

**Cautionary Note Regarding Forward-Looking Statements**

*This press release 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 identified by words such as "anticipate," "believe," "estimate," "expect," "intend," "plan," "outlook," "target," "continue," "predict," "project," "change," "result," "future," "will," "could," "can," "may," "likely," "potentially," or similar expressions. Forward-looking statements are all statements other than those of historical fact and include, but are not limited to, statements about future financial and operating results, our plans, objectives, business outlook, priorities, expectations and intentions, expectations for sales and market growth, comparable sales, earnings and performance, stockholder value, capital expenditures, cash flows, the housing market, the home improvement industry, demand for services, share repurchases, strategic initiatives, including the impact of these initiatives on our strategic and operational plans and financial results, and any statement of an assumption underlying any of the foregoing.*

*Forward-looking statements are subject to inherent uncertainties, risks and other factors that are difficult to predict and could cause our actual results to vary in material respects from what we have expressed or implied by these forward-looking statements. Important factors that could cause our actual results and financial condition to differ materially from those expressed in or implied by our forward-looking statements include the effect of tariffs and international trade policies on our business operations, the effects of inflation and labor and supply shortages on our operations and the operations of our customers, suppliers and business partners, the effect of a global pandemic such as the COVID-19 pandemic or other widespread public health crisis and their effects on the global economy as well as those discussed in the "Risk Factors" and " Management's Discussion and Analysis of Financial Condition and Results of Operations" sections of our most recent Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q and other reports we file with the SEC.*

*We caution that you should not place undue reliance on these forward-looking statements, which speak only as of the date of this press release. We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law. Readers are urged to carefully review and consider the various disclosures made in our reports filed with the SEC that advise of the risks and factors that may affect our business, results of operations and financial condition.*

**Non-GAAP Financial Measures**

*This press release includes certain financial information, not prepared in accordance with Generally Accepted Accounting Principles in the United States ("GAAP"). Since not all companies calculate non-GAAP financial information identically (or at all), the presentations herein may not be comparable to other similarly titled measures used by other companies. Further, these measures should not be considered substitutes for the performance measures derived in accordance with GAAP. The Company uses Adjusted EBITDA as an additional financial measure in evaluating the ongoing operating performance of its business. The Company believes Adjusted EBITDA allows it to readily view operating trends, perform analytical comparisons, and identify strategies to improve operating performance. Adjusted EBITDA should not be considered in isolation or as a substitute for GAAP financial measures such as net income or any other performance measures derived in accordance with GAAP. See the Reconciliation of Non-GAAP Financial Measures below.*

*The Company defines Adjusted EBITDA as net income (loss) before income taxes, adjusted to exclude depreciation and amortization, integration, acquisition and restructuring costs, non-qualified compensation adjustments, goodwill impairment, gain on bargain purchase, net loss or gain on disposal of assets, interest income or expense, and foreign exchange and other expense (income).*

------

**Simpson Manufacturing Co., Inc. and Subsidiaries**

**UNAUDITED Condensed Consolidated Statements of Operations**

*(In thousands, except per share data)*

---

| | | | | |
|:---|:---|:---|:---|:---|
| | **Three Months Ended June 30,** | **Three Months Ended June 30,** | **Six Months Ended June 30,** | **Six Months Ended June 30,** |
| | **2025** | **2024** | **2025** | **2024** |
| Net sales | $631055 | $596978 | $1169950 | $1127557 |
| Cost of sales | 336605 | 318431 | 623460 | 604456 |
| &nbsp;&nbsp;&nbsp;&nbsp;Gross profit | 294450 | 278547 | 546490 | 523101 |
| Research and development and engineering expense | 20767 | 19948 | 40606 | 39213 |
| Selling expense | 56443 | 54494 | 110607 | 107758 |
| General and administrative expense | 77188 | 70567 | 152854 | 144649 |
| &nbsp;&nbsp;&nbsp;Total operating expense | 154398 | 145009 | 304067 | 291620 |
| Acquisition and integration related costs | 13 | 1590 | 140 | 3636 |
| Net gain on disposal of assets | (205) | (238) | (280) | (436) |
| &nbsp;&nbsp;Income from operations | 140244 | 132186 | 242563 | 228281 |
| Interest income, net and other finance costs | 895 | 2092 | 1998 | 2443 |
| Other & foreign exchange gain (loss), net | (1684) | (1588) | (626) | 381 |
| &nbsp;&nbsp;&nbsp;&nbsp;Income before taxes | 139455 | 132690 | 243935 | 231105 |
| Provision for income taxes | 35914 | 34859 | 62510 | 57847 |
| Net income | $103541 | $97831 | $181425 | $173258 |
| Earnings per common share: |  |  |  |  |
| &nbsp;&nbsp;Basic | $2.48 | $2.32 | $4.34 | $4.09 |
| &nbsp;&nbsp;Diluted | $2.47 | $2.31 | $4.33 | $4.07 |
| Weighted average shares outstanding: |  |  |  |  |
| &nbsp;&nbsp;Basic | 41705 | 42251 | 41775 | 42319 |
| &nbsp;&nbsp;Diluted | 41838 | 42418 | 41926 | 42534 |
| Cash dividends declared per common share | $0.29 | $0.28 | $0.57 | $0.55 |
| Other data: |  |  |  |  |
| &nbsp;&nbsp;Depreciation and amortization | $20995 | $19370 | $40517 | $38559 |
| &nbsp;&nbsp;Pre-tax equity-based compensation expense | $6367 | $5081 | $12905 | $10427 |

---

------

**Simpson Manufacturing Co., Inc. and Subsidiaries**

**UNAUDITED Condensed Consolidated Balance Sheets**

*(In thousands)*

---

| | | | |
|:---|:---|:---|:---|
| | **June 30,** | **June 30,** | **December 31,** |
| | **2025** | **2024** | **2024** |
| Cash and cash equivalents | $190400 | $354851 | $239371 |
| Trade accounts receivable, net | 415926 | 377584 | 284392 |
| Inventories | 586623 | 533625 | 593175 |
| Other current assets | 65169 | 65016 | 59383 |
| &nbsp;&nbsp;&nbsp;&nbsp;Total current assets | 1258118 | 1331076 | 1176321 |
| Property, plant and equipment, net | 597536 | 459297 | 531655 |
| Operating lease right-of-use assets | 100649 | 84305 | 93933 |
| Goodwill | 560633 | 497990 | 512383 |
| Intangible assets, net | 399361 | 352496 | 375051 |
| Other noncurrent assets | 48106 | 48197 | 46825 |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Total assets | $2964403 | $2773361 | $2736168 |
| Trade accounts payable | $95560 | $104670 | $100972 |
| Long-term debt, current portion | 22500 | 22500 | 22500 |
| Accrued liabilities and other current liabilities | 254800 | 233155 | 242876 |
| &nbsp;&nbsp;&nbsp;&nbsp;Total current liabilities | 372860 | 360325 | 366348 |
| Operating lease liabilities, net of current portion | 83001 | 69223 | 76184 |
| Long-term debt, net of current portion and issuance costs | 351994 | 448171 | 362563 |
| Deferred income tax | 96711 | 93098 | 90303 |
| Other long-term liabilities | 120060 | 37743 | 27636 |
| Non-qualified deferred compensation plan awards | 9737 |  | 7786 |
| Stockholders' equity | 1930040 | 1764801 | 1805348 |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Total liabilities, mezzanine equity, and stockholders' equity | $2964403 | $2773361 | $2736168 |

---

------

**Simpson Manufacturing Co., Inc. and Subsidiaries**

**UNAUDITED Segment and Product Group Information** 

*(In thousands)*

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| | **Three Months Ended** | **Three Months Ended** | | **Six Months Ended** | **Six Months Ended** | |
| | **June 30,** | **June 30,** | | **June 30,** | **June 30,** | |
| | **2025** | **2024** |<br>**%**<br>**change\*** | **2025** | **2024** |<br>**%**<br>**change\*** |
| *Net Sales by Reporting Segment* |  |  |  |  |  |  |
| North America | $492687 | $463022 | *6.4%* | $913386 | $869771 | &nbsp;&nbsp;&nbsp;&nbsp;*5.0%* |
| &nbsp;&nbsp;&nbsp;*Percentage of total net sales* | *78.1 %* | *77.6 %* |  | *78.1 %* | *77.1 %* |  |
| Europe | 133398 | 129877 | *2.7%* | 247258 | 249814 | &nbsp;&nbsp;&nbsp;&nbsp;*(1.0)%* |
| &nbsp;&nbsp;&nbsp;*Percentage of total net sales* | *21.1 %* | *21.8 %* |  | *21.1 %* | *22.2 %* |  |
| Asia/Pacific | 4970 | 4079 | *21.8%* | 9306 | 7972 | *16.7%* |
|  | $631055 | $596978 | *5.7%* | $1169950 | $1127557 | &nbsp;&nbsp;&nbsp;&nbsp;*3.8%* |
| *Net Sales by Product Group\*\** |  |  |  |  |  |  |
| Wood Construction | $535561 | $510126 | *5.0%* | $995844 | $961867 | &nbsp;&nbsp;&nbsp;&nbsp;*3.5%* |
| &nbsp;&nbsp;&nbsp;*Percentage of total net sales* | *84.9 %* | *85.5 %* |  | *85.1 %* | *85.3 %* |  |
| Concrete Construction | 94402 | 86447 | *9.2%* | 172087 | 165177 | &nbsp;&nbsp;&nbsp;&nbsp;*4.2%* |
| &nbsp;&nbsp;&nbsp;*Percentage of total net sales* | *15.0 %* | *14.5 %* |  | *14.7 %* | *14.6 %* |  |
| Other | 1092 | 405 | *N/M* | 2019 | 513 | &nbsp;&nbsp;&nbsp;&nbsp;*N/M* |
|  | $631055 | $596978 | *5.7%* | $1169950 | $1127557 | &nbsp;&nbsp;&nbsp;&nbsp;*3.8%* |
| *Gross Profit (Loss) by Reporting Segment* |  |  |  |  |  |  |
| North America | $244639 | $231581 | *5.6%* | $454931 | $432117 | &nbsp;&nbsp;&nbsp;&nbsp;*5.3%* |
| &nbsp;&nbsp;&nbsp;*North America gross margin* | *49.7 %* | *50.0 %* |  | *49.8 %* | *49.7 %* |  |
| Europe | 48275 | 45949 | *5.1%* | 88297 | 89761 | &nbsp;&nbsp;&nbsp;&nbsp;*(1.6)%* |
| &nbsp;&nbsp;&nbsp;*Europe gross margin* | *36.2 %* | *35.4 %* |  | *35.7 %* | *35.9 %* |  |
| Asia/Pacific | 1537 | 1486 | *N/M* | 3260 | 2162 | *N/M* |
| Administrative and all other |  | (469) | *N/M* | 2 | (939) | *N/M* |
|  | $294451 | $278547 | *5.7%* | $546490 | $523101 | &nbsp;&nbsp;&nbsp;&nbsp;*4.5%* |
| *Income (Loss) from Operations* |  |  |  |  |  |  |
| North America | $135683 | $132055 | *2.7%* | $239921 | $230960 | &nbsp;&nbsp;&nbsp;&nbsp;*3.9%* |
| &nbsp;&nbsp;&nbsp;*North America operating margin* | *27.5 %* | *28.5 %* |  | *26.3 %* | *26.6 %* |  |
| Europe | 15669 | 12145 | *29.0%* | 24978 | 20402 | &nbsp;&nbsp;&nbsp;&nbsp;*22.4%* |
| &nbsp;&nbsp;&nbsp;*Europe operating margin* | *11.7 %* | *9.4 %* |  | *10.1 %* | *8.2 %* |  |
| Asia/Pacific | (86) | (302) | *N/M* | 273 | (877) | *N/M* |
| Administrative and all other | (11022) | (11712) | *N/M* | (22609) | (22204) | *N/M* |
|  | $140244 | $132186 | *6.1%* | $242563 | $228281 | &nbsp;&nbsp;&nbsp;&nbsp;*6.3%* |

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| | |
|:---|:---|
| \* | Unfavorable percentage changes are presented in parentheses, if any. |
| \*\* | The Company manages its business by geographic segment but presents sales by product group as additional information. |
| *N/M* | Statistic is not material or not meaningful. |

---

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**Simpson Manufacturing Co., Inc. and Subsidiaries**

**Reconciliation of Non-GAAP Financial Measures**

*(In thousands) (Unaudited)*

*A reconciliation of Adjusted EBITDA to net income, the most directly comparable GAAP measure, is set forth below.*

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| | | | | |
|:---|:---|:---|:---|:---|
| | **Three Months Ended June 30,** | **Three Months Ended June 30,** | **Six Months Ended June 30,** | **Six Months Ended June 30,** |
| | **2025** | **2024** | **2025** | **2024** |
| Net Income | $103541 | $97831 | $181425 | $173258 |
| &nbsp;&nbsp;&nbsp;Provision for income taxes | 35914 | 34859 | 62510 | 57847 |
| &nbsp;&nbsp;Interest income, net and other financing costs | (895) | (2092) | (1998) | $(2443) |
| &nbsp;&nbsp;&nbsp;Depreciation and amortization | 20995 | 19370 | 40517 | 38559 |
| &nbsp;&nbsp;&nbsp;Other\* | 333 | 2603 | (794) | 2629 |
| Adjusted EBITDA | $159888 | $152571 | $281660 | $269850 |

---

\*Other: Includes acquisition integration and restructuring related expenses, non-qualified deferred compensation adjustments, other & foreign exchange loss net, and net loss or gain on disposal of assets.

CONTACT: &nbsp;&nbsp;&nbsp;&nbsp;

Addo Investor Relations

<u>investor.relations@strongtie.com</u> 

(310) 829-5400

## Exhibit 99.2

![](exhibit992072025investor001.jpg)

Strong Foundation. Stronger Future. Simpson Manufacturing Co., Inc. Investor Presentation July 2025

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![](exhibit992072025investor002.jpg)

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 generally can be identified by words such as "anticipate," "believe," "estimate," "expect," "intend," "plan," "outlook," "target," "continue," "predict," "project," "change," "result," "future," "will," "could," "can," "may," "likely," "potentially," or similar expressions. Forward-looking statements are all statements other than those of historical fact and include, but are not limited to, statements about future financial and operating results, our plans, objectives, business outlook, priorities, expectations and intentions, expectations for sales and market growth, comparable sales, earnings and performance, stockholder value, capital expenditures, cash flows, the housing market, the home improvement industry, demand for services, share repurchases, our strategic initiatives, including the impact of these initiatives on our strategic and operational plans and financial results, and any statement of an assumption underlying any of the foregoing. Forward-looking statements are subject to inherent uncertainties, risks and other factors that are difficult to predict and could cause our actual results to vary in material respects from what we have expressed or implied by these forward- looking statements. Important factors that could cause our actual results and financial condition to differ materially from those expressed in or implied by our forward-looking statements include the effect of global pandemics such as the COVID- 19 pandemic or other widespread public health crisis and their effects on the global economy, the effects of inflation and labor and supply shortages, on our operations, and the operations of our customers, suppliers and business partners, as well as those discussed in the "Risk Factors" and " Management's Discussion and Analysis of Financial Condition and Results of Operations" sections of our most recent Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q and other reports we file with the SEC. We caution that you should not place undue reliance on these forward-looking statements, which speak only as of the date of this presentation. We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law. Readers are urged to carefully review and consider the various disclosures made in our reports filed with the SEC that advise of the risks and factors that may affect our business, results of operations and financial condition. 2

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![](exhibit992072025investor003.jpg)

Investment Highlights (1) Above market North America volume in pounds relative to U.S. housing starts. (2) As of December 31, 2024. (3) Time frame represents January 1, 2021 to June 30, 2025. Cash flow for the second quarter ended June 30, 2025 is preliminary. Customer-centric business model, above market volume growth(1), high brand recognition and trusted reputation Leader in structural solutions for wood connections with significant opportunities in all addressable markets Strong gross profit and operating margins with an EPS CAGR of 19%(2) over the last 10 years Strong balance sheet with less than 1x leverage ~52% of free cash flow returned to stockholders since 2021(3) exceeding 35% target Diversified product offerings serving customers across five end-use market segments 3

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![](exhibit992072025investor004.jpg)

Celebrating 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 31 years and two stock splits later, shares of Simpson closed at $165.66 on July 25, 2025, which, together with quarterly dividends, has resulted in a total compound annual growth rate of approximately 15%. Performance Since IPO On September 6, 2024, the Company commemorated its 30th anniversary as a publicly traded company by ringing the NYSE closing bell. Revenue Growth (1994 – 2024) ~15x$150 M $2.2 B EPS Growth (1994 – 2024) ~54x$0.14 $7.60 4 Compound annual growth rate of ~15%(1) since 1994 IPO $165.66 $0.00 $50.00 $100.00 $150.00 $200.00 $250.00

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![](exhibit992072025investor005.jpg)

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 people design and build safer, stronger structures. 5

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![](exhibit992072025investor006.jpg)

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 shipping availability Impactful industry outreach 26 training centers 700+ training workshops per year Partnering with organizations to support construction trades education Innovation leader Pioneer of construction solutions 8 accredited test labs ~120 code evaluation reports 500+ patents worldwide Comprehensive service ~700 field sales reps Thousands of jobsite visits Dedicated customer service and technical support Longstanding relationships 26 of top 30 builders on a program ~250 builders representing >50% of US housing starts Millions of specifications Thousands of dealers & retailers Why Simpson? Our Customer-Centric Approach and Commitment to Exceptional Service 6

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![](exhibit992072025investor007.jpg)

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 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. Code Officials Specifiers/Engineers Suppliers/Dealers Builders

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![](exhibit992072025investor008.jpg)

0 500 1,000 1,500 2,000 2,500 Ja n- 01 Ja n- 02 Ja n- 03 Ja n- 04 Ja n- 05 Ja n- 06 Ja n- 07 Ja n- 08 Ja n- 09 Ja n- 10 Ja n- 11 Ja n- 12 Ja n- 13 Ja n- 14 Ja n- 15 Ja n- 16 Ja n- 17 Ja n- 18 Ja n- 19 Ja n- 20 Ja n- 21 Ja n- 22 Ja n- 23 Ja n- 24 US Housing Starts Target housing starts needed to keep up with demand U.S. Housing Market Shortage Long-Term Housing Market Source: John Burns Research and Consulting, U.S. Census Bureau Reasons to believe in the market in the mid- to long-term:  Sizable shortage of new homes after more than a decade of under-building relative to population growth  Estimated shortage of ~2 million homes in the U.S.  Rising population entering housing demand years  Aging housing stock and insufficient resale inventory is supporting demand for new construction 500k starts 1.8M starts 2.1M starts 2024 to 2034 total projected US housing demand (for sale and for rent) to satisfy growth and undersupply is 18.6M Total Need 1.86M per year 8

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![](exhibit992072025investor009.jpg)

Core Addressable Market (1) (1) Market share based on net sales as of the full year ended December 31, 2024. Market sizes based on internal estimates using information as of October 2023. Includes North America, Europe and Pacific Rim. Many opportunities to grow our product lines across end-use markets Wood Connectors, ICS (Truss) & Lateral Systems Fastening Systems Concrete & Steel Connections Addressable Market $3.8 B SSD Share $1.8 B Addressable Market $5.1 B SSD Share $0.5 B Addressable Market $2.8 B SSD Share $0.3 B 33% 11% 12% 9

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![](exhibit992072025investor010.jpg)

Digital Solutions & Services (Software, Web Apps, Estimating) Steel Connections (Cold-Formed Steel, Roof Framing, Structural) Lateral Systems (Shearwalls, Rod Systems) Integrated Component Systems (Truss Plates, Software) Fastening Systems (Structural & Deck Screws, Tools) Wood Connectors (Framing, Flooring, Roofing) 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. Broad Portfolio of Solutions Note: Excluding ETANCO building envelope products only sold in Europe. Concrete Connections (Mechanical Anchors, Adhesives, RPS\*) \*Repair, Protection, and Strengthening Systems

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![](exhibit992072025investor011.jpg)

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 Component Manufacturer 11

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![](exhibit992072025investor012.jpg)

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 products 3 Building out our digital offerings to serve customers across the building industry Key focus areas to make it easier to specify and order our products Specification tools (apps/selectors) Design/visualization, estimating, online ordering Option management, estimating Project management and truss design Free design software and plans 12

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![](exhibit992072025investor013.jpg)

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 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 13

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![](exhibit992072025investor014.jpg)

Strong Business Drives Stockholder Value (1) Chart represents annual dividends declared. Part of the 2013 dividend was accelerated due to uncertainty of changes to tax code in 2013. The dividend paid in December 2012 is included in 2013. Across Operating Segments ($ USD Millions) North America $1,736 Europe $479 Asia/ Pacific $17 Our 2024 Sales by Product… ($ USD Millions) Wood Construction $1,900 Concrete Construction $331 Other $2 $1.05 $1.29 $1.38 $1.86 $1.94 $2.72 $2.98 $4.27 $6.12 $7.76 $8.26 $7.60 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 EPS $0.50 $0.55 $0.62 $0.70 $0.81 $0.87 $0.91 $0.92 $0.98 $1.03 $1.07 $1.11 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Dividends Per Share(1) 14

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![](exhibit992072025investor015.jpg)

Historical Market and Financial Performance 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0.0 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8 2.0 $0 $200 $400 $600 $800 $1,000 $1,200 $1,400 $1,600 $1,800 $2,000 $2,200 H ousing Starts (M) ($ M) North America Net Sales Total Net Sales Gross Profit Income from Operations Housing Starts Total Company Revenue & Profitability Relative to U.S. Housing Starts 15

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![](exhibit992072025investor016.jpg)

Accelerating Above Market Growth Our North America operations continue to outperform U.S. housing, and we are highly focused on accelerating above market volume growth beyond historical average performance while continuing to pursue strong profitability. ~3% pts. on avg. above market ~7% 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 - 50 100 150 200 250 300 350 400 450 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 H ousing Starts (M) Sa le s Vo lu m es North America Volume US Housing Starts 16

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![](exhibit992072025investor017.jpg)

~ 1.4 million U.S. housing starts in 2020 and 2024 Significant Progress in a Flat Market 1.38 M U.S. housing starts (Census Bureau) 1.37 M U.S. housing starts (Census Bureau) Revenue $1.25 B Op. Income $250 M 2020 2024 Revenue $2.23 B Op. Income $430 M Net Pricing ~$450 M Share Gains ~$200 M ETANCO $300 M 17

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![](exhibit992072025investor018.jpg)

Progress Made from 2020 to 2024 Despite market headwinds, we entered 2025 from a position of strength.  ~$1B more revenue  ~$180M 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 18

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![](exhibit992072025investor019.jpg)

Operating Income Margin Outperformance Simpson Historical Operating Income Margin Versus Proxy Peer Average(1) Operating Income Margin Average 2006 - 2019 2020- 2021 2022- 2024 Proxy Peer Average(1) 8.6% 15.4% 17% SSD 13.7% 21.7% 20.8% (1) Proxy peer average includes: AOS, AAON, WMS, ALLE, AMWD, APOG, AWI, ATKR, AZEK, EXP, ROCK, JHX, LPX, PATK, NX, SUM, TREX for the years 2006-2023. Includes AOS, PATK, and WMS for the year ended December 31, 2024, AKEK and ATKR for the full year ended September 30, 2024 and NX for the year ended October 31, 2024. (2) Fiscal 2025 operating margin outlook as of July 28, 2025. Please refer to the second quarter 2025 earnings press release issued on July 28, 2025 for additional details. 19 9.8% 4.3% 3.6% 4.0% 4.8% 5.1% 7.6% 7.3% 8.8% 11.1% 13.6% 14.0% 13.1% 13.0% 14.3% 16.5% 17.2% 17.0% 16.8% 19.9% 15.1% 13.2% 6.0% 14.1% 12.3% 9.4% 11.6% 13.3% 13.8% 16.5% 14.2% 16.0%15.9% 19.9% 23.4% 21.7% 21.5% 19.3% 18.5% - 20.5%(2) 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025E Proxy Peer Average SSD-US

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![](exhibit992072025investor020.jpg)

Well-Positioned to Drive Growth We are well-positioned to execute our growth strategy given our demonstrated commitment to disciplined capital allocation. $206 $208 $151 $400 $427 $340 $33 $33 $44 $62 $89 $183 $7 $8 $6 $811 $23 $79 $40 $40 $42 $44 $45 $47 $61 $76 $24 $79 $50 $100 $142 $158 $116 $995 $207 $408 2019 2020 2021 2022 2023 2024 Cash Generated by Operations Capital Expenditures Acquisitions & Purchases of Intangible Assets Dividends Share Repurchases D ol la r a m ou nt s sh ow n in M illi on s 20

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![](exhibit992072025investor021.jpg)

Capital Return History $983.2 Million 2021 – 2025(1) Cumulative Free Cash Flow defined as: Cash flow from operations ($1,448.5 M) less Capital expenditures ($465.4 M) Repurchases of Common Stock 31.8% Quarterly Cash Dividends 20.4% (1) Time frame represents January 1, 2021 to June 30, 2025. Cash flow for the second quarter ended June 30, 2025 is preliminary. 21

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![](exhibit992072025investor022.jpg)

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, etc.)  Evaluating potential M&A in the markets we operate (support key growth initiatives)  Integrating ETANCO remains the priority  Maintain quarterly cash dividends(2)  Consistently and moderately raise dividends  Capital return target of 35% of free cash flow(1)  Focused on repaying debt incurred to finance the acquisition of ETANCO  Selective and opportunistic share repurchases  Board approved $100 M share repurchase authorization through December 2025  Capital return target of 35% of free cash flow(1) Organic Growth (1) The Company defines free cash flow as cash flow from operations less capital expenditures. (2) On July 24, 2025, the Company's Board of Directors declared a quarterly dividend of $0.29 per share, payable on October 23, 2025 to stockholders of record on October 2, 2025. Cash Flow From Operations 22

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![](exhibit992072025investor023.jpg)

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 headcount growth  Improve production costs Opened H1 2025  Support fastener sales growth  Reduce dependence on imported products  Achieve company fill rate standards  Vertically integrate manufacturing Expected H2 2025 23

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![](exhibit992072025investor024.jpg)

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 chain efficiencies to reduce lead-times and bring production closer to the end customer Build a robust M&A pipeline; most actionable opportunities are smaller / tuck-in type acquisitions 24

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![](exhibit992072025investor025.jpg)

Company Ambitions(1) Strengthen our values-based culture1 Be the business partner of choice2 Strive to be an innovative leader in the markets we operate3 (1) Revised January 1, 2025. Continue above market volume growth relative to U.S. housing starts4 Maintain operating income margin of >20%5 EPS growth ahead of net revenue growth6 25

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![](exhibit992072025investor026.jpg)

Appendix

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![](exhibit992072025investor027.jpg)

Innovation Leader Simpson is a pioneer of construction solutions and the industry standard for structural connectors. 1956 1970 1984 1996 1997 1999 2005 1994 NYSE LISTING (SSD) OUR FOUNDER BARC SIMPSON EXPANSION INTO CONCRETE EXPANSION INTO FASTENERS FIRST CONNECTOR CONNECTOR MARKET LEADER EXPANSION INTO WOOD SHEAR WALLS EXPANSION INTO FASTENING SYSTEMS 2001 OPENED TYE GILB TEST LAB EXPANSION INTO STEEL SHEAR WALLSFIRST HOLDOWN 2008 EXPANSION INTO STAINLESS STEEL FASTENERS 2011 FURTHER EXPANSION INTO COLD-FORMED STEEL 27

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![](exhibit992072025investor028.jpg)

Innovation Leader (continued) Over the years, Simpson has remained an innovation leader in connectors, fasteners, lateral systems, anchors, concrete repair, construction software and structural steel solutions. 2016 20192012 2017 EXPANSION INTO CARBON FIBER SOLUTIONS EXPANSION INTO BUILDER & LBM SOFTWARE EXPANSION INTO STRUCTURAL STEEL EXPANSION INTO OUTDOOR DECORATIVE HARDWARE 2021 FURTHER EXPANSION INTO WOOD SHEAR WALLS 2022 EXPANSION INTO EUROPEAN COMMERCIAL BUILDING MARKET 2023 FURTHER EXPANSION INTO MASS TIMBER EXPANSION INTO TRUSS SOFTWARE 2013 EXPANSION INTO ENGINEERED WOOD PRODUCTS SOFTWARE EXPANSION INTO EQUIPMENT SPACE (ESTIFRAME) 2024 (MONET DESAUW) FURTHER EXPANSION INTO ENGINEERED WOOD PRODUCT SOFTWARE 28

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![](exhibit992072025investor029.jpg)

Innovation Leader (continued) (1) Data as of February 2025. 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 ~1,700 Trademarks Worldwide ~300 Engineers 8 Accredited Test Labs ~120 Code Reports Large scale structural testing and individual solution testing provides us with a better understanding of how structures perform, advances our design technology and improves building safety. 29

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![](exhibit992072025investor030.jpg)

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  Deliver digital solutions to accelerate building safer stronger structures  Single family construction  Multifamily construction  Outdoor living (e.g., decks, pergolas, fences)  Repair, remodel and retrofit applications  National home builder relationships  Lumber and building materials (LBM) relationships Key Product Lines Wood Connection Products Fastening Systems Concrete Connection Products Integrated Component Systems (Truss) Digital Solutions 30

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![](exhibit992072025investor031.jpg)

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 support to contractors and distributors  Deliver digital solutions that make it easy for engineers to specify and contractors to use our products  Continue to build out solutions portfolio to increase breadth of line in structural steel, anchors, fasteners, strengthening and products for cold-formed steel  Strategic partnership with Structural Technologies – largest installer of carbon fiber products  Retail and office buildings  Institutional (education, healthcare)  Public and utilities (water supply, pipelines, ports)  Transportation (bridges, tunnels, airports)  Manufacturing (factories, warehouses, data centers)  Structural steel buildings 31

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![](exhibit992072025investor032.jpg)

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 truss plates products into this market  Engineer and launch value-added OEM-specific structural solutions  Leverage our engineering testing capabilities  Develop direct and distribution sales channels  Utilize external innovation opportunities  Offer custom connector fabrication for the Mass Timber industry  Off-site construction (manufactured housing, modular construction, post-frame construction, prefab sheds)  Mass timber construction  Wood and steel fastening (crates, trailers, RV manufacturers, etc.)  Concrete anchoring and kitting (material handling and precast concrete manufacturers, private label & kitting) 32

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![](exhibit992072025investor033.jpg)

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  Continue expanding availability of all product lines, and increase in-store training  Enable consumers to customize, design and create bill-of- materials with software  Partner with home center brand advocates, and invest in retail media to maximize e-commerce sales  Utilize external innovation opportunities  Large home centers  Co-ops / retail chains  Farm & hardware supply retailers  Pro customer strategy  eCommerce growth  DIY customers 33

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![](exhibit992072025investor034.jpg)

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 support  Provide a modest equipment offering  Industry involvement and strong relationships  Component manufactures who build roof and floor trusses, offer EWP solutions and/or wall panel solutions  Equipment solutions  Large LBMs  Offsite construction – i.e., fully integrated builders Key Product Lines Wood Connection Products Fastening Systems Concrete Connection Products Integrated Component Systems (Truss) Digital Solutions Multi Module Software Offering 34

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![](exhibit992072025investor035.jpg)

Digital Solutions Building out our digital offerings to serve customers across the building industry. Specification tools (apps/selectors) Design/visualization, estimating, online ordering Option management, estimating Project management and truss design Free design software and plans 35

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![](exhibit992072025investor036.jpg)

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 manufacturing processes through companywide lean practices  In 2024, continued the work at each of our facilities to advance toward appropriate environmental stewardship practices Energy Conservation  GOAL: Improve energy efficiencies at facilities globally to ensure eco-friendly, cost-effective operations  In 2024, continued various energy conservation initiatives across our operations Waste Reduction and Recycling  GOAL: Support the Circular Economy by minimizing our largest recognized waste stream and sending unused steel back upstream  Continuously work to improve the design of our products to minimize scrap steel during the stamping process, reducing costs and energy Sustainable Building Practices  GOAL: Support sustainable business practices through use of green building technology and non-toxic materials  Completed testing on a 10-story mass-timber structure, paving the way for increased adoption of regenerative construction materials 36

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![](exhibit992072025investor037.jpg)

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 workforce and maintain representation of differing genders, ages, races, ethnicities, and abilities  Partnered with DiversityJobs to promote our job postings, and recently established a promotion guide to ensure a fair and consistent approach Leadership and Development  GOAL: Ensure all employees have access to opportunities to grow and thrive in their careers with the Company  Launched employee skills assessment and began creating meaningful development programs to ensure continued employee growth Human Capital Management  GOAL: Strengthen our values-based leadership and culture based on our Company value that Everybody Matters  Formed a partnership with Gallup to conduct our biannual Global Employee Engagement Survey Health and Safety  GOAL: Provide the highest standard of safety and create a healthy working environment  In 2024, improved the global Total Recordable Incident Rate to 0.98, below the gold standard of recognized international experts 37

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Strong Foundation. Stronger Future. Exhibit 99.2

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