Simpson Manufacturing (SSD) Investor presentation summary

Investment highlights and financial performance

• Leader in structural solutions for wood connections, with diversified offerings and strong brand recognition across five end-use markets.

• Achieved an EPS CAGR of 19.6% over the last 10 years and maintained strong gross profit and operating margins.

• Compound annual growth rate of ~14% in revenue since IPO, with shares appreciating nearly 59x and operating income growing ~33x.

• Returned ~50% of free cash flow to stockholders since 2021, exceeding the 35% target.

• Maintains a strong balance sheet with less than 1x leverage.

Business model and market strategy

• Customer-centric approach with comprehensive service, including 700 field sales reps and 26 training centers.

• Broad portfolio of 15,000+ wood and 3,000+ concrete products, plus 50+ digital solutions.

• High product fill rate (~98%) and rapid delivery capabilities.

• Presence at every stage of the construction process, ensuring an interconnected value chain.

• Focused on five key end-use markets: residential, commercial, OEM, national retail, and component manufacturers.

Innovation and digital transformation

• Pioneer in construction solutions with 500+ patents and 8 R&D labs.

• Extensive digital offerings, including project management, design, and specification tools.

• Ongoing expansion into new product lines and digital solutions to drive growth.

• Investments in software and technology to streamline customer experience and specification.