← BackSiteOne Landscape Supply, Inc. · Professional & Commercial Equipment & SuppliesSITE
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The short versionA profitable company with steady sales. Institutions are trimming.
Going well
- Profitable every year for 10 years
- Brings in more cash than it spends
- Little debt
Money moves
- No insider buying or selling in the last 30 days
- Institutions cut 3.9% from their holdings in the quarter ending June 2026 (171 bought, 257 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$101.54-1.6% that day
- Company value
- $4.5B
- Share price times all shares
- Price vs profit (P/E)
- 30.0x
- You pay about $30 for each $1 of yearly profit
- Price vs sales
- 0.96x
- Company value is 0.96 times a year of sales
- Cash vs value
- 2%
- Cash as a share of company value
- Debt vs value
- 9%
- Debt as a share of company value
From SITE's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Mar '26$940.1M+0.1% vs a year earlier
Jul '23Tap a barMar '26
Last 12 months: $4.7B, up 2.8% from the 12 months before. Over 5 years, sales grew about 12% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.9.4%
- PassDebt under half of equityNot relying on borrowed money.0.23x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.3.2%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$246.8M
- PassShare count not growingNot diluting owners. Falling means buybacks.-1.5% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.34.8%
- Revenue
- $4.7B
- +3.6% vs prior year
- 5-year growth
- +11.7%/yr
- revenue, per year
- Total debt
- $385.4M
- 0.23x equity
- Current ratio
- 2.47x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Mar 29, 2026- Revenue
- $940.1M
- +0.1% YoY
- EPS
- -$0.60
- vs -$0.61
- Op. margin
- -2.8%
- +0.3 pts
- Gross margin
- 33.9%
- +0.9 pts
- Free cash flow
- -$145.1M
- Share count
- -1.1%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.5
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▼Distributing-3.9%Institutions cut 3.9% from their holdings. 171 bought, 257 sold. 2 quarters of net selling in a row.
Shares held by institutions47.3M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-0.5%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.3x · $535.8M debtShares outstandingLatest reported
44MNext reportIn 1 days (est.)Estimated from the same quarter last year
- Results filedJul 29
- Results filedApr 29
- Results filedFeb 11
- Results filedOct 29, 2025
- Results filedJul 30, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
BoughtDoug BlackCEO, Director
5,000 shares at $96.13 · $481K
- +63% of holdings
- Now owns 13,000 shares
- Held by 2021 Family Trust
- Filed 2 days after trade
5%+ holder update (passive)Aug 13 · Form SCHEDULE 13G/A ↗5%+ holder update (passive)Aug 12 · Form SCHEDULE 13G/A ↗BoughtDoug BlackCEO, Director
8,000 shares at $102.04 avg ($101.94 to $102.13) · $816K
- New position
- Now owns 8,000 shares
- Held by Family Trust
- 2 transactions
- Filed 2 days after trade
Quarterly reportJul 29 · Form 10-Q ↗Earnings resultsJul 29 · Form 8-K ↗11-KJun 24 · Form 11-K ↗Option exerciseTravis Ryan JacksonGeneral Counsel & Secretary
547 shares
- +115% of holdings
- Now owns 1,022 shares
- Filed 2 days after trade
- Also: Shares withheld for taxes
SoldFred M DiazDirector
1,125 shares at $113.83 avg ($112.52 to $115.13) · $128K
- -9% of holdings
- Now owns 11,267 shares
- Pre-planned sale (10b5-1)
- 2 transactions
- Filed 1 day after trade
Planned insider saleMay 28 · Form 144 ↗Planned insider saleMay 27 · Form 144 ↗Shareholder vote resultsMay 19 · Form 8-K ↗New 5%+ holder (passive)May 14 · Form SCHEDULE 13G ↗Option exerciseFred M DiazDirector
1,125 shares
- +10% of holdings
- Now owns 12,392 shares
- Filed 2 days after trade
- Also: Stock award
Stock awardWilliam W Iii DouglasDirector
1,186 shares
- +7% of holdings
- Now owns 19,120 shares
- Filed 1 day after trade