SITENYSEWholesale-Professional & Commercial Equipment & Supplies

SiteOne Landscape Supply, Inc. (SITE) earnings date, market-implied expected move, and options open interest by expiry

110.38

−0.34 · −0.31%

post 110.89 +0.46%

Closed15:59 ET

Open109.17Volume902,348Mkt cap$4.8BP/E29.03EPS3.82

Day109.17 – 111.2184%52-wk82.00 – 168.5633%

SITE

SiteOne Landscape Supply, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Feb 10

before open · in 102 days

est.Q4 FY26

Calendar

Next report

Last report

+0.94%

vs ±9.9% implied · ×0.09

shaded = implied · ▲▼ = realized

Oct 28 '26 · confirmedthin chain

Implied vs realized

Largest filed tie

filed ties

13F top-10 QoQ

−7.28%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

394 managers

Top fund weight

0.01%

SITE weight · VTI

N-PORTJun 30 '26

2 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

SiteOne Landscape Supply (SITE) is expected to report on Feb 10 before open (estimated date).

Implied vs realized

2 reports

—≥ implied

Q2 FY26Jul 29 '26confirmed—▼−9.36%—

Q3 FY26Oct 28 '26confirmed±9.9%thin chain▲+0.94%×0.09

quarterimplied−10%0+10%realized×

Q3 FY26±9.9%▲+0.94%×0.09

Q2 FY26—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Oct 27 close

0.97OI · 4 expiries · Oct 27 closeP/C open interest · Apr 16 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

100+488%Nov 2020d2.7037+9%2.70

1—Dec 1848d1.001—1.00

181+3%Jan 1576d0.74245+1%0.74

report · Feb 10 · before open · est.

91+60%Apr 16167d94+248%

ExpiryPutsCallsP/C

Nov 2020d100+488%37+9%2.70

Dec 1848d1—1—1.00

Jan 1576d181+3%245+1%0.74

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ3 FY26

4.95%as filednet margin · revenue −15.65% QoQ · +2.61% YoY

Revenue

$1.3B−15.65% QoQ

Gross profit

$459M−18.78% QoQ

35.51% margin

Operating income

$96M−51.52% QoQ

7.42% margin

Pre-tax income

$86M−54.00% QoQ

Net income

$64M−54.13% QoQ

4.95% margin

Cost of revenue

$833M−13.83% QoQ

Operating expenses

$363M−1.14% QoQ

Other expense

$10M

Tax

$22M−53.62% QoQ

Revenue$1.3B−15.65%

Gross profit

$459M−18.78%

35.51% margin

Operating income

$96M−51.52%

7.42% margin

Pre-tax income

$86M−54.00%

Net income

$64M−54.13%

4.95% margin

Cost of revenue

$833M−13.83%

Operating expenses

$363M−1.14%

Other expense

$10M

Tax$22M−53.62%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Sep 27 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 15:45 ET

Intraday

Event sensitivity

FOMC ×2.09· ±3.9% vs ±1.9% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±3.9%12 of 24×2.09

NFPjobs report±3.5%7 of 10×1.86

GDPgross domestic product±1.8%12 of 19×0.96

PPIproducer prices±1.8%5 of 11×0.95

PCEpersonal income & outlays±1.4%11 of 19×0.75

CPIconsumer prices±1.3%5 of 11×0.70

CPROFcorporate profits±1.0%7 of 12×0.53

Bar = avg |move| to ±4% · tick = ±1.9% avg day · ×base = |move| ÷ ±1.9% · min 6 releases

Earnings history

EPS 1.46 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	Oct 28 '26 · confirmed	1.46	—
Q2 FY26	Jul 29 '26 · confirmed	3.14	—
Q1 FY26	—	-0.60	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod