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Side-by-side financial comparison of OneWater Marine Inc. (ONEW) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Simpson Manufacturing Co., Inc. is the larger business by last-quarter revenue ($588.0M vs $442.3M, roughly 1.3× OneWater Marine Inc.). Simpson Manufacturing Co., Inc. runs the higher net margin — 15.0% vs -2.9%, a 17.9% gap on every dollar of revenue. On growth, Simpson Manufacturing Co., Inc. posted the faster year-over-year revenue change (9.1% vs -8.5%). Over the past eight quarters, OneWater Marine Inc.'s revenue compounded faster (8.2% CAGR vs -0.8%).
OneWater Marine Inc. is a leading recreational marine retailer headquartered in the U.S. It sells new and pre-owned boats, yachts and marine parts, offers maintenance, repair and financing services, and serves individual and commercial leisure boating customers across North America through its extensive network of local dealerships.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
ONEW vs SSD — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $442.3M | $588.0M |
| Net Profit | $-12.9M | $88.2M |
| Gross Margin | 23.9% | 45.2% |
| Operating Margin | 1.7% | 19.5% |
| Net Margin | -2.9% | 15.0% |
| Revenue YoY | -8.5% | 9.1% |
| Net Profit YoY | — | 13.3% |
| EPS (diluted) | $-0.78 | $2.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q2 26 | $442.3M | — | ||
| Q1 26 | $380.6M | $588.0M | ||
| Q4 25 | $380.6M | $539.3M | ||
| Q3 25 | $460.1M | $623.5M | ||
| Q2 25 | $552.9M | $631.1M | ||
| Q1 25 | $483.5M | $538.9M | ||
| Q4 24 | $375.8M | $517.4M | ||
| Q3 24 | $377.9M | $587.2M |
| Q2 26 | $-12.9M | — | ||
| Q1 26 | $-7.7M | $88.2M | ||
| Q4 25 | $-7.7M | $56.2M | ||
| Q3 25 | $-113.0M | $107.4M | ||
| Q2 25 | $10.7M | $103.5M | ||
| Q1 25 | $-368.0K | $77.9M | ||
| Q4 24 | $-12.0M | $55.4M | ||
| Q3 24 | $-9.2M | $93.5M |
| Q2 26 | 23.9% | — | ||
| Q1 26 | 23.5% | 45.2% | ||
| Q4 25 | 23.5% | 43.4% | ||
| Q3 25 | 22.6% | 46.4% | ||
| Q2 25 | 23.3% | 46.7% | ||
| Q1 25 | 22.8% | 46.8% | ||
| Q4 24 | 22.4% | 44.0% | ||
| Q3 24 | 24.0% | 46.8% |
| Q2 26 | 1.7% | — | ||
| Q1 26 | — | 19.5% | ||
| Q4 25 | -1.4% | 13.9% | ||
| Q3 25 | -28.3% | 22.6% | ||
| Q2 25 | 5.5% | 22.2% | ||
| Q1 25 | 3.4% | 19.0% | ||
| Q4 24 | -0.5% | 14.8% | ||
| Q3 24 | 1.2% | 21.3% |
| Q2 26 | -2.9% | — | ||
| Q1 26 | -2.0% | 15.0% | ||
| Q4 25 | -2.0% | 10.4% | ||
| Q3 25 | -24.5% | 17.2% | ||
| Q2 25 | 1.9% | 16.4% | ||
| Q1 25 | -0.1% | 14.5% | ||
| Q4 24 | -3.2% | 10.7% | ||
| Q3 24 | -2.4% | 15.9% |
| Q2 26 | $-0.78 | — | ||
| Q1 26 | $-0.47 | $2.13 | ||
| Q4 25 | — | $1.34 | ||
| Q3 25 | — | $2.58 | ||
| Q2 25 | — | $2.47 | ||
| Q1 25 | — | $1.85 | ||
| Q4 24 | — | $1.31 | ||
| Q3 24 | — | $2.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $341.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $269.4M | $2.1B |
| Total Assets | $1.4B | $3.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | — | ||
| Q1 26 | — | $341.0M | ||
| Q4 25 | — | $384.1M | ||
| Q3 25 | — | $297.3M | ||
| Q2 25 | — | $190.4M | ||
| Q1 25 | — | $150.3M | ||
| Q4 24 | — | $239.4M | ||
| Q3 24 | — | $339.4M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M |
| Q2 26 | $269.4M | — | ||
| Q1 26 | $277.5M | $2.1B | ||
| Q4 25 | $277.5M | $2.0B | ||
| Q3 25 | $285.0M | $2.0B | ||
| Q2 25 | $393.2M | $1.9B | ||
| Q1 25 | $381.6M | $1.9B | ||
| Q4 24 | $354.8M | $1.8B | ||
| Q3 24 | $360.8M | $1.9B |
| Q2 26 | $1.4B | — | ||
| Q1 26 | $1.4B | $3.0B | ||
| Q4 25 | $1.4B | $3.1B | ||
| Q3 25 | $1.4B | $3.0B | ||
| Q2 25 | $1.5B | $3.0B | ||
| Q1 25 | $1.6B | $2.8B | ||
| Q4 24 | $1.6B | $2.7B | ||
| Q3 24 | $1.6B | $2.9B |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ONEW
| New boat | $272.0M | 62% |
| Pre-owned boat | $94.4M | 21% |
| Service, parts & other | $61.9M | 14% |
| Finance & insurance income | $14.0M | 3% |
SSD
Segment breakdown not available.
