2026 Q3 Review - From the Director

This letter is from our Director of North American Operations, Anthony Toth, and is one part of our quarterly review newsletter: The Busbar Bulletin. Sign up for the Busbar Bulletin newsletters to receive more information on future updates.

From the Director

As we enter the fourth quarter, I want to thank our customers and partners for the continued trust you place in SPF America.

2026 has been a year of strong growth and accelerating demand across the markets we serve. That momentum has reinforced the importance of the investments we continue to make across our business to support our customers today and prepare for the opportunities ahead.

Throughout the year, we have made significant investments in new equipment, manufacturing capacity, process improvements, and our supply chain organization. We have also continued to diversify and strengthen our sourcing network to improve material availability, manage costs, and reduce exposure to changing tariff conditions.

During Q3, several planned capacity initiatives progressed more slowly than anticipated, but those projects continue to move forward. We expect to make meaningful strides during Q4 as additional capabilities come online and our teams continue working to increase throughput across our operations.

Our focus remains clear: continue building a stronger, more scalable manufacturing platform capable of supporting the growth of both our existing and future customers while maintaining the quality, service, and responsiveness they expect from SPF America.

We are grateful for the partnerships that have helped drive our growth and appreciate the opportunity to continue earning your business.

Thank you for your continued confidence in SPF America.

Anthony Toth Jr.
Director of North American Operations
SPF America, LLC