Construction Partners slightly beats Q4 revenue estimates

Construction Partners

20/11/2025 12:24

Overview

Construction Partners fiscal 2025 revenue up 54% yr/yr

Co reports Q4 revenue of $899.85 mln , slightly beating estimates

Net income for fiscal 2025 increased 48% compared to FY24

Company reports record project backlog of $3.03 bln at fiscal year-end

Outlook

Company projects fiscal 2026 revenue between $3.4 bln and $3.5 bln

Company expects fiscal 2026 net income between $150 mln and $155 mln

Company forecasts fiscal 2026 adjusted EBITDA between $520 mln and $540 mln

Result Drivers

STRATEGIC ACQUISITIONS - Co expanded into Texas and Oklahoma, strengthening presence in Tennessee and Alabama through acquisitions

ORGANIC GROWTH - Co reports consistent organic growth of 8.4% compared to last year

INFRASTRUCTURE DEMAND - Co sees strong infrastructure demand and need for new lane capacity in Sunbelt markets

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$899.85 mln
$896.05 mln (6 Analysts)
Q4 Net Income
$56.57 mln
Q4 Gross Profit
$159.36 mln
Q4 Operating Income
$100.77 mln
Q4 Pretax Profit
$74.95 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction & engineering peer group is "buy."

Wall Street's median 12-month price target for Construction Partners Inc is $131.00, about 20.5% above its November 19 closing price of $104.19

The stock recently traded at 35 times the next 12-month earnings vs. a P/E of 37 three months ago

Press Release: ID:nPn3FpLG9a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)