Construction Partners Performance degli utili passati
Criteri Il passato verificati 5/6
Construction Partners ha registrato una crescita degli utili a un tasso medio annuo di 41.3%, mentre il settore Construction ha registrato utili in crescita a un tasso medio annuo di 24%. I ricavi sono stati in crescita a un tasso medio annuo di 26.3%. Il ritorno sul capitale proprio di Construction Partners è 13.7% e ha margini netti di 4.1%.
Informazioni chiave
41.34%
Tasso di crescita degli utili
39.72%
Tasso di crescita dell'EPS
| Construction Crescita del settore | 20.19% |
| Tasso di crescita dei ricavi | 26.31% |
| Rendimento del capitale proprio | 13.69% |
| Margine netto | 4.10% |
| Ultimo aggiornamento sugli utili | 30 Jun 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Articolo di analisi • Aug 11
Results: Construction Partners, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
As you might know, Construction Partners, Inc. ( NASDAQ:ROAD ) just kicked off its latest third-quarter results with...
Aggiornamento narrativa • Jul 15
ROAD: Highway Funding And Oklahoma Expansion Will Support Further Upside
The analyst price target for Construction Partners has been revised to $145 from $150. Analysts made this change after updating their assumptions for discount rates, revenue growth, profit margins, and future P/E expectations, following recent research commentary on weather risks and demand drivers.Aggiornamento narrativa • Jun 23
ROAD: Highway Funding And Lower Debt Costs Will Support Further Upside
Analysts have kept the fair value estimate for Construction Partners unchanged at $150, with only slight model tweaks. They point to mixed recent Street research, including a new $130 target alongside prior target revisions and a recent upgrade, as the key drivers of their current stance.Articolo di analisi • Jun 21
Construction Partners (ROAD) Stock Could Be 18.1% Undervalued After Credit Refinancing
Construction Partners (ROAD) has reshaped its balance sheet with two recent credit amendments that refinance existing term loans, add $300 million of new Term Loan B funding, and lift revolving credit capacity to $700 million. See our latest analysis for Construction Partners. The recent refinancing and expanded credit lines come against a backdrop of firm share price momentum for Construction Partners, with a 30-day share price return of 8.79% and a 1-year total shareholder return of 19.97%...Seeking Alpha • Jun 21
Construction Partners: The Road Ahead Still Looks Promising
Summary Construction Partners delivered a Q2 FY26 double beat, with 35% topline growth fueled by acquisitions and robust construction demand. ROAD's $3.14 billion backlog, with 80% converting in 10-12 months, provides strong revenue visibility beyond FY26. Focus on strategic M&A, and Sun Belt demographic tailwinds are expected to fuel growth over the longer term. Valuation still appears attractive, given strong earnings momentum and long-term growth prospects, reinforcing a bullish stance on ROAD for the long term. Read the full article on Seeking AlphaAggiornamento narrativa • Jun 05
ROAD: Highway Funding And Earnings Guidance Will Support Further Upside
Analysts have raised their fair value estimate for Construction Partners stock from $139 to $150, reflecting updated assumptions around slightly higher profit margins, a lower future P/E multiple, and recent Street research that highlights solid organic growth but a more balanced near-term risk-reward after the stock's strong run. Analyst Commentary Street research around Construction Partners is fairly balanced, with bullish analysts pointing to solid organic growth and highway funding support, while more cautious voices focus on valuation and input cost risks after a strong share price move.Articolo di analisi • May 11
Construction Partners, Inc. Beat Analyst Profit Forecasts, And Analysts Have New Estimates
It's been a pretty great week for Construction Partners, Inc. ( NASDAQ:ROAD ) shareholders, with its shares surging 12...Aggiornamento narrativa • May 08
ROAD: Q1 Execution And Buybacks Will Offset Mixed Research And Margin Concerns
Analysts have trimmed the price target for Construction Partners to $139 from $142, reflecting updated views on growth, margins and discount rates following recent research, including a Raymond James target cut, a B. Riley upgrade and a BofA target increase tied to what they saw as solid fiscal Q1 results.Aggiornamento narrativa • Apr 22
ROAD: Q1 Execution And Buybacks Will Support Future Compounding Earnings Power
Narrative Update on Construction Partners The analyst price target for Construction Partners has shifted to $142.00. Analysts are pointing to recent target hikes from firms and supportive commentary around the company's fiscal Q1 performance as reasons for refining their assumptions on discount rate, revenue growth, profit margin, and future P/E.Aggiornamento narrativa • Apr 06
ROAD: Q1 Execution And Buybacks Will Support Future Compounding Earnings Power
Analysts have nudged their price target higher to about $142 from roughly $138, citing Street research that highlights Construction Partners' recent Q1 performance as a relative bright spot and a business model they view as compounding, despite a rocky aggregates earnings season. Analyst Commentary Street research on Construction Partners has focused on how the latest fiscal Q1 results fit into a tougher aggregates earnings season and what that might mean for the stock's valuation and execution risk.Aggiornamento narrativa • Mar 23
ROAD: Q1 Resilience And Buybacks Will Support Compounding Earnings Power
The analyst price target for Construction Partners has increased to $147, up from $115, as analysts highlight recent fiscal Q1 results as a relative bright spot in a tougher aggregates season and view the business model as continuing to compound despite a mixed macro backdrop. Analyst Commentary Recent Street research reflects a generally constructive tone on Construction Partners, with some differences in how aggressively analysts frame the upside and the level of caution around valuation and execution risks.Aggiornamento narrativa • Mar 06
ROAD: FY26 Outlook Suggests Buybacks And Q1 Resilience Will Shape Balanced Expectations
Narrative Update on Construction Partners The analyst price target for Construction Partners is updated from about $133.29 to about $137.86. This reflects analyst views that recent Q1 results, relatively resilient earnings versus peers, and expectations for slightly higher revenue growth, profit margins, and a similar forward P/E support a higher fair value range.Aggiornamento narrativa • Feb 19
ROAD: FY26 Guidance And Buybacks Will Frame Mixed Views On Execution And Pricing
Analysts have lifted their price target on Construction Partners by about $6 to roughly $133, citing slightly higher expected profit margins and a somewhat lower assumed future P/E multiple in their updated models. Analyst Commentary Recent research updates on Construction Partners give you a mix of optimism and caution to weigh, with price targets being adjusted and ratings framed around execution risk and valuation assumptions.Aggiornamento narrativa • Feb 05
ROAD: FY26 Guidance And Buybacks Will Balance Neutral Sentiment And Execution Risks
Narrative Update on Construction Partners The analyst price target for Construction Partners has been adjusted by roughly $1 higher, with analysts citing updated fair value estimates, a slightly lower discount rate, and modestly revised long term P/E assumptions as key drivers for the change. Analyst Commentary Recent Street research around Construction Partners has focused on fair value, risk, and execution rather than strong directional calls.Aggiornamento narrativa • Jan 22
ROAD: FY26 Guidance And Buybacks Will Shape Future Upside Potential
Narrative update on Construction Partners Analysts have trimmed their price expectations for Construction Partners, with updated targets implying a fair value shift from about $128 to roughly $126. This reflects recalibrated assumptions around revenue growth, profitability and P/E multiples following recent neutral initiations and a lower target from Baird.Aggiornamento narrativa • Jan 06
ROAD: FY26 Outlook And Key Market Activity Will Drive Future Upside
Analysts have adjusted their price targets on Construction Partners to a range of about $120 to $124, reflecting updated views on the company's initial FY26 guidance and activity levels across key markets. Analyst Commentary Bullish Takeaways Bullish analysts point to the company's initial FY26 guidance as better than many had penciled in, which they see as supportive of price targets around $120.Aggiornamento narrativa • Dec 19
ROAD: Houston Expansion And FY26 Outlook Will Drive Future Upside
Analysts have modestly trimmed their price target for Construction Partners, with the consensus estimate easing from about $131 to roughly $124 per share as they balance optimism around stronger than expected FY26 guidance with a more cautious view on project activity in select markets. Analyst Commentary Bullish analysts highlight that the updated FY26 outlook, including stronger than anticipated revenue and margin assumptions, supports a premium valuation multiple versus regional peers, despite the modest price target reduction.Aggiornamento narrativa • Dec 05
ROAD: Houston Expansion And Multi Year Backlog Will Drive Future Upside
The analyst price target for Construction Partners has increased modestly to $128.00 from $122.50, as analysts factor in slightly higher long term valuation multiples, despite more tempered revenue growth expectations and a marginally higher discount rate. Analyst Commentary Analysts remain broadly constructive on Construction Partners, balancing solid execution and encouraging long term guidance with a more measured view on near term upside and valuation.Aggiornamento narrativa • Nov 21
ROAD: Revenue Expansion In Houston Metro Area Will Drive Future Upside
Analysts have updated their price target for Construction Partners from $131.17 to $122.50. This reflects a more cautious outlook, even with improved guidance and continued monitoring of market activity.Aggiornamento narrativa • Nov 05
ROAD: Recent Acquisitions Will Drive Profitability Amid New FY26 Financial Guidance
Analysts have raised their price target for Construction Partners from $123.83 to $131.17, citing stronger expected revenue growth and the positive impact of recent higher-margin acquisitions. Analyst Commentary Analyst updates reflect a nuanced outlook on Construction Partners, highlighting both optimism about growth prospects and some caution regarding the broader operating environment.Aggiornamento narrativa • Oct 21
Analysts Boost Construction Partners Target on Acquisition Strength and Revised Financial Outlook
Analysts have raised their price target for Construction Partners from $120 to $124 per share, citing growing confidence in recent higher-margin acquisitions as well as the expectation of new long-term financial targets driving potential upside. Analyst Commentary Recent research has highlighted both strengths and areas for caution regarding Construction Partners' outlook following notable upgrades and increased price targets.Aggiornamento narrativa • Sep 04
IIJA Funding And Sunbelt Demand Will Unlock Enduring Potential
Recent higher-margin acquisitions, increased financial estimates, and improved confidence in above-consensus performance—alongside potential long-term targets—support a bullish outlook for Construction Partners, though the consensus analyst price target remains unchanged at $120.17. Analyst Commentary Recent large acquisitions in Texas and Tennessee are considered to be higher margin than previously believed.Seeking Alpha • Feb 25
Construction Partners: Mispriced Opportunity Amidst Market Pessimism
Summary ROAD's stock is mispriced due to irrational market pessimism, with strong organic growth and strategic acquisitions like LSP supporting a "BUY" rating. High leverage is a temporary concern, expected to normalize within 4–5 quarters through debt repayment using free cash flow. Financial modeling projects robust revenue, margin, and earnings growth. Valuation appears attractive with a forward PEG of 1.31, aligning with industry peers and supporting the stock's growth potential. A base case target price of $101.78 is set, implying a 29.51% gross return and a reward/risk ratio of 2.20 for FY25 at the current price of $78.59. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Construction Partners: Building Momentum For Sustained Growth (Rating Upgrade)
Summary The company achieved double-digit growth in Q4 2024, with a 13.3% increase in revenue, driven by strong demand and contribution from acquisitions. Growth in FY25 is expected to continue due to recent acquisitions, robust demand in commercial and public markets, and a strong backlog of $1.96 billion. Long-term demand outlook is favorable due to infrastructure funding in Sunbelt states and IIJA funds, supporting revenue growth beyond FY2025. Favorable long-term growth prospects and strong market position makes this stock a decent buy at the current levels. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Construction Partners: Paving The Road For Continued Growth
Summary Construction Partners has shown strong returns driven by solid growth, strategic acquisitions, and a major recent deal, but current valuations are too high. The company's strategic focus on road maintenance in the Sunbelt states has led to significant expansion and strong financial performance. Despite a compelling acquisition of Asphalt Inc. boosting future prospects, the stock's high multiples and leverage make it a cautious investment. ROAD shares trading at 50 times earnings with high leverage make the risk-reward ratio unattractive, prompting a cautious stance on further involvement. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Construction Partners guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Jun 26 | 3,478 | 143 | 223 | 0 |
| 31 Mar 26 | 3,258 | 127 | 211 | 0 |
| 31 Dec 25 | 3,060 | 122 | 194 | 0 |
| 30 Sep 25 | 2,812 | 102 | 177 | 0 |
| 30 Jun 25 | 2,451 | 75 | 179 | 0 |
| 31 Mar 25 | 2,189 | 61 | 166 | 0 |
| 31 Dec 24 | 1,989 | 56 | 155 | 0 |
| 30 Sep 24 | 1,824 | 69 | 146 | 0 |
| 30 Jun 24 | 1,761 | 71 | 143 | 0 |
| 31 Mar 24 | 1,665 | 61 | 137 | 0 |
| 31 Dec 23 | 1,618 | 57 | 132 | 0 |
| 30 Sep 23 | 1,564 | 49 | 126 | 0 |
| 30 Jun 23 | 1,482 | 31 | 124 | 0 |
| 31 Mar 23 | 1,440 | 22 | 119 | 0 |
| 31 Dec 22 | 1,358 | 18 | 112 | 0 |
| 30 Sep 22 | 1,302 | 21 | 107 | 0 |
| 30 Jun 22 | 1,188 | 16 | 99 | 0 |
| 31 Mar 22 | 1,069 | 13 | 95 | 0 |
| 31 Dec 21 | 1,005 | 18 | 90 | 0 |
| 30 Sep 21 | 911 | 20 | 85 | 0 |
| 30 Jun 21 | 856 | 30 | 77 | 0 |
| 31 Mar 21 | 812 | 36 | 72 | 0 |
| 31 Dec 20 | 801 | 43 | 69 | 0 |
| 30 Sep 20 | 786 | 40 | 67 | 0 |
| 30 Jun 20 | 798 | 39 | 68 | 0 |
| 31 Mar 20 | 809 | 41 | 66 | 0 |
| 31 Dec 19 | 804 | 43 | 64 | 0 |
| 30 Sep 19 | 783 | 43 | 61 | 0 |
| 30 Jun 19 | 762 | 42 | 59 | 0 |
| 31 Mar 19 | 729 | 38 | 58 | 0 |
| 31 Dec 18 | 684 | 45 | 57 | 0 |
| 30 Sep 18 | 680 | 51 | 55 | 0 |
| 30 Jun 18 | 652 | 48 | 54 | 0 |
| 31 Mar 18 | 605 | 41 | 52 | 0 |
| 31 Dec 17 | 597 | 32 | 50 | 0 |
| 30 Sep 17 | 568 | 26 | 48 | 0 |
| 30 Sep 16 | 542 | 22 | 40 | 0 |
Guadagni di qualità: ROAD ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di ROAD (4.1%) ROAD sono più alti rispetto allo scorso anno (3%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di ROAD sono cresciuti in modo significativo del 41.3% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di ROAD nell'ultimo anno ( 91.2% ) supera la media quinquennale ( 41.3% all'anno).
Guadagni vs Settore: La crescita degli utili ROAD nell'ultimo anno ( 91.2% ) ha superato la percentuale del settore Construction 40.4%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 13.7% ) di ROAD è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/13 08:35 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/09/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Construction Partners, Inc. è coperta da 9 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Andrew Wittmann | Baird |
| Michael Feniger | BofA Global Research |
| Rohit Seth | B. Riley Securities, Inc. |