Construction Partners（ROAD）株式概要
コンストラクション・パートナーズ社は、アラバマ州、フロリダ州、ジョージア州、ノースカロライナ州、オクラホマ州、サウスカロライナ州、テネシー州、テキサス州で道路の建設と維持管理を行っている土木インフラ企業である。 詳細
ROAD Community Fair Values
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Analyst Price Targets
Construction Partners, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$135.45 |
| 52週高値 | US$151.00 |
| 52週安値 | US$93.22 |
| ベータ | 0.92 |
| 1ヶ月の変化 | 13.96% |
| 3ヶ月変化 | 6.09% |
| 1年変化 | 35.42% |
| 3年間の変化 | 377.10% |
| 5年間の変化 | 329.59% |
| IPOからの変化 | 1,019.42% |
最新ニュース
分析記事 • 17h
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...
ナラティブ更新 • 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.Recent updates
分析記事 • 17h
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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.Seeking Alpha • Apr 03
Construction Partners: It's Time To Correct A Big Mistake (Upgrade)
Summary Construction Partners (ROAD) is upgraded to a soft ‘buy’ as growth and execution outpace prior valuation concerns. ROAD nearly doubled revenue from 2023–2025 and aggressively expanded via $1.69B in acquisitions, fueling significant EBITDA and cash flow growth. Management targets $6.03B revenue, 17% EBITDA margin, and net leverage of 1.5–2.5 by 2030, focusing on high-growth Sunbelt markets. Even if ROAD only achieves average peer multiples by 2030, annualized returns could match or exceed the market, presenting a favorable risk-reward. Read the full article on Seeking Alphaナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • Sep 05
Construction Partners, Inc.'s (NASDAQ:ROAD) 25% Jump Shows Its Popularity With Investors
Construction Partners, Inc. ( NASDAQ:ROAD ) shareholders would be excited to see that the share price has had a great...ナラティブ更新 • 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.分析記事 • Aug 01
Why Construction Partners, Inc. (NASDAQ:ROAD) Could Be Worth Watching
Construction Partners, Inc. ( NASDAQ:ROAD ), is not the largest company out there, but it received a lot of attention...分析記事 • Jun 16
Construction Partners (NASDAQ:ROAD) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • May 31
An Intrinsic Calculation For Construction Partners, Inc. (NASDAQ:ROAD) Suggests It's 24% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Construction Partners fair value estimate is US$138 Current...分析記事 • May 14
Construction Partners, Inc.'s (NASDAQ:ROAD) P/S Is Still On The Mark Following 29% Share Price Bounce
Construction Partners, Inc. ( NASDAQ:ROAD ) shareholders have had their patience rewarded with a 29% share price jump...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 AlphaSeeking Alpha • Oct 22
A Big Move By Construction Partners Sends Share Cruising
Summary Construction Partners shares surged 13.4% on October 21st due to strong preliminary results for 2024 and a significant acquisition of Lone Star Paving. Despite positive developments, I maintain a “hold” rating due to the stock's high valuation compared to peers, despite robust growth projections. The acquisition of Lone Star Paving, valued at $878 million, enhances vertical integration and profitability, with significant revenue and EBITDA contributions expected. The deal positions Construction Partners well in Texas, benefiting from substantial state infrastructure investments, but the stock remains pricey, warranting caution. Read the full article on Seeking Alpha
新しいナラティブ • Sep 04
Strategic Acquisitions And Market Expansion Set To Propel Future Growth
Construction Partners' strategic acquisitions and strong organic growth indicate potential for continued expansion and revenue increase.株主還元
| ROAD | US Construction | US 市場 | |
|---|---|---|---|
| 7D | 8.2% | 4.0% | 2.6% |
| 1Y | 35.4% | 122.6% | 26.2% |
業界別リターン: ROAD過去 1 年間で122.6 % の収益を上げたUS Construction業界を下回りました。
リターン対市場: ROAD過去 1 年間で26.2 % の収益を上げたUS市場を上回りました。
価格変動
| ROAD volatility | |
|---|---|
| ROAD Average Weekly Movement | 8.4% |
| Construction Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ROAD 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ROADの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2007 | 1,639 | Jule Smith | www.constructionpartners.net |
コンストラクション・パートナーズ社は、アラバマ州、フロリダ州、ジョージア州、ノースカロライナ州、オクラホマ州、サウスカロライナ州、テネシー州、テキサス州で道路の建設と維持管理を行っている土木インフラ企業である。同社は、高速道路、道路、橋、空港、商業・住宅開発など、公共および民間のインフラ・プロジェクトにさまざまな製品とサービスを提供している。また、ホットミックスアスファルト（HMA）の製造・販売（社内使用および建設プロジェクトに関連した第三者への販売）、道路基盤層の建設やアスファルト舗装の施工を含む舗装活動も行っている。さらに、ユーティリティや排水システムの設置を含む用地造成、HMA製造の原材料となる砂、砂利、建設用石材などの骨材の採掘、HMA製造に関連した社内使用および第三者への販売を目的とした液体アスファルトセメントの販売も行っている。同社は以前、サンテックスCPIグロースカンパニー, Inc.として知られていたが、2017年9月にコンストラクション・パートナーズ, Inc.に社名を変更した。コンストラクション・パートナーズ社は2007年に法人化され、アラバマ州ドーサンに本社を置いている。
Construction Partners, Inc. 基礎のまとめ
| ROAD 基礎統計学 | |
|---|---|
| 時価総額 | US$7.94b |
| 収益（TTM） | US$127.00m |
| 売上高(TTM) | US$3.26b |
60.3x
PER（株価収益率2.4x
P/SレシオROAD は割高か？
公正価値と評価分析を参照収益と収入
| ROAD 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.26b |
| 売上原価 | US$2.75b |
| 売上総利益 | US$511.53m |
| その他の費用 | US$384.52m |
| 収益 | US$127.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.25 |
| グロス・マージン | 15.70% |
| 純利益率 | 3.90% |
| 有利子負債／自己資本比率 | 178.6% |
ROAD の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/11 05:12 |
| 終値 | 2026/05/11 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Construction Partners, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8
| アナリスト | 機関 |
|---|---|
| Andrew Wittmann | Baird |
| Michael Feniger | BofA Global Research |
| Rohit Seth | B. Riley Securities, Inc. |