Construction Partners, Inc.

NasdaqGS:ROAD Stok Raporu

Piyasa değeri: US$6.4b

Construction Partners Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

Construction Partners yıllık ortalama 37.8% oranında kazançlarını artırırken, Construction sektöründe kazançlar growing at 28% annual. Gelirler growing yılda ortalama 25.8% oranında artmaktadır. Construction Partners'in özkaynak karlılığı 13% ve net marjı 3.9%'dir.

Anahtar bilgiler

37.83%

Kazanç büyüme oranı

36.30%

EPS büyüme oranı

Construction Sektör Büyümesi20.19%
Gelir büyüme oranı25.80%
Özkaynak getirisi12.97%
Net Marj3.90%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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Yeni Anlatı 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.

Gelir ve Gider Dağılımı

Construction Partners nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:ROAD Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 263,2581272110
31 Dec 253,0601221940
30 Sep 252,8121021770
30 Jun 252,451751790
31 Mar 252,189611660
31 Dec 241,989561550
30 Sep 241,824691460
30 Jun 241,761711430
31 Mar 241,665611370
31 Dec 231,618571320
30 Sep 231,564491260
30 Jun 231,482311240
31 Mar 231,440221190
31 Dec 221,358181120
30 Sep 221,302211070
30 Jun 221,18816990
31 Mar 221,06913950
31 Dec 211,00518900
30 Sep 2191120850
30 Jun 2185630770
31 Mar 2181236720
31 Dec 2080143690
30 Sep 2078640670
30 Jun 2079839680
31 Mar 2080941660
31 Dec 1980443640
30 Sep 1978343610
30 Jun 1976242590
31 Mar 1972938580
31 Dec 1868445570
30 Sep 1868051550
30 Jun 1865248540
31 Mar 1860541520
31 Dec 1759732500
30 Sep 1756826480
30 Sep 1654222400

Kaliteli Kazançlar: ROAD yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: ROAD 'nin mevcut net kar marjları (3.9%) geçen yılın (2.8%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: ROAD şirketinin kazançları son 5 yılda yılda 37.8% oranında önemli ölçüde arttı.

Büyüme Hızlandırma: ROAD 'un son bir yıldaki kazanç büyümesi ( 106.9% ) 5 yıllık ortalamasını (yıllık 37.8% ) aşıyor.

Kazançlar vs. Sektör: ROAD geçen yılki kazanç büyümesi ( 106.9% ) Construction sektörünün 30.4% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: ROAD 'nin Özsermaye Getirisi ( 13% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/26 18:21
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/09/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Construction Partners, Inc. 8 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Andrew WittmannBaird
Michael FenigerBofA Global Research
Rohit SethB. Riley Securities, Inc.